Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.

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:

• Current individual tax issues
• Current business entity tax issues
• Any current tax legislation occurring during the period
• Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Who will benefit:

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 tax implications.

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

This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

The major topics that will be covered in this course include:

• Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system
• Development of a tailored audit approach that considers the potential reliance on internal controls
• Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

Who will benefit:

CPAs in public practice and members in industry.

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.

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.

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 steps necessary to effectively transform a tax or accounting practice into an advisory service.
• What it means to be a CFO/advisor to small-to-medium sizes businesses.
• What qualifications are necessary to offer an advisory service.
• How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

Who will benefit:

Accountants, CPAs, bookkeepers, and enrolled agents.

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

In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication, and managing stress.

Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today.

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:

• Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.
• Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.
• Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.

Who will benefit:

This course is ideal for individuals seeking to improve their mental well-being or anyone experiencing stress or burnout.

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

This course is designed for tax practitioners looking to enhance their knowledge of individual income taxation and provide clients with solid tax planning advice before year-end. The course offers an in-depth review of Form 1040 issues, ensuring participants are up to date on the most current tax year matters. In addition, the course will cover changes in the Internal Revenue Code (IRC) made so far and will help practitioners anticipate any future adjustments by the current administration. Participants will learn how to navigate key tax issues, including legislative updates and practical strategies for tax, financial, estate, and retirement planning. With a comprehensive approach, this course equips practitioners with the tools they need to guide clients through changes in tax laws and potential impacts on their financial decisions

Learning Objectives:

At the end of this course the participants will be able to: 

• Discuss major changes to the Internal Revenue Code due to recent legislation. 

• Identify tax planning strategies for their clients in light of new legislation. 

• Update client financial, estate, and retirement plans based on new tax rules. 

• Analyze potential tax changes from the current administration and their implications. 

• Recognize key issues related to Form 1040 filings, including status, deduction, and credit updates. 

• Advise clients on capital gains, Social Security, and compensation/fringe benefits planning.

Who will benefit: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Financial statement forecasting is essential for predicting a company's future financial health, guiding strategic decisions, and attracting investments. By analyzing historical data, market trends, and assumptions, businesses can anticipate risks and opportunities, enabling effective planning, resource allocation, and long-term stability and growth.

- Forecasting Process: This involves projecting future income, expenses, and resources. By leveraging historical data and market insights, businesses can predict financial health, shaping strategic planning, investment decisions, and risk management.

- Forecasting Profitability: Predicting future earnings informs strategic decisions, investment planning, and resource allocation. It facilitates effective budgeting, cash flow management, risk assessment, and enhances attractiveness to investors for sustainable growth.

- Forecasting the Balance Sheet: Analysts forecast to predict a company's future financial position, assessing growth potential, solvency, and capital structure. This informs investment decisions, strategic planning, and risk management, ensuring financial stability and growth.

Join our webinar to explore these concepts with a practical example, guiding you through the forecasting process and demonstrating its practical applications in real-world scenarios.

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:

• Introduction to Financial Statement Forecasting
• Overview of the importance and benefits of forecasting for strategic planning and investment attraction.
• The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends.
• Analyzing Historical Data: Methods for leveraging past financial data to inform future projections.
• Incorporating Market Trends: How to integrate market insights into financial forecasts.
• Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning.
• Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure

Who will benefit:

Finance and accounting professionals interested in a better understanding of financial analysis

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

This session will expand on methodologies to employ when owner-employee compensation is at issue. The session will focus on determinations of reasonable replacement compensation for individuals who both provide services to a closely held business or professional practice and also have an ownership stake in the enterprise. Executive Compensation in the form of options and restricted stock will also be covered in the context of marital dissolution proceedings.

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 analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments
• Executive compensation components, including the valuation of non-qualified plans and restricted stock units

Who will benefit:

Practitioners that encounter questions and needs to evaluate the propriety of reasonable owner-employee compensation

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

Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress.

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

• Identify time wasters and adopt strategies for eliminating them
• Recognize the variety of causes of procrastination and apply techniques to overcome them
• Use practical techniques for prioritizing work
• Delegation strategies
• Incorporate wellness and stress management into your day in short increments
• Understand their energy cycles and use it to manage your schedule
• Learn techniques to decrease stress in the moment (based on neuroscience)

Who will benefit:

Professionals leading a team or project, or will be in the future.

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

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools.

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:

• Financial Modeling with ChatGPT Integration
• Advanced Ratio Analysis Techniques
• Risk Assessment and Scenario Analysis
• Valuation Methods and ChatGPT Applications
• Utilizing Performance Metrics in Financial Analysis
• Data Analysis and Interpretation with AI
• Investment Analysis Enhanced by ChatGPT

Who will benefit:

Accountants and financial analysts seeking to deepen their expertise in financial analysis through the integration of AI and ChatGPT tools will greatly benefit from this course.

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