CPE Catalog & Events
Accounting & Auditing Update WEBCAST
Your Desk
Tuesday, January 19 11:00am - 3:00pm PST
4 Credits
Recently issued Accounting Standard Updates (ASUs) Leases; Financial instruments The new auditors report (SAS 134) Employee Benefit Plan Audits (SAS 136) Materiality
Intermediate Individual Taxation WEBCAST
Your Desk
Tuesday, January 19 6:00am - 2:00pm PST
8 Credits
Fringe benefits, Retirement plan distributions, Hobby losses, Home Offices, Depreciation and amortization, Tax Credits
Federal Tax Update: Comprehensive Individual Tax (Form 1040) WEBCAST
Your Desk
Tuesday, January 19 8:30am - 4:30pm PST
8 Credits
Detailed coverage of any new individual income tax law signed by President Trump. Look at any changes to the Form 1040 and other related schedules and forms. Cover issues related to the various taxes, i.e., income, capital gain, self-employment and alternative minimum tax (AMT). Review changes to depreciation, itemized deductions, adjustments to income, passive activities and tax credits.
Preparing Form 706: The Federal Estate Tax Return WEBCAST
Your Desk
Tuesday, January 19 8:30am - 4:30pm PST
8 Credits
Filing requirements, new forms and IRS return review procedures, Estate tax return terminology, Action steps upon receipt of the engagement to prepare Form 706, Introduction to each schedule and page on the return, When to use or eschew simplified reporting while making DSUEA elections, Recent developments with basis consistency rules and integration with the Form 706, QTIP elections with otherwise bypass/credit-shelter trusts, Practice forms to attach to the estate tax return, Marital deduction elections, Practice tips for penalty avoidance Reporting elections: Sec. 6166, QTIP, reverse QTIP, QDOT, alternate value and Sec. 2032A.
Excel - Advanced Financial and Statistical Calculations WEBINAR
Your Desk
Tuesday, January 19 1:30pm - 3:30pm PST
2 Credits
Financial functions best practices for creating amortization schedules and calculating annual interest payments, Calculating & summarizing data with SUMIF and SUBTOTAL functions Statistical functions used to analyze data
Tax Fundamentals of LLCs and Partnerships WEBCAST
Your Desk
Wednesday, January 20 6:00am - 2:00pm PST
8 Credits
Basic tax structure of partnerships and LLCs, Electing to be taxed as a partnership: The "check-the-box" rules, Tax consequences of partnership or LLC formation, Partnership distributions, Compensatory payments to partners, At-risk and passive activity limits, Profit and loss allocations, General rules and restrictions, Reporting taxable income for partnerships and LLCs.
Data Analytics for Finance Managers (Day 1) WEBCAST
Your Desk
Wednesday, January 20 8:00am - 2:00pm PST
6 Credits
Financial Analytics. Traditional Reporting. Dashboard Visualizations. Analytics
Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) WEBCAST
Your Desk
Wednesday, January 20 8:30am - 4:30pm PST
8 Credits
Detailed coverage of any new business income tax legislation signed by President Trump including the SECURE Act and the technical corrections to TCJA of 2017. Look at any changes to the Forms 1120, 1120S and 1065 and other related schedules and forms. Issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans.
Implementing and Maintaining an Internal Control System WEBCAST
Your Desk
Wednesday, January 20 8:30am - 4:30pm PST
8 Credits
Considerations for the maintenance of an internal control system, The types of policies and procedures organizations should utilize, Reviewing and testing control measures, Updating controls and implementing control changes.
Bribery and Corruption Awareness for Accountants WEBINAR
Your Desk
Wednesday, January 20 10:30am - 12:30pm PST
2 Credits
What is bribery, What is corruption? Role of the tax administration in combating bribery and corruption, Role of tax examiners and tax auditors, Indicators of possible bribery or corruption, External and internal risk factors, Taxpayer transaction indicators, Payment and money flow signals, Bribery and ethics.
Transform Your Organization With Office 365 and Teams WEBINAR
Your Desk
Wednesday, January 20 6:00am - 2:00pm PST
8 Credits
Orientation to the Office 365 ecosystem. Strategic value of deploying Office 365. Using the Teams app as the central hub for your online communications and collaboration. Setting up your file management system with SharePoint and OneDrive. Leveraging the Office 365 mobile apps to take your office on the road. Using the Planner app to track and manage team projects. Harnessing the Forms app to convert your forms to digitally fillable online forms. Orientation to the Office 365 Admin app. Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer. Tips and best practices for developing your Office 365 deployment strategy.
