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SECURE Act 2.0 and Updates (2025)

ID: 66872
Saturday June 14, 2025 11:00AM - 01:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.

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:

  • Implications for individuals
  • Changes to the Saver’s Credit
  • Changing the required minimum distribution rules for Roth 401(k)s
  • Changes to required beginning dates for required minimum distributions of retirement plans. 
  • Penalty-Free Withdrawals for Certain Emergency Expenses
  • Special provisions for firefighters and military personnel spouses 
  • Increases in catch-up contributions 
  • Impact on 529 plans
  • Opportunities for student loan payment matching
  • Implications for Employers
  • Starter § 401(k) plans for small employers
  • Requiring automatic 401(k) enrollment
  • Improving worker access to emergency savings
  • Increasing part-time workers’ access to retirement accounts
  • Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
  • Multiple employer §403(b) plans
  • Automatic portability provisions
  • Other changes in the administration of company retirement plans

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 and individuals that have these tax implications.


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

CPA to CFO

ID: 66873
Saturday June 14, 2025 01:00PM - 02:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$68.75
Members
$55.00
Your price
$68.75

This Masterclass is a one-hour training exclusively for CPAs and accountants. Rely less on tax season and use your expertise to help business owners have a better future!

Designed for CPAs, but also applicable to enrolled agents and accountants, this webinar covers the steps necessary to effectively transform a tax or accounting practice into an advisory service. We explore what it means to be a CFO/advisor to small-to-medium sizes businesses and what qualifications are necessary to offer such a service. We will also cover how to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings.

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 steps necessary to effectively transform a tax or accounting practice into an advisory service.
  • What it means to be a CFO/advisor to small-to-medium sizes businesses.
  • What qualifications are necessary to offer an advisory service.
  • How to find and convert leads and how to price and package services, including combining advisory services with the firm’s current offerings.

Who will benefit:

Accountants, CPAs, bookkeepers, and enrolled agents.


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

Cultural Transformation

ID: 66874
Monday June 16, 2025 09:00AM - 10:00AM
Topics:
Talent Management + Human Resources
Non-members
$68.75
Members
$55.00
Your price
$68.75

This course provides a complete framework for transforming the culture in your organization. Key topics covered include:

- What is organizational culture

- A self assessment

- Why culture matters

- How to change your culture

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:

  • What is culture
  • Why culture matters
  • A process to change your organization’s culture

Who will benefit:

Anyone in business management or human resources.


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

LLC's & S Corporations: a Comparative Analysis

ID: 66875
Monday June 16, 2025 09:00AM - 05:00PM
Topics:
Tax
Non-members
$298.75
Members
$239.00
Your price
$298.75

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.

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

ID: 68664
Monday June 16, 2025 09:00AM - 11:00AM
Non-members
$149.00
Members
$125.00
Your price
$149.00

Enhancing Excel workbook productivity

This workshop covers organizing and managing worksheet information, offering hands-on participation alongside the instructor. Through the practical tasks, you will gain a comprehensive grasp of commonly utilized Excel functions such as:

- Hiding worksheets

- Inputting cells styles for users

- Organizing workbooks

Mastering Excel capabilities

Becoming proficient in Excel entails developing workbooks that are efficient and well-organized. The facilitator will guide you through mastering complex functions, selecting cells and objects, and organizing principles of workbook design. You'll enhance your basic understanding of Excel with topics including:

- Creating complex formulas with nested functions

- Applying techniques for group selection

*Session 3 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 4: Conditional Summing and Lookups] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-4--conditional-summing-and-lookups) to further prepare to tackle real-world issues and build powerful workbooks.*

Learning Objectives:

- Determine when to hide worksheets to organize and control worksheet information from other users.

- Apply cell styles for efficient formatting.

- Apply workbook and worksheet organization techniques.

- Use nested functions to build formulas.

- Use selection group techniques on Excel cells and objects.

