When stepping into a leadership role you may not have been exposed to all the various tax issues. We will take a thirty-thousand-foot view into corporate income taxes and some other taxes, the focus being to potentially lower taxes. We will explore what and how to communicate with your external accounting firm. What is the value of proper fixed asset schedules and their crucial role? Depreciation, qualified business income, and the employee retention credit will be reviewed. Keep a schedule, be prepared, because at the end of day - you will be held accountable and responsible for missed dates, missed opportunities and also may be given credit for taxes saved. Be prepared and aware of tax savings alternatives.

• Tax reduction strategies.
• History of taxation in the USA.
• Tax environments, entity and associated forms.
• Corporate, state, property, and sales taxes.
• Tax planning concerns.
• Depreciation and fixed asset schedules.
• How to recognize and ward off tax schemes.

Who will benefit:

Corporate Financial Leaders, CEOs, CFOs, Controllers, CPAs, Accountants, Board members, advisors, and Consultants. Business owners, entrepreneurs and professionals who are interested in being ahead of the game when it comes to tax related matters.

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

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Introduction to ChatGPT and other AI (Artificial Intelligence) language models
• Discussion of best practices for using ChatGPT with Excel
• Use ChatGPT to create, debug and explain formulas
• Use ChatGPT to learn how to use Excel features
• Use ChatGPT to automate repetitive tasks in Excel
• Use ChatGPT to easily create macros

Who will benefit:

This course is designed for students, professionals, and enthusiasts seeking to leverage the potential of ChatGPT to enhance their Excel skills and productivity.

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

NOTE – This ethics course has not been approved by the Accountancy Board of Ohio therefore does not count towards your mandatory 3 Hours of Professional Standards & Responsibilities credit per renewal period. This course does count towards your 120 CPE Hours.

Professional Requirements for Assurance Providers, Including Independence - Understanding Critical Code of Professional Conduct Concepts will dig deeper into important foundational principles, primarily focusing on threats to independence and how to avoid or appropriately safeguard them. The AICPAs Code of Professional Conduct provides guidance for ethical business conduct, as well as other potentially relevant ethical requirements from the PCAOB and international bodies. An important pillar of any Code of Professional Conduct is the rules governing independence when performing attest services, particularly when both attest and non-attest services are provided. Note:
This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has audit or attest engagement responsibilities. 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:

• Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional Conduct
• Familiarity, self-interest, self-review and other independence threats
• General requirements and management responsibilities when performing both attest and non-attest services for the same client
• Safeguards for common independence threats

Who will benefit:

Anyone who provides audit and attest services requiring independence

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

Key factors and considerations for organizations seeking to implement a cryptocurrency-based payment system. 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:

• Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind
• Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system
• Documenting accounting implications
• External resources will be provided in order additional context and information

Who will benefit:

Practitioners at all levels of the accounting function

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

The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment:
Agenda Consultation. 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:

• Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits.
• Review year 2 implications of the leases standard including modification accounting.
• A look at the projects identified by the FASB's Invitation to Comment:
  Agenda Consultation.

Who will benefit:

Practitioners and members in industry responsible for accounting and financial reporting.

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

The Microsoft 365 ecosystem of apps offers tremendous value for any business organization. The key to maximizing the ROI of your monthly subscription fees is to understand how all the apps work together. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will share a number of "best practices" for deploying Microsoft 365. This course will help you discover the hidden gems in the Microsoft ecosystem to increase productivity across your organization and help you avoid making costly mistakes in your deployment. 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:

• Overview of the "core" Microsoft 365 apps and how they integrate with each other
• Review of the key deployment decisions to be made
• Identifying the important settings to establish in the key apps
• Establishing organizational policies for using Microsoft 365
• Developing a plan to educate your team members on how to integrate the apps into their business processes
• Understanding the role of the Admin app and system administration
• Planning for Microsoft Copilot for 365 AI capabilities

Who will benefit:

Anyone who will be involved in the deployment of Microsoft 365, regardless of the size or type of organization.

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

This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation. 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:

• Introduction to Power Query in Power BI:
  Understanding the interface and basic functionalities.
• Data Cleaning Techniques:
  Removing duplicates, handling null values, and data type conversions.
• Data Transformation:
  Advanced methods for manipulating data, including pivoting, merging, and appending queries.
• Data Loading:
  Efficiently loading data into the Power BI data model.
• Document the Process Steps:
  Setting up details for each step in the process so you can document what is happening and why.

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query.

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

This course will identify the factors in the choice of entity decision while considering the impact of various recent tax act provisions. 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:

• Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations.
• Impact of the Section 199A deduction
• Ramifications of the C to S election and the S to C election
• Corporate tax rate to individual tax rate comparison examples
• Other related topics

Who will benefit:

CPAs in public practice and industry seeking an update on the latest tax developments affecting choice of entity.

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

Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. 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:

• Overview of the Bookings app functionality
• Step by step demonstration of how to setup your private Bookings web page
  • Defining your meeting types / services
  • Configuring text message reminder notifications
  • Setting your scheduling policies
  • Customize your Bookings page form to capture important information while booking an appointment.
  • Integrate with Microsoft Teams Meetings

Who will benefit:

Anyone who uses Outlook to manage their appointment calendar.

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

This course will help you develop an effective plan for revenue generation with client accounting services. The course will help you define and market to your chosen niches with effective and cost-efficient tactics. 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:

• An efficient process to identify, attract and consultatively sell CAS to new prospects
• Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels
• How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market

Who will benefit:

Accounting professionals developing and offering client accounting services.

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