CPE Catalog & Events
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.
Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It WEBCAST
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Your Desk
2.0 Credits
Practice management. Factors that cause turnover. Boosting engagement and retention.
Federal Income Taxation of Cannabis Businesses WEBCAST
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Your Desk
4.0 Credits
Income taxability. Restrictions on expense deductibility. Application of capitalization rules. Ethical and non-tax legal constraints.
Private Foundations and Form 990-PF Basics WEBCAST
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Your Desk
4.0 Credits
Private foundation excise taxes, generally. Form 990-PF, including mandatory e-filing requirements. The fair market value of the foundation's assets. Income distribution requirements. Self-dealing and transactions with disqualified persons. Foreign grant-making and grant-making to private foundations and non-charitable entities in the US. Excess business holdings. Program-related investments. Unrelated business income tax.
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms WEBCAST
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Your Desk
8.0 Credits
Classifying receipts between "income" and "corpus" under the Uniform Principal an Income Act. Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses. Proper W-2 preparation and procedures in the year of death. Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts. Fluctuating trusts - Simple one year, complex the next. Dividing income in the year of death. Overview of Subchapter J. Form preparation issues - Filing requirements and line-by-line explanations of Form 1041. Taxable income of estates and trusts and expense allocation issues. Specific deductions and miscellaneous itemized deductions. Income in respect of a decedent. The income distribution deduction calculation. Relation of principal and income law to DNI. Understanding how to handle capital gains and losses. Allocating tax items to beneficiaries: another K-1. Other considerations: excess deductions on termination. Comprehensive DNI case study. with principal (cost and FMV) and income reconciliation. Comprehensive trust and estate case studies, with filled-in forms.
GASB Basic Financial Statements for State and Local Governments WEBCAST
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Your Desk
8.0 Credits
Internal controls and risk assessments using a risk-based audit approach. New pension and OPEB standards, including GASB Statement Nos. 68 and No. 75. COSO for smaller entities. New GASB Standards updated with an emphasis on GASB 84, Fiduciary Activities and GASB 87, Leases. GASB's "big three" projects.
Prevention and Detection of Fraud In Small Businesses WEBCAST
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Your Desk
4.0 Credits
The importance of the control environment. The three most common behavioral red flags exhibited by perpetrators. Why it is much more cost effective to prevent fraud than it is to detect fraud. The reason why the small business owner/auditor should think about how they would steal. Who steals and why. Common myths about stealing that are not true. Understanding the concept of risk management.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with ai. Investment analysis enhanced by ChatGPT.
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
K2's 2023 Accessing And Managing Data In Excel WEBCAST
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Your Desk
4.0 Credits
Using Power Query to link data into Excel. Manipulating Excel data with data transformations. Creating data models using Power Query. Examples of common and useful transformations.
Walkin', Talkin', Lookin' and Listenin' - Or Things Most of Us Don't Do Well WEBCAST
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Your Desk
2.0 Credits
The importance of making yourself available. How to start a conversation and what to NOT talk about. The art of how to listen. When you don't understand what they just said. Don't fool by equivocations when they respond to a question. Materiality and perception.
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.
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan WEBCAST
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Your Desk
2.0 Credits
Understand the need to protect client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice.
Clean, Transform and Load Data in Power BI WEBINAR
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Your Desk
2.0 Credits
Introduction to Power Query in Power BI: Understanding the interface and basic functionalities. Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions. Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries. Data Loading: Efficiently loading data into the Power BI data model. Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why.
Adobe Acrobat - Increase Your Productivity With PDF Files WEBINAR
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Your Desk
4.0 Credits
Navigating Adobe Acrobat DC. Creating PDF files from other applications. Organize PDF files and pages within a PDF. Using the annotation tools to review and markup PDF files. Preparing your PDF for printing. Creating links to pages, files, and websites. Securing your PDF files. Searching PDF files. Creating fillable forms. Adobe Acrobat integration with Office 365.
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.
Financial Accounting Standards: A Comprehensive Review WEBCAST
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Your Desk
16.0 Credits
Application of professional judgment. Codification, GAAP and the GAAP hierarchy. Recent changes in financial statement presentation. Hot topics in financial reporting and accounting.
Navigating Leaves of Absence WEBCAST
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Your Desk
1.0 Credits
Family Medical Leave Act - full time and intermittent. Americans With Disabilities Act . Special rules for managers . Handling fraud, abuse, and performance issues in connection with a leave of absence.
Appreciation Intelligence: The New AI WEBCAST
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Your Desk
1.0 Credits
Languages of appreciation. Appreciation strategies.
The Bottom Line on the New Lease Accounting Requirements WEBCAST
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Your Desk
4.0 Credits
Lease classification, Amortization of the lease asset, Derecognition of the underlying asset, Recognition of lease receivables.
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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