With capacity challenges on the mind of many tax and accounting leaders, finding ways for their teams to work more efficiently is crucial. They need their teams to not be busy, but deliver value, and continue to develop their skills and knowledge. Project Management techniques help uncover inefficiencies and gaps in current processes, as well as, manage the planning and forecasting needed to drive necessary changes for future success. In this session, learn when to incorporate project management best practices that can help you get the best out of your team.

The major topics covered in this course include:

• When to incorporate project management best practices to get the best out of your team
• Five ways project management helps get the best out of your team

Who will benefit: Partners, directors, managers, supervisors, and HR professionals.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS 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. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.

The major topics covered in this class 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, sbf111胜博发, 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 CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

AIsbf111胜博发 Code of Professional Conduct - Exploring the Foundational Principles Underlying the CPA Profession as a whole will provide an overview of the basic principles of the AICPA's Code of Professional Conduct with practical implementation examples. sbf111胜博发 must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for sbf111胜博发 to seek to serve the public interest with a strong sense of character, integrity, competence, and due professional care. In addition, sbf111胜博发 must appropriately safeguard any threats to independence and objectivity. Note: This course is recommended as a part of a 16-hour audit skills curriculum for beginning auditors, while it is also appropriate for anyone who has public accounting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major topics covered in this course include:

• The AICPA Code of Professional Conduct
• The Conceptual Framework for Independence
• Safeguarding independence when performing both attest and non-attest services
• Real-life difficult scenarios and ethical dilemmas commonly faced by new professionals

Who will benefit: Accountants who need to understand the foundational principles of the CPA profession

NOTE – This ethics course has not been approved by the Accountancy Board of Ohio therefore does not count towards your mandatory 3 Hours of Professional Standards and Responsibilities credit per renewal period. This course does count towards your 120 CPE Hours.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

This program provides an update to the latest tax developments, rules and regulations impacting business taxpayers, with a review and integration of the numerous 2021/22 legislation. 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:

• 2021/22 legislative developments, cases and rulings impacting various business entity taxpayers
• Detailed discussion of the partnership and S corporation Schedule K-1 changes
• Business income, deductions and credits
• Travel expense reporting
• Section 199A update and business losses
• Depreciation update: Section 179 and 168(k)
• S Corporation and partnership update

Who will benefit: sbf111胜博发 in public practice and industry seeking an update on the latest business tax developments.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Recently issued accounting standard updates provide important clarifications for determining whether a not-for-profit (NFP) organization's transactions are an exchange transaction or a contribution. This course will provide those responsible for preparing financial statements for NFPs examples of the proper accounting for exchange transactions covered by ASU No. 2014-09 versus contributions covered by ASU No. 2018-08. 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 from recent accounting standard updates affecting the determination of an exchange transaction versus a contribution
• Enhanced disclosure and reporting requirements for contributions
• Clarifications related whether a contribution is restricted or conditional
• New definitions related to barriers and right of return or right of release related to conditional contributions
• Other important matters contained in ASU Nos. 2014-09 and 2018-08

Who will benefit: Anyone responsible for accounting and reporting on NFP organizations financial statements as well as those responsible for reviewing and auditing these statements.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2021/22 legislation. 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:

• 2021/22 legislative developments, cases and rulings impacting individual taxpayers
• Changes to Form 1040 and other related forms, worksheets and schedules
• Individual income items, itemized deductions and credits
• Updated tax rate schedule and other inflation adjusted items
• Implications for self-employed taxpayers of various legislation
• Section 199A changes, including use of carryforward passive activity and 199A losses
• Capital gains and losses
• Passive activity and hobby loss rules changes

Who will benefit: sbf111胜博发 in public practice and industry seeking an update on the latest individual tax developments.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Session 2 of Borenstein's Form 990 Foundational Series: Identifying the "right" people who are to be disclosed as holding status as a Trustee/Director, Officer, or Key Employee (these comprising the key pool of "managers" requiring 990 disclosure), a/k/a "TDOKEs," is essential to appropriate Form 990 reporting. Part VII-A is the very first leg in the 990's three-legged stool of primary non-financial statement disclosures. This webinar's materials and the author/instructor's practical perspective will readily guide preparers through the minefield of understanding of who qualifies as a "current" TDOKE (or, alternatively, as a "High 5") as well as when "former" status applies. Clear examples illustrate compensation testing for KEs, High 5s, and formers, with emphasis on the challenges fiscal year organizations face in vetting these individuals given the required “dial back to the calendar year” required in applying KE and High 5 status and compensation thresholds. NOTE: For those looking for a deeper dive into this arena's reporting, the author/instructor does have a Master Class, "Complex Manager Comp Scenarios: Core Form VII-A & Schedule J," but it is on hiatus in the 2023-2024 CPE year. 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:

• Definitions behind the three classes of legally or quasi-legally in-charge managers who are required to be disclosed as current managers relative to each Form 990's tax year
• Identifying what makes someone a "High 5" 
• Drilling into the reportable compensation thresholds by which employees fall into consideration as either "current" Key Employees or High 5s, as well as the relevant compensation thresholds for status as a "former" TDOKE 
• Explanation of the two “buckets” of disclosable compensation – reportable and other – that are required to be reported as having been provided to all current and former managers (and High 5s) disclosed on Part VII-A 
• The two "$10,000" exceptions on Part VII-A that void the need to disclose a related organizations' reporting (based on amounts) of "reportable compensation"; and excepting certain types of “other compensation" 

Who will benefit: Public accounting tax and audit staff, nonprofit organization's Treasurers, CFOs, and other finance/compliance advisors

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This course will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple to use this application is. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The following topics will be covered in this course:

• Navigating the OneNote interface
• Best practices for notebook organization
• Learn how to add  pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks
• Using OneNote with OneDrive to share and collaborate with internal and external users
• Creating and using templates to streamline your notebook management
• Integrating OneNote with your task manager
• Using the power of tags to manage and search your content
• Using OneNote on your tablet and smartphone

Who will benefit: Anyone who records and keeps notes of any kind

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line… all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.

The major topics covered in this course include:

• The science of project management: reporting and analytics, documentation, forecasting and scoping
• The art of project management: the mindset and influencing change

Who will benefit: Partners, directors, managers, supervisors, IT leaders, and marketing leaders.

THIS WEBCAST IS HOSTED ON CPA CROSSINGS PLATFORM. ATTENDEES WILL RECEIVE INSTRUCTIONS ON HOW TO ATTEND THE WEBCAST VIA E-MAIL.

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International Women’s Day spotlights women's successes and inspires others to achieve their aspirations, and we're celebrating with the Women's Leadership Series, designed to inspire female empowerment.

Kick off our Women's Leadership Webinar Series with Ashley Francis, CPA, CEO at The Francis Group and Byron Patrick, CPA, nationally recognized thought leader, on Friday, March 8 at 11 a.m. and earn up to 1 CPE credit. 

In this session, learn what Generative AI (GenAI) tools like ChatGPT, BingChat and Bard CAN and CANNOT do and how you can leverage it to make your life easier.

By the end of this session, you'll be able to: 

•    Identify key features of GenAI tools.

•    Understand the diversity of AI technologies and their potential. 

•    Examine real-world instances where GenAI tools have been successful.

•    Comprehend the ethical considerations for using GenAI responsibly.