CPE Catalog & Events
Generation-Skipping Transfer Tax WEBCAST
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Your Desk
1.0 Credits
Taxable terminations. Mismatch between available exemption and GST and utilizing excess GST. GST elections on Form 709 and automatic allocations.
A CPAs Confidentiality Duties in Tax Practice WEBCAST
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Your Desk
1.0 Credits
Understand CPA confidentiality requirements in tax practice. Distinguish between confidentiality requirements and taxpayer privileges that apply to the CPA.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
Advanced Management and Leadership Essentials Mini-Course WEBCAST
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Your Desk
2.0 Credits
Leading Others. Coaching and Developing Staff. Building Leadership Communication Skills. Helping the Firm Grow.
Business Writing Series: 10 Principles of Effective Email WEBCAST
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Your Desk
2.0 Credits
Email management. Email etiquette and tone. Business writing.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
Aligning Analytics to COSO's Fraud Risk Management Principles WEBCAST
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Your Desk
1.0 Credits
COSO Fraud Risk Management Guide. Aligning data analytics considerations to an effective fraud risk management program. How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program.
Reporting the Results of a Fraud Investigation WEBINAR
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Your Desk
2.0 Credits
Written reports and supporting documentation. Methods of presenting evidence to help non-accountants understand the numbers. Evaluating reports of opposing experts. Responding to a motion in limine or Daubert challenge as an expert witness. Common lines of questioning for financial experts. Preparing for deposition and trial. Effectively testifying at deposition and trial.
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements WEBC
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Your Desk
1.0 Credits
Federal laws providing greater visibility of sexual harassment and sexual assault claims. Agency rulings curtailing confidentiality and non-disparagement clauses in agreements.
Are Those Independent Contractors Really Independent Contractors? WEBCAST
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Your Desk
1.0 Credits
Classification of workers as employees or independent contractors.
Implementing the New Quality Management Standards: Time to Get to Work WEBCAST - presented by the Iowa Society of CPAs
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Your Desk
4.0 Credits
Take a dive deep into the eight components of an SQM, providing practical examples of how to apply them in real-world situations. Gain a solid foundation to start building your firm's SQM. Explore the AICPA's guidance specifically tailored for sole practitioners and smaller firms.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
How to design charts for the fastest possible user understanding and ease of use. Review of case studies for group critique. Developing a design standard for your organization. Designing tables for rapid understanding and efficient space use. How to use commentary, maintaining a consistent style and level of detail. Using layout to support long-term memory and improve understanding. The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The numbers: exemptions, exclusions and discounts. portability and step-up in basis. asset valuation. deductions: marital, charitable, transmission and administration. retirement plan assets, annuities and life insurance. trust funding and administration.
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.
Business Communication Essentials - Dynamic Communication in the Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Feedback. Management. Leadership.
Common Audit and Financial Reporting Deficiencies in State and Local Governments WEBCAST
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Your Desk
2.0 Credits
Financial statement preparation. Common mistakes made in preparing financial statements. GASB financial statement preparation standards.
Payroll Essentials: Fringe Benefits: Taxable or Not? WEBINAR
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Your Desk
2.0 Credits
What is and what is not a fringe benefit. Payroll tax withholding rules on taxable fringe benefits. Payroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources.
S Corporations: Distributions, Stock Basis and Loss Limitations WEBCAST
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Your Desk
2.0 Credits
Details of the stock basis adjustments when an S election is effective. Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income. Definition of "accumulated adjustment account" (AAA). Special rule when there is a "net negative adjustment". The rule limiting losses to stock and shareholder loans to the corporation. The tax complications related to using shareholder loans to the corporation to deduct losses. The basis adjustment ordering rules when there are losses and distributions in the same taxable year. Tax planning opportunities and strategies.
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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