CPE Catalog & Events
Top 10 Things Financial Planners Need to Know About Estate Planning WEBCAST
Friday, January 28 8:00am - 3:30pm PST
Your Desk
8.0 Credits
Exemptions and exclusions. Portability and step-up in basis. Asset valuation. Discounts. Marital and charitable deductions. Deductions: Transmission expenses and Administration expenses (706 or 1041). Income in respect of a decedent and retirement plan assets. Life insurance and annuities. Trust or estate administration. Trust funding.
Understanding Internal Control Constructs WEBCAST
Friday, January 28 10:30am - 2:00pm PST
Your Desk
4.0 Credits
Underlying concepts of internal control. The importance of control measure interdependency.
Working With the Internal Revenue Manual WEBCAST
Friday, January 28 8:00am - 9:50am PST
Your Desk
2.0 Credits
Internal Manual. IRS Examination Processes and Investigative Techniques. IRS Appeals Processes. IRS Collection Processes and Procedures. Special Topics.
A Case Study in Vendor Fraud WEBCAST
Monday, January 31 9:00am - 10:00am PST
Your Desk
1.0 Credits
Vendor fraud. Invoice auditing. Red flags.
Achieving Balance in Work and Life Part 1 WEBCAST
Monday, January 31 7:00am - 11:00am PST
Your Desk
4.0 Credits
Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.
Asset Misappropriation WEBCAST
Monday, January 31 11:00am - 1:00pm PST
Your Desk
2.0 Credits
Asset Misappropriation. Red Flags. Business Fraud.
Auditing for Fraud WEBCAST
Monday, January 31 7:00am - 9:00am PST
Your Desk
2.0 Credits
Auditing. Fraud.
Auditing Revenue Under the New Revenue Standard WEBCAST
Monday, January 31 8:00am - 11:30am PST
Your Desk
4.0 Credits
Analysis of requirements for revenue recognition under ASC 606. Discussion of the requirements for auditing revenue transactions. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of revenue recognition. Suggested procedures for identified risks.
Choice and Formation of Entity WEBCAST
Monday, January 31 6:00am - 10:00am PST
Your Desk
4.0 Credits
Types of entities. Formation and elections. Start-up and organization costs. Advantages and disadvantages comparison.
Corporate Income Tax Return Fundamentals WEBCAST
Monday, January 31 8:00am - 3:30pm PST
Your Desk
8.0 Credits
Corporate structure entity choice comparisons. Form 1120 and Schedule M-1 or M-3. Items for book-tax differences. Tax accounting methods. Uniform capitalization rules, overview. Minor discussion on depreciation: capitalization, gain, loss and recapture. Carrybacks, carryforwards and credit. Case Study and presentation in return. Mergers and Acquisitions impact on the returns.
Everything You Need to Know About Trusts WEBCAST
Monday, January 31 8:00am - 3:30pm PST
Your Desk
8.0 Credits
Intestate succession. Holding title to assets. Lifetime asset transfers and testamentary asset transfers planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, terminating irrevocable trusts, using trust protectors. Life insurance trusts, FLPs, QPRTs, IDGTs, GRATs and charitable trusts.
Financial Statement Fraud WEBCAST
Monday, January 31 7:00am - 9:00am PST
Your Desk
2.0 Credits
Occupational fraud. Financial statement fraud. Cooking the books.
Giving Feedback That Delivers Results (alt: Navigating Difficult Conversations) WEBCAST
Monday, January 31 12:00pm - 1:00pm PST
Your Desk
1.0 Credits
Leadership. Communication. Performance.
Governmental Auditing Update: Yellow Book & Uniform Guidance What You Need to Know WEBCAST
Monday, January 31 10:00am - 2:00pm PST
Your Desk
4.0 Credits
Changes to yellow book and single audits. Single audit under the uniform grant guidance. Auditing.
What's Going on at the GASB WEBCAST
Monday, January 31 8:00am - 12:00pm PST
Your Desk
4.0 Credits
Accounting. Accounting standards issued by the Government Accounting Standards Board (GASB). GASB's current projects and exposure drafts.
Are You Running Your Business or is Your Business Running You? WEBCAST
Tuesday, February 1 6:00am - 7:15am PST
Your Desk
1.5 Credits
Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there. People: How to get the right people in the right seats because we can't achieve our vision unless we have great people helping us achieve it. Data: How to get laser-focused on the numbers because the numbers never lie. They will give us an absolute pulse on what's happening in our organization at any given time. Issues: How to solve our problems. Great organizations simply have gotten great at solving the obstacles that stand in their way of achieving their vision. Processes: How to document the processes that drive our business forward. When everyone on our team is following the same processes, work becomes more efficient, more effective, more fun, and more profitable.
At Capacity: The Tough Questions WEBINAR
Tuesday, February 1 12:00pm - 1:00pm PST
Your Desk
1.0 Credits
What is diminished capacity/incapacity. What to do if you have concerns. How to prepare your files while clients are competent.
Audit Horror Stories: When the Audit Goes Awry WEBINAR
Tuesday, February 1 8:30am - 9:30am PST
Your Desk
1.0 Credits
How to deal with issues that come up in audits from difficult auditors. Handling issues regarding clients without records.
K2's Budgeting and Forecasting Tools and Techniques WEBCAST
Tuesday, February 1 7:00am - 3:00pm PST
Your Desk
8.0 Credits
Computer Software and Applications. Accounting. Budgeting and Forecasting.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST
Tuesday, February 1 5:30am - 1:30pm PST
Your Desk
8.0 Credits
Accounting. Business Intelligence. Excel.
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