- Analyze design principles for organized and efficient Excel workbooks.

Who will benefit:

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel


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.

Advanced Cybersecurity - Beyond the Basics

ID: 66876
Monday June 16, 2025 09:30AM - 01:30PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

A deeper dive into Cybersecurity topics specific to CPAs and Fintech Organizations, expanding on the fundamentals from Cybersecurity 101

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 Cyber Threats and Risks in Finance
  • Cybersecurity Frameworks and Best Practices for Financial Professionals
  • Financial Data Security and Encryption Techniques
  • Cybersecurity Auditing and Forensic Investigations
  • Emerging Technologies and Trends in Financial Cybersecurity
  • Leadership and Governance in Cybersecurity for Financial Executives
 

Who will benefit:

CFOs, CPAs, IT Auditors, Finance Directors, Managers, and Individual Contributors


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

GPT Builder for Accountants

ID: 66877
Monday June 16, 2025 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.

custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.

This course is designed to guide accountants on how to leverage these enhanced ChatGPT

functionalities to streamline financial workflows, analyze data, and engage in more dynamic,

multi-modal interactions.

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 GPT Builder platform and interface for accounting professionals
  • Creating accounting-specific custom instructions and knowledge bases
  • Implementing financial data analysis capabilities through GPTs
  • Designing GPTs for tax preparation assistance and compliance checking
  • Building client communication tools with accounting terminology
  • Enhancing bookkeeping efficiency with automated GPT workflows
  • Security and confidentiality considerations for financial data

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and tax specialists who want to leverage AI to enhance productivity, accuracy, and client service while reducing time spent on repetitive tasks.


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

Walter Haig's Personal Financial Health Checkup

ID: 66878
Monday June 16, 2025 10:00AM - 06:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$298.75
Members
$239.00
Your price
$298.75

This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course is loaded with practical aids to enable CPAs to help individuals get a "great" financial health checkup result! This course will enable practitioners to add a huge value to their tax preparation services.

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

The topics that will be covered in this course include:

  • Preparing a personal financial statement following U.S. GAAP
  • Recasting U.S. GAAP personal financial statements into powerful management tools
  • Identifying key financial factors that must be managed in order to achieve financial self-sufficiency
  • Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death
  • How to create "goal" statements that achieve results

Who will benefit:

This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning and individuals who desire to become or remain financially self-sufficient.


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

Let Go and Lead: The Crucial Art of Delegation

ID: 68191
Monday June 16, 2025 10:00AM - 11:10AM
Topics:
Business Management + Strategy
Non-members
$89.00
Members
$75.00
Your price
$89.00

If you want to take your business to the next level, your leaders need to lead. Too often, though, they're swamped with doing someone else's work. This interactive session will show you when it's time to delegate, what you should be delegating, and to whom you should be delegating it. Most important, you'll learn the secret to delegation: It's not about your time. It's about surrounding yourselves with the right people.

Learning Objectives:

- Identify where their time is best spent, in terms of both their careers and their organizations

- Employ A proven process for determining which tasks are interfering with their ability to lead

- delegate these tasks to employees who have the skills and capacity to complete them

Who will benefit:

- A member of an organization's leadership team who feels overwhelmed and wants more time to take their company to the next level


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.

Mastering the Excel Lookup Functions

ID: 66879
Monday June 16, 2025 10:30AM - 12:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities.

Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs.

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:
  • A review of the various lookup functions, beyond VLOOKUP
  • Learn which lookup works best for your situation
  • How to apply the many lookup functions
  • Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively
  • An in-depth review of the following functions:
    • VLOOKUP / HLOOKUP
    • XLOOKUP
    • MATCH / INDEX
    • XMATCH
    • INDIRECT
    • FILTER
    • SORT / SORTBY
    • UNIQUE
  • An overview of some newer functions

Who will benefit:

Any Excel user that wants to learn how to use the LOOKUP functions


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