CPE Catalog & Events

Showing 54 Online CPE Results

Annual Accounting and Auditing Update WEBCAST

Your Desk

Wednesday, October 7 8:00am - 4:00pm PDT

8 Credits

Private company standard setting activities. Recently issued FASB Accounting Standards Updates. Leases -- Topic 842. Impairment -- Topic 326. Lessons learned from the adoption of Topic 606. Other items on the FASB's Technical Agenda. Recently issued SASs and other AICPA and PCAOB activity. SSARS No. 21, Clarification and Recodification and other recently issued and proposed SSARS. Peer review and other audit quality issues.

Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update WEBCAST

Your Desk

Thursday, October 8 8:00am - 4:00pm PDT

8 Credits

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018. Proposed changes to the SSARS. Sample comprehensive engagement work programs for preparation, compilation and review engagements. Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations. Other communication requirements, such as sample engagement letters and management representation letters.

Focus On Engagement Quality: How to Avoid Deficiencies in Peer Reviews WEBCAST

Your Desk

Friday, October 9 8:00am - 4:00pm PDT

8 Credits

AICPA's Enhancing Audit Quality initiative. Feedback from peer reviews, including areas driving deficiencies in audit. Elements of an effective risk assessment and how to link to audit procedures performed. Understanding internal controls and making the decision whether or not to test them. Best practices in documentation.

CFO Series: Developing Credibility WEBCAST

Your Desk

Monday, October 19 8:00am - 4:00pm PDT

8 Credits

Developing Credibility: Earn Respect for Yourself and Your TeamCredibility is the key to management success.  When people believe in you and your message, they are more prone to act on your advice.  Learn some practical tips on how to move from being a CF-No to a CF-Oh!  Uncover the attributes of the “What and How” of financial management success. It’s All About Action! Deeds, Not Words, Really CountTalk is cheap!  Action moves people better than unfulfilled ideas.  Actionable concepts serve as a catalyst for change.  This session will assist you in developing actionable messages and achieve buy-in as you implement new processes.  Discuss the power of the planning and the impact of the quantitative, strategic and tactical trifecta.Heed the advice of legendary University of Alabama football coach, Paul "Bear" Bryant, and "Cause something to happen." Effective Internal Reporting: Make Your Message Quick and ClearDo your presentations lack life?  Do your audiences sometimes fail to get the message?  Learn how to grab your audiences’ attention and deliver an actionable message.  Discover the power of “The Trifecta” and the 3P’s of effective reports and presentations.  Learn how to make your messaging a “re-memorable event”. Financial Management: 10 Tips for Success and 13 Signs of FailureToday’s effective financial leader must establish on-going credibility and adaptability to be effective.  Finance professionals operate in a landscape of constant flux, yet financial management’s fundamental success skills do not vary.  Hear a veteran financial executive discuss why some financial managers succeed while others fail.

Accounting, Audit and Attest Update for Practioners with Small-Business Clients WEBCAST

Your Desk

Thursday, October 22 8:00am - 4:00pm PDT

8 Credits

Private company standard setting activities. Small and medium-sized business related ASUs. Lease and impairment accounting update. Lessons adopted from the adoption of Topic 606. Special purpose frameworks -- Cash, modified cash, and tax basis. Common small and medium-sized business financial statement errors and deficiencies. SSARS No. 21, Clarification and Recodification, including the new preparation of financial statements non-attest service as well as the impact of SSARS No. 22,23 and 24 and proposed changes to the SSARS. Other types of small and medium-sized business attest engagements. -- examinations, reviews and agreed-upon procedures engagements on financial forecasts and projections, and pro forma financial information

Assessing The Risk Of Fraud In A Financial Statement Audit WEBCAST

Your Desk

Friday, October 23 8:00am - 4:00pm PDT

8 Credits

Fraud landscape in the United States. Fraud risk procedures as updated by recently issued standards. Most likely fraud types found in small to midsize entities. Internal controls to prevent and detect fraud. What to do when fraud or suspected fraud is identified. Case studies based on recent frauds.

Best Practices for Payroll Taxes and 1099 Issues WEBCAST

Your Desk

Monday, October 26 8:00am - 4:00pm PDT

8 Credits

Update on new changes made to payroll tax legislation for the current year including changes in health care laws. Review of various websites, forms, publications and other payroll and benefit tax resources. Properly reporting payroll withholding for various types of compensation. Understanding the 20 Factor Test for employee classification, Section 530 relief for employers with worker classification issues. Reporting requirements on a quarterly and annual basis. Understanding New Hire Reporting and latest changes in I-9. Reporting to verify employee identity and work eligibility. Forms W-2 and W-3 Issues. How to properly classify employee benefit tax liabilities.

Taxation of Corporations WEBCAST

Your Desk

Tuesday, October 27 8:00am - 4:00pm PDT

8 Credits

Formation of corporation and Section 1244 stock. Income: dividends, interest, rentals, capital gains. Salaries, employee benefits and retirement plans. Economic performance and other deductions. Net operating losses. Personal Service Corporations. Case studies for tax return preparation.

The Complete Guide to Washington Death Taxation WEBCAST

Your Desk

Thursday, October 29 8:00am - 4:00pm PDT

8 Credits

Washington death taxation - The law. How to prepare the Washington Estate Tax Return. Various postmortem estate planning issues involved in the preparation of the Washington Estate Tax Return. Coordination with the Federal Estate Tax Return (Form 706). Coordination with estate administration issues. Probate issues. Non-probate issues. Valuation issues. Joint tenancy issues.

