CPE Catalog & Events
Closely Held Business Owner Financial Planning Opportunities WEBAST
Monday, August 2 8:00am - 10:00am PDT
Your Desk
2.0 Credits
Personal financial planning. Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
Financial, Retirement, Tax and Valuation Issues in Divorce WEBAST
Monday, August 2 8:00am - 3:30pm PDT
Your Desk
8.0 Credits
Minimizing the inevitable financial damage. Financial issues in the heart of dividing assets. Understanding which types of assets the client should pursue during the division. Tax elements inherent in valuing and selling assets. Like-kind exchange possibilities. Valuing retirement plans. Determining which plans or equity components would make sense for the client. Community property vs. common law issues Redesigning the financial plan after the divorce
Guide to 1041 Preparation of Estates & Trusts WEBCAST
Monday, August 2 8:00am - 10:04am PDT
Your Desk
2.0 Credits
Similarities and differences to individuation taxation. Filing requirements, deadlines and penalties: Section 645 election. Simple vs. complex trusts. Grantor trust filing options. Gross income. Deductions. Distributions. Section 199A.
Power BI - Introduction to MS Power BI Tools WEBINAR
Monday, August 2 6:00am - 8:00am PDT
Your Desk
2.0 Credits
The challenge of using Excel for Data Analysis. An overview of the various Power BI Tools. An overview of when and why to use each Power BI Tool. A tour of each tools interface.
Power BI - Prepare Your Data Efficiently for Excel Analysis WEBCAST
Monday, August 2 11:00am - 1:00pm PDT
Your Desk
2.0 Credits
Getting data into the correct structure. Data sources that you can access. Working with multiple tables and data sources. Steps to import data for analysis. Introduction to Power Query and Get and Transform.
State Tax Nexus FAQ: Frequently Awkward Questions WEBCAST
Monday, August 2 7:00am - 9:00am PDT
Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments. Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Free multi-state resources.
Understanding the Form 990 and its Preparation Prerequisites WEBINAR
Tuesday, August 3 6:30am - 8:30am PDT
Your Desk
2.0 Credits
Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules. Address of the definition's key factors that make a third-party organization a "related organization". Exploring the definitions of parties who are to be disclosed as managers at Part VII-A and understanding what is the definition and measure of "reportable compensation". Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L. Applying the definition of "business relationship" as same is used in Part VI. Sequencing of the form's preparation tasks and who to go to for information. Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public and regulators.
Deception, Embezzlement and Fraud WEBAST
Wednesday, August 4 8:00am - 3:30pm PDT
Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Reporting Managers and Their Compensation: Form 990 Part VII-A WEBINAR
Wednesday, August 4 8:00am - 10:30am PDT
Your Desk
2.5 Credits
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".
2021 Personal Financial Planning Conference WEBCAST presented by the Colorado Society of CPAs
Wednesday, August 4 7:30am PDT - Thursday, August 5 11:35am PDT
Your Desk
8.0 Credits
The Long-Term Outlook for the Economy and Investment Implications presented by Scott Middleton and Steven Fraley, CFA, MBA Storytelling in the Age of Data: The Evolution of Investing presented by Apollo Lupescu, PhD Using Science and Technology to Build Better Portfolios: Factor Investing, UMAs, and Direct Indexing presented by Donald Calcagni, CFP, MST What We've Learned Today: Panel Discussion from Local Experts presented by Tyler Smith, Rick Simms, Mark Smith, CPA, Scott Sprinkle, CPA, PFS, CGMA, CFP, and Dave Stevens, CPA Individual Tax Planning presented by Robert Keebler, CPA, PFS, MST, AEP, CGMA Estate Planning presented by Robert Keebler, CPA, PFS, MST, AEP, CGMA Best Practices Panel presented by Scott Sprinkle, CPA, PFS, CGMA, CFP, Rick Simms, Mark Smith, CPA, Tyler Smith, and Dave Stevens, CPA
Asset Misappropriation- Let Me Count the Ways? WEBCAST
Thursday, August 5 11:00am - 1:00pm PDT
Your Desk
2.0 Credits
Auditing. Fraud.
Communication Skills for Introverts WEBINAR
Thursday, August 5 9:30am - 11:30am PDT
Your Desk
2.0 Credits
The five areas to improve your communication: listening, writing, understanding your audience, virtual communication, and non-verbal communication.
Performance Auditing Made Easy WEBCAST
Thursday, August 5 11:00am - 12:30pm PDT
Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Power BI - Create Excel Dashboards for Maximum Impact WEBINAR
Thursday, August 5 12:00pm - 2:00pm PDT
Your Desk
2.0 Credits
Dashboard design guidelines. Using Excel features to create visuals. Using visuals to create dashboards. Introduce new Power BI tools that enhance visual and dashboard creation.
Preparation, Compilation, and Review Engagements: Update and Review WEBCAST
Thursday, August 5 6:00am - 10:00am PDT
Your Desk
4.0 Credits
Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects.
What Every CPA Should Know About Fraud WEBAST
Thursday, August 5 12:00pm - 3:30pm PDT
Your Desk
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric. controls
Bottles, Brews & Buds Conference 2021 WEBCAST
Thursday, August 5 12:00pm PDT - Friday, August 6 4:00pm PDT
Your Desk
8.0 Credits
Changes that 2020 brought to each of the industries. Fraud case study and best practices for beer and cannabis industries. Cyber security concerns. Accounting struggles for today’s craft distiller and much more!
2020 Audit & Attestation Update WEBCAST
Friday, August 6 11:00am - 3:00pm PDT
Your Desk
4.0 Credits
Auditing standards.
Change the Way You Work: Success as a Virtual CFO WEBCAST
Friday, August 6 7:30am - 11:30am PDT
Your Desk
4.0 Credits
Virtual CFO role overview. Potential service models. Virtual CFO readiness. Outsourced bookkeeping vs. virtual CFO roles. Technology platforms
Competencies and Skills Required by Virtual CFOs WEBCAST
Friday, August 6 1:30pm - 2:30pm PDT
Your Desk
1.0 Credits
This course will walk you through preferred vs. required skills and experience in becoming a virtual CFO.
The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org