Attracting and retaining staff is critical to an organization's success, especially in the age of the millennial worker who will change jobs multiple times in the course of a career. This course will focus on best practices for nurturing the human element of your organization, especially millennial workers who comprise a growing percentage or the workforce.

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:

• Building a high-performing team comprised of multi-generational workers.
• How to effectively communicate with the millennial worker.
• Leveraging younger staff in business development opportunities.
• Measuring the productivity of a millennial workforce.

Who will benefit:

Accountants in a supervisory or other leadership role.

Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations.

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:

• The rules of IRS disclosure of tax information
• Understanding the role of IRS transcripts
• Interpreting the actions of the IRS in transcripts
• FOIA requests
• Analyzing tax information and returns for financial leads

Who will benefit:

CPAs, forensic accountants, fraud examiners

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.

This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental.

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:

• Definition of self-rental property - both for Sections 199A and 469
• Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1
• Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2
• Form 8582 (passive activity)
• The flow-through entity grouping election
• Illustrative examples and consequences of failing to comply with the reporting standards
• Self-rental property and "former passive activities" rules

Who will benefit:

CPAs working in public accounting and members in industry.

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

This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance, and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage, and professional judgment.

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:

• The accounting research transformation: Comparing Google vs. AI methodologies
• AI ecosystems and specialized models for accounting applications
• Advanced prompt engineering techniques for financial and tax research
• AI-powered search engines and deep research platforms for accounting professionals
• AI as an ideation and thinking partner for complex accounting problems
• Specialized accounting research tools and AI superstores
• Persona priming and P&P stacking methodologies for optimal AI interactions
• Ethical considerations and limitations of AI in accounting research
• The compliance chess effect: AI's impact on tax planning and regulatory response
• AI-driven automation for regulatory updates and compliance monitoring

Who will benefit:

This course is designed for accountants, tax professionals, financial analysts, and auditors who want to gain a competitive edge by mastering AI-powered research methodologies, enhancing their advisory capabilities, and streamlining complex financial analysis and compliance tasks.

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

ChatGPT is the fastest growing application in the history of technology with over 100 million users adopting it in within two months. It is a revolutionary technology that boosts the quality and efficiency of business processes in every industry. As "knowledge workers", CPAs and CFOs are positioned to be prime beneficiaries of this technology. This half day hands-on course will get you well on your way to becoming a ChatGPT expert. John Higgins, a nationally recognized advisor and educator on CPA technology, will guide you through the process of accessing ChatGPT and applying it to a variety of practical accounting, finance and tax scenarios. This course will catapult you to the top of the pyramid of CPAs who are knowledgeable in ChatGPT and you will be ready to put it to use in your day-to-day tasks.

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 the history of ChatGPT
• Tour of the ChatGPT app and how to use it
• Setting up a ChatGPT account (free & premium)
• Variety of hands-on case study examples for accounting, finance and tax
• A look under the hood at how ChatGPT works
• Caution - how to avoid risks in using ChatGPT
• A look into the future potential for AI in business

Who will benefit:

Anyone who wants to develop an understanding of how the power of ChatGPT can be put to use in business and accounting through hands-on instruction.

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

Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.

Nonprofit entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes.

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:

• Best practices for fraud prevention and detection.
• Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more!

Who will benefit:

Anyone interested in fraud risk management.

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

This course provides a concise overview of how to leverage ChatGPT and other AI tools to develop comprehensive, efficient, and compliant policy manuals for accounting firms. The revolutionary PRIME Method (Policy Refinement and Integration through AI-Managed Elaboration) empowers accounting professionals to create sophisticated policy documentation while maintaining human oversight and 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:

• Fundamentals of accounting policy manuals in traditional and AI contexts
• The PRIME Method framework for AI-assisted policy development
• Strategic implementation of AI tools including ChatGPT, Claude, and Copilot
• Internal control and risk management policy creation
• AI and generative AI usage policies for accounting firms
• Sustainability and ESG reporting policy frameworks
• Predictive analytics and forecasting policy development
• Regulatory compliance considerations in AI-generated policies

Who will benefit:

This course is designed for accounting professionals seeking to leverage AI tools to streamline policy manual development while maintaining quality, compliance, and firm-specific customization.

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

The IRS recently released the new Form 7217 for 2024, designed for a partner to report distributions of property received from a partnership. This course dives into the complexity of the partnership distribution rules and their application to the new form, as well as discuss liquidating a partner's interest, Section 751 and the Section 754 election.

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:

• Property distributions in liquidation of a partner’s interest
• Section 751 and its impact on property distributions from a partnership
• Mechanics of completing Form 7217 – new for 2024
• The Section 754 election and its role in partnership property distributions

Who will benefit:

CPAs and members in industry seeking an in-depth review of partnership property distributions.

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

For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals.

Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization.

To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career.

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

• How to recognize burnout and evaluate where you are on the burnout scale.
• How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.
• How mindfulness can reduce stress and save time.
• Silencing the critical inner voice.
• Tools to help you become more attuned to your needs and emotions.
• How attending to and regulating your nervous system impacts your mood and well-being.

Who will benefit:

This course is for any CPA that wants to improve their health and well-being. This course is especially for the female CPA that feels especially stressed and overwhelmed and wants concrete solutions to change the way they work and care for themselves.

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