This session will explore key aspects of getting more satisfaction out of the work you choose to do and how to find greater balance between the demands of work and other lifestyle choices in an ever more complex and changing world.

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:

• How to get more out of one's work
• How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines
• Example of how to develop and be challenged by your own personal bucket list

Who will benefit:

Practitioners who are seeking tips and techniques to implement to improve their work life balance.

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

A beginner's guide or a refresher on the essential elements of partnership and LLC taxation.

Learning Objectives:

'- Identify the effects of investor contributions and distributions on their basis in a partnership or LLC interest.

- Identify the tax basis of assets transferred to a partnership or limited liability company (LLC) at formation.

- Recognize the tax consequences of a transfer of liabilities to a partnership or LLC in connection with property transfers at formation.

- Indicate the correct treatment of partnership income by a partner for self-employment tax purposes.

- Distinguish between current and liquidating distributions.

- Recall whether special allocations called for in a partnership agreement will be allowable under the Section 704(b) regulations and when they will not be recognized by the IRS.

Who will benefit:

- public accounting staff and seniors

- tax professionals in company finance or tax departments

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.

Generative AI use is growing, and ChatGPT is leading the way. But what exactly is ChatGPT, and how can it help you increase your productivity?

Join us for a one-hour seminar on ChatGPT. We’ll guide you through everything you need to know to get started

You’ll learn to use ChatGPT to:

- Streamline your workload

- Save time

- Boost efficiency

Say goodbye to tedious data entry and hello to lightning-fast responses and analysis.

As with any new technology, risks and ethical concerns must be considered. Our experts will delve into these topics and provide you with the knowledge and tools you need to use ChatGPT responsibly and effectively.

Don’t miss this opportunity to stay ahead of the curve and take your CPA game to the next level. Discover the amazing benefits of this groundbreaking technology.

Learning Objectives:

- Recall the definitions of Generative AI and ChatGPT.

- Identify ways to use ChatGPT to increase productivity.

- Recognize the risks and ethical issues of ChatGPT.

Who will benefit:

Anyone who loves technology or wants to work smarter not harder

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.

This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls may have prevented fraudsters' ability to accomplish their nefarious acts.

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:

• Examination of actual frauds
• Discussion of internal controls that could have prevented the frauds
• Contemplation of epiphanies for your own professional scenarios

Who will benefit:

Accounting professionals seeking a deeper insight regarding the role of internal controls for detecting and preventing fraud.

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

Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.

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:

• Types of IRS letters: General notices, audits, collections, return requests, and errors.
• Deadlines for responding to IRS correspondence.
• Communication best practices for dealing with the IRS.
• Avoiding escalation and penalties through proactive responses.
• Ensuring compliance when addressing IRS correspondence.
• Real-world examples of successful IRS communications.
• Common pitfalls in handling IRS letters and how to avoid them.
• Strategies for advising clients on IRS correspondence.

Who will benefit:

CPAs, EA, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals assisting clients with IRS tax resolution

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

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.

Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door.

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

• The authority of IRS in assessing and collecting taxes.
• The common misconceptions when dealing with IRS.
• Common questionable actions by business owners.
• How to prepare for an IRS audit.
• The seven options in IRS collections.
• Possible criminal tax violations by CFOs and small business owners.

Who will benefit:

CFO, controllers, finance professionals, CPAs, and attorneys.

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

Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.

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 Microsoft 365 Copilot features
• Automating tasks with AI assistance
• Enhancing content creation and data analysis
• Collaboration tools powered by AI
• Best practices for maximizing Copilot's benefits

Who will benefit:

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.

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

Recent generally accepted auditing standards were written to improve the quality of risk-based financial statement audits, audit reporting, and required by-product communications. This course will discuss the important clarifications and enhancements intended to improve audit quality to ensure better compliance with requirements contained in SAS Nos. 134-145.

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:

• Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits
• Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements
• Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates
• New definitions and requirements related to identifying and evaluating risks of material misstatement
• Other important matters contained in SAS Nos. 134-145

Who will benefit:

Anyone with financial statement audit responsibilities

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

Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause".

This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face, and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties.

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:

• Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties
• Rules on waiver of penalties and interests
• Various forms and procedures for requesting relief
• First Time Abatement: Requirements and procedures
• How an individual taxpayer qualifies for Reasonable Cause abatement
• Procedures for requesting refund of paid penalties
• Available administrative options

Who will benefit:

CPAs, Enrolled agents, Attorneys, Finance professionals, Financial planners, Tax Professionals

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