CPE Catalog & Events
Postmortem Estate Planning Primer WEBCAST
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Your Desk
2.0 Credits
Alternative valuation date (AVD) issues. Portability Issues. Installment payments of estate taxes (IRC Section 6166). QTIP elections under IRC Section 2056(b)(7). The use of qualified disclaimers. Basis issues. Final income tax return of the decedent. Medical expenses of final illness. Savings bond interest acceleration. Estate fiscal year and accounting method elections. The sixty-five-day rule election. Income and deductions in respect of the decedent (IRD).
K2's 2023 Technology For CPAs - Don't Get Left Behind WEBCAST
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Your Desk
8.0 Credits
Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications such as Excel and Adobe Acrobat DC.
Leadershift: How to Embrace Disruption and Lead Change WEBINAR
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Your Desk
1.0 Credits
Why it is critical to lead change in your company now. The seven steps of leading change. How to set expectations. How to create a vision that achieves buy-in. How to form a coalition, an essential component of any change effort. How to create and mobilize change networks to accelerate change. The best of the best communication strategies. How to establish simple 360 feedback. Managing yourself.
Form 990 Parts V (Other Tax Issues) & I (Financial Summary) WEBINAR
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Your Desk
1.5 Credits
Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification). Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) "number of employees" [and ramifications on Mandated e-filing applicable to larger organizations] (Line 2). 2) When a Form 990-T filing is (and is not) required (Line 3a). 3) The quid pro quo solicitation disclosure mandates(Line 7a/7b). 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b). Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property. Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15). Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8-22.
Connected Leadership: Foster and Retain an Engaged Team WEBCAST
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Your Desk
2.0 Credits
Leadership.
Form 706 Preparation Part 2: Reporting Assets 2023 WEBCAST
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Your Desk
2.0 Credits
Action steps in 706 preparation engagement. Filing requirements, new forms, IRS return review procedures, closing letters. Obtaining transcripts and previously filed returns. Completing introductory pages 1 - 4. Worksheets provided Summary of estate plan. Summary of estate and subtrust funding; beneficiary allocation schedule. Reporting assets.
Performance Management in Challenging Times WEBINAR
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Your Desk
2.0 Credits
Building trust. Providing valuable feedback. Techniques for active listening.
Creating a Culture of Trust: Build Loyal and Engaged Teams WEBCAST
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Your Desk
1.5 Credits
Culture. Trust.
Project Management: Getting the Best Out of Your Team WEBINAR
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Your Desk
2.0 Credits
When to incorporate project management best practices to get the best out of your team. Five ways project management helps get the best out of your team.
The Tax Practitioners Guide to Estate Administration WEBCAST
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Your Desk
2.0 Credits
Estate settlement issues. Collection and accounting of assets. Determining the legitimacy of debts and creditors. Payment of creditors. Distribution issues. Probate issues. Will contests. Inventory of assets. Fiduciary duties. Rights of creditors, third parties, and beneficiaries. Federal estate tax issues. State death tax issues. Ancillary estate administration issues. Fiduciary accounting issues. Special issues regarding trusts.
IRS Installment Agreements and CAP Appeals WEBINAR
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Your Desk
1.0 Credits
Different types of installment agreements. Negotiating installment agreements in the field. Requesting and reviewing IRS records. When to use a CAP and how to use this to your client's advantage. Clever strategies to employ when developing a CAP appeal.
Member Exclusive: Mentoring Today's Accounting Students WEBINAR
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Your Desk
1.0 Credits
Learn how to set clear expectations, provide constructive feedback, and help students navigate the complexities of the accounting profession. Learn how to identify and leverage your own professional experience and expertise to help shape the future of the profession.
Why Can't We All Just Get Along? Understanding & Appreciating Our Differences WEBCAST
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Your Desk
1.0 Credits
Emotional intelligence. Communication. Teamwork.
Collaborative Communications: Working with Diverse Styles WEBCAST
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Your Desk
2.5 Credits
Communications.
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results WEBCAST
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Your Desk
1.0 Credits
Relationships.
Time's Up - Pivoting Your Firm to a Subscription Based Model 2023 WEBCAST
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Your Desk
2.0 Credits
The three types of adoption approaches to creating a subscriber base. Five approaches to value nurturing-that is, what happens after the sale to help customers achieve success and realize value. Ten best practices to reduce churn (i. e. , losing subscribers). Essential growth strategies to deploy.
Long-Term Care Insurance: Make the Switch WEBINAR
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Your Desk
1.0 Credits
The need to fund for long-term care in America. Client's attitudes and misconceptions. Innovative long-term care solutions and funding.
Risk Assessment: A Common Deficiency WEBCAST
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Your Desk
1.0 Credits
AU-C 315 AU-C 330 Auditing
K2's 2022 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan WEBCAST
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Your Desk
2.0 Credits
Understand the need for protecting client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice
Power BI - Share Your Data Analysis using PowerBI.com WEBINAR
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Your Desk
2.0 Credits
A tour of the PowerBI.com interface. Sharing data with Power Pivot and Power BI Desktop. Creating visualizations and turning them into dashboards. Sharing visualizations and dashboards with others.
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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