CPE Catalog & Events
Transforming Your CPA Firm FLEXCAST
Available Until
Your Desk
2.0 Credits
CPA firm centric hardware. Software changes. Technology options for your firm. Specific technologies to improve productivity and profitability. Strategic products to consider for implementation.
Transforming from Technically Talented to Strategically Savvy FLEXCAST
Available Until
Your Desk
5.0 Credits
Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.
Trump Tax Returns FLEXCAST
Available Until
Your Desk
1.0 Credits
Source Materials. IRS Presidential Audits. Audit Issues Identified. Defending the Former President - Or Your Client.
Trust Tax Return Preparation FLEXCAST
Available Until
Your Desk
2.0 Credits
"Income" for Distribution Purposes. Simple Trusts. Deductions. Interest and Dividends. Rental Income. Partnerships and other Pass-throughs.
Turbocharging Small Business Reporting with Power Query FLEXCAST
Available Until
Your Desk
2.0 Credits
Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.
Types of Business Insurance FLEXCAST
Available Until
Your Desk
1.0 Credits
Boiler and Machinery Insurance. Business Interruption Insurance. Commercial Automobile Insurance. Commercial Crime Insurance. Commercial General Liability Insurance. Cyber Risk Insurance. Directors and Officers Liability Insurance. Life Insurance. Medical Insurance. Political Risk Insurance. Professional Liability Insurance. Property Insurance. Surety Bonds. Surplus Lines Insurance. State Unemployment Insurance. Workers' Compensation Insurance. Reinsurance. Insurance for the Home Business.
Understanding Workflow and Automation Essentials FLEXCAST
Available Until
Your Desk
2.0 Credits
Process documentation. Software options. Practical tools you can use today and may already own. Tips on optimizing workflow. Demonstration of workflow concepts.
Understanding the Federal Gift Tax FLEXCAST
Available Until
Your Desk
2.0 Credits
Transfers subject to the gift tax. Transfers that are not subject to the gift tax. Significantly enhanced lifetime exclusions from the gift tax. Generation-skipping transfer tax exclusions and recent enhancements. Gift-splitting by spouses. Available gift tax deductions. Valuation of gifts. Avoiding gift treatment by using disclaimers. Portability and the gift tax. "Defined value gifts" as a planning tool. Statutes of limitations and the adequate disclosure rules. Impact of 2017 Tax Cuts and Jobs Act.
Understanding the Roth IRA FLEXCAST
Available Until
Your Desk
1.0 Credits
Roth Contributions. Key Benefits. Roth Conversions. Income Tax Details. Five Year Rule. Back Door Roth Contribution.
Using DISC To Mentor Your Team FLEXCAST
Available Until
Your Desk
2.0 Credits
Leadership and Business Development University. The Mentoring Process. Four Behavioral Tendencies. Six Questions for Identifying a Style. Building Relationships Using DISC. 3 Technical Skills. Tips For The Mentor.
Value Pricing, Step-by-Step FLEXCAST
Available Until
Your Desk
2.0 Credits
Value pricing defined. Sales Cycle. Proposals. Value Pricing. Sales. Buying.
Western CPE's Guide To Prevention & Detection Of Fraud FLEXCAST
Available Until
Your Desk
4.0 Credits
Occupational Fraud and Abuse.
What Advisors Need to Know About the New Stimulus Bill FLEXCAST
Available Until
Your Desk
2.0 Credits
December Coronavirus Relief Bill Overview. Additional Eligible Expenses. New Statutory Language. Second Draw Loans. Farmers and Ranchers. Other Provisions. Disaster Tax Relief.
Where Do I Go For Answers? FLEXCAST
Available Until
Your Desk
2.0 Credits
Types of Standards. FASB Codification. Basic Research Technique. Documenting Your Research. Accounting Sources.
Why Insurance is the Center of the Financial Planning Universe FLEXCAST
Available Until
Your Desk
5.0 Credits
Managing Risks. Selecting Insurance Companies. Transferring Client Risk. Marketplace Products. Insurance Client Needs. Insurance Contracts. Life Insurance Policy.
Winning Through Influence And Connectivity FLEXCAST
Available Until
Your Desk
1.0 Credits
Communication Challenges. Get to Know the Client During Audit Engagement. Theory vs. Practice. Using Emotional Intelligence to Management Relationships. Trusted Advisor Characteristics. The Six Steps to Creating Influence.
Working Better Together FLEXCAST
Available Until
Your Desk
1.0 Credits
Connecting remotely. Communicating with colleagues virtually. Collaborative workspaces.
Working Remotely: The New Normal FLEXCAST
Available Until
Your Desk
4.0 Credits
Remote Access. Computer Applications. Data. Security Practices. Related Tools and Practices. Cloud-Based Services. Communication.
Workplace Culture FLEXCAST
Available Until
Your Desk
1.0 Credits
Company Mission and Vision. Leadership Style. Values. Expectations. Goals. Work Environment.
Worlds Liveliest Accounting Update with Ray Thompson FLEXCAST
Available Until
Your Desk
5.0 Credits
Financial Reporting Overview. Financial Reporting Issues in the Great Recovery. Lease Accounting. Debt, Covenants, Loans and Forgiveness. Current & Recent FASB Activity. Revenue Recognition Retrospective. Not-for-Profit Update.
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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