This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office!

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:

• Target profit analysis
• Break-even analysis
• Relevant costs and decision-making
• Standard costs and variances
• Activity-based costing
• Segment reporting and analysis

Who will benefit:

Accountants who have not recently considered managerial accounting techniques and proficient managerial accountants who desire fresh, practical illustrations of managerial accounting analysis and related decisions.

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.

This course explores the complex rules of installment sales, with a focus on their tax treatment and strategies to maximize the benefits.

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:

• Installment sale treatment eligibility
• When to elect out of installment sale treatment
• Installment sale of business assets
• Installment sale default and the rules for personal property versus real property
• Installment sales and depreciation recapture

Who will benefit:

CPAs and members in industry seeking an in-depth review of installment sales.

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

In an era defined by rapid change and uncertainty, effective leadership requires more than just managing teams; it demands the courage to disrupt and innovate. This course is your blueprint for transforming potential chaos into a strategic advantage and is designed for leaders at all levels-whether you're a seasoned CEO, an ambitious small business owner, or an individual contributor aspiring to influence greater change. You'll gain the insights and tools needed to not only adapt to change but to lead it effectively and confidently.

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 urgency of leading change now & the steps in leading change
• The power of crafting a vision that encourages buy-in
• The art and science of building strong partnerships
• Accelerating change through relationship networks
• Communication strategies for change
• Establishing a feedback culture for successful change
• Managing self in times of change
• Case studies and real-world scenarios

Who will benefit:

CFOs, CPAs, solo practitioners, staff, policy makers, executives, legal representatives, and others interested in leading change better.

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.

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.

Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take."

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:

• ChatGPT and generative AI technology primer
• Building your generative AI vocabulary
• Dig deeper into your engagement research to develop a higher quality advisory service
• Polish your client reporting with the help of ChatGPT
• Developing your ChatGPT client advisory services
  • Start with client education. You don’t need to be a technical expert to be an educator
  • Use AI to help your clients automate their workflows / business processes
  • Build better spreadsheets with ChatGPT and Excel
  • Help your clients identify, evaluate and select applications for their business

Who will benefit:

Anyone who wants to enhance their client advisory services by integrating AI into the mix.

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

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence.

Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder.

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:

• Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.
• Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.
• Data Connection and Management: Connecting to various data sources and preparing data for reporting.
• Creating Visualizations: Utilizing Power BI’s visualization tools for impactful data presentation.
• Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.
• Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in developing paginated reports using Power BI Report Builder.

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

You'll learn about current and upcoming requirements in accounting standards (except financial instruments and leases) and understand how to apply the guidance in practice.

Learning Objectives:

- Identify Recently issued FASB accounting standards updates that cover broad issues, other than those related to Financial instruments and leases.

- Identify Recently issued FASB accounting standards updates that cover narrow issues.

- Recognize ongoing FASB projects.

Who will benefit:

Accounting professionals

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.

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.