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Instructor : Garrett Wasny

This course provides a concise overview of the IRS Strategic Plan 2023-2026 and its impacts on the accounting profession and regulatory ethics. The course will cover the key goals and priorities of the IRS Strategic Plan, including improving service to taxpayers, enforcing the tax law fairly, transforming IRS operations, and fostering an inclusive and well-equipped workforce. Participants will learn about the specific measures the IRS plans to take to achieve these goals and the implications of these measures for tax professionals.

Topics Covered:

* Overview of the IRS Strategic Plan 2023-2026

* Key goals and priorities of the IRS Strategic Plan

* Measures the IRS plans to take to achieve its goals

* Implications of the IRS Strategic Plan for tax professionals and regulatory ethics

* Planned changes to the way the IRS provides services and communicates with taxpayers

* Planned strategies for staying up-to-date on IRS policies and procedures

* Case studies of the impacts of the IRS Strategic Plan on the accounting profession

Field(s) of Study: Business Management & Organization
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    Learning Objectives

    • Incorporate the IRS's adoption of secure and customized services to better meet the needs of your taxpayer clients
    • Better advocate for your clients' rights and articulate their responsibilities and obligations in light of the IRS's renewed commitment to effective outreach and education
    • Improve taxpayer data privacy by aligning your firm's security with upgraded IRS security strategies
    • Improve service to your clients by fully understanding how the IRS is reorganizing operational structures to increase collaboration and maximize efficiencies
    • Enhance diversity and inclusion in your practice in light of the IRS addressing the specific needs of underserved and multilingual communities

    Level

    Basic
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This course provides a concise overview the Dark Web, a part of the internet that isn't indexed by search engines, and often associated with anonymous transactions and nefarious activities. Discover the leading threats and risks that the Dark Web poses to accounting firms.  Explore how practitioners can effectively mitigate the risk of data breaches, ransomware attacks, financial fraud and other risks connected to the Dark Web.  You’ll walk away with a foundational understanding of leading cybersecurity strategies that can help you maintain client trust and protect your firm's sensitive data in this complex threat landscape. 

Topics covered:

* Understanding the Dark Web

* Differences between Deep Web and Dark Web

* Potential Threats from the Dark Web

* Case Studies of Dark Web Exploitation in Accounting

* Strategies for Mitigating Dark Web Threats

* Implementing Effective Cybersecurity Measures

* Role of Accountants in Addressing Dark Web Threats

Field(s) of Study: Information Technology
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    Learning Objectives

    Articulate how the Dark Web is impacting and potentially threatening your practice, your clients, their businesses, and the economy as a whole

    Apply the lessons of real-life examples of Dark Web exploitation to your clients' situations

    Develop effective strategies for cybersecurity and Dark Web threat mitigation

    Level

    Basic

    Prerequisites

    Participants should have a basic understanding of computer networks, operating systems, and internet technologies.

    Advanced Preparation

    None

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This course provides a concise overview of ChatGPT and GPT.  These are emerging artificial intelligence technologies that answer questions, create content, generate code, and perform countless other cognitive tasks in natural language. The results are not only credible but often superhuman. This new wave of intelligent software is arguably the most ground-breaking in the history of the world – and it’s only getting started.  The session analyzes their key use cases, limitations, potential risks, and impacts on the accounting industry. The session is designed for accountants who wish to enhance their awareness and proficiency in emerging AI technologies, including GPT, to ensure their continued relevance and success as trusted business advisors, value stewards, and guardians of public trust.  In this rapidly evolving technological landscape, staying ahead of the curve with AI knowledge is crucial. Don't miss out on the opportunity to be part of the future of work, where your mastery of AI could lead to countless career advancement opportunities. Embrace the power of AI and take this course to jumpstart your journey towards becoming a leader in the field.

Topics Covered:

* What is ChatGPT and GPT

* How ChatGPT works

* Why ChatGPT is a game-changer

* Changing AI Landscape

* Prompt Engineering (PE)

* How ChatGPT will impact accounting

* GPT AI Starter Strategy for Accountants

Field(s) of Study: Information Technology
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    Learning Objectives

    • Identify ChatGPT and GPT
    • Analyze how ChatGPT works
    • Incorporate the potential of ChatGPT on the accounting industry into your practice
    • Interpret how artificial intelligence and ChatGPT will transform core accounting tasks in 20 categories from automation to tax planning
    • Evaulate Prompt Engineering (PE) principles to effectively communicate with ChatGPT
    • Formulate a GPT AI starter strategy for your accounting operations

    Level

    Basic

    Prerequisites

    Prior knowledge of accounting principles is recommended but not required. A basic understanding of AI and machine learning is helpful.

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The course provides a concise overview of more than 200 data visualization tools which can be used by accountants to enhance the visual appeal of their financial work.  All resources are easy-to-use web-based applications that require virtually no artistic or design skill -- simply drag and drop, point and click, cut and paste, and/or edit text.  You'll discover how to create new image content in a snap to better inform, persuade, and inspire action. Participants will walk away with a whole new creative toolkit and skillset that cuts through data clutter, improves analysis and sharpens decision-making.

Field(s) of Study: Information Technology
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    Learning Objectives

    • Identify real-life instances of major technology forces and human factors driving growth in visual business communications
    • Be able to effectively utilize MS Office application plug-ins to create dashboards
    • Employ livestreaming platforms to improve productivity at your firm
    • Better communicate with your clients with the use of infographic template services and charting apps.

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

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The course provides a concise overview of the intangible economy.  This refers to investments and assets that do not physically exist but have core and long-term economic value for enterprises.  These include things like data, patents, digital services, technology for computers and cell phones, search engine algorithms, websites, drug formulas, brand reputation, employee expertise, organizational processes, and even the sum of knowledge contained within the organization.   You’ll walk away with a foundational awareness of intangible economy principles, how intangibles fundamentally differ from tangible assets, and practical ways you can think about and manage intangibles to drive growth and create long-term advantage in your own operations.

Field(s) of Study: Finance
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    Learning Objectives

    • Incorporate the rapidly evolving concept of intangible assets (we'll cover at least 20 in the course) into your practice.
    • Apply the concepts of intangibles to enhance corporate value and strengten your strategy
    • Understand how economic, social, and regulatory forces are driving interest in intangibles and the impact it is having on your clients
    • Be able to utilize the challenges that  intangibles present to conventional economic thinking and traditional business assumptions to imporve your clients' positions 

    Level

    Basic

    Prerequisites

    Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services. 

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