Ask the right questions
Organize the facts, locate and assess pertinent authority, and clearly communicate research findings. That's what it takes to conduct tax research effectively. This webcast is focused on equipping you with the tools you need to find answers to complex tax questions.

We will discuss online tax research methodology, authoritative tax hierarchy, tax return support documentation, and so much more.

Learning Objectives:
· Recall the methodology of implementation-based tax research.
· Identify and analyze the pertinent facts and applicable laws to determine a tax result.
· Apply the hierarchy for sources of tax authority in researching a tax question.
· Recall how to execute efficient and meaningful research within tax online services.

Who will benefit:
· New tax staff (firm or in-house)

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Ask the right questions
Finding the right answer to a tax question starts with asking the most important questions, which are rarely the most obvious ones.

Learn to examine a unique set of facts in light of the tax law so that you can develop those precise questions that help your clients understand their options.

Learn to identify and phrase critical tax questions as you structure your searches and formulate the questions to make your research more effective.

Client-specific
Understand how to analyze your client's situation and place in the context of previous cases through research. Learn how to talk with clients about your findings in their cases.

Learning Objectives:
· Identify the appropriate authority for tax problems.
· Identify the evidence you gather regarding your client's tax situation.
· Distinguish the facts from other cases to reach a conclusion about your client's case.
· Identify specific ways to communicate your findings to your client.
· Recall the research methodology that is appropriate to tax planning.

Who will benefit:
· Tax staff (firm or in-house)

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

Whether you’ve been in the EBPA world for eons or you’re an eager rookie—this conference will get you up to speed on what’s around the bend for employee benefit plans and audits. We have a specially designed boot camp that’s the bee’s knees for beginners, and everyone will have the opportunity to hear from the DOL and peer review experts on the latest updates and top audit issues through interactive learning focused on the EBP sector and enhancing audit quality.

Topics to be covered:

- A U.S. Department of Labor update

- Accounting and auditing update

- Economic and retirement legislation update

- Auditing investments best practices

- Risk management, audit claims and engagement letters overview

- Peer review development and findings

- Audit technology

- Risk management best practices

- EBP audit beginner bootcamp

And you know what they say—the larger the group, the bigger the discount!

- 5-9 attendees = 10% off

- 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.

In the demanding world of the CPA profession, burnout has become an increasingly prevalent and concerning issue, especially among women. Long hours, tight deadlines, and the evolving landscape of financial regulations can take a toll on even the most resilient professionals.

In honor of Women's Mental Health Day, we're celebrating with a session on Navigating Burnout in the CPA Profession. This session aims to shed light on the pervasive issues of burnout within the CPA profession and provide practical strategies for prevention, intervention and recovery. Join us for an exploration of the stressors women face and the impact of burnout on individual well-being, team dynamics and overall organizational performance.

Learning Objectives:

• Identify key factors to burnout, such as long hours, tight deadlines, and regulatory pressures.

• Examine the stressors faced by women in the CPA profession.

• Strategies to address gender-specific challenges and foster a supportive work environment.

• Preventative measures to enhance personal resilience.

• The role of leadership and organizational policies in creating a supportive work environment.

• Resilience-building techniques to help CPA professionals bounce back from challenging situations.

These learning objectives aim to address the specific challenges outlined in the session description and provide practical tools for navigating burnout in the CPA profession.

Major Subjects: 

• Understanding burnout and team dynamics in the CPA profession 

• Exploring gender-specific stressors 

• Impact on individual well-being 

• Assessing organizational performance 

• Practical prevention strategies 

• Recovery and resilience building

• Creating an action plan

Are you getting the most from your staff? Are you paying top-dollar and still not getting high performance? New research gives us the insights to effectively motivate your people. This session discusses proven people motivation tactics. Many ‘old’ methods really did not motivate in the past and certainly do not work today. Getting the most from your people requires new, very learnable, leadership techniques. Whether your business is large or a start-up, getting people to move forward as one is a challenge. This session will show you how to create an environment where your talented employees can excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The issues and alternatives of motivation.

