This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs, and S corporations, as well as discuss the tax accounting for these 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 that will be covered in this class include:

• Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations
• Financial accounting issues arising from changes in ownership
• Financial vs. tax accounting for partnership/LLC capital accounts
• Section 704(b) substantial economic effect rules and their relation to financial accounting
• The integration of financial accounting with Forms 1065 and 1120S
• Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests
• Deferred tax accounting for partnerships/LLCs and S corporations
• Financial accounting for the operations of a partnership/LLC
• Financial accounting impact of the C to S election and the S to C election
• Financial and tax accounting for S corporation shareholder equity and partner capital accounts
• Financial vs. tax accounting for loans to and from S corporations and their shareholders

Who will benefit:

CPAs working with partnerships and LLCs and members in business and industry seeking to keep their knowledge current.

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 using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.

custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.

This course is designed to guide accountants on how to leverage these enhanced ChatGPT

functionalities to streamline financial workflows, analyze data, and engage in more dynamic,

multi-modal interactions.

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 GPT Builder platform and interface for accounting professionals
• Creating accounting-specific custom instructions and knowledge bases
• Implementing financial data analysis capabilities through GPTs
• Designing GPTs for tax preparation assistance and compliance checking
• Building client communication tools with accounting terminology
• Enhancing bookkeeping efficiency with automated GPT workflows
• Security and confidentiality considerations for financial data

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and tax specialists who want to leverage AI to enhance productivity, accuracy, and client service while reducing time spent on repetitive tasks.

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

Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement audit.

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:

• Generally accepted audit requirements related to testing controls for operating effectiveness
• Identifying key controls that may prove effective and efficient to test in a control reliance strategy
• Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control
• Leveraging audit evidence available for Service Organization Control (SOC1) Reports
• General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting

Who will benefit:

Accountants who have responsibility for evaluating the design and operating effectiveness of controls in a financial statement audit

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

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.

These areas include:

1. Social media

2. Content development.

3. Email marketing.

4. Text (SMS) marketing.

5. Chatbots and other interactive AI tools.

6. Drip marketing campaigns.

Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!

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:

• Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
• Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
• Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
• Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
• Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
• Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
  

Who will benefit:

Firm leaders and marketing specialists working in accounting firms.

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 significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain 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:

• Review of current items on the FASB agenda
• Discuss the new revenue recognition standard
• Provide an update on the new lease accounting standard
• Address U.S. GAAP alternatives for certain entities

Who will benefit:

CPAs in public practice or members in industry seeking an update on the latest items on the FASB agenda.

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

Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations.

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 subjects that will be covered in this course include:

• Awareness of your mindset entering the conversation
• Tactics to build a pool of meaning
• Clarity around story telling
• Biggest mistakes to avoid

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 investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring, and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection.

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:

• Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators
• Revisiting the basics of controls - design vs effectiveness, preventative vs. detective
• Entity-wide controls and how they can assist in fraud deterrence
• Specific fraud types and the controls that could prevent and detect them

Who will benefit:

Anyone interested in preventing and detecting fraud in their organization.

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

Effective sustainability reporting

Requests for supply chain reporting of detailed sustainability data have increased substantially in recent years. The surge has been driven by the need for companies to assess the environmental impact and sustainability practices of their supply chain operations and the products they deliver. Increased regulations and voluntary reporting requests from the largest retailers and manufacturers necessitate cooperation from suppliers in providing accurate data.

This webcast will address challenges organizations face with managing multiple fragmented data requests and the difficulties in responding to complex and evolving requirements.

We will explore best practices for supporting clients in collecting accurate, comprehensive data.

This webcast includes:

-An overview of requests from platforms like CDP, EcoVadis, and other proprietary systems

- High-level strategies for effective sustainability reporting and tools

- Resources to streamline the reporting process and enhance an organization's sustainability profile to meet customer reporting requirements

Learning Objectives:

- Identify various Types of sustainability data requests and their importance.

- Recall the reporting frameworks and tools to meet diverse customer and regulatory needs.

- Recognize processes for accurate and comprehensive data collection.

- Recall mechanisms to leverage compliance efforts to strengthen Client relationships and build A positive brand reputation.

Who will benefit:

'- CPAs (PA) serving mid-market clients who receive requests from suppliers/customers on sustainability questions

- MA finance professionals working in organizations that receive requests for sustainability questions from suppliers/customers

- Any accounting or finance professional who wants to understand more about fulfilling the demands for sustainability data requests through the supply chain.

- Accounting professionals who provide advisory services (including ESG matters) for clients and need to advise B&I clients on methods of managing and reporting on sustainability matters.

- Accounting and finance professionals who recognize it is crucial to understand how to implement processes that help produce sustainability data or provide advisory services over sustainability strategies because they have to drive sustainable strategic and operational decisions based on data produced.

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.

Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization.

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:

• Introduction to the world of password management apps and what makes them so secure
• Review and demonstration of top selling password management apps
• Software features that will be reviewed
  • Password generation
  • Emergency user access
  • Entity vs. individual password management
  • Desktop vs. cloud based
  • Multi device synchronization
  • PII (personally identifiable information) forms filler
  • Credit card storage
  • Digital data vault

Who will benefit:

Anyone wants to improve the protection of their login credentials and make password management an easier task to deal with.

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

U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling.

We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise.

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:

• Background of the Corporate Transparency Act
• Beneficial Ownership Information Reporting (BOIR) Rule
• Entities required to report.
• Reporting requirements imposed by the CTA
• Due dates of reports
• Information needed to satisfy the BOIR
• Impact of failure to report
• How to submit a report
• Court rulings on CTA’s unconstitutionality
• Implications to entities as a result of the ruling in NSB.
• Potential reporting requirements due to FinCen’s proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.

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 and individuals that have these tax implications. All in-house and public practice t

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