CPE Catalog & Events
Tax Planning for Sole Proprietors and Other Business Owners WEBCAST
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Your Desk
8.0 Credits
Using the independent contractor rules and hobby loss rules to ensure the activity is a trade or business Reviewing Schedule C deductions for travel, meals, transportation, employee fringe benefits, costs of goods sold, depreciation, and home offices Maximizing the benefits from 1040 deductions for Keogh plans, Solo 401(k)s, Simplified Employee Pension (SEP) plans, and SIMPLE plans Taking advantage of the self-employed health insurance deduction and the qualified business income (QBI) deduction Avoiding the at-risk and passive activity loss limitations Making the right business entity election In-depth coverage of what advisers of sole proprietors and single-member limited-liability-company owners need to know
Diversity, Inclusion, Equity and Belonging WEBCAST
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Your Desk
1.0 Credits
Why you should be thinking about inclusion. How racism impacts your workplace at all. Where you might be vulnerable and unaware.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
Payroll Essentials: Getting to Know Payroll Taxes WEBINAR
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Your Desk
2.0 Credits
The various types of payroll taxes related to compensation. Payroll calculations related to the various of payroll taxes. Introduction to common payroll forms. Resources, recommendations, and guidance on compensation and payroll related topics.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
Advanced Excel: Hidden Secrets and Gems WEBINAR
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Your Desk
2.0 Credits
Awareness of advanced functions. Creative methods for data manipulation. Using intellectual curiosity and professional skepticism to develop a problem-solving mentality. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox. Enhance creativity in your approach to developing Excel models.
Revenue: Special Implementation Guide-ASC Topic 606-10-55 WEBCAST
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Your Desk
2.0 Credits
FASB ASC 606, Revenue from Contracts with Customers. All recently released updates to ASC Topic 606.
How Machines Are Coming Alive and Ruling the World WEBINAR
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Your Desk
2.0 Credits
What is the Internet of Things (IoT)? IoT in action. IoT economic impacts. How IoT will impact accountants. Structured vs. Unstructured data: the new accounting frontier. Leading IoT challenges and risks. Emerging IoT business models for accountants. How to monetize IoT. IoT starter strategy. IoT case studies.
Business Writing Series: Highlights of Grammar and Punctuation WEBCAST
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Your Desk
2.0 Credits
Common grammar errors and how to correct them. Common punctuation errors and how to correct them.
Member Exclusive: Employee Ownership and the New Capital Gains Tax WEBINAR
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Your Desk
1.0 Credits
How the capital gains tax interacts with various forms of employee ownership, such as Employee Stock Ownership Plans (ESOPs) and Worker Cooperatives.
Governmental and Not for Profit Fraud WEBCAST
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Your Desk
4.0 Credits
Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds. Understand and recognize fraud risk and fraud indicators. Consider types of fraud prevention programs.
Minimizing Workplace Warfare WEBCAST
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Your Desk
1.2 Credits
Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.
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.
Providing Tax Advice: Professional Standards WEBCAST
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Your Desk
2.0 Credits
Overview of the various types of advice tax professionals provide clients. The preparer penalties. The duty to advise clients with regard to potential taxpayer penalties. The primary AICPA rules with regard to advising and communicating tax advice. Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority.
Not-For-Profit Organizations: Financial Update WEBCAST
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Your Desk
3.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofit entities.
Build a Data Model for Analysis in Power BI WEBINAR
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Your Desk
4.0 Credits
Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources. Building Relationships: Techniques to establish and manage relationships between different data sets. Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures. Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures. Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis. Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting. Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
Buying and Selling Corporate Businesses: Asset Sales WEBCAST
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Your Desk
4.0 Credits
Stock sale vs. asset sale: tax and non-tax differences. Compensating the selling shareholders for services performed. Covenants not to compete. Personal goodwill. Built-in gain planning for S corporations. Installment sales. Allocation of the purchase price among the assets.
Tax Planning for Seniors WEBCAST
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Your Desk
4.0 Credits
Income for seniors: retirement, earnings and investments. Tax Deductions: planning, bunching, strategies. Planning to help family members.
Corporate Income Tax Return Fundamentals WEBCAST
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Your Desk
8.0 Credits
Corporate structure entity choice comparisons. Form 1120 and Schedule M-1 or M-3. Items for book-tax differences. Tax accounting methods. Uniform capitalization rules, overview. Minor discussion on depreciation: capitalization, gain, loss and recapture. Carrybacks, carryforwards and credit. Case Study and presentation in return. Mergers and acquisitions impact on the returns.
Governmental Accounting 101 WEBCAST
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Your Desk
2.0 Credits
Fund types. Budgetary accounting. Financial reporting requirements. Single audit act. Audit standards and procedures. Best practices in governmental accounting.
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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