CPE Catalog & Events
Dealing with an IRS Exam: From Initial Contact to Closing WEBINAR
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Your Desk
2.0 Credits
The IRS examination process. Documentation issues.
Tax Season Update for Business with Steve Dilley WEBINAR
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Your Desk
4.0 Credits
2021/22 legislative developments, cases and rulings impacting various business entity taxpayers. Detailed discussion of the partnership and S corporation Schedule K-1 changes. Business income, deductions, and credits. Travel expense reporting. Section 199A update and business losses. Depreciation update: Section 179 and 168(k)S Corporation and partnership update.
Best Practices of Data Management & Migration WEBINAR
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Your Desk
1.0 Credits
Data management pitfalls. Tips to clean up data and maintain it. Steps to take to prepare data for migration to new platforms.
Combating Internal Fraud WEBINAR
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Your Desk
2.0 Credits
Recognize why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
Critical Thinking Masterclass WEBINAR
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Your Desk
2.0 Credits
Cognitive bias. Conducting a "thinking audit." Metathinking. Professional skepticism. Decision mapping. Habit replacement. Emotional intelligence. Memory enhancement.
False Tax Returns: Why CPAs and Their Clients Go to Prison WEBINAR
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Your Desk
2.0 Credits
How the IRS catches bad return preparers. The difference between simple mistakes and criminal acts. What to do if your client is being investigated for tax crimes. How to protect yourself if you are accused of preparing false tax returns.
Fiduciary Taxation Part 3: Complex Trusts and Charitable Deduction 2023 WEBCAST
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Your Desk
2.0 Credits
The differences between a simple and complex trust. The use of the tier system with complex trusts. Review of basic requirements of the charitable contribution deduction under IRC Sec. 642(c). Preparation of a tax spreadsheet for a complex trust. Preparation of a tax spreadsheet for a complex trust with a charitable contribution deduction. Complex problem Form 1041 examples with spreadsheets and exhibits.
Audit 305: Strengthening Substantive Analytic Procedures WEBINAR
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Your Desk
2.0 Credits
How analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic, and altering the strength for the intended purpose. Disaggregating data to make more informed expectations. Evaluating the data used in generating expectations, including corroborating inquiry. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained. Resolving significant differences resulting from analytic procedures and concluding on audit results.
Asset Tracing 2023 WEBCAST
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Your Desk
4.0 Credits
Tracing of bank and brokerage accounts. Business ownership interest. Business income. Investments. Real property. Retirement accounts. Cryptocurrency.
Project Management: Making Ideas a Reality WEBINAR
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Your Desk
2.0 Credits
Applying project management templates to a sample initiative. Leveraging project management tools for effective communication.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Accounting in the Wake of COVID-19 WEBINAR
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Your Desk
2.0 Credits
Risk assessment. Government assistance. Pandemic-related accounting pronouncements. Learning to be an auditor in a pandemic environment. Financial statement disclosures. Exploring liquidity options. Accounting tools and techniques for supporting managerial decisions. Engagement and workforce management. Other current events as appropriate.
K2's Implementing Internal Controls in QuickBooks Environments WEBCAST
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Your Desk
4.0 Credits
Critical risks in QuickBooks environments. Internal control options that can mitigate risk to prudently acceptable levels. Enabling alternative control measures to improve internal controls in QuickBooks environments.
The Bank Your Brain Blueprint for Accounting Professionals WEBINAR
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Your Desk
1.0 Credits
Growing your business revenue using thought leadership, speaking, educating, membership communities and PR efforts. How to create a business plan for thought leadership and impact within the accounting and other professional services channels Pricing your services as a thought leader or educator as you determine key channels for your Professional Knowledge Brand products
Fiduciary Taxation Part 4: Miscellaneous Topics and AMT 2023 WEBCAST
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Your Desk
2.0 Credits
Review the passive activity rules under IRC Sec. 469 as they apply to fiduciary entities. The 65-day Rule and election under IRC Sec. 663(b). Special rules for specific bequests under IRC Sec. 663(a). Alternative minimum tax for trusts and estates. AMT bracket rates and exemption for fiduciary entities. Alternative minimum tax spreadsheet approach using AMT problem example with passive activity loss (PAL).
Operations Level Internal Control WEBCAST
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Your Desk
4.0 Credits
An overview of controls that drive procedures. Considerations for procedural control development. Understanding and controlling risk that arises when organizations change.
Audit 306: Reviewing Workpapers - A Role in Quality Control WEBINAR
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Your Desk
2.0 Credits
Documentation as a means of audit quality. Responsibilities of the workpaper reviewer. Appropriate review notes at various phases of the engagement, including before and after audit report date and report release. Important tips for providing reviews notes that will promote an effective and efficient financial statement audit.
Tax Season Update for Individuals with Steve Dilley WEBINAR
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Your Desk
4.0 Credits
2021/22 legislative developments, cases and rulings impacting individual taxpayers. Changes to Form 1040 and other related forms, worksheets and schedules. Individual income items, itemized deductions and credits. Updated tax rate schedule and other inflation adjusted items. Implications for self-employed taxpayers of various legislation. Section 199A changes, including use of carryforward passive activity and 199A losses. Capital gains and losses. Passive activity and hobby loss rules changes.
Related Organizations - Everything You Need to Know WEBINAR
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Your Desk
2.5 Credits
The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is "controlled by" a related organization OR itself "controls" another nonstock entity]. Understanding what is considered "control" when a potential related organization is: a stock corporation versus a partnership or an LLC taxed as a partnership versus a trust. The challenges of both finding "directly-controlled" related organizations versus imputing related organization status through "indirect control." The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories. Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained. Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach. Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3).
Better Forecasts: Be a Better Predictor WEBCAST
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Your Desk
2.0 Credits
Why an open mind and the ability to doubt helps make great predictions. Why it is better to be a fox than a hedgehog. How non-conformists change the world. How to focus on what matters. How to learn from the past without hindsight bias.
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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