CPE Catalog & Events
K2's 2023 Microsoft 365/Office 365 - All The Things You Need To Know WEBCAST
-
Your Desk
8.0 Credits
Understanding the Microsoft 365/Office 365 subscription model. Working with vital 365-based apps and services. Using Teams as your primary collaboration tool. Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription.
Using ChatGPT with Excel WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and other AI (Artificial Intelligence) language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
K2's 2023 QuickBooks for Accountants WEBCAST
-
Your Desk
8.0 Credits
New features in QuickBooks Desktop and Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.
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.
Employee Retention: A New Way of Thinking WEBCAST
-
Your Desk
1.0 Credits
Employee relations. Leadership.
Performance Targets That Deliver Results Without Burnout WEBCAST
-
Your Desk
1.0 Credits
Performance target design. Target testing.
Prix Fixe: Value Pricing: An Essential Step to Staying Competitive WEBINAR
-
Your Desk
1.0 Credits
Learn how to identify the unique value you provide to your clients and how to communicate that value effectively. Learn how to price your services based on the value you provide, rather than on the time and effort it takes to complete the work.
Diversity, Inclusion, Equity & Belonging WEBCAST
-
Your Desk
1.0 Credits
Why you should be thinking about inclusion. How racism impacts your workplace at all. Where you might be vulnerable and unaware.
K2'S 2022 Options To Automate Your Tax Preparation Workflow WEBCAST
-
Your Desk
2.0 Credits
Tax automation software options. Learn about the best client collaboration options. Leave with a checklist of tools to consider your tax practice.
The Essentials of Fringe Benefit Planning WEBCAST
-
Your Desk
2.0 Credits
An overview of the fringe benefit planning process. Understanding the needs of the business owner. Understanding the needs of the employees. Options under IRC Section 132 fringe benefit plans. Automobile issues. Disability issues. Dependent care issues. Medical issues. Long-term care issues. Life insurance issues. Education issues. Expense reimbursement issues. Cafeteria plan issues.
K2's 2023 Microsoft Teams WEBCAST
-
Your Desk
4.0 Credits
Understanding the Teams platform. Communicating and collaborating in Teams. Adding applications and services to Teams. Extending Teams to individuals outside your organization.
K2'S 2022 Privacy Issues And Solutions - What You Need to Know! WEBCAST
-
Your Desk
1.0 Credits
The most significant privacy threats today. Your browser and search engine and why they matter. Privacy policies - the fine print.
K2'S 2022 Choosing Your Mid-Market Accounting Solution WEBCAST
-
Your Desk
1.0 Credits
Overview of mid-market solutions. Probable third-party solutions required Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.
K2's 2022 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan WEBCAST
-
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
K2's 2023 Excel Charting And Visualizations WEBCAST
-
Your Desk
4.0 Credits
Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.
Tax, Estate and Financial Aspects of Cryptocurrency WEBCAST
-
Your Desk
4.0 Credits
Introduction to cryptocurrency. Understanding the term "blockchain". Various types of cryptocurrencies. Why cryptocurrency is popular. Investment attributes of cryptocurrency. Tax aspects of cryptocurrency. Position of the Internal Revenue Service. Understanding Notice 2014-21 (IRS Virtual Currency Guidance). Understanding Notice 2014-21 FAQs. Compliance issues. Charitable issues. Internal Revenue Service enforcement.
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment WEBCAST
-
Your Desk
8.0 Credits
The effect COVID-19 on a client's total financial, estate, and asset protection plan. Understanding the issues revolving around the death of a client. Understanding medical issues. Understanding the tax and non-tax issues in divorce. Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts. Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents. Understanding the support issues for spouses and former spouses. Understanding support issues for children of divorced or separated parents and the tax treatment of back child support. Understanding the business issues involved when the parties to a business breaks apart. Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies.
K2'S 2022 Supercharging Your Spreadsheet Collaboration WEBCAST
-
Your Desk
1.0 Credits
Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.
Income, Estate, and Gift Tax Planning for Real Estate in these Ever Changing Times WEBCAST
-
Your Desk
2.0 Credits
Real estate as a part of a client's divinified portfolio of investments. Understanding the differences revolving around personal real estate vs. investment real estate. Understanding valuation issues. Understanding titling issues. Individual deduction issues, including the interest limitation. Business deduction issues. At-risk limitations. Passive activity rules update. How the IRC Section 199A deduction applies to real estate investments. Depreciation issues. Estate and gift planning techniques for real estate. Proper use of trusts in real estate holdings.
Secure Act 2.0 - Everything That You Need to Know WEBCAST
-
Your Desk
2.0 Credits
Mandatory automatic enrollment. Credit for small employer pension plan startup costs. Enhancement of the saver's credit. Increase in starting age for RMDs . Indexing IRA catch-up. Higher catch-up limit age 61, 62, 63, and 64. Student loan payments as elective deferrals for matching contributions. Start-up credit costs for employers joining an existing plan. Financial incentives for contributing to a plan. Withdrawals for certain emergency expenses. Simple plan changes. Starter 401(k) plans. Sec 529 plan to Roth rollovers. Emergency savings accounts. Enhancement of 403(b) plans. Qualified charitable distributions to split interest entity. Retirement savings lost and found.
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