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CPE Catalog & Events

Showing 1073 Online CPE Results

Understanding the "Most Common" Form 990 Schedules: A,B & C WEBINAR

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Your Desk

2.5 Credits

What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status). The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "public support test" in favor of completion of Schedule A's Part II. The overarching needs behind preparing Schedule B for filing and, as necessary, its related worksheet: which donors are to be listed and with what identifying information required to be provided to the IRS, depending on 501(c) status of the filer; and what information 501(c)(3) filers will omit from the public inspection copy of the 990. Introduction to the baselines driving each of the Schedule C's three Parts: undertaking electioneering in favor of, or opposition to, candidates or the political parties supporting them (Part I); lobbying reporting when same is undertaken either in the tax year (for non-electors) or regardless of activities, when a 501(h) election is in place (Part II); and the existence of the so-called "proxy tax" and its demands when 501(c)(4), (5) or (6) organizations with dues-paying members incur electioneering or lobbying expenses as determined by a Code section that tracks non-exempt organization definitions.

K2's 2022 Data Analytics for Accountants and Auditors WEBCAST

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Your Desk

4.0 Credits

Excel as a data analysis tool. Excel add-ins. Microsoft's Power BI application.

K2's 2023 Accessing And Managing Data In Excel WEBCAST

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Your Desk

4.0 Credits

Using Power Query to link data into Excel. Manipulating Excel data with data transformations. Creating data models using Power Query. Examples of common and useful transformations.

Diversity, Inclusion, Equity & Belonging WEBCAST

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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.

IRS Revenue Officers, Field Collection, and Best Practices WEBINAR

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Your Desk

1.0 Credits

Handling field collection personnel. Using the IRM and collection timeframes to leverage resolutions. Field collection case processing. Working around the Revenue Officer mentality.

K2's 2023 Best Word, Outlook, And PowerPoint Features WEBCAST

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Your Desk

4.0 Credits

Creating Word and PowerPoint documents with greater ease and efficiency. Enabling critical Outlook options for improved productivity. Best practices for working with Word, Outlook, and PowerPoint.

Payroll Essentials: Getting to Know Payroll Taxes WEBINAR

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Your Desk

2.0 Credits

The various types of payroll taxes related to compensation. Payroll calculations related to the various of payroll taxes. Introduction to common payroll forms. Resources, recommendations, and guidance on compensation and payroll related topics.

K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies WEBCAST

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Your Desk

4.0 Credits

Understanding many of today's emerging technologies and their role in business environments. Applied examples of artificial intelligence and machine learning. Risks associated with emerging technologies.

Critical Thinking for Financial Professionals WEBINAR

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Your Desk

1.0 Credits

Two systems of thinking. How cognitive bias can cause you to make bad decisions. Anchoring availability. The Dunning-Kruger effect. The IKEA effect. The Rhyme as Reason effect substitution. 6 Tips for making better decisions.

Power BI - Use Advanced Calculations with DAX Formulas WEBINAR

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Your Desk

4.0 Credits

Review Power Pivot calculations (column calculations vs. measures). Create advanced DAX formulas. Using a Date/Calendar table for data analysis. The DAX calculation process.

K2's 2023 Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST

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Your Desk

8.0 Credits

The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.

Building Flexible Budgeting Models: Walking Through and Crunching The Numbers WEBCAST

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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.

K2's 2023 Microsoft Access - Tables, Queries, And Beyond WEBCAST

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Your Desk

8.0 Credits

Understanding database principles, including differentiating between databases and spreadsheets. How to create tables and relate tables in the same database. Creating and using queries. Building forms and reports in Access.

Office 365 OneDrive App - Managing and Storing Your Files WEBINAR

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Your Desk

3.0 Credits

Orientation to the OneDrive interface and features. Saving files to OneDrive through uploads and directly from applications. Working with OneDrive files in your Office applications. Managing the storage of your files in OneDrive. Sharing access to your OneDrive files internally and externally. Understanding how to manage your OneDrive configuration settings. Using the OneDrive sync app to synchronize files to your local device. Managing the OneDrive sync app settings.

Internal Control Frameworks for Single Audit WEBCAST

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Your Desk

1.0 Credits

Auditing. COSO 2013 update.

K2's 2023 Excel Best Practices WEBCAST

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Your Desk

8.0 Credits

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023 WEBCAST

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Your Desk

4.0 Credits

SAS 134 and 140. Yellow Book update. Uniform Guidance update.

Avoiding Budget People Issues: Managing Budgeting's Soft Side WEBCAST

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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.

K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan WEBCAST

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Your Desk

2.0 Credits

Understand the need to protect client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice.

The Impact of ESG Matters on Financial Reporting and Audits WEBINAR

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Your Desk

2.0 Credits

Overview of the impact environmental, social, and governance (ESG) matters have on the financial world. Evolving guidance from the AICPA and other stand-setters related to ESG matters. Risks of material misstatement in financial statements and related disclosures emerging from ESG matters.

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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