- 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

This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors.

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:

• Target profit and Break-even analysis.
• Relevant costs and decision-making.
• Standard costs and variances.
• Activity-based costing.
• Segment reporting and analysis.
• Budgeting.

Who will benefit:

This session is appropriate for any business professional who makes managerial decisions. Accountants who have not recently considered managerial accounting techniques will benefit from a refresher. Even proficient managerial accountants should appreciate fresh, practical illustrations of managerial

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

Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements.

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:

• Recent quality improvements to the SASs and SSARs
• Other matters that should be on your radar

Who will benefit:

Accountants at all levels interested in remaining current with professional requirements

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

How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss.

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

• The role of methods of proof in forensic accounting.
• The various types of methods of proof approved by the courts.
• The weakness and strengths of the methods of proof.
• The formulas in calculating methods of proof.
• Applying the formulas in various circumstances.

Who will benefit:

CPAs and forensic accountants.

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

An advanced guide to prompting techniques that maximize AI efficiency and precision in everyday business research, operational due diligence and accounting tasks. Designed for accountants with no prior AI knowledge, the session explores how simple language and strategic prompting can unlock powerful, layered responses from large language models (LLMs). Participants will learn to overcome the "lazy" defaults of AI, using specific techniques to enhance detail, accuracy, and contextual understanding in their queries. By understanding prompt engineering's role, attendees will discover how to guide AI to provide practical, relevant, and analytical insights suited to complex financial scenarios, without needing extensive technical expertise.

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 Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.

Who will benefit:

This course is ideal for accountants, financial analysts, and CPAs seeking to optimize their interaction with AI tools like ChatGPT for more strategic, accurate, and in-depth financial insights.

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

There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation.

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 AI technology and how it works.
• Identify where AI can be incorporated into the 1040 process.
• Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications.
• Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake.
• A roadmap for using AI to improve client communications and 1040 based advisory services.

Who will benefit:

Anyone who is involved in the delivery of 1040 tax preparation services.

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.

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.

A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session.

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:

• An overview of control frameworks and concepts
• Strategic considerations that can be incorporated into control development
• Understanding and controlling risk that arises when organizations change or choose not to
• The COSO Internal Control Framework and the COSO ERM Framework

Who will benefit:

Accounting and other business professionals that wish to know more about controls that drive all entity objectives.

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