CPE Catalog - Washington Society of CPAs

Everything You Need to Know About Trusts WEBAST

Monday, July 26 8:00am - 3:30pm PDT

Your Desk

8.0 Credits

Intestate succession. Holding title to assets. Lifetime asset transfers and testamentary asset transfers planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, terminating irrevocable trusts, using trust protectors. Life insurance trusts, FLPs, QPRTs, IDGTs, GRATs and charitable trusts.

Implementation Challenges with the new FASB Lease Standard WEBINAR

Monday, July 26 7:30am - 9:30am PDT

Your Desk

2.0 Credits

FASB's Accounting Standard Update for Leases Topic 842. Key differences between FASB ASC Topic 842 and ASC Topic 840. Commitments that are on the balance sheet. Operating leases and finance leases. Allocating consideration to lease and non-lease components. Lease payments, discount rate, inception date, commencement date, and lease terms. Impairments of right of use asset, modifications, and subleases. Policy elections and disclosures.

K2’s Advanced Excel WEBCAST

Monday, July 26 9:30am - 5:30pm PDT

Your Desk

8.0 Credits

Excel Accounting Computer Software and Applications

K2’s Excel Financial Reporting and Analysis WEBCAST

Monday, July 26 6:00am - 2:00pm PDT

Your Desk

8.0 Credits

Accounting Excel Financial Analysis

SAS 122, AU 240, Consideration of Fraud In A Financial Statement Audit WEBCAST

Monday, July 26 8:00am - 10:00am PDT

Your Desk

2.0 Credits

Auditing. Fraud.

Accounting for Nonprofit Board Members WEBAST

Tuesday, July 27 8:00am - 10:30am PDT

Your Desk

3.0 Credits

Nonprofit GAAP. Common accounting errors. Risk management.

FASB Update: What's New? WEBAST

Tuesday, July 27 11:30am - 1:00pm PDT

Your Desk

1.5 Credits

FASB's current activities. ASUs issued. Workplan agenda.

Reporting the Results of a Fraud Investigation WEBINAR

Tuesday, July 27 10:30am - 12:30pm PDT

Your Desk

2.0 Credits

Written reports and supporting documentation. Methods of presenting evidence to help non-accountants understand the numbers. Evaluating reports of opposing experts. Responding to a motion in limine or Daubert challenge as an expert witness. Common lines of questioning for financial experts. Preparing for deposition and trial. Effectively testifying at deposition and trial.

State Tax Nexus FAQ: Frequently Awkward Questions WEBCAST

Tuesday, July 27 11:00am - 1:00pm 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.

Estate Planning: A Comprehensive Overview WEBAST

Wednesday, July 28 8:00am - 3:30pm PDT

Your Desk

8.0 Credits

Intestate succession. Holding title to assets. Lifetime asset transfers and testamentary asset transfers planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, terminating irrevocable trusts, using trust protectors. Life insurance trusts, FLPs, QPRTs, IDGTs, GRATs and charitable trusts.

Interview: Intersection of Technology and Wellness WEBINAR

Wednesday, July 28 10:00am - 12:00pm PDT

Your Desk

2.0 Credits

Unlearning past routines, embracing technology and learning how to take advantage of some of the latest developments that focus on connecting people in business and improving company culture. Self-discovery and mindfulness techniques. Integrate mindfulness into how you work yourself and with your teams. Develop healthy technology practices for better human connections.

Partnership Taxation: Comprehensive-Form 1065 WEBAST

Wednesday, July 28 8:00am - 3:30pm PDT

Your Desk

8.0 Credits

Special allocations. Targeted allocations. Proper calculation of outside and inside tax basis. Tax consequences of distributions. Impact of "hot assets" on distributions. Transfer of partnership interests. Issuance of partnership interests to service partners.

Solidify Your Success: Powerful Personal Branding WEBINAR

Wednesday, July 28 9:00am - 11:00am PDT

Your Desk

2.0 Credits

Discover your current brand message. Six steps for deliberately changing or strengthening your brand.

The Accountant's Role in Mergers and Acquisitions WEBAST

Wednesday, July 28 8:00am - 3:30pm PDT

Your Desk

8.0 Credits

The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.

2020 Audit & Attestation Update WEBCAST

Thursday, July 29 3:00pm - 7:00pm PDT

Your Desk

4.0 Credits

Auditing standards.

Basic Understanding of Yellow Book and Single Audit WEBAST

Thursday, July 29 8:00am - 3:30pm PDT

Your Desk

8.0 Credits

Overview of the 2018 Revision Government Auditing Standards. Understanding the conceptual framework of independence. Evaluating non-audit services provided and the threat of independence. New ruling on Continuing Professional Education. Introduction of a new concept referred to as "Waste". Review Engagements under Government Auditing Standards. Gain an understanding of the requirements for performing a Uniform Guidance compliance audit. Internal control over financial reporting vs. Internal control over compliance requirements. Understand the differences of the auditor's reports issued under Government Auditing Standards.

The Top Ten Business Myths WEBAST

Thursday, July 29 8:00am - 11:30am PDT

Your Desk

4.0 Credits

Growth for the sake of the growth is the ideology of the cancer cell. Effectiveness trumps efficiency. Ideas have more value than their mere execution. What determines value and how much customers are willing to pay? Is business a zero-sum game?

Timing Rules for Income Tax Compliance and Planning WEBAST

Thursday, July 29 8:00am - 3:30pm PDT

Your Desk

8.0 Credits

What is a method of accounting, and why is the answer important? How to select and adopt a method of accounting. When is income to be reported for both cash and accrual method businesses? When are expenses to be reported for both cash and accrual method businesses? How and when to account for inventory. How and when to change a method of accounting. Avoiding accounting method problems. Identifying planning opportunities. Relevance to income tax provision for financial reporting.

Internal Customers: Winning from the Inside Out WEBINAR

Friday, July 30 6:30am - 7:30am PDT

Your Desk

1.0 Credits

Steps to move to/improve the internal focus to employees first, customers second and its value proposition in driving better external customer service. The psychology and importance of language in communicating employee value. Create a journey map of your internal customers to identify all your team's touchpoints within your organization, their motivation and pain points, and their current and desired journey. The role of your team's mission, vision and strategy when working with internal customers. The role of stakeholders and how to use journey maps to identify and manage them. How to maximize the team's touchpoints with your internal customers. What consulting skills your team needs to provide excellent internal customer service. How to pivot to building trust with your internal customers digitally.

K2’s Microsoft Power Bi – Power Reporting for Free WEBCAST

Friday, July 30 11:00am - 1:00pm PDT

Your Desk

2.0 Credits

Understanding the importance of business intelligence efforts and the characteristics of successful business intelligence initiatives Differentiating between various Power BI offerings, including desktop and Cloud-based offerings Identifying the similarities and differences between business intelligence efforts based in Excel and those based in a true business intelligence solution A step-by-step approach to building business intelligence reports and dashboards using Power BI