CPE Catalog & Events
The Final 1041 for an Estate (Not a Trust) FLEXCAST
Available Until
Your Desk
2.0 Credits
Probate. Fiduciary Relationship. Estate Termination.
The How's and Why's of Creating User-Defined Functions in Excel FLEXCAST
Available Until
Your Desk
2.0 Credits
Examining UDFs relative to macros. Identifying the steps necessary to creating UDFs in Excel. Understanding where you should save UDFs. Fundamental syntax when creating UDFs. Incorporating UDFs into your workbooks.
The Inflation Reduction Act & Student Loan Forgiveness: Details You Should Know FLEXCAST
Available Until
Your Desk
1.0 Credits
IRS Funding. Residential Clean Energy Credit. Clean Vehicle Credit. Cancellation of Debt.
The Life Cycle of a Revocable Living Trust FLEXCAST
Available Until
Your Desk
2.0 Credits
Revocable living trusts.
The Mindful CPA FLEXCAST
Available Until
Your Desk
2.0 Credits
Mindfulness. The Compass of Mindfulness. 8-minute CPA Mindfulness Practice. Science of Neurology. Application of Mindfulness.
The New 2020 Form 5471 Filing Requirements FLEXCAST
Available Until
Your Desk
1.0 Credits
Form 5471. Safe Harbor determining CFC Status.
The New Auditor's Report: SAS134 and the Accompanying Guidance SAS135-SAS140 FLEXCAST
Available Until
Your Desk
1.0 Credits
AICPA Code of Conduct. SAS 135 - 141.
The New Economy And The New CFO FLEXCAST
Available Until
Your Desk
5.0 Credits
Safety and Soundness of Credit and Collection Process. Uncertainty and Decision Making. Safety and Soundness of Financial Plans. Manage the Debt/Equity Mix. Competing in the Global Economy. Federal, State, and Local Budgets. Trends in Employee Business Practices and Motivation. Social Security Funding and Retirement. The future of medical care, impact on your associates, and your costs. National Infrastructure Copyright 201.
The Office of Tomorrow FLEXCAST
Available Until
Your Desk
1.0 Credits
Remote work. Efficient work. CPA licensure model. The office of tomorrow.
The Perfect Storm - Data Governance and Data Privacy Regulations FLEXCAST
Available Until
Your Desk
2.0 Credits
Data transparency and access. Data deletion and portability. Definition of personal information. User opt out and the right to be forgotten. Understanding the fines and risks.
The Power of Array Formulas in Excel FLEXCAST
Available Until
Your Desk
2.0 Credits
Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.
The Risk Framework: Build Strong AP Internal Controls FLEXCAST
Available Until
Your Desk
1.0 Credits
How to take advantage of instilling controls across the entire accounts payable spectrum.
The SECURE Act - Responding to the 10 Year Rule FLEXCAST
Available Until
Your Desk
2.0 Credits
Stretch Out IRAs. 401(a)(9) Regulations. Fiscal Year Planning. Roth Conversions. Estate Tax Considerations. The New Spousal Rollover Trap. Charitable Remainder Trusts. State Income Tax Planning. Charitable Planning with IRAs.
The SECURE Act Proposed Regulations FLEXCAST
Available Until
Your Desk
1.0 Credits
10 Year Rule. Eligible Designated Beneficiaries. Surviving Spouse. Non-Designated Beneficiaries. See-Through Trust.
The Theory Behind What We Do FLEXCAST
Available Until
Your Desk
2.0 Credits
FASB Concepts. Objective of General Purpose Financial Reporting. Fundamental Qualitative Characteristics. Elements of Financial Statements.
The Top 10 Rules for Roth 401(k) Contributions, in-plan Conversions, and Taxability FLEXCAST
Available Until
Your Desk
1.0 Credits
Roth 401(k) contribution rules. Direct and indirect Roth conversions. Direct and indirect Roth rollovers from qualified plans.
The Trust Course FLEXCAST
Available Until
Your Desk
5.0 Credits
Basic Characteristics and Elements of Trusts. Living Trusts. Using Trusts to Secure the Benefit of the Marital Deduction. Trust Planning for Children. Using Trusts for Gifts to Charity. Charitable Remainder Trusts. Qualified Personal Residence Trusts (QPRTs). Planning with Intentionally Defective Grantor Trusts.
The U.S. and Global Business Environments: What Could Happen Next FLEXCAST
Available Until
Your Desk
6.0 Credits
Key Economic Indicators. Government Deficits. International Trade and Tariffs. Key Legislative Issues.
The Very Real Risk of Ransomware FLEXCAST
Available Until
Your Desk
2.0 Credits
Understanding what ransomware is and how it is transmitted. Exploring a variety of high-profile ransomware cases. Developing an action plan to reduce your individual and organizational risk.
Time and Project Management Skills for Greater Productivity FLEXCAST
Available Until
Your Desk
4.0 Credits
5 Phases of Project Management. Key Tools for Planning. Work Breakdown Structure (WBS). 5 Phases of Project Management. 12 Keys for Selecting a Vendor. Risk Identification and Assessment. Project Success Model.
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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