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Microsoft Teams - Everything You Need to Know from A to Z

ID: 65987
Friday May 09, 2025 09:00AM - 01:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

Microsoft Teams is one of the most popular tools for communication, collaboration, and knowledge sharing. If you use Microsoft Teams in your practice or business, this is a "must attend" course. You will learn everything you need to know to optimize the features of Teams and maximize your productivity. We will cover everything from how to effectively design your teams and channels configuration. How to utilize all the Teams features for posting conversations and working with your Office documents, PDF files and more. You will leave this course with the skills to master all the features of Teams!

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 the "big picture" of the role the Teams app plays in your Microsoft 365 ecosystem
  • How to effectively design your teams / channels configuration
  • Detailed review of all the features for creating conversation posts
  • Detailed review of all the features for creating, editing and managing Office files within the Teams app
  • How to use the search features to find Teams content instantly
  • Step by step review of how to host and participate in Teams online meetings
  • Using Teams calling features for your phone system
  • How to manage your notification settings in Teams
  • And more

Who will benefit:

Anyone who uses the Microsoft Teams app


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

Supporting Mental Wellness to Thrive in Work and Life

ID: 65988
Friday May 09, 2025 09:00AM - 11:00AM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Walter Haig's Personal Financial Health Checkup

ID: 65989
Friday May 09, 2025 09:00AM - 05:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services.

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 course include:

  • Preparing a personal financial statement following U.S. GAAP
  • Recasting U.S. GAAP personal financial statements into powerful management tools
  • Identifying key financial factors that must be managed in order to achieve financial self-sufficiency
  • Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death
  • How to create "goal" statements that achieve results

Who will benefit:

This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning and individuals who desire to become or remain financially self-sufficient.


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

What If Your Client Didn't Take Reasonable Compensation

ID: 65990
Friday May 09, 2025 09:00AM - 10:00AM
Topics:
Tax
Non-members
$68.75
Members
$55.00
Your price
$68.75

Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year.

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:

  • Review best practices to help your client evaluate if an S election is an appropriate choice
  • How to be proactive and head off common reasonable compensation issues before they happen
  • Explore strategies for cash management if cash isn't available at year end
  • Explore what’s at stake when reasonable compensation isn’t paid timely

Who will benefit:

CPA & EA practitioners who advise S Corps on the issue of Reasonable Compensation who are interested in learning about what to do if a client didn't take reasonable compensation in a previous year.


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

2025 Accounting & Auditing Update for Small Businesses

ID: 65991
Friday May 09, 2025 10:00AM - 02:00PM
Topics:
Audit + Assurance
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

For many small businesses, the standards issued by the FASB may have little to no effect as they impact topics that do not reflect the type of transactions that these entities most frequently experience. This class will focus on the Accounting Standards Updates (ASUs) that are most likely to impact small businesses with a focus on ASUs initiated by the Private Company Council (PCC). We'll then look at alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs for entities who don't necessarily need to prepare GAAP financial statements but want to use accrual accounting. Finally, we will transition to audit standards that small business auditors will need to implement.

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 Standards Updates (ASUs) that are most likely to impact small businesses.
  • ASUs initiated by the Private Company Council (PCC).
  • Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs.
  • Audit standards that small business auditors will need to implement.

Who will benefit:

Accountants in public practice or industry


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

Best Non-Google Search Tools for Accountants

ID: 65992
Friday May 09, 2025 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

The course explains why you need more than Google to search the Internet and highlights a rich constellation of alternative search engine applications. The session also explains how to set up your own customized online research management platform, and discusses dynamic search strategies (two-step, vertical and lateral searching) that can be used to gain an extra edge when using any search engine. Participants will walk away with scores of new knowledge sources and streams that will complement their use of Google and improve their online research power.

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:

  • Why Advanced Search Skills Are So Critical for Accountants
  • Why You Need More than Google to Search the Internet
  • GARP: Generally Accepted Research Principles
  • Alternatives to Google
  • Advisory Search
  • Social Search
  • Specialty search
  • Search Engine resources
  • What's Ahead in Search

Who will benefit:

Practitioners who want to go beyond Google and explore alternative search platforms that can be used to diversify their online due diligence and sharpen their digital intelligence gathering.


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

Accounting for and Auditing Cryptocurrency & Digital Assets

ID: 65993
Friday May 09, 2025 10:30AM - 12:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks, and challenges evolving in this area.

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:

  • Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets
  • Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records

Who will benefit:

Anyone who is responsible for accounting or auditing digital assets


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

2025 Single Audit Update

ID: 65994
Friday May 09, 2025 11:00AM - 01:00PM
Topics:
Audit + Assurance
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single Audits.

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:

  • Review of the impact of the 2024 Compliance Supplement on Single Audits
  • Review of the changes to the Uniform Guidance
  • Review of common audit deficiencies found in Single Audits

Who will benefit:

Practitioners serving nonprofit or governmental entities that are receiving federal funds.


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

Understanding the New Forms K-2 and K-3

ID: 65995
Friday May 09, 2025 11:30AM - 01:30PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

Schedules K-2 and K-3 are promulgated by the IRS in order to standardize the reporting of foreign-related tax information for pass-through entities. Even pass-through entities that have no foreign activities, investments, or partners may have a reporting requirement. Schedules K-2 and K-3 for reporting partners' income, deductions, and credits from foreign activity are now required for passthrough returns (Form 1065, 1120-S and 8858). This requirement starts with returns with a tax year that ends in 2021. This course discusses each part of these schedules and explain these new reporting obligations in detail.

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:

  • Introduction to Schedules K-2 and K-3
  • Review the filing requirements
  • Discuss the different parts of the schedules and what needs to be included

Who will benefit:

This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise individuals or businesses.


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

Tax Implications of Retirement Plan Distributions

ID: 65996
Friday May 09, 2025 01:00PM - 02:00PM
Topics:
Tax
Non-members
$68.75
Members
$55.00
Your price
$68.75

This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0, and provide practical strategies of maximizing tax benefits for your client.

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:

  • Required minimum distributions for a deceased’s heirs
  • 2025 retirement plan contribution limits
  • Required minimum distributions and contributions to charity
  • Key provisions of Secure Act 2.0

Who will benefit:

CPAs and members in industry seeking an in-depth review of required minimum distribution rules.


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