Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed.

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:

• Defining Federal Income Taxes
• Computing federal income tax liability
• Calculating adjusted gross income
• Defining Qualifying Child
• Determining filing status
• Calculating the Kiddie Tax
• Standard deduction
• Tax Rates for ordinary income, capital gains, and qualified dividend income
• Cash v. Accrual Method
• Filing deadlines and obtaining extensions

Who will benefit:

This course is ideal for CPAs, CFPs, EAs and other tax preparers

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.

Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security.

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 actuation of online and other cyber frauds
• Fraudulent acts that are initiated electronically
• Automated and employee driven methods that can reduce cyber-fraud risk

Who will benefit:

Accounting and other business professionals with a need to understand online fraud.

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

Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice.

What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls?

This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence.

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:

• A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued
• How to advise your client in approaching an allegation of embezzlement
• What pitfalls may arise in finding the truth
• The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions

Who will benefit:

Forensic Accountants and CPAs who want to learn the best practices to help their client when the client's employee is embezzling from their business.

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.

In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging.

You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data.

Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional.

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

• Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.
• Data Modeling: A comprehensive discussion of building a data model and calculating metrics.
• Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner.

Who will benefit:

This course is ideal for anyone who is looking to become a data analysis expert.

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

This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

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:

• Preparation of the statement of cash flows
• Importance of identifying sources and uses of cash in financial reporting
• Financial statement analysis
• Cash-related financial statement disclosures

Who will benefit:

PAs in public practice or members in industry who desire a renewed perspective regarding the statement of cash flows.

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

We kick off this course with a look at the GASB standards that are effective this year including GASB 100, Accounting Changes and Error Corrections and GASB 101, Compensated Absences. We then move to the NFP side of the house with a look at the Accounting Standard Updates issued by the FASB that impacts nonprofit entities. Following that, we review the work of the Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on. After the break, we will conduct a deeper dive into Yellow Book and Single Audit engagements. The course closes with a look at the significant changes in the 2024 Compliance Supplement, the changes to the Uniform Guidance and the common deficiencies identified by the federal agencies and peer reviewers.

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 to answer your questions during the event.

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

• New GASB standards
  • GASB 100, Accounting Changes and Error Corrections
  • GASB 101, Compensated Absences.
• Accounting Standard Updates issued by the FASB
• Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.
• Yellow Book and Single Audit engagements.
• Changes in the 2024 Compliance Supplement
• Changes to the Uniform Guidance
• Common deficiencies identified by the federal agencies and peer reviewers.

Who will benefit:

Practitioners and members in industry responsible for accounting & financial reporting for nonprofit or governmental entities.

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

Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in the SASs.

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:

• Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits
• Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements
• Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates
• New definitions and requirements related to identifying and evaluating risks of material misstatement
• Other important matters contained in recent SASs 

Who will benefit:

Anyone who provides attest services on financial statements

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

How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids.

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 need to fund for long-term care in America
• Client's attitudes and misconceptions
• Innovative long-term care solutions and funding

Who will benefit:

CPAs

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