The most pressing tax matters affecting individuals, estates, and trusts in 2023 [bold]

With so many tax developments that come up during the year, it’s hard to stay on top of every salient issue. In this all-new-for-2023 course, learners get a tailored list of updates that highlight only the most pertinent issues concerning individuals, estates, and trusts from the past year.

Insights to study before tax season [bold]

Learners are provided with in-depth explanations of budding issues that their clients may face.

From the treatment of non-fungible tokens (NFTs) as collectible property to the deductibility of certain medical care expenses, course materials dive into the latest IRS pronouncements and case law to help practitioners serve their clients.

Developments include:

- 2023 rate tables

- Taxation of fringe benefits

- A U.S. Supreme Court decision on IRS summons

- Expanded clean-energy credits

- Treatment of NFTs as collectibles

- Deduction substantiation for cryptocurrency donations

- Medical care expense deductibility

Learning Objectives:

· Identify the correct 2023 rate tables and standard deduction applicable to filers.

· Identify fringe benefits that are partially excluded from income.

· Recognize the 2023 COLA adjustments related to retirement plans.

· Identify the correct standard mileage rate for different categories of mileage in 2023.

· Identify updated tax credits for 2023.

· Recognize developments in the treatment of cryptocurrency and NFTs.

· Recognize the IRS's authority to issue summons.

· Recall hobby loss rules.

· Recognize the tax treatment of certain medical expenses.

· Identify the basis of assets transferred in trust upon the death of a trust's owner.

Who will benefit:

· Accountants and finance professionals

· CPAs, senior associates, managers and partners

· Tax professionals

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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.

Conflict is often avoided, or dealt with in a passive manner. When ignored, conflict often escalates and can become polarizing. In this session, participants will gain insights for enhancing their natural responses to conflict, learn healthy communication styles, and build constructive behaviors to manage conflict. 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:

• Levels of conflict
• Strategies to de-escalate conflict
• Distinction between miscommunication and conflict
• Responses to conflict
• Tactics to address, rather than avoid, conflict

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

Two college graduates built impressive careers: One worked in sales, the other in technology and investing. Both of those people made decisions in the course of their business that led to government investigations. They had to hire attorneys, go through judicial processes, face charges, and plead guilty. Each of those people are on their way to prison. Learn from the lessons they offer. We interview both financial professionals, and they tell us more about how their decisions influenced the consequences that followed. 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:

• Career choices
• Ethical dilemmas
• Judicial proceedings
• Mitigation strategies
• Creating tools to help make better decisions
• Atonement and reconciliation

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

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

Leading change now ranks in the top three leader skills of the future. As audit, risk management, and governance are relied on more and more in organizational decision-making, the need to lead change is paramount. Leaders and practitioners at all levels must oversee or manage change in today's environment. Whether you are a CEO, small business owner, or individual practitioner, you lead change in your environment. In this session, learn how to lead change BETTER because everyone is a leader of someone. Build alignment with those you lead and work with, motivate and inspire, and model the behaviors that drive change. This session breaks down strategies into manageable steps that anyone can cultivate. 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:

• Why it is critical to lead change in your company now
• The seven steps of leading change
• How to set expectations
• How to create a vision that achieves buy-in
• How to form a coalition, an essential component of any change effort
• How to create and mobilize change networks to accelerate change
• The best of the best communication strategies
• How to establish simple 360 feedback
• Managing yourself

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

Perform EBP audits confidently and effectively

Auditors require proper skills to perform EBP engagements effectively. Tap into ways to plan and conduct audits and comply with professional standards while maximizing efficiency.

Learn the complete audit process - from engagement acceptance to reporting in this all-new webcast. Employee benefit plan (EBP) audit engagements are continually scrutinized by regulators and peer reviewers due to the history of noncompliance with applicable professional standards. Join us to review additional considerations when auditing the various types of EBPs to avoid common compliance issues.

Learning Objectives:
· Recognize accounting and auditing requirements for a compliant audit of EBPs.
· Identify appropriate audit procedures to plan, perform, and report on EBP financial statements.
· Recognize new auditing, accounting, and regulatory developments impacting EBP audits.

Who will benefit:
· Auditors of employee benefit plans
· Practitioners considering the addition of EBP audits as a service offering
· Accountants in business and industry responsible for company benefits

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING CENTER. 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.

Perform EBP audits confidently and effectively

Auditors require proper skills to perform EBP engagements effectively. Tap into ways to plan and conduct audits and comply with professional standards while maximizing efficiency.

Learn the complete audit process - from engagement acceptance to reporting in this all-new webcast. Employee benefit plan (EBP) audit engagements are continually scrutinized by regulators and peer reviewers due to the history of noncompliance with applicable professional standards. Join us to review additional considerations when auditing the various types of EBPs to avoid common compliance issues.

Learning Objectives:

· Recognize accounting and auditing requirements for a compliant audit of EBPs.

· Identify appropriate audit procedures to plan, perform, and report on EBP financial statements.

· Recognize new auditing, accounting, and regulatory developments impacting EBP audits.

Who will benefit:

· Auditors of employee benefit plans

· Practitioners considering the addition of EBP audits as a service offering

· Accountants in business and industry responsible for company benefits

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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.

Complex financial information into memorable stories

Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst or a manager needing to communicate financial information in an influential way, this webcast will give you the necessary tools to tell more effective stories with your financial data.

Learning Objectives:

· Identify strategies for getting past your fear of public speaking

· Determine the value of storytelling to communicate your message to your audience

· Distinguish the different demographics of the audience

· Identify the value of using charts and pictures in your financial presentations

Who will benefit:

Accountants and finance professionals who want to enhance their skills and abilities to explain financial information to associates and clients

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING 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.

The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work. 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 subjects that will be covered in this course include:

• A primer on AI technology applications in the accounting profession
• Ethical dilemmas that originate from the use of AI by CPAs
• Practical guidelines for using AI technology ethically
• Step by step guide for creating an AI usage policy for your organization
• Review of a variety of reference materials to assist you in using AI ethically

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

The practical application of artificial intelligence (AI) in the accounting profession is spreading like wildfire with the release of powerful applications such as ChatGPT. A byproduct of this evolution is the origination of new ethical dilemmas for CPAs on how to address the use of this technology in the delivery of their services. This course, presented by John Higgins, CPA, a nationally recognized technology advisor to the profession, will provide CPAs with a practical framework for addressing the various ethical issues that can arise with the application of AI in their work.

The specific topics that will be presented in the course include:

• A primer on AI technology applications in the accounting profession
• Ethical dilemmas that originate from the use of AI by CPAs
• Practical guidelines for using AI technology ethically

Learning Objectives

• Recognize the ethical dilemmas with AI applications that CPAs can encounter
• Identify practical guidelines for resolving these ethical dilemmas

Who Should Attend

Anyone who wants to understand the potential ethical dilemmas of using AI technology in the accounting profession and how to address them.