Generative AI tools such as ChatGPT, Microsoft Copilot, Google Gemini and many others are transforming the digital landscape of virtually every business, including CPA firms. We will demystify the complex world of generative AI in this informative session designed specifically for CPAs. We will break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. You will learn multiple examples of how you can apply generative AI tools in accounting, finance and tax to boost your team's productivity and improve the quality of your work product.

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:

• Fundamentals of machine learning and AI algorithms
• How generative AI models like ChatGPT function
• Practical examples of generative AI in accounting, finance and tax
• Key terminologies and concepts simplified
• AI Agents for process automation

Who will benefit:

Anyone who wants to develop a comprehensive foundation of knowledge about generative AI and its potential for CPAs.

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

As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist.

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 supplier contracts
• Case studies of successful and not-so-successful supplier relationships
• Risk potentials

Who will benefit:

CPAs who manage relationships with outside contractors or vendors for their organization

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

This program provides an update on the latest tax developments, rules and regulations impacting individual and business taxpayers, including a review and integration of the most recent legislation.

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

• Update and integration of the most recent tax legislation impacting individual and business taxpayers.
• Review of individual and business provisions of the Inflation Reduction Act.
• Update on significant individual and business tax developments related to cases and rulings.
• Update on earned income credit, child credit, and child and dependent care credit.
• Crypto reporting update.
• Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation.
• Tax issues impacting "gig" workers, including Form 1099-K.
• Update on partnership and S corporations, including Schedules K-2 and K-3 of Forms 1065 and 1120S related to foreign transactions.

Who will benefit:

CPAs and members in the accounting industry seeking a legislative update on the most recent individual and business tax provisions.

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

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence.

Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder.

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:

• Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.
• Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.
• Data Connection and Management: Connecting to various data sources and preparing data for reporting.
• Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.
• Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.
• Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in developing paginated reports using Power BI Report Builder.

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

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.

The course provides a concise overview of how accountants can use ChatGPT to assist with communications involving intricate and often sensitive topics that require a deep understanding of both financial principles and human resource policies. These conversations can range from budgeting and compensation to ethical considerations and regulatory compliance. The course also explores the use of ChatGPT in crafting clear, accurate, and empathetic responses to complex queries related to financial audits, tax planning, and employee benefits. It emphasizes the importance of balancing technical financial knowledge with effective communication skills to address diverse stakeholders' needs in various scenarios, from internal team discussions to client consultations.

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:

• Complex and nuanced communications related to:
• Budget Allocation and Negotiation Techniques
• Compensation and Benefits Structuring
• Managing Financial Performance and Layoffs
• Financial and HR Aspects of Mergers and Acquisitions
• Regulatory Compliance and Ethical Financial Practices
• Strategies for Financial Crisis Management
• Effective Performance Management Systems

Who will benefit:

Accountants and financial professionals who regularly engage in intricate conversations encompassing both financial expertise and human resource insights will find this course immensely valuable.

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

This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3, and effectively connected income will be reviewed in this course as well.

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:

• Comparative analysis of LLCs and S Corporations
• Entity formation, compliance, and operational structures
• Self-employment tax and its implications for LLCs and S Corporations
• Form 2553 preparation and relief for late filings
• Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application
• S Corporation eligibility errors and corrective measures
• Corporate governance and formalities for both entity types
• Shareholder stock and debt basis for S Corporations
• Forms 1120S, 1065, and related schedules (K-1, K-2, K-3)
• Officer reasonable compensation and general partner guaranteed payments
• Audit strategies, estate planning, and business continuation planning

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Professionals advising or working with LLCs and/or S Corporations

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

Become a trusted and valued business partner

In the dynamic landscape of modern business, the role of finance professionals is rapidly evolving. No longer confined to traditional number-crunching, today’s finance experts are expected to be strategic partners, influential in shaping the future of their organizations.

Global trends and changing organizational environments drive finance to be more strategic and proactive — to move beyond reporting on results to helping business units achieve results.

During this session, we will dive into essential skills for finance professionals, such as:

- Building effective stakeholder relationships

- Developing acute business acumen

- Enhancing strategic thinking and problem-solving abilities

This webcast will provide attendees with a roadmap to becoming a trusted and valued business partner.

Learning Objectives:

- distinguish between the old-school finance Approach and What is required in the future of finance.

- Recall the definition of business partnering.

- Identify the Key skills necessary to be an effective business partner.

Who will benefit:

Finance professionals who want to have more influence and impact, and to play a pivotal role in driving their organizations forward.

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.

Have you ever considered a tax audit from the perspective of an IRS examiner? This session explains how you can use IRS Audit Technique Guides (ATGs) to enhance tax compliance. You will obtain a glimpse of the audit process from the viewpoint of an IRS agent as we explore insights that the IRS provides to its own examiners.

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 ATGs
• Best practices for utilizing ATGs
• Salient provisions of selected ATGs
• Insights auditors may obtain from analytical procedures
• Nuances associated with selected industries

Who will benefit:

CPAs in public practice or members in industry who desire clarity regarding IRS audits of tax returns.

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

Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner.

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:

• Current individual tax issues
• Current business entity tax issues
• Any current tax legislation occurring during the period
• Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

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 that have tax implications.

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