CPE Catalog & Events

Showing 9 Live CPE Results

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