CPE Catalog & Events

Showing 735 Online CPE Results

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