- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital.

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:

• Review of the digital document signing process.
• Key features to evaluate in selecting a solution.
• Review and distinguish top selling e-signature applications.
• Best practices for deploying e-signature software in your practice or business.

Who will benefit:

Anyone who uses email or postal email to process documents for signature and counter signature.

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 AICPA has identified risk assessment as an area of focus for its Enhancing Audit Quality Initiative as deficiencies in auditor's risk assessment procedures continue to be a common issue identified in peer review. SAS No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement, was written to improve the quality of risk-based audits. While key concepts do not fundamentally change, the standard works to clarify and enhance certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and hopefully overall enhance audit quality.

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

The topics that will be covered in this class include:

• New concepts due to the issuance of SAS No. 145
• Revised requirement to separately assess inherent risk and control risk
• A new definition of significant risk
• New emphasis on IT controls and risk of material misstatement
• New guidance on maintaining professional skepticism
• Revised requirements to evaluate the design of certain controls
• Revised requirements regarding audit documentation
• New guidance on scalability

Who will benefit:

Practitioners who perform audit engagements

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 to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions. Through a combination of theoretical knowledge and practical exercises, you will learn to streamline your work and improve efficiency in Excel.

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 Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance.
• Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios.
• Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling.
• Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management.
• Using Array Constants:  This section teaches how simplify the use of static values called Array Constants

Who will benefit:

This course is ideal for professionals who regularly use Microsoft Excel for data analysis, financial modeling, or complex calculations.

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.

This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.

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:

• Overview of the IRS collection process.
• Taxpayer rights and the Taxpayer Bill of Rights.
• Collection due process and appeals.
• Installment agreements and offers in compromise.
• Wage garnishments, levies, and liens.
• Penalties and interest.

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting cleitns with tax resolution

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

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA.

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:

• Limitations in roles and responsibilities an auditor can accept without impairing independence
• Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances
• Evaluating your auditor's time and project management stills
• Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Who will benefit:

Anyone who manages the external auditor relationship

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.