Accounting and Taxation
Future of Forecasting and Budgeting with Rolling Forecast
The current technology driven turbulent business environment presents many challenges to business managers. One primary challenge is the ability to predict and plan for the future which is unexpectedly unpredictable. Changes are constant. Companies struggle to find ways to manage resources and find ways to thrive and survive in this turbulent business environment.Traditional budgeting has been overtaken by ..
Creating a Culture of Accountability: Strategies for Team Success
This one-hour session on building a culture of accountability focuses on strategies to foster responsibility, trust, and ownership within teams and organizations. Participants will learn how to set clear expectations, create transparent communication channels, and implement effective feedback mechanisms. Key concepts like defining roles, tracking progress, and holding individuals and teams accountable in a ..
Finance Professionals: Money Laundering Awareness
This presentation is designed to equip finance professionals with the knowledge and tools necessary to identify and prevent money laundering within their organizations. As key players in the financial system, finance professionals are uniquely positioned to detect suspicious activity and ensure compliance with anti-money laundering (AML) regulations.The session will cover the fundamental concepts of money l..
Generative AI For Accounting Professionals
The accounting profession is undergoing a fundamental shift as technology continues to drive innovation in how financial information is managed, analyzed, and communicated. Generative AI, one of the most transformative technologies of the decade, has the potential to revolutionize accounting and finance, creating new efficiencies and opportunities for CPAs. This session is designed to help accounting profes..
Offers in Compromise-Settle Tax Debts for Less Than What is Owed
In this webinar, you’ll learn:How to calculate an acceptable Offer amount?How to recognize when a client qualifies?How to complete the necessary forms?How to qualify someone that does not qualify to have an acceptable offer?How to appeal it when they unjustly deny the Offer filing? The difference between the three types of Offers in Compromise and how to prepare and file each oneEffective Tax Administration..
Intro to Payroll Law and Tax Compliance
This Webinar provides a foundational understanding of payroll law and tax compliance, tailored for HR professionals, payroll administrators, and finance managers. It covers key payroll regulations, including wage and hour laws, employee classification, and compliance with federal, state, and local payroll tax obligations. Participants will learn about their legal responsibilities regarding payroll taxes, ov..
Accounting for Managers
Managers need to assess the financial health of their department and also submit budgets. This requires a basic knowledge of accounting and budgeting. Most managers (especially first-time managers) lack this knowledge and are forced to learn it on the fly. The Accounting EquationUnderstanding the Profit/Loss Statement and Balance SheetBank ReconciliationsAccounting SoftwareBudgeting BasicsFixed vs Variable ..
Accounts Payables Internal Controls Best Practices in a Paperless Environment
We operate in a paperless environment. Internal controls are more critical in a paperless environment. During COVID-19 companies have deployed employee in remote locations. This “work from anywhere” WFA environment makes internal controls more difficult as events and activities are not performed in central locations. We must rely on technology to combine them to a central platform. Accounts payable is movin..
Basics of Forensic Accounting
Whether you are involved in evaluating the creditworthiness of a prospective customer, analyzing investment opportunities, or even beginning to suspect that something funny is going on in your own company, this session will give you the tools to determine what is really going on. It's not just about the financial statements, this presentation will show you how to conduct a preliminary investigation will hel..
Cryptoasset Accounting and Taxation Trends For the Profession
The dynamic rise of cryptocurrencies and digital assets is reshaping the financial landscape, creating both challenges and opportunities for accounting professionals. With digital currencies gaining acceptance in personal portfolios, corporate treasuries, and decentralized financial ecosystems, CPAs must stay ahead of the curve to provide accurate financial reporting, ensure tax compliance, and deliver stra..
Employee Retention Credits
The credit existed from March 13, 2020, through the end of 2021, and even though the program is now closed, a business can still get the credit by filing amended payroll reports. This webinar will cover everything a business needs to know about the ERC.Areas Covered The 3 ways to qualifyWhat size of employer qualifiesWhat exactly are "wages"?How to calculate the creditHow to claim the credit (Form 941-X)Pap..
Fraud - What IRS Looks for and How You Should Avoid It?
A former IRS Revenue Officer and Fraud Technical Advisor describes what indicators IRS employees look for as evidence of various tax crimes and how practitioners should be aware of those same indicators so they can get the problem fixed before IRS finds it, prevent the client from committing fraud in the first place or recognize when it is in their best interest to disengage if the client won’t cooperate. A..
Fringe Benefits Taxation
Participants with walk away with a better understanding of the IRS view on fringe benefits taxation. The details of the IRC exceptions allowed by the IRS will be detailed and explained to participants. Participants v/s Companies are providing more fringe benefits to employers more than ever before, thus reduces company costs but raises employee morale. Because of this, the IRS has more to say on what Fringe..
Fundamentals of Form W-2 Processing and Preparation
Form W-2 is the baseline payroll tax forms that as payroll professions we are constantly dealing with. Everyday changes are occurring that effect how we handle these forms. It is critical to stay on top of current rules and regulations regarding these critical forms.Areas Covered Employer notification requirements and important deadlines Form W-2Lock in letters from the IRS and how to handleCurrent changes ..
Hot Issues in Multi-State and Internet Sales Tax
Gain valuable insight into the complex issues of interstate sales and the obligations of out-of-state (foreign) sellers to collect the destination state’s taxes.Get up-to-date information about the retailing giants and their fights with the various states. Take a ring-side seat with an expert who will share the anticipated outcomes.Areas CoveredIn just ninety minutes you will gain the following insights:Wha..