With each new crisis, surviving organizations revise their risk management plans, often modeling situations which look like the one just past. Whatever crisis troubles your organization next, it is not likely to be another pandemic, but may resemble some other crisis from the distant past. Research shows that top performing organizations do no better than their mediocre-performing peers at predicting the next crisis. However, because they have plans in place to handle one possible risk, they are better prepared when a different crisis happens as a result of having important elements of a solution in place. Often well-prepared organizations actually end up better off because the crisis occurred. 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:

• Black Swan Risks 
• Role of Finance, Internal and External Auditors
• COSO's Risk Management Standards
• The COSO Cube
• The COSO Double Helix
• Risk Management Definitions 
• Event Identification
• Expected Value Analysis
• The Heat Map
• The World Economic Forum Global Risk Reports
• Alternative Risk Responses
• Avoidance
• Reduce/Increase
• Share
• Accept 
• Lessons from the Great by Choice Research 
• Personal Risk Management

Who will benefit: Auditors, CEOs, CFOs, Controllers, Board Members, Internal Auditors and those with risk management responsibilities

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

You are not required to be a professional to prepare tax returns, but you are required to abide by regulations when preparing tax returns and representing clients with the IRS. Circular 230 is the guidebook that the United States Treasury uses to regulate those activities. Every year, return preparers are sanctioned, penalized, and sometimes imprisoned for violating various statutes and regulations. If a substantial amount of your CPA firm's revenue comes from tax preparation, this course is a must. Every year, return preparers violate these regulations, and are caught by the IRS. This presentation will help the CPA know the rules so they can stay in compliance with confidence while providing their client with tax preparation and IRS representation service. 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:

• The authority of Circular 230 on return preparers
• The possible penalties for violating Circular 230
• How to answer ethical situations with clients
• Characteristics of return preparers who prepare false tax returns
• How to identify the violations in real life examples

Who will benefit: sbf111胜博发 who practice tax compliance and return preparers.

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 course will provide an overview of the work and impact of the Tax Advocacy Panel (TAP) on the US tax system, regulatory ethics, and the accounting profession. TAP is a group of volunteer taxpayers who work in partnership with the Internal Revenue Service (IRS) to identify and address taxpayer issues, recommend changes to the tax system, and improve the overall efficiency and effectiveness of the IRS. 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:

• The role of TAP in the US tax system and how it shapes regulatory ethics
• Gathering feedback from taxpayers
• Making recommendations to the IRS
• Working with IRS employees to implement and maintain solutions
• The impact of TAP on the tax system and accounting profession
• TAP's efforts to improve efficiency and effectiveness
• The importance of trust and confidence in the tax system

Who will benefit: This course is designed for individuals interested in learning about the work of the Tax Advocacy Panel (TAP) and its impact on the US tax system and accounting 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.

Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. 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:

• When Schedule C applies
• Cash v. Accrual method
• Typical business deductions
• Business vehicle expenses
• Section 179 and bonus depreciation

Who will benefit: This course is ideal for sbf111胜博发, EAs, or other tax professionals.

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

One of the most talked about emerging technologies that has the potential to significantly disrupt the accounting profession is blockchain. This course is designed to bring you up to speed on what this revolutionary technology is all about. You will learn about the concepts, nomenclature, technology and potential applications related to blockchain. This will prepare you to participate in conversations about blockchain technology with your colleagues, peers and others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. The specific topics that will be presented include:

• An explanation of what blockchain is
• Review of the nomenclature associated with blockchain technology
• Thorough review of the components of a blockchain application
• Review of current and potential applications for blockchain and its impact on commerce
• Potential impact on the CPA profession in accounting and auditing

Who will benefit: Anyone who wants to become familiar with this rapidly evolving technology

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

Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. 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:

• "Tales from the Front" - practice issues sbf111胜博发 are dealing with in these extraordinary times
• Review of AICPA Code of Professional Conduct
• Review of IRS Circular 230
• Review of client tax return disclosure rules (Sec. 6103)
• Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections

Who will benefit: sbf111胜博发 in public practice seeking an update on the latest tax developments affecting ethics in a crisis world.

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 session explores the nature of analytical procedures, with significant emphasis placed upon professional standards involving the use of analytical procedures in audit and review engagements. Practical examples to illustrate the application process will also be given. 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:

• Discussion of analytical procedures in audit and review engagements.
• Practical examples and illustrations of analytical procedures.
• The order of operations for accomplishing analytical procedures.

Who will benefit: sbf111胜博发 in public practice or members in industry seeking a better understanding of analytical procedures.

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

Session 9 of Borenstein's Form 990 Foundational Series: This session focuses first (and primarily) on Part V, providing explanation of each inquiry from two perspectives – the line’s underlying compliance requirement, and the business need ramifications they generate. Part V invokes multiple compliance points set out in federal tax law (such as payroll tax obligations, and donors’ ability to access charitable contributions deductibility) that are not elsewhere addressed in the 990's Core Form or Schedules. The author/instructor addresses issues and nuances not covered in the instructions and provides preparation tips. Part I's preparation needs start with avoiding calculation confusion when completing the Summary Financials totals at lines 8-22. These lines' abbreviated categories and oddball capture of "fundraising expenses" from competing Core Form parts are covered, along with tips on addressing questions readers may have in exploring this part. Although this course is categorized as "Basic", the content is also suitable for those seeking intermediate-level training. 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:

• Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)
• Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) “number of employees” [and ramifications on mandated e-filing applicable to larger organizations] (Line 2)  2) When a Form 990-T filing is (and is not) required (Line 3a)  3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)
• Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property
• Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)
• Potholes in culling the current and prior year’s tax return information necessary to complete Part I's Lines 8–22

Who will benefit: Public accounting tax and audit staff, and 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.

The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. 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:

• Money laundering overview
• Role of tax examiners and auditors
• Tax return examination
• Pre-audit indicators
• Audit flags
• Real estate issues
• Cash indicators
• International trade signals
• Loan considerations
• Professional service provider concerns
• Money laundering and ethics

Who will benefit: Practitioners who want to explore how to better detect illicit money, and combat corrupt acts in the world that revolve around money including drugs, human trafficking, terrorism and more.

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.

Have you ever wanted to reduce the number of financial statement review points you receive? Have you ever been curious about a reviewer's thought process? This session will help you understand the role of an engagement quality control reviewer. You will leave this session understanding the role of an engagement quality control reviewer, and an appreciation of best practices to minimize your exposure to critique when your work is subject to review. 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:

• AICPA professional standards
• EQCR expectations
• Firm-specific considerations
• Best practices for mitigating the frequency of review points
• Best practices for mitigating the severity of review points
• Examples of common EQCR deficiencies

Who will benefit: Anyone whose work is subject to supervisory or quality control review. Particular emphasis will be devoted to EQCR of financial statement engagements in the context of public accounting.

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