CPE Catalog & Events

Showing 87 Self Study Results

Washington Ethics and New Developments 2020 - ON DEMAND

4 Credits

Review the AICPA Code of Professional Conduct and key Washington differences. Discuss new developments at the national and state level in ethics in the last three years. Explore best practices for CPAs in public accounting and industry. Highlight emerging issues.

CPE Express - ON DEMAND

0 Credits

TaxAssuranceEthicsNot-for-ProfitEmployee Benefit PlansManagement AccountingFraud and ForensicsGovernmentValuationAccounting and Financial Reporting

1040 Tax Return Workshop - ON DEMAND

25 Credits

New Tax Developments The Tax Cuts and Jobs Act of 2017 Dividends, interest, and planning opportunities Compensation issues, deferred plans, fringe benefits Distributions from IRAƒ?Ts and other qualified plans Gross income exclusions Passive losses and hobby activity rules Vacation homes, home offices, bad debts Travel and entertainment Depreciation and Amortization Gain and loss recognition and basis rules Property transactions - capital gain vs ordinary income Self-employed health insurance, alimony, and other adjustments to income Itemized Deductions Tax computations, health insurance and other tax credits

A Firm's System of Quality Control - ON DEMAND

8 Credits

? Introduction to Statements on Quality Control Standards (SQCS) No. 8 ? The six elements of quality control ? Monitoring your QC system ? Documenting and communicating your QC system ? Common peer review matters related to QC systems ? Scenarios, tips, and tools

Accounting and Reporting for Not-for-Profit Organizations - ON DEMAND

7 Credits

Financial statement presentation, including FASB's financial reporting standard Statement of activities Statement of financial position and statement of cash flow Note disclosures Contribution concepts Functional expense and allocation of costs Endowments Operating versus non-operating Split interest agreements and beneficial trusts Agency transactions Programmatic investments Common financial statement mistakes

Advanced Controller and CFO Skills - ON DEMAND

9 Credits

? Isolate the critical skills and attitudes to be effective in the future ? Become an effective coach ? Development of measurable missions and strategies ? Aligning a firm's strategies with its internal reporting system ? Selling ideas and generating "buy-in" from others ? Recognition of and response to the need for constant change and adaptation ? Developing a tailored action plan suitable to specific needs

Advanced Excel: Practical Applications for Accounting Professionals - ON DEMAND

7 Credits

? Advanced pivot tables ? External data ranges (ODBC) ? Visual basic: macros and user defined functions ? Digital workpapers ? Securing worksheets and workbooks ? Named ranges ? Vlookup() and related functions that Nest Offset(), Text(), Match() ? IF function and other efficiency gains ? Encryption and data validation

Advanced Topics in a Single Audit - ON DEMAND

10 Credits

Planning the compliance audit and other risk assessment considerations Required elements of the schedule of expenditures of federal awards Major program determination process, including clusters and loans/loan guarantees Considerations when assessing and evaluating internal controls over compliance Audit sampling Evaluating and reporting on applicable compliance requirements related to compliance testing Considerations for pass-through entities Advanced audit reporting issues

AICPA Introductory Report Acceptance Body Member Training Course - ON DEMAND

2 Credits

Peer review basics and RAB member responsibilities RAB member qualifications and training requirements RAB meeting preparation Peer review guidance impacting the report acceptance process Common RAB observation findings Best practices in RAB meetings

AICPA Introductory Technical Reviewer Training Course - ON DEMAND

2 Credits

Peer review basics and technical reviewer responsibilities Technical review of engagement and system reviews Quality control focus Best practices in technical reviews Educational framework and reviewer performance guidance Report acceptance bodies

AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans - ON DEMAND

2 Credits

Enhanced Oversight Program PRP Section 20,700 Employee Benefit Plan Audit Engagement Checklist (Oct 2019) Application of new and revised bold checklist questions Other peer review documentation

AICPA Peer Review Must-Select Industry Update: Governmental--Government Auditing Standards - ON DEMAND

3 Credits

The uniform guidance Yellow Book Common matters noted in peer reviews AICPA enhanced oversignt program: single audit findings Non-conforming engagemement identification Resources and tools for auditors

AICPA Peer Review Update Course - ON DEMAND

2 Credits

Update on EAQ initiatives Overview of recent guidance changes Identifying nonconforming engagements: documentation Identifying nonconforming engagements: risk assessment Identifying nonconforming engagements: reviewer responsibilities Risk assessment guidance Identifying systemic causes Navigating the report acceptance process Peer review team management Assigning appropriate corrective actions Oversights

AICPA's Annual Federal Tax Update - ON DEMAND

16 Credits

? IRS rulings, procedures and notices for the last year ? Court cases settled in the last year that provide tax return guidance ? IRS administrative issues, compliance, and new forms ? Individual Income, Deductions, and Business Activities ? Pass-Through Entities and Passive Activities ? Depreciation and Amortization

Annual Tax Update: Individuals and Sole Proprietors - ON DEMAND

15 Credits

Income Deductions Business Activities Pass-through and Passive Activities Individual Gains, Losses, and Tax Credits Tax Calculations Estates, Gifts, and Trusts Depreciation and Amortization Compliance Affordable Care Act

Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs - ON DEMAND

10 Credits

? Current GASB developments ? Audit issues related to GASB developments ? Recent GASB pronouncements and their impact on accounting and reporting ? Top advice from the AICPA's Technical Hotline and the GASB Technical Inquiry System

Applying the Uniform Guidance for Federal Awards in Your Single Audit - ON DEMAND

11 Credits

Schedule of expenditures of federal awards Determining major programs Understanding, assessing and testing internal control over compliance Testing compliance with laws and regulations and direct and material compliance Auditor's reports Program-specific audits Administrative requirements and cost principles

Blockchain for Financial Advisors - ON DEMAND

8 Credits

Overview of the basic concepts behind blockchain technology. Use cases that illustrate the effect of blockchain on investable assets. Analysis of how blockchain and cryptoassets are evolving the world of financial advisers. The future of financial advisers and financial advisory firms.

Blockchain for Financial Services - ON DEMAND

5 Credits

Brief overview of the basic concepts behind blockchain technology Current regulatory landscape The future of financial services Use cases that show blockchain's potential in global financial markets, i.e: Cross-border payments Raising Capital Smart contracts

Blockchain for Healthcare - ON DEMAND

5 Credits

Basic blockchain concepts Blockchain use cases within the health care industry Current and future privacy concerns Future opportunities for leveraging blockchain technology in the health care industry

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