CPE Catalog & Events
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Bellevue
Thursday, April 23 12:30pm - 4:00pm
4 Credits
Sales/income plan. Intermediate planning. Technology plan. Capital equipment planning. One-year operating plan. Monthly planning. Cash plan. Risk plan.
Navigating the Tax Cuts and Jobs Act with Art Werner
Bellevue
Monday, May 18 8:00am - 4:00pm
8 Credits
Review of new legislation, including the newest IRS rulings on 199A – Business Income Deduction, Examination of a client’s current plan Understanding the problems facing a client due to the changing legislation, Understanding how to find new pathways for a client’s tax, financial, and estate plan Specific techniques based on the Act
Fringe Benefit Planning for 2020 and Beyond
Bellevue
Tuesday, May 19 8:00am - 4:00pm
8 Credits
An overview of the fringe benefit planning process, Understanding the needs of the business owner, Understanding the needs of the employees, Options under IRC §132 fringe benefit plans, When to use a cafeteria plan, Tax rules regarding timing of income and deductions in cash compensation planning Tax implications of dependent care and educational assistance plans, How a flexible spending account plan works, Design features of a group term life insurance plan, Regulations when using medical savings accounts, Various options to financing retiree medical benefits, Comparison of health care benefits under an insured plan versus an HMO, Detailed overview of major ERISA reporting and disclosure requirements, Understanding of IRC common control rules, Overview of age and sex discrimination rules
Creative Strategies for Buying, Selling, and Gifting a Business
Bellevue
Wednesday, May 20 8:00am - 4:00pm
8 Credits
Valuation methods, Stock purchase versus asset purchase issues, Estate transfer and tax issues, Gifting of business interests, Transfer of business interests to split-interest trusts and grantor retained trusts, S corporation stock transfer to trusts, Family limited partnerships, Self-canceling installment notes, Transferring a business interest with an ESOP
Everything you Need to Know about the New Pass-Through Entity Rules: IRC Section 199A - The Code and Regulations
Bellevue
Thursday, May 21 8:00am - 4:00pm
8 Credits
Major changes to the tax code, Eligibility and income thresholds, W2 wages and investment limits.
Advanced Controller and CFO Skills
Bellevue
Thursday, May 21 8:00am - 4:00pm
8 Credits
Isolate the critical skills and attitudes to be effective in the future, Become an effective coach, Development of measurable missions and strategies, Aligning a firm’s strategies with its internal reporting system, Selling ideas and generating “buy-In” from others, Recognition of and response to the need for constant change and adaptation, Developing a tailored action plan suitable to specific needs
Women's Leadership Summit 2020
Lynnwood
Tuesday, June 2 8:00am - 5:00pm
8 Credits
Leadership Fraud Technology Diversity and Inclusion Emotional Intelligence Communication
Washington State Tax Conference 2020
Seattle
Tuesday, June 9 8:00am - 5:00pm
8 Credits
Changes to the rules and regulations affecting businesses in Washington StateWashington State tax issuesDeterminations and rules for taxMulti-state update and essential information for Washington based entitiesNexus considerationsWayfair
International Tax Conference 2020
Seattle
Wednesday, June 10 8:00am - 5:00pm
8 Credits
§199A for international businessesUS Tax ResidencyUS/China Legal Relationships
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