Estate Planning: Washington Issues WEBCAST

Your Desk

Friday, October 30 8:00am - 4:00pm PDT

8 Credits

Specific state death tax issues. Specific issues regarding income and principal in Washington. Specific intestacy laws . Specific local issues regarding executors (personal representatives) and trustees. How to best utilize estate planning techniques within Washington. Life insurance issues , including specific trust issues.

Passive Activities WEBCAST

Your Desk

Monday, November 2 8:00am - 4:00pm PST

8 Credits

Loss limitations filters. PAL rules underlying principle. Activities subject to the PAL limitations. Material participation- section 469(h). Section 469( c )(7)- the "real estate professional exception". Rental activities- Reg. Sec. 1.469-1T(e). Special rules re income or loss from a passive activity - section 469(e). Former passive activities -Section 469(f). Dispositions of entire interest in a passive activity- section 469(g). $25,000 offset for rental real estate activities. Self charged items of income and deduction- Reg. Sec. 1.469-7. Recharacterization of passive income - Reg. Sec. 1.469-2T(f). Special rule for publicly traded partnerships- section 469(k).

The Best S Corporation, Limited Liability and Partnership Update Course by Surgent WEBCAST

Your Desk

Tuesday, November 3 8:00am - 4:00pm PST

8 Credits

The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs, New partnership tax basis capital account reporting requirements , The SECURE Act, including IRA and RMD changes, Impact of the Tax Cuts and Jobs Act on S  corporations and partnership entities including coverage of Section 199A Partnership Audits, Opportunity Zones, Selected Practice and Reporting Issues: What’s new? A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships, Choice of entity issues: Is the C corporation more of a viable choice after tax reform? Will it become preferred?Impact of the CARES Act on sections 163(j) and 461(l), Debts between entity and the investorsImpact of the net investment income tax on the owners of pass-through entities, Any late-breaking tax legislation, Review of the most important business tax cases, revenue rulings, PLRs, etc.

The Best Individual Income Tax Update Course by Surgent WEBCAST

Your Desk

Wednesday, November 4 8:00am - 4:00pm PST

8 Credits

The SECURE Act, including IRA and RMD changes, The CARES Act and FFCRA, including employer credits, SBA loans, and expanded leave programs, Treatment of state and local taxes, Virtual currency, Opportunity Zones, Education-related provisions, Depreciation changes, Rules on entertainment expenses, including meals, Doubling of estate and gift tax exemption for a married couple,Comprehensive coverage of tax reform, Schedule 199A and its alteration of pass-through taxation and planning, Review of pertinent cases and rulings affecting taxpayers, Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more, The latest issues related to any other late-breaking tax law changes

Forensic Accounting Investigative Practices WEBCAST

Your Desk

Wednesday, November 4 8:00am - 4:00pm PST

8 Credits

Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Searching for hidden assets. Forensic accounting reports. Expert witness testimony.

Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditor WEBCAST

Your Desk

Thursday, November 5 8:00am - 4:00pm PST

8 Credits

Components and principles of internal control. Concepts associated with the COSO framework. Management responsibilities vs. auditor responsibilities. Common significant accounting processes. Tools and techniques used for internal control documentation.

Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements WEBCAST

Your Desk

Friday, November 6 8:00am - 4:00pm PST

8 Credits

Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects. International reporting issues in SSARS engagements. Special Purpose Framework financial statement issues. Case studies. Latest developments.

Federal Tax Update -Individuals (Form 1040) WEBCAST

Your Desk

Monday, November 9 8:00am - 4:00pm PST

8 Credits

This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2020 tax returns and 2021 tax projections with an emphasis on newly enacted tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Detailed coverage of the individual income tax provisions of the Tax Cuts & Jobs Act (TCJA) including but not limited to the 20% qualified business income (QBI) deduction; changes to the income tax rates, kiddie tax computation, AMT, personal exemptions, itemized deductions, child tax credit, NOLs, business loss limitations, interest deduction, accounting method changes and income exclusions. 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.

Audit Working Papers: Documenting and Reviewing Field Work WEBCAST

Your Desk

Tuesday, November 10 8:00am - 4:00pm PST

8 Credits

Definition of and basic requirements of a working paper. Preparing and maintaining working papers. Different types of working papers. Documenting audit tests. Improving working paper technique. Working paper basics. Conducting the review. Common shortcomings of working papers. Case study example.

Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) WEBCAST

Your Desk

Tuesday, November 10 8:00am - 4:00pm PST

8 Credits

This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2020 tax returns and 2021 tax projections with an emphasis on newly enacted tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Review the business income tax provisions of the Tax Cuts & Jobs Act (TCJA) including but not limited to the new lower corporate income tax rates and AMT repeal; 20% qualified business income (QBI) deduction; changes to NOLs, business loss limitations, interest deduction, accounting method changes, fringe benefits and entertainment expenses. Look at any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms. Recent changes to depreciation and Schedule 179 expense. Issues related to compensation, distributions, liquidations, self-employment taxes and retirement plans.

Annual Update for Accountants and Auditors WEBCAST

Your Desk

Wednesday, November 11 8:00am - 4:00pm PST

8 Credits

Recently issued ASUs, including an update on revenue recognition, financial instruments, and leases. Current FASB exposure draft and projects. Audit and Attest engagements update including SAS 134, SAS 135, and proposed SAS 136. Recent PCAOB guidance, Latest activity from ARSC.

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