CPE Catalog & Events
Fundamentals of Outbound US Rules of International Taxation WEBCAST
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Your Desk
4.0 Credits
The U.S. taxing jurisdiction. Sourcing rules. Foreign tax credits. Subpart F. Global-intangible low-taxed income. Passive foreign investment companies. IC-DISCs.
Advanced Personal Financial Planning Update WEBCAST
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Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
How AI is Automating Internal Control WEBCAST
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Your Desk
2.0 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.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Fundamentals of Inbound US Rules of International Taxation WEBCAST
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Your Desk
4.0 Credits
Withholding rules on dividends, interest, rents, royalties, and compensation. Withholding rules on foreign
Winning the Fraud Battle in the Digital Age: Prevention and Detection WEBCAST
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Your Desk
8.0 Credits
The price of fraud - ACFE's Report to the Nations and ancillary costs. The current economy - microeconomics and analysis. COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments). Power of morale - shrinking the fraud triangle and employee motivation. Deviant workplace behavior. Historic schemes. Why good folks go bad - interesting findings and red flags. Combating fraud with controls. Controls used by fraud victim organizations and suggestions for better implementation. Fraud's new frontier. Corporate social, environmental, governance, and equity/inclusion reports and audits.
Protecting Digital Data: More Important Now Than Ever Before WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
2024 Annual Update for Governments and Not-for-Profits WEBCAST
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Your Desk
8.0 Credits
Compensated absences. Financial reporting model. 2024 compliance supplement. Yellow Book. Quality management.
2024 Creative Strategies for Buying, Selling, or Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods for business interests. Stock purchase versus asset purchase. Estate transfer and tax considerations. Gifting strategies for business interests. Trusts and partnerships in business transfers. Self-canceling installment notes in transactions. Transferring S corporation stock to trusts. Business interest transfer with Employee Stock Ownership Plan (ESOP).
2024 A Practitioner's Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs: Understanding retirement savings options. SEP and SIMPLE IRAs: Exploring retirement plans for small businesses. Qualified Plans: Navigating employer-sponsored retirement plans. Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures.401(k) Plans: Maximizing benefits with employer-sponsored options. Retirement Plan Selection: Choosing the best plan for individual client needs. Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations. Tax Implications: Analyzing the tax consequences of retirement plan decisions. Retirement Planning Strategies: Implementing effective strategies for client financial goals.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
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.
2024 Common Deficiencies in SSARS Engagements WEBCAST
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Your Desk
4.0 Credits
Preparation. Compilation. Review.
Leadershift: How to Embrace Disruption and Lead Change WEBINAR
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Your Desk
1.0 Credits
Why it is critical to lead change in your company now. The seven steps of leading change. How to set expectations. How to create a vision that achieves buy-in. How to form a coalition, an essential component of any change effort. How to create and mobilize change networks to accelerate change. The best of the best communication strategies. How to establish simple 360 feedback. Managing yourself.
2024 Accounting and Auditing Update for Small Businesses WEBCAST
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Your Desk
4.0 Credits
FRF for SMEs. Quality management. Private Company Council.
CyberPsychology: Conquering Insider Threat WEBCAST
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Your Desk
4.0 Credits
Exploiting control gaps and control weaknesses. Psychological tactics used in attacks. A review of robust controls. Data access observables, changes in network patterns. A review of the audit, HR, IT and management relationships. Proactive approaches to recognize evolving risks and avoid breaches,
K2's Small Business Internal Controls, Security, And Fraud Prevention And Detection WEBCAST
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Your Desk
8.0 Credits
Common challenges associated with implementing appropriate internal controls in small business environments. Fraud in small business environments. Internal control options in small business accounting software. Understanding the need for application controls and general controls.
Dealing With IRS Appeals WEBCAST
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Your Desk
8.0 Credits
Opportunities for appealing IRS actions. Preparing the case for an appeal. Best strategies for handling appeals. Alternate dispute resolution options before and after the appeal. Appeals of collection and penalty determinations. Understanding state appeals for income, sales and employment taxes
Estate Planning: A Comprehensive Overview WEBCAST
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Your Desk
8.0 Credits
Intestate succession and probate administration. Holding title to assets. Lifetime asset transfers and testamentary asset transfer planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem.
Communication Skills for Introverts WEBINAR
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Your Desk
2.0 Credits
The five areas to improve your communication. Understanding your audience. Virtual communication. Non-verbal Communication.
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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