CPE Catalog & Events - Washington Society of CPAs

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Reviewing Individual Tax Returns WEBCAST

Monday, October 17 8:00am - 10:00am PDT

Your Desk

2.0 Credits

Common errors made involving: passive-activity losses, qualified business income deduction, home office, Schedule C activity and hobby losses. Business startups and deductions. Automobile expenses. Alimony. Discharge of debt.

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CFO Series: 360 Degree Budgeting WEBCAST

Monday, October 17 8:00am - 4:00pm PDT

Your Desk

8.0 Credits

360 Degree Budgeting: Understanding & Preventing Common Budget Calamities: “Most accountants know the basics of the budget process, but is it possible to enhance the process to be more effective, efficient, and even fun? The traditional budgeting process can produce stale results and fatigue amongst both Accounting and cross departmental leadership. Organizations often fall into the trap of following the same steps of annual budgeting without weeding out the flaws that seep in over a number of years. For large and small organizations looking to refresh the results, purpose, and engagement of their budgeting, several key tools will be discussed that are worth contemplating. Learn more about the process keys of successful budgets and how to balance the important technical and human components of the process. We discuss these keys in an engaging manner with thoughtfulness towards understanding our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization.”• What are the flaws in the budgeting process?• Does your budget need an overhaul or just a tune up?• What are the steps we can take to budget for economic and external factors beyond our control?• Understanding your own leadership tendencies and applying them to your strengths• How to make the budget flexible• Using traits of the balanced scorecard approach to apply to your budgeting• Common budgetary problems and discussion of solutions• 12 steps towards a better budget and maybe even a better you360 Degree Budgeting: Building Flexible Budget Models:: “We can all learn from others and improve our budgeting process by listening to our colleagues' wisdom and experience. This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization's financial planning. From the beginning of the accounting process - `the chart of accounts to the end of the process - `the valuation of the company', the budgeting cycle via a live case model to learn best practices common to successful companies.”• How to build a flexible budget model that works• How the right Chart of Accounts can simply your work• How to build a volume sensitive model• Budgeting to GAAP and for the Board to understand• Efficiently modeling payroll and benefits• Identifying controllable and uncontrollable expense• Using key variables to stress-test your budgetManaging Budgeting’s Soft Side: Avoiding People Issues: “You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual's personality type and then explores how to use our strengths and weaknesses to create a better budget process.” • Understanding core personality types• Learning what type of person you are• Managing and coping with the budget team• Effectively dealing with the A, B, C, and other players• Connecting through disconnection360 Degree Budgeting: Presenting and Communicating Your Numbers: “Perhaps the most important element of the budget process is its communication. If management does not understand the budget - there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans.”• Identifying the ‘Big Picture’ and your role in communication.• Communicating so others can understand us.• Understanding a presentation’s anatomy• Tips and tricks for budget presentations

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Inflation Reduction Act: What You Need to Know Now WEBINAR

Thursday, October 20 10:00am - 11:00am PDT

TBD

1.0 Credits

Should your client buy an electric vehicle this year, or wait until next year? Can your clients get solar energy credits this year? Is the IRS going to hire an army of auditors?

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Working with Excel PivotTables - Powerful and Not Hard to Use. Really! WEBCAST

Friday, October 21 8:00am - 4:00pm PDT

Your Desk

8.0 Credits

This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The topics discussed in this session included: Introducing PivotTables. Working with tables. Connecting PivotTables to external data. Creating calculations in PivotTables. Using PowerPivot and creating PivotCharts.

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Bottles, Brews & Buds Conference 2022 WEBCAST

Friday, October 21 12:00pm - 4:00pm PDT

Your Desk

4.0 Credits

Alcohol and cannabis accounting. Fraud risks. Future outlook.

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Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

Monday, October 31 8:00am - 4:00pm PDT

Your Desk

8.0 Credits

Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation. Discuss new pass-through basis calculations required as attachments to certain individual returns. Executor's new IRS form for disclosing basis in certain distributed property. How Schedule 179 limitations affect basis and how tax-benefit rule is applied. Basis implications of personal assets converted to business use. How to calculate basis of inherited and joint tenancy property. Excess business losses and new rules for NOLs. S corporations: Determine how to calculate basis. Recognize how AAA applies or doesn't apply to S corporations. Understand the post-termination transition rules and temporary new TCJA post-termination rules for eligible corporations. LLCs and partnerships: Learn the detailed rules of Schedule 704 for preventing the shifting of tax consequences among partners or members. Learn to calculate basis under Schedule 704 and for "at-risk" under Section 465. Recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results. Review Section 754 step-up in basis rules. Learn to apply the complex rules of distribution of cash vs. property. TCJA cleans up the basis treatment of charitable contributions and foreign taxes paid.

