CPE Catalog & Events
Small Business Accounting Shootout FLEXCAST
Available Until
Your Desk
4.0 Credits
The small to midsized business accounting landscape. QuickBooks Online and QuickBooks Desktop. Xero Accounting, Wave Accounting, and Accounting Suite. SMB Solutions from Sage Software. Microsoft Dynamics 365. Zoho Accounting apps. Other solutions, wrappers, and extenders.
Step by Step: Accounting for Income Taxes FLEXCAST
Available Until
Your Desk
2.0 Credits
Determining current tax position. Determining the deferred tax position. Identify any unrecognized tax positions. Considering any special issues. Preparing disclosure.
Step by Step: Agreed-Upon Procedures FLEXCAST
Available Until
Your Desk
2.0 Credits
Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.
Taking Advantage of Form 1041 Elections FLEXCAST
Available Until
Your Desk
2.0 Credits
65-day rule. Estate and trusts tax rates. Individual tax rates. Form 1041-T.
Tax Concerns for Seniors FLEXCAST
Available Until
Your Desk
4.0 Credits
Social Security and Medicare. Still working as a senior. Retirement distributions. Tax planning. Other planning issues.
Tax Planning After a Death of a Spouse FLEXCAST
Available Until
Your Desk
1.0 Credits
Estate tax return. Income tax brackets. Step up in basis. Sale of home. Retirement accounts. Filing an estate. Portability. Form 8971.
Tax Planning for Early Retirement: The Great Resignation FLEXCAST
Available Until
Your Desk
1.0 Credits
The Great Resignation. Basic financial planning. 2022 tax rates. Retirement accounts. NUA. NIIT. Social Security. Healthcare. Reverse mortgage.
Tax Planning with Real Estate FLEXCAST
Available Until
Your Desk
1.0 Credits
Current property. Section 1031 exchange. Qualified opportunity zones. Charitable remainder trust
The Art of Controlling: A Controller's Handbook FLEXCAST
Available Until
Your Desk
4.0 Credits
The story. Integration with operations. The controlling landscape. Controlling top tips.
The Mindful CPA FLEXCAST
Available Until
Your Desk
2.0 Credits
Mindfulness. The compass of mindfulness. 8-minute CPA mindfulness practice. Science of neurology. Application of mindfulness.
The Perfect Storm - Data Governance and Data Privacy Regulations FLEXCAST
Available Until
Your Desk
2.0 Credits
Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.
The Power of Array Formulas in Excel FLEXCAST
Available Until
Your Desk
2.0 Credits
Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.
Transforming from Technically Talented to Strategically Savvy FLEXCAST
Available Until
Your Desk
5.0 Credits
Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.
Trust Tax Return Preparation FLEXCAST
Available Until
Your Desk
2.0 Credits
"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.
Turbocharging Small Business Reporting with Power Query FLEXCAST
Available Until
Your Desk
2.0 Credits
Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.
Types of Business Insurance FLEXCAST
Available Until
Your Desk
1.0 Credits
Boiler and machinery insurance. Business interruption insurance. Commercial automobile insurance. Commercial crime insurance. Commercial general liability insurance. Cyber risk insurance. Directors' and officers' liability insurance. Life insurance. Medical insurance. Political risk insurance. Professional liability insurance. Property insurance. Surety bonds. Surplus lines insurance. State unemployment insurance. Workers' compensation insurance. Reinsurance. Insurance for the home business.
Value Pricing, Step-by-Step FLEXCAST
Available Until
Your Desk
2.0 Credits
Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.
Why Insurance is the Center of the Financial Planning Universe FLEXCAST
Available Until
Your Desk
5.0 Credits
Managing risks. Selecting insurance companies. Transferring client risk. Marketplace products. Insurance client needs. Insurance contracts. Life insurance policy.
Your System of Quality Management FLEXCAST
Available Until
Your Desk
2.0 Credits
SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.
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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