Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system.

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 IRS Power of Attorney (POA) rules.
• Form 2848: Authority to Represent Clients before the IRS.
• Form 8821: Accessing Tax Information Without Representation.
• Identifying errors and compliance risks in POA filings.
• Rules for revoking or updating POA authorizations.
• Managing authorizations through the CAF system.
• Electronic submissions and the IRS online authorization process.
• Ethical responsibilities when holding a POA.

Who will benefit:

CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation

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

Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations.

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 subjects that will be covered in this course include:

• Awareness of your mindset entering the conversation
• Tactics to build a pool of meaning
• Clarity around story telling
• Biggest mistakes to avoid

Who will benefit:

Professionals leading a team or project, or will be in the future.

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 to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation.

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:

• Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices
• Navigating IRS Databases Using Advanced AI Techniques
• Using IRS Prompt Templates: In-depth Analysis and Application
• ChatGPT in Action: Case Studies and Real-World Scenarios
• Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance
• Error Prevention and Correction in Tax Law Research
• Future Trends: AI's Evolving Role in Taxation and Accounting

Who will benefit:

This course is ideal for accountants seeking to integrate AI technology into their tax research methods. It is particularly beneficial for professionals aiming to enhance their analytical skills, improve data interpretation, and stay ahead in the rapidly evolving field of taxation.

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

In this webinar, accountants will discover how to double their firm's revenue through CFO and advisory services. Many accounting firm owners are stuck in what we call The Accountant's Trap. It's where the firm owner is trapped working for low fees, dealing with high-demanding clients, all the while being burnt out on compliance and transactional work. To make matters worse, these firm owners can't raise their fees because there is always another accountant or bookkeeper willing to do the work for less -- not to mention all the tech companies trying to get into our space.

Does this sound familiar? If so, this webinar is for you.

This course is for any practice owner looking to transform their practice - and double their revenue - by offering a productized CFO/Advisory service. We'll cover the systems you need to transform your practice and the services you should offer to double your firm's revenue.

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 average revenue of most accounting firms.
• The number of advisory clients you'll need to double your firm's revenue.
• How much you should be charging for advisory services.
• How we define CFO and advisory services.
• What business owners really want from their advisor.
• The three types of CFO/Advisory firms.
• How to get clients to pay you approximately $2,500 per month for advisory services.
• The three systems you'll need to add a CFO/Advisory service to your firm.

Who will benefit:

Accountants, CPAs, bookkeepers, enrolled agents.

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

This course will provide an update of Government Auditing Standards as a result of the GAO's issuance of the 2024 Revision to Government Auditing Standards. The course will focus on the Revisions impact on financial statement audits. The course will also focus on the impact of Quality Management Standards as well as clarify as to when the concept of reporting key audit matters might apply for financial audits.

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:

• Key changes made by the 2024 Revision to Government Auditing Standards
• Review when the GAGAS requirements are applicable to a financial statement audit
  
• When reporting on key audit matters may apply in a GAGAS audit
• Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book
• Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards
• Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits

Who will benefit:

Anyone involved in GAGAS (Yellow Book) audits

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

Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise.

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:

• Fraudulent acts initiated from outside organizations
• Why internal fraud occurs
• The importance of fighting cyber-fraud
• Steps that verify anti-fraud activities are working

Who will benefit:

Accounting and other business professionals with a need to understand ways to thwart fraud.

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

If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message.

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:

• Using Quick Parts to streamline message composition.
• Eliminating inefficient back and forth appointment scheduling with the Bookings app.
• Using category codes and contacts to send bulk emails.
• Sending emails to Teams and OneNote.
• Organizing your inbox with custom views, rules and folders.
• Mastering the search tools to find emails quickly.
• Review of key option settings to maximize email productivity.

Who will benefit:

Anyone who uses Outlook.

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

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

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:

• Learn best practices when designing your spreadsheets 
• How to create a proper worksheet structure
• Learn to use Excel's built in features to find errors
• How to create your custom controls to prevent and find errors
• Using links to quickly move to controls
• Using Conditional Formatting to highlight errors

Who will benefit:

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

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

This course will provide an overview of 6 key areas of automation that accounting firms can leverage to effectively increase their lead generation and client retention efforts while reducing the burden on their time and budget.

These areas include:

1. Social media

2. Content development.

3. Email marketing.

4. Text (SMS) marketing.

5. Chatbots and other interactive AI tools.

6. Drip marketing campaigns.

Attendees will receive a practical guide to the technologies and tactics needed to improve marketing efforts with efficiency and ease!

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:

• Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
• Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.
• Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
• Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
• Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
• Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!
  

Who will benefit:

Firm leaders and marketing specialists working in accounting firms.

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

Financial statements prepared for stockholders and external users follow Generally Accepted Accounting Principles (GAAP), while tax returns adhere to the Internal Revenue Code (IRC). These frameworks differ in recognizing profitability, influencing reported income significantly. Companies often aim to minimize taxable income within legal bounds, while maintaining compliance with both financial reporting and tax regulations.

- Timing Differences: Variations in income recognition and deductible expenses between GAAP and IRC create timing differences, impacting reported profitability and tax liabilities.

- Deferred Tax Assets: Companies accrue deferred tax assets from overpaid taxes or carried-forward credits, which can offset future taxable income, reducing tax liabilities.

- Deferred Tax Liabilities: When taxable income is less than reported income, deferred tax liabilities arise, necessitating future tax payments when temporary differences reverse.

Join us to delve into these concepts, exploring how financial reporting choices and tax strategies shape a company's financial performance and compliance obligations.

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 GAAP and IRC Frameworks
• Key Differences Between Financial Reporting and Tax Reporting
• Understanding Timing Differences
• Recognition of Revenue and Expenses Under GAAP vs. IRC
• Discussion of Deferred Tax Assets
• Impact of Deferred Tax Liabilities
• Permanent vs. Temporary Differences
• Reconciliation of Book Income to Taxable Income

Who will benefit:

Accounting professionals

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