CPE Catalog & Events
Retirement Penalties and Rollover Issues WEBCAST
-
Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact WEBCAST
-
Your Desk
4.0 Credits
Modeling cash flow and capacity. Adaptive capacity model. Segall's Law.
Advanced Excel Topics for Spreadsheet Power Users WEBCAST
-
Your Desk
8.0 Credits
Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
How Machines Are Coming Alive and Ruling the World WEBINAR
-
Your Desk
2.0 Credits
What is the Internet of Things (IoT)? IoT in action. IoT economic impacts. How IoT will impact accountants. Structured vs. Unstructured data: the new accounting frontier. Leading IoT challenges and risks. Emerging IoT business models for accountants. How to monetize IoT. IoT starter strategy. IoT case studies.
Divorce Concerns: Taxes, Valuation, Finances, Retirement and Obligations WEBCAST
-
Your Desk
8.0 Credits
Divorce and ongoing payment issues dealing with alimony and child support. Documents protecting a client going forward, including pre-nuptials, cohabitation agreements, post-nuptials and many others. Advanced income tax issues, including like-kind exchanges, filing status issues, credits and asset sales. Advanced retirement issues, including dissecting qualified, personal retirement, and nonqualified plans, QDROs, past and defunct plans, and using retirement assets to equalize assets. High-level valuation issues, including closely held business, stock redemptions, partnership redemptions and stock options.
An Introduction to AI and ChatGPT for CPAs WEBCAST
-
Your Desk
1.0 Credits
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Exploring Internal Controls That Could Have Prevented Frauds WEBINAR
-
Your Desk
2.0 Credits
Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.
Emerging Issues in Financial Accounting WEBCAST
-
Your Desk
3.0 Credits
Are we equipped to deal with a resurgence in financial accounting fraud? Private company accounting standards, options and elections. The latest on crypto and ESG. Accounting and auditing for SAAS arrangements, impairments and going concern, and debt modification accounting. FASB and PCC agenda.
How Machines Are Coming Alive and Ruling the World WEBINAR
-
Your Desk
2.0 Credits
What is the Internet of Things (IoT)? IoT in action. IoT economic impacts. How IoT will impact accountants. Structured vs. Unstructured data: the new accounting frontier. Leading IoT challenges and risks. Emerging IoT business models for accountants. How to monetize IoT. IoT starter strategy. IoT case studies.
IRS Highly Effective Penalty Relief Strategies WEBINAR
-
Your Desk
1.0 Credits
The basis for penalty relief. Differing options for penalty relief. Employing an effective strategy using different forms of penalty relief. Appealing any proposed rejections. A clever penalty relief strategy for full pay case.
Effective Workpaper Techniques: Building a Better Workpaper WEBCAST
-
Your Desk
4.0 Credits
Leveraging Excel and technology in a paperless environment. Effective workpapers: form, function, appearance and content. Workpaper standards for industry, audit and tax accountants. Attestation standards documentation and consequences of workpaper content. Peer review or PCAOB review documentation.
Government OPEB Accounting and Financial Reporting WEBCAST
-
Your Desk
4.0 Credits
Accounting and financial reporting for total and net OPEB liability. Key GASB statements for OPEB. Determining measurement date. Using alternative measurement method for the total OPEB liability defined benefit and defined contribution OPEB plans. Actuarial valuation of total and net OPEB liability.
Federal Tax Update for Individual with Greg and George WEBCAST
-
Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
-
Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Federal Tax Update for Business with Greg and George WEBCAST
-
Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Foundations for a Strong Internal Audit Department WEBCAST
-
Your Desk
2.0 Credits
Internal audit definition challenges. Independence challenges. Charter challenges. Authority challenges. Actions. Reporting challenges. Introduction to risk-based auditing. Risk-based auditing: steps and understanding. Identifying, responding, and concluding on risk. Independence of audit plan. When management says NO.
PFP Update: Investment Planning and Follow-up in an Election Era WEBCAST
-
Your Desk
2.0 Credits
Develop, design and monitor client investment portfolios. Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships. Assessing market conditions in a very unique and different environment. How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues. How investment vehicles work together to manage risk/return relationships. How to build, monitor, evaluate and re-design an investment portfolio.
Government Pension Accounting and Financial Reporting WEBCAST
-
Your Desk
4.0 Credits
Accounting and financial reporting for net pension liabilities. Effect of the Measurement Date. New pension standards by GASB. GAAP for government. Defined benefit and defined contribution pension plans
Accounting for Income Taxes (ASC 740) WEBCAST
-
Your Desk
16.0 Credits
Types and sources of deferred tax assets and liabilities. Temporary and other than temporary book/tax differences. Determining current and deferred tax expense or benefit in each reporting period. Reporting and classifying deferred tax assets and liabilities and income tax expense.
The Washington Capital Gains Tax WEBCAST
-
Your Desk
1.0 Credits
Washington capital gains tax.
Not finding what you're looking for? Click the Online CPE tab above for more options!
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