• Why many motivation tactics consistently fail
• How to change your motivation tactics to enhance performance
• The three things that every professional wants
• The new science of effective motivation
• How to motivate people today
• An action plan to enhance motivation

Who will benefit: CEOs, CFOs, Controllers, Board members, advisers, managers and consultants.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

In a surprise twist, the Inflation Reduction Act (IRA) was passed in short order after secret negotiations were revealed in late July 2022. Seismic changes in tax legislation are currently taking place, and the well-informed tax practitioner will want to attend this two-hour program in order to stay abreast of these developments! This course will provide a concise look at these hot topics. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Inflation Reduction Act of 2022
  • The new 15% corporate AMT
  • Electric Vehicle Credits
  • Clean Commercial Vehicle Credits
  • 1% tax on the repurchase of corporate stock
  • Excess Business Losses
  • Clean Energy Tax Credits
  • Energy Efficient Home Improvement Credit
  • Energy Efficient Commercial Buildings Deduction (Section 179D)
  • New Credits
  • Research Credits for Small Businesses
  • Excise Taxes on Fossil Fuels
  • Green Property Depreciation
  • Additional Funding for the IRS
  • Transfers of certain credits to an unrelated transferee
• Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022

Who will benefit: Who should Attend: This course is suitable for corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses that have these tax implications.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Introducing the ChatGPT Hands-on Bootcamp for CPAs (IN PERSON)!

Are you ready to unlock the power of ChatGPT and revolutionize your accounting, finance, and tax workflows? Look no further! This half-day immersive course, led by nationally recognized advisor and CPA technology educator John Higgins, will propel you into the world of ChatGPT expertise. 

Why ChatGPT?

• Fastest Growing Application: ChatGPT has taken the tech world by storm, with over 100 million users adopting it within just two months. Its impact is unprecedented!
• Quality and Efficiency Boost: As a CPA or CFO, you’re a knowledge worker, and ChatGPT is tailor-made for you. It enhances the quality and efficiency of business processes across all industries.

What You’ll Learn:

1. History and Basics: Dive into the fascinating history of ChatGPT and explore its inner workings.
2. Hands-On Experience: Get your hands dirty! John Higgins will guide you through practical case studies, applying ChatGPT to real-world accounting, finance, and tax scenarios.
3. Setting Up Your Account: Learn how to set up your ChatGPT account (both free and premium options).
4. Risk Management: Understand how to navigate ChatGPT effectively and avoid potential pitfalls.
5. Future Potential: Peek into the exciting future of AI in business.

Who Should Attend?

• CPAs: Whether you’re a seasoned professional or just starting out, this bootcamp is for you.
• CFOs: Enhance your strategic decision-making with ChatGPT insights.
• Bring Your Laptop!: This hands-on experience requires active participation.

Ready to ascend to the top of the pyramid of CPAs knowledgeable in ChatGPT? Register now and be prepared to transform your day-to-day tasks!

Everyone knows that Excel is the most widely used spreadsheet application in the world today. However, because it is ever-changing, many users are unable to keep up with the latest features and capabilities of this ubiquitous application. In this session, we look at some of the most helpful new features and tools that have been added to both the Desktop version of Excel and the Web version. Content like this is valuable to anyone that regularly works with Excel - We hope you will attend! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• New features and tools in Excel
• Updates to the Excel Function Library

Who will benefit: Accounting and other business professionals that work in Excel regularly.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Developing a strong risk management culture

Successful leaders are anticipatory, understanding the potential effect and wider implications of risks.

You can guide staff and correct behaviors with policies and procedures. But to fully actualize a risk management culture, leaders must convey integrity and must step up their commitment to enterprise risk management (ERM).

Enterprise risk management means dealing with uncertainty. It requires leaders to make informed decisions managing people, processes and technology.

In this webcast, you'll learn what it means to be an anticipatory leader,
the five levels of defense in risk management and much more.

Learning Objectives:
· Distinguish what it means to be an anticipatory leader.
· Compare the various roles and individual responsibilities in risk management.
· Apply the 80/20 perspective applied to enterprise risk management.
· Calculate the five levels of defense in risk management as it relates to leadership roles.
· Determine action steps for the board and executive leadership team.

Who will benefit:
Accountants and finance professionals, practitioners of all levels

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- and post-judgement interest, contract claims, among other damages. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this class include:

• Types of damages or remedies that can be awarded or agreed upon pursuant to litigation
• Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments
• Suggestions for drafting pleadings or settlement agreements

Who will benefit: This course is suitable for Corporate tax and finance personnel, CPAs, CAs EAs, accountants, attorneys and business/financial advisors. All in-house and public practice tax professionals will benefit from this timely and insightful seminar.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.