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Pacific Tax Institute 2022 WEBCAST

Wednesday, November 9 7:55am PST - Thursday, November 10 4:30pm PST

Your Desk

16.0 Credits

Federal Tax Update State Tax Update International Tax Trends in Gift and Estate Tax Audits

Washington Ethics and New Developments 2022 With Mark Hugh WEBCAST

Saturday, October 1 8:00am - 12:00pm PDT

Your Desk

4.0 Credits

Review the AICPA Code of Professional Conduct and key Washington differences. Discuss new developments at the national and state level in ethics in the last three years. Explore best practices for CPAs in public accounting and industry. Highlight emerging issues.

Adobe Acrobat - Increase Your Productivity With PDF Files WEBINAR

Monday, October 3 6:30am - 10:30am PDT

Your Desk

4.0 Credits

Navigating Adobe Acrobat DC. Creating PDF files from other applications. Organize PDF files and pages within a PDF. Using the annotation tools to review and markup PDF files. Preparing your PDF for printing. Creating links to pages, files and websites. Securing your PDF files. Searching PDF files. Creating fillable forms. Adobe Acrobat integration with Office 365.

Cost of Capital Determinations for Business Appraisal WEBINAR

Monday, October 3 7:30am - 8:30am PDT

Your Desk

1.0 Credits

Receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements.

Auditing Best Practices and Standards Update WEBCAST

Monday, October 3 8:00am - 12:00pm PDT

Your Desk

4.0 Credits

Identify controls that exist, especially when those controls are not clearly identified. Evaluate if those controls prevent or detect material misstatements in the financial statements. Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements.

Accounting in the Wild Wild West of COVID-19 WEBINAR

Monday, October 3 8:30am - 10:30am PDT

Your Desk

2.0 Credits

Risk assessment. PPP Loans. Pandemic-related accounting pronouncements. Learning to be an auditor in a pandemic environment. Financial statement disclosures. Exploring liquidity options. Accounting tools and techniques for supporting managerial decisions. Other current events as appropriate.

Real Estate Professionals, Passive Activity and Section 199A WEBINAR

Monday, October 3 9:00am - 11:00am PDT

Your Desk

2.0 Credits

Definition of a real estate professional. Pros and cons of being a real estate professional. Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040. How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and the Form 8582 (Passive Activities). How to make the "grouping" election for passive activities and the flow-through deduction. Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards. Real estate professionals and the "former passive activities" rules.

Communicating Financial Data to Non-Financial Audiences WEBINAR

Monday, October 3 9:30am - 10:30am PDT

Your Desk

1.0 Credits

Key barriers when communicating financial information. How to overcome those barriers. Key tips on effectively communicating financial information to non-financial audiences.

Power BI - Introduction to MS Power BI Tools WEBINAR

Monday, October 3 10:30am - 12:30pm 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.

Up Your Influence: How To Get What You Want WEBCAST

Monday, October 3 11:00am - 1:30pm PDT

Your Desk

2.5 Credits

Persuasion. Influence.

Criminal Tax For Accountants WEBINAR

Monday, October 3 1:30pm - 3:30pm PDT

Your Desk

2.0 Credits

Basic tax crimes. Investigatory techniques. Privilege issues. Tax loss issues.

Getting the Best Out of Your Team with Project Management WEBINAR

Tuesday, October 4 6:00am - 8:00am PDT

Your Desk

2.0 Credits

When to incorporate project management best practices to get the best out of your team. Many ways project management helps get the best out of your team.

Forensic Accounting: Fraud Investigations WEBCAST

Tuesday, October 4 7:00am - 3:00pm PDT

Your Desk

8.0 Credits

Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.

Creating and Installing Technology Measures WEBCAST

Tuesday, October 4 8:00am - 12:00pm PDT

Your Desk

4.0 Credits

Developing a technology "Controller". Reducing failed technology control implementations. Methods and resources to aid as technology controls are created and implemented or updated.