- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

- Stay up to date:  Learn the latest tax law and IRS changes

- Planning Strategies: Develop new tax and financial strategies

- Make More, Work Less and Have Fun Doing It: Leverage your planning strategies to serve your client better and enhance your bottom line

- Cheat Sheets: Obtain the latest cheat sheets on key tax numbers comparing the current and prior years

A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans. How to use the Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls.

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:

• Discuss the calculation of basis when the entity is formed including the impact of contributed property
• Explain the importance of shareholder loans to the entity
• Uses a comprehensive example to illustrate the mechanics of the basis determination process
• Schedule K-1 Basis and Form 7203
• Discuss how basis is impacted by distributions of corporation property
• Explain how basis is impacted by sale/or liquidation of the S corporation interest
• Discuss how S corporation losses impact Form 1040 Schedule E reporting
• Show how to get from the Schedule K-1 information to the basis calculations

Who will benefit:

CPAs working in public accounting firms and/or working for S corporations.

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

Have you ever met an accountant who exhibits solid technical prowess but possesses lackluster communication skills? It is not unusual to meet a savvy accountant who is a technical expert but could enhance the delivery of written and spoken words. This course is designed to help CPAs improve their written and verbal communication skills. Participants will learn how to tailor communication to their audience, with particular emphasis on techniques for crafting a message that effectively conveys technical information in an engaging manner. The course's author will share personal success tips gleaned from more than two decades of experience communicating myriad topics to a variety of audiences.

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:

• Pervasive best practices for effective communication
• Specific strategies for written materials
• Unique considerations for verbal presentations
• The importance of recursive revision
• Tips for success
• Pitfalls to avoid

Who will benefit:

CPAs in public practice, members in industry, and other professionals who want to enhance their communication skills.

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

This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities.

This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context.

Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights.

While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities.

Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it's about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation.

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 Query in Power BI: Understanding the interface and basic functionalities.
• Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.
• Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.
• Data Loading: Efficiently loading data into the Power BI data model.
• Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.

Who will benefit:

This course is ideal for accounting professionals, financial analysts, and anyone who regularly works with data and seeks to improve their skills in data management and analysis using Power Query.

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

The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future.

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:

• An explanation of Artificial Intelligence (AI).
• Specific ways AI is replacing human cognition.
• What is on the internal control horizon related to AI and other technologies.

Who will benefit:

Accounting and other business professionals with a need to understand internal control changes driven by AI technology.

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

Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team.

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 Microsoft 365 Copilot features
• Automating tasks with AI assistance
• Enhancing content creation and data analysis
• Collaboration tools powered by AI
• Best practices for maximizing Copilot's benefits

Who will benefit:

Anyone who uses Microsoft 365 and wants to understand how the Microsoft 365 Copilot AI tool can boost productivity and information quality.

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

This course will start with a review of the impact of the 2024 Compliance Supplement on Single Audits, as well as, the changes to the Uniform Guidance. We will also review common audit deficiencies found in Single 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:

• Review of the impact of the 2024 Compliance Supplement on Single Audits
• Review of the changes to the Uniform Guidance
• Review of common audit deficiencies found in Single Audits

Who will benefit:

Practitioners serving nonprofit or governmental entities that are receiving federal funds.

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 the SASs.

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 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 recent SASs 

Who will benefit:

Anyone who provides attest services on financial statements

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

Learn practical strategies to increase revenue generation using AI-driven ideation methods. This course provides a concise overview of cutting-edge artificial intelligence tools and methodologies that enable professionals to transform innovative ideas into sustainable revenue streams. Through a practical, hands-on approach, participants will explore various AI platforms and workflows that streamline the process of creating digital assets, content, and products. The course emphasizes real-world applications and demonstrates how to leverage AI technology to diversify service offerings and generate new income sources.

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:

• AI-powered ideation and opportunity identification techniques
• Digital asset creation workflows using generative AI tools
• Audio and video content generation using AI avatars and synthesis
• E-commerce integration and product development strategies
• AI-driven presentation and visual content creation
• Social media content optimization and distribution
• Multi-format content transformation (articles, songs, comics, storyboards)

Who will benefit:

This course is ideal for professionals, entrepreneurs, and business leaders seeking to leverage AI technology to create new revenue streams and expand their digital product offerings, particularly those in professional services looking to innovate their business model.

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