This course is designed for tax practitioners seeking to update their knowledge of business income taxation and provide timely, effective tax planning advice to clients before year-end. Participants will receive an extensive review of key business tax issues for the current tax year, including the latest updates to the Internal Revenue Code (IRC). Additionally, the course will explore expected tax changes under the current administration, preparing practitioners to advise clients on how these developments might impact their business operations. With a focus on practical planning strategies, this course will equip tax professionals with the tools they need to address business tax concerns such as employee classification, depreciation, and compensation. Participants will learn how to help clients make informed decisions that maximize tax benefits and ensure compliance with evolving tax laws.

Learning Objectives:

At the end of this course the participants will be able to: 

• Discuss major changes to the Internal Revenue Code due to recent business tax legislation. 

• Identify tax planning strategies to optimize clients' business operations under current tax laws. 

• Analyze potential business tax changes from the current administration. 

• Advise clients on employee classification, compensation, and retirement plan issues. 

• Explain business-specific tax matters like depreciation, start-up expenses, and home office deductions. 

• Advise clients in handling penalties, health insurance issues, and business use of vehicles.

Who will benefit: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

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:

• Preparation of the statement of cash flows
• Importance of identifying sources and uses of cash in financial reporting
• Financial statement analysis
• Cash-related financial statement disclosures

Who will benefit:

PAs in public practice or members in industry who desire a renewed perspective regarding the statement of cash flows.

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

This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling, and single audit reporting.

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:

• The conceptual framework approach to independence
• Independence threats related to preparing financial statements and accounting records
• Consideration of specific non-audit services that would and would not impair independence
• Documentation necessary to support adequate consideration of auditor consideration
• Fundamentals of a compliance audit performed under the Uniform Guidance
• Schedule of expenditure of federal awards
• Determination of major programs
• Using the Compliance Supplement 
• Uniform Guidance administrative requirements and cost principles 
• Testing internal control over compliance
• Testing compliance
• Writing an audit finding
• Reporting requirements of a single audit

Who will benefit:

CPAs in public practice 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.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

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

Who will benefit:

Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.

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

Challenges and solutions of auditing contracts

With construction comprising a large and growing portion of the economy, it's important to stay on top of the very latest in accounting and auditing changes for the construction industry. In this webcast, you will gain insight about:

- Audit planning and substantive auditing procedures

- The core knowledge necessary to succeed

- Key issues affecting construction auditing, including auditing under the new revenue recognition and leases guidance

- Audit risks and risk assessment

Learning Objectives:

- Identify Key concepts related to Auditing procedures applicable to construction contractors.

Who will benefit:

- Practitioners

- Accountants

- Financial professionals in the construction industry

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.

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

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:

• Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage  data more effectively.
• Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
• XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
• SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
• SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
• Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
• Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
• Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
• Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
• PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

Who will benefit:

This course is ideal for accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis.

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

Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems, and NotebookLM, participants will learn to design, deploy, and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously.

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 GPT Builder and AI agent customization techniques
• Integration of specialized knowledge bases and domain-specific expertise
• Security and privacy considerations in AI chatbot deployment
• Custom GPT development without coding expertise
• Implementation of AI agents for customer support and workflow automation
• Multi-bot interactions and content creation strategies
• Best practices for maintaining and scaling AI assistants

Who will benefit:

This course is ideal for professionals, business owners, and tech enthusiasts who want to harness the power of AI chatbots to automate tasks, enhance customer interactions, and streamline operations, regardless of their technical background.

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.

This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

The major topics that will be covered in this course include:

• Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system
• Development of a tailored audit approach that considers the potential reliance on internal controls
• Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

Who will benefit:

CPAs in public practice 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.

The course will start with the Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. We will also review year 2 implications of the leases standard including modification accounting. We will then switch our attention to the items coming down the pike, including a look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

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 Standard Updates effective in 2024 for public entities, private entities, and nonprofits.
• Review year 2 implications of the leases standard including modification accounting.
• A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation.

Who will benefit:

Practitioners and members in industry responsible for accounting and financial reporting.

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