This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed.

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 that will be covered in this class include:

• Definition of what qualifies as an entertainment expense
• Strategies to deduct business entertainment expenses
• Deductibility of meals
• Situations not subject to the 50% meals and entertainment reduction
• How to handle automobile issues related to employer-provided parking
• Proper accounting for deductible vs. non-deductible expenditures
• The four steps to analyze business expenses
• The latest federal legislation, cases and rulings

Who will benefit:

CPAs in public practice and industry seeking the latest developments on reporting entertainment and business transportation expenses.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This webcast is dedicated to exploring innovative strategies in tax practice management, designed to help firms stay at the forefront of the industry.

We'll focus on:

- Recruitment and retention strategies

- Building a more efficient practice

- Attracting top talent

- Fostering a culture of retention

Our expert speakers will share insights on leveraging technology and implementing best practices. Don’t miss this opportunity to future-proof your tax practice and gain a competitive edge in the industry.

Learning Objectives:

- Recognize the top practice management challenges facing tax practitioners.

- Identify areas for growth in Managing your clients, staff and technology.

- Identify new services that CPA firms could consider offering.

- apply best practice Strategies for Managing your workflow and practice Now and in the future.

- use AICPA tax Section resources to support your firm’s practice management strategies.

Who will benefit:

- Large firms

- Medium firms

- CPAs

- tax professionals

- Small firms/sole Practitioners

- Small/Medium businesses

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. 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.

CFOs, controllers, and finance managers often play a key role in driving value within an organization. You'll explore best practices tailored to help enhance your impact within your organization. Additionally, you'll gain insight into economic trends that can affect your business and technological tools that can increase efficacy and efficiency. Topics covered include strategic planning, talent management, cash management, and sustainability. The knowledge and skills you learn will help you add value to your business and contribute to the success of your organization. 

Learning Objectives:

• Analyze economic trends and their effect on business operations and strategy. 

• Identify advancements in management accounting to drive strategic decision making and operational efficiency. 

• Use information technology solutions to optimize financial processes. 

• Identify techniques to optimize working capital management and manage financial risks. 

• Determine ways to foster a culture of continuous improvement and operational excellence. 

• Apply sustainable business practices to support long-term value creation.

Who will benefit: CFOs, Controllers, and Finance Managers 

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• The authority of IRS in assessing and collecting taxes.
• The common misconceptions when dealing with IRS.
• Common questionable actions by business owners.
• How to prepare for an IRS audit.
• The seven options in IRS collections.
• Possible criminal tax violations by CFOs and small business owners.

Who will benefit:

CFO, controllers, finance professionals, CPAs, and attorneys.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.

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:

• General disclosures about the entity and its environment
• Common critical information useful to financial statement readers for making economic decisions
• Explain results of operations through information that supplements the face financial statements

Who will benefit:

Accountants at all levels interested in remaining current with accounting and financial reporting requirements

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world.

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:

• The benefits and pitfalls of remote employees.
• How to maximize the value provided by distance workers.
• Policies, procedures, and control measures designed for a more geographically dispersed workforce.

Who will benefit:

Accounting and other business professionals that are tasked with supporting and controlling remote workers.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take."

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:

• ChatGPT and generative AI technology primer
• Building your generative AI vocabulary
• Dig deeper into your engagement research to develop a higher quality advisory service
• Polish your client reporting with the help of ChatGPT
• Developing your ChatGPT client advisory services
  • Start with client education. You don’t need to be a technical expert to be an educator
  • Use AI to help your clients automate their workflows / business processes
  • Build better spreadsheets with ChatGPT and Excel
  • Help your clients identify, evaluate and select applications for their business

Who will benefit:

Anyone who wants to enhance their client advisory services by integrating AI into the mix.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About

In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package.

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 that will be covered in this class include:

• Decision Making Theory
• Compensation & Employee Satisfaction
• What benefits do employees care about?
• Retirement Plan Basics
• Health Insurance Basics
• Disability Insurance Basics
• Life Insurance Basics
• Fringe Benefits
• Summing It Up

Who will benefit:

Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.

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 that will be covered in this course include:

• Required minimum distributions for a deceased’s heirs
• 2025 retirement plan contribution limits
• Required minimum distributions and contributions to charity
• Key provisions of Secure Act 2.0

Who will benefit:

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail.

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:

• Introduction to Schedules K-2 and K-3
• Review the filing requirements
• Discuss the different parts of the schedules and what needs to be included

Who will benefit:

This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.