CPE Catalog & Events
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.
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.
The Art of Conversation: A Relationship Approach to Networking WEBCAST
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Your Desk
2.2 Credits
Networking. Relationship management.
Appreciation Intelligence: The New AI WEBCAST
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Your Desk
1.0 Credits
Languages of appreciation. Appreciation strategies.
Governmental Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
GASB pronouncements. Single Audit issues. Yellow Book issues. Audit issues. Federal funding challenges.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST
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Your Desk
8.0 Credits
Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Discuss the most recent individual income tax legislation passed to date. Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities). Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit). Walk through the NEW final required minimum distribution (RMD) regulations. Look at any changes to the Form 1040 and other related schedules and forms.
Basic Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return. Identify and be able to implement basic individual income tax planning ideas for clients. Familiarity with several source documents utilized in the preparation of an individual income tax return. Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.
Passive Activities and Rental Real Estate Income Tax Issues WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of the passive activity rules under IRC Section 469 (and related regulations), how the 3.8% net investment income tax under Section 1411 and qualified business income (QBI) deduction under Section 199A applies to rentals and passive activities, and what is a trade or business rental is under Section 162. How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships. Definition of activity and the activity grouping and disclosure rules. Real estate professional exception to the PAL rules for investments in non-passive rentals. Special $25,000 loss allowance for rental real estate with active participation. Material participation safe harbor rules. Events that trigger suspended PALs. Limitations on tax credits generated by passive activities. Special rules that re-characterize passive income to non-passive income. What rentals are subject to self-employment tax under Section 1402.
Dealing with Incomplete Virtual Currency Guidance 202 WEBCAST
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Your Desk
1.0 Credits
Cryptocurrency. Capital gains and losses. Evaluating IRS sub regulatory guidance.
Take Your PowerPoint From Mess to Success WEBCAST
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Your Desk
1.0 Credits
Image-based slides. One idea per slide. Effectiveness of bullets. Effectiveness of slide titles. Slides vs. handouts.
Auditing Standards and Audit Quality WEBCAST
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Your Desk
2.0 Credits
Key upcoming Accounting Standards Update (ASU) Adoption dates. FASB agenda. PCC activity and standards. New risks. Recent ASU's in the last year.
S Corporations: Built-in Gain Tax WEBCAST
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Your Desk
2.0 Credits
Identification of facts that could cause the imposition of the built-in gain tax. The calculation of the tax on "net recognized built-in gain" during the "recognition period". The meaning of "current mandatory double tax". The aggregate limitation based on "net unrealized built-in gain". The limitation based on the "gain" that existed at conversion. The importance of valuation analysis at conversion. The taxable income limitation. Using existing corporate net operating losses and tax credits. Tax planning ideas and strategies to minimize or avoid the tax on the built-in gain.
What's Your Brand Reputation? Determine and Drive How Others See You WEBCAST
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Your Desk
2.5 Credits
Presence.
Financial Statements for the Simple Business Entity WEBCAST
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Your Desk
4.0 Credits
Accounting for simple business entities. Income tax, modified cash basis and other alternatives to GAAP. Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements. Documenting accounting decisions to minimize potential liability.
Excel - Create KPI Dashboards for Maximum Impact WEBINAR
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Your Desk
2.0 Credits
Dashboard design guidelines. Setting up a Data Model. Creating calculated fields and columns. Creating KPIs. Adding a linked table to the data model. Creating PivotTables and Pivot Charts. Adding Power View visualizations. Reviewing the completed dashboard.
Building Trust in Remote Teams: Catalyze Collaboration and Communication WEBCAST
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Your Desk
1.0 Credits
Communication. Teamwork. Collaboration.
ChatGPT: What Every CPA Should Know WEBINAR
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Your Desk
2.0 Credits
Overview of the current landscape for AI in business. History of ChatGPT and generative AI. Fundamentals of generative AI technology and related nomenclature. ABC's of how to use ChatGPT. Demonstration of practical ChatGPT applications for accounting, finance, and tax. A word of caution: What you should be concerned about. Developing a ChatGPT usage policy for your firm.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
The planning process - When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.
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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