CPE Catalog & Events
K2's 2023 Accounting Solutions And Add-Ons For Small Businesses WEBCAST
-
Your Desk
2.0 Credits
Overview of small business accounting solutions. Strengths and shortfalls of various accounting and add-on solutions.
The Preparation of Form 706 and 709 - Understanding the Law, Line-By-Line WEBCAST
-
Your Desk
6.0 Credits
Understanding the basics of Estate and Gift Taxation. Understanding valuation of assets. Understanding what constitutes the "Gross Estate". Understanding the various deductions (funeral and administrative expenses). Understanding debts Understanding the charitable deduction. Understanding the marital deduction. Understanding the calculation and the various tax credits . Overview of the Federal Form 706. Overview of the Federal Form 709. How to prepare a federal estate tax return (Form 706). How to prepare a federal gift tax return (Form 709). How to comply with "Portability". Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040). Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns.
K2's 2023 OneDrive's Best Practices WEBCAST
-
Your Desk
1.0 Credits
Synchronizing your files to your desktop pc. Working with shared files. Managing different versions of files. Understanding how OneDrive works with OneNote, Teams, and SharePoint.
Avoiding Budget People Issues: Managing Budgeting's Soft Side WEBCAST
-
Your Desk
2.0 Credits
Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
-
Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94 and 87.
Dashboard and Report Design Principles Using Excel WEBCAST
-
Your Desk
4.0 Credits
How to design charts for the fastest possible user understanding and ease of use. Review of case studies for group critique. Developing a design standard for your organization. Designing tables for rapid understanding and efficient space use. How to use commentary, maintaining a consistent style and level of detail. Using layout to support long-term memory and improve understanding. The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
K2's 2023 Advanced Excel WEBCAST
-
Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
K2's 2023 Simplifying And Economizing Your Tech Stack WEBCAST
-
Your Desk
1.0 Credits
Identifying the tech tools you need and those you don't. Canceling unnecessary licenses and subscription services.
How AI Is Automating Internal Control WEBINAR
-
Your Desk
4.0 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.
K2's 2023 Case Studies in Fraud and Technology Controls WEBCAST
-
Your Desk
8.0 Credits
Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.
K2'S 2022 How To Run Microsoft Office From The Cloud WEBCAST
-
Your Desk
1.0 Credits
How to acquire and access Cloud-based Microsoft Office tools. The relative strengths and limitations of Cloud-based services compared to their desktop counterparts. Data storage requirements and options. Cloud-based options available from Zoho and Google.
Budgeting: Presenting and Communicating your Numbers WEBCAST
-
Your Desk
2.0 Credits
Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
Governmental Accounting 101 WEBCAST
-
Your Desk
2.0 Credits
Fund types. Budgetary accounting. Financial reporting requirements. Single audit act. Audit standards and procedures. Best practices in governmental accounting.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI-enhanced business advisory services.
The ABCs of Advisory Services WEBCAST
-
Your Desk
2.0 Credits
Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
Audit Risk Assessment in Plain English WEBCAST
-
Your Desk
2.0 Credits
Overview of audit risk assessment. AICPA's clarified risk assessment standards. SAS 145. Assessing the entity's environment.
Understanding and Preventing Budget Calamities WEBCAST
-
Your Desk
2.0 Credits
Tactical budget issues. Ideas for budget solutions and process solutions.
K2's 2023 Top PDF Features You Should Know WEBCAST
-
Your Desk
4.0 Credits
Best practices for creating, editing, and managing PDFs. The process for creating and distributing PDF forms. Integrating PDFs with other applications. Securing your PDFs.
Retirement Planning: IRAs WEBINAR
-
Your Desk
1.0 Credits
IRA types and basic requirements. MAGI thresholds for traditional and Roth IRA's. IRA distributions. Handling coronavirus distributions. Handling Roth IRA distributions. Required minimum distributions. Qualified charitable distributions.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
-
Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
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