Member Exclusive: WSCPA Year End Review WEBINAR
Your Desk
Wednesday, January 20 12:00pm - 1:00pm PST
1 Credits
Advocacy, organization
2020/2021 Annual Tax Season Update Virtual Seattle/Bellevue Chapter Event
Your Desk
Thursday, January 21 11:30am - 1:00pm PST
2 Credits
Updates for the 2020/2021 tax season, including changes caused by the CARES act, SECURES legislation, revisions to the 2020 Form 1040, and requirements for various tax credits and rebates.
Data Analytics for Finance Managers (Day 2) WEBCAST
Your Desk
Thursday, January 21 8:00am - 2:00pm PST
6 Credits
Financial Analytics. Traditional Reporting. Dashboard Visualizations. Analytics
Tax Planning for Small Businesses WEBCAST
Your Desk
Thursday, January 21 6:00am - 10:00am PST
4 Credits
Starting a business, the tax life of a business, Selecting a business entity type , The Tax Cuts and Jobs Act , Section 199A and the Qualified Business Income deduction, Accounting Methods ú Compensation of owners-hiring family members, Reasonable Compensation, Depreciation, Section 179, and bonus depreciation, Transactions with owners, Buy-Sell and Noncompete agreements, Exiting the business-special exit techniques.
Financial Statement Risks: Fraud, Misstatements and Earnings Management WEBCAST
Your Desk
Thursday, January 21 8:30am - 4:30pm PST
8 Credits
Financial reporting fraud, Financial reporting objective, Earnings management, Accounting standards, Financial reporting controls, FASB Concept Statements.
Form 1041 Workshop WEBCAST
Your Desk
Thursday, January 21 6:30am - 2:30pm PST
8 Credits
Impact of fiduciary taxation law, tax rates and the Medicare surtax, Changes made by 2017 Tax Act, The tax cost of accumulating taxable income in a estate or non-grantor trust, Fiduciary accounting issues that impact distributions from entities or trustee's power to adjust, Distribution deduction and planning strategies, Death of grantor or first spouse, and related reporting and planning issues, California Form 541 issues and updates.
Revenue: Special Implementation Guide (Topic 606-10-55) WEBCAST
Your Desk
Thursday, January 21 11:00am - 1:00pm PST
2 Credits
FASB ASC 606, Revenue from Contracts with Customers, All recently released updates to ASC 606,Revenue from Contracts with Customers.
Disclosing Managers / Compensation on Core Form 990 and Schedule J WEBINAR
Your Desk
Thursday, January 21 9:30am - 11:30am PST
2 Credits
Review of who is to be reported in Part VII-A as a current or former legally or quasi-legal "in-charge" (i.e., Trustee-Director, Officer, Key Employee -- a group also known as ") or as a High 5. Exploration of the challenges in determining: current Key Employees versus Officers; former (relating to "current" status in prior-years) TDOKEs and/or High 5s; and who qualifies as a Trustee-Director in circumstances of limited involvement with the filer's governance. Compensation reporting: the required "dial back" to the calendar year for organizations with a ye other than 12/31; handling of compensation provided from "related organizations", (including reporting exceptions), versus that coming from certain unrelated payorsReview of compensation "buckets": "reportable compensation" versus "other compensation" and the applicable exceptions for Core Form reporting. Additional compensation detailing that is required on Schedule J's Part II when an individual TDOKE's or High 5's circumstances "trigger" application of that schedule. Complex reporting situations: individuals procured from management companies or from employee-leasing organizations; common paymaster reporting scenarios; payment to an individual for services they are providing the filer by an unrelated organization.
SSARS Codification: Preparation, Compilation and Review of Financial Information WEBCAST
Your Desk
Friday, January 22 8:30am - 4:30pm PST
8 Credits
SSARS Codification requirements, SSARS engagements including prepartion of financial statements, compilation of financial statements or proforma financial information, Review of financial statements, Highlights of SSARS 25 Materiality in a Review of Financial Statements and Adverse Conclusions.
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