CPE Catalog & Events
K2's Technology Update WEBCAST
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Your Desk
4.0 Credits
Developments in hardware and software. Options for communicating and collaborating more effectively. Addressing cybersecurity issues.
Annual Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
Recently issued FASB Accounting Standards Updates. PCC Update and items on the FASB's Technical Agenda. Leases - Topic 842, ASC 326: CECL. Review of SAS 142 - Focus on Audit Evidence. Recently issued SASs and other AICPA activity. SSARS No. 25 and other recently issued SSARS. Detailed review of SAS 145. Other important A&A practice matters.
WSCPA Annual Meeting 2024 WEBCAST
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Your Desk
3.0 Credits
The state of the profession. Updates in the pipeline.
Save Your Practice: Due Diligence Requirements and Form 8867 WEBCAST
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Your Desk
1.0 Credits
What strategies are available to comply with the due diligence requirements? Documentation requirements. Credits covered by the due diligence requirements.
Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients WEBCAST
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Your Desk
8.0 Credits
Private company standard setting activities. Small and medium-sized business-related ASUs. Lease 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. Newly issued SSARS and SSAE standards. SASs effective for 2022 year-end audits.
New Issues in Qualified Plans and IRAs WEBCAST
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Your Desk
4.0 Credits
Legislative updates, plan design considerations. Distribution planning. Compliance and reporting. Legal and regulatory landscape. Emerging trends and strategies.
Member Exclusive: Washington State Tax: New Developments with Mark Hugh WEBINAR
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Your Desk
1.0 Credits
Understanding the current state of tax regulations. Anticipating future changes.
Retirement Planning Update Everything that you Need to Know WEBCAST
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Your Desk
2.0 Credits
Thorough examination of SECURE Act 2.0 and its implications. Exploring enhanced retirement plan alternatives and revised contribution limits. Analysis of altered rules for Required Minimum Distributions (RMDs). Harnessing the power of novel retirement planning tools and incentives. Navigating beneficiary modifications and their impact on estate planning. Real-world case studies showcasing practical applications of SECURE Act 2.0 principles.
Preparation and Compilation Engagements Under the SSARS WEBCAST
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Your Desk
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification. Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24. Proposed changes to the SSARS guidance. Comprehensive sample engagement work programs for preparation and compilation engagements. Prescribed form, specified line item, pro forma, and other engagement variations. Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements. SSARS No. 21 implementation issues and peer review feedback.
Annual Update for Accountants and Auditors WEBCAST
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Your Desk
8.0 Credits
Recently issued ASUs. Current FASB exposure draft and projects. Audit and attest engagements update. Recent PCAOB guidance. Latest activity from ARSC.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Annual FASB Update and Review WEBCAST
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Your Desk
4.0 Credits
Private company standard setting activities. Recent FASB Accounting Standards Updates (ASUs). Topic 842, Leases, ASC 326: CECL.
How to Settle a Client's Estate WEBCAST
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Your Desk
8.0 Credits
Issues involved when settling an estate. Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills. Why a will is probated, and on what grounds it may be challenged. Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more. Identification and report of estate assets. What to do and what not to do as a fiduciary, executor, or trustee. How executors and trustees interact with beneficiaries. Elective shares, and when a spouse might make that choice. What a trustee needs to know about incompetents and minors. Rights of creditors, third parties, and beneficiaries. Key issues in transferring property to a trust and from a trust or estate to a beneficiary. Identifying income, estate, and inheritance taxes. Fiduciary accounting - principal and income concepts. An introduction to drafting an account, and why it is relevant. Administration of revocable trusts. Estate basis reporting.
Governmental Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
GASB updates. Updated Statements on Auditing Standards (SASs). Yellow Book & OMB updates affecting single audits. Updates for governments and not-for-profit entities.
Prix Fixe: GASB Update WEBINAR
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Your Desk
1.0 Credits
A comprehensive overview of the latest accounting standards issued by the Government Accounting Standards Board (GASB).
Current Developments and Best Practices for Today's CFOs and Controllers WEBCAST
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Your Desk
8.0 Credits
Economic update. Leadership and management changes as a result of the pandemic. Expense control that works. Understanding our changing workforce and working environment. Financial risk analysis. Enterprise risk management. Metrics and benchmarking. Improving bank relationships and borrowing.
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.
Individual Income and Tax Compliance Annual Update WEBCAST
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Your Desk
4.0 Credits
IRS administrative issues, compliance, and new forms. U.S. Tax Court cases. Legislative updates.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas WEBCAST
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Your Desk
8.0 Credits
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals. Changes to the lifetime estate tax exemption in light of proposed regulations. Considerations when selling a principal residence. Tax benefits of HSAs. An overview of the mechanics and practical considerations of Donor Advised Funds. Virtual currency. including new Notices 2023-34 and 2023-27. The best new income tax and estate-planning ideas. The changing Social Security landscape: long-term solvency issues and what it means for retirement planning. Creative charitable giving strategies. . Financial planning strategies. Maximizing retirement plan benefits. Using intentionally defective grantor trusts. Miscellaneous tax-planning techniques that can add up to significant tax savings. How to use the whole family for tax savings. Life insurance. Up-to-the-minute ideas reflecting new tax law changes in cases. regulations. and rulings.
Pass-through and Corporate Annual Tax Update WEBCAST
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Your Desk
4.0 Credits
Common errors made involving tax forms. Strategies for tax savings. Business entity changes. IRS administrative issues. compliance. and new forms. Court cases settled in the last year that provide tax return guidance. Position authority. IRS rulings, procedures, and notices for the last year. New, updated, and expiring tax deductions and credits.
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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