This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits.

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:

• Installment sale treatment eligibility
• When to elect out of installment sale treatment
• Installment sale of business assets
• Installment sale default and the rules for personal property versus real property
• Installment sales and depreciation recapture

Who will benefit:

CPAs and members in industry seeking an in-depth review of installment sales.

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

Will we ever get used to the rapid pace of change? Is our organization changing as fast as society? These are just some of the questions that must be asked and will be discussed in this program. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that upside down with our innovative approach to planning and budgeting. Recent changes in our economy have shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the “one-year operating plan” (formerly referred to as a budget), the “monthly operating plan,” cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.    

Learning Objectives:

- Develop a one-year operating plan (formerly referred to as a budget)

- Avoid the political pitfalls that often come with the forecasting and budgeting processes and inhibit change

- Maximize the usefulness of the forecasts developed for the organization

- Perform a financial risk analysis

- Perform an EVA analysis (PV, ROI and Modified ROI)

- Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

Who will benefit: CFOs, controllers, and finance professionals

With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating, and presenting your findings to your client and if needed, ultimately in divorce court.

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:

• The role of a forensic accountant in divorce proceedings
• The marketing of forensic accounting services to family law attorneys
• How to conduct a financial investigation
• Common areas to uncover hidden assets or income
• The basic calculations in evaluating marital assets
• Testifying in depositions and divorce court

Who will benefit:

CPAs, forensic accountants

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

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence.

Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder.

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 BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.
• Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.
• Data Connection and Management: Connecting to various data sources and preparing data for reporting.
• Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.
• Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.
• Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in developing paginated reports using Power BI Report Builder.

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

One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. Nationally recognized accounting technology advisor and thought leader, John Higgins, will take you through the step-by-step process of setting up and using the Sync app.

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 OneDrive Sync app functionality
• Step-by-step review and demonstration of how to deploy this app
• Installing the Sync app on your local devices
• Configuring the files and folders to synchronize toy your local device
• Manage the locally stored files
• Best practice tips for using the Sync app and avoiding common mistakes

Who will benefit:

Anyone who use Microsoft OneDrive or SharePoint

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

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.

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

Major topics covered in this course include:

• Introduction to ChatGPT and artificial intelligence chatbot technologies
• Automating frequently asked questions and the onboarding process
• Verifying and reviewing financial records
• Providing real-time support to clients
• Generating financial reports
• Automating tax return preparation and financial planning
• Providing guidance on financial decision making

Who will benefit:

This course is ideal for accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work.

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

Multistate taxation has never been a more relevant topic. This course helps professionals skillfully navigate the maze of multistate corporate tax codes.. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities.

This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

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:

• Awareness of advanced functions
• Creative methods for data manipulation
• Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
• Real-life examples of innovative ways to analyze and report data with Excel
• Using Excel to perform e-mail merges
• Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
• Enhance creativity in your approach to developing Excel models

Who will benefit:

Practitioners, members in industry and other accounting professionals seeking an advanced understanding of Microsoft Excel.

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

This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation.

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

• Update and integration of the most recent tax legislation impacting individual and business taxpayers.
• Review of individual and business provisions of the Inflation Reduction Act.
• Update on significant individual and business tax developments related to cases and rulings.
• Update on earned income credit, child credit, and child and dependent care credit.
• Crypto reporting update.
• Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.
• Tax issues impacting "gig" workers, including Form 1099-K.
• Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.

Who will benefit:

CPAs and members in the accounting industry seeking a legislative update on the most recent individual and business tax provisions.

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

This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.

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

• Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.
• Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.
• Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.
• Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.

Who will benefit:

This course is ideal for anyone who uses Excel extensively in their work, especially those involved in financial analysis, reporting, auditing, or any role where accuracy and efficiency in handling Excel spreadsheets are paramount.

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