CPE Catalog & Events
ISCPA Tax School 2024 WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
32.0 Credits
Day 1 - Individual Tax Fundamentals Filing requirements and personal exemptions Gross income inclusions, exclusions, and adjustments 0.9% Additional Medicare Payroll Tax 3.8% Net Investment Income Tax, and more! Day 2 - S Corporations: Key Issues, Compliance and Tax Strategies S corporation qualifications Election of S corporation status Termination or revocation of S corporation status Pass-through of income and loss items to the shareholder, and more! Day 3 - Tax Fundamentals of LLCs and Partnerships Basic tax structure of partnerships and LLCs Electing to be taxed as a partnership: "Check-the-box" rules Partnership distributions At-risk and passive activity limits, and more! Day 4 - Capitalized Costs and Depreciation Tax basis of property acquisitions Initial basis of property acquired in an exchange transaction Materials, supplies, repairs, and improvements Accounting method changes, and more! Day 4 - Taxation of Property Transactions Sections 1231, 1245, 1250 Depreciation recapture Capital gains and losses Non-recognition transactions
Business Communication Essentials - Dynamic Communication in the Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Feedback. Management. Leadership.
What Does Fraud Look Like? WEBCAST
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Your Desk
2.0 Credits
Why auditors fail to detect fraud. Usual vs an unusual transaction. Why fraud and stupid often look exactly the same. The importance of establishing the Perception of Detection. The number one reason fraud occurs. Looking for things that should be there. Looking for things that should not be there.
The Complete Guide to the Preparation for Form 1041 WEBCAST
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Your Desk
6.0 Credits
How to prepare a Form 1041. Understanding of distributable net income (DNI). Understanding of income in respect of a decedent (IRD). Line-by-line instruction. Specific issues regarding a decedent's estate. Specific issues regarding a trust. Classification of trust entities. Understanding various fiduciary issues. Understanding the basics of Subchapter J of the Internal Revenue Code.
Appreciation Intelligence: The New AI WEBCAST
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Your Desk
1.0 Credits
Languages of appreciation. Appreciation strategies.
Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues WEBCAST
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Your Desk
2.0 Credits
Taxable asset acquisitions vs. non-taxable stock/equity acquisitions. What happens in an asset acquisition. What happens in a stock or equity acquisition. 338 and 336 elections. Basics of 382. Basics of 280G. Earnouts and contingent payments. Assumed liabilities. Acquired reserves. Acquired deferred revenue. Treatment of transaction costs. Basics of mixed entity transactions. Partnership acquisitions of various entity types. Very basic overview of tax-free re-organizations. High level overview of entity formations. High level overview of entity liquidations or termination.
Reporting Consolidated 1099s for Investments WEBCAST
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Your Desk
3.0 Credits
History of 1099 reporting of securities dividends, interest, OID and gain/loss. Elections versus required reporting of amortization/accretion. Examples using actual 1099 forms.
Build a Data Model for Analysis in Power BI WEBINAR
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Your Desk
4.0 Credits
Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources. Building Relationships: Techniques to establish and manage relationships between different data sets. Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures. Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures. Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis. Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting. Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.
New Manager Series: Next Level Conversations, Next Level Results WEBCAST
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Your Desk
2.0 Credits
Leadership development. Team development. Coaching. One-on-one meetings.
The Preparation of Form 706 and 709 - Understanding the Law, Line-By-Line WEBCAST
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Your Desk
6.0 Credits
Understanding the basics of Estate and Gift Taxation. Understanding valuation of assets. Understanding what constitutes the "Gross Estate". Understanding the various deductions (funeral and administrative expenses). Understanding debts Understanding the charitable deduction. Understanding the marital deduction. Understanding the calculation and the various tax credits . Overview of the Federal Form 706. Overview of the Federal Form 709. How to prepare a federal estate tax return (Form 706). How to prepare a federal gift tax return (Form 709). How to comply with "Portability". Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040). Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns.
Coaching Leaders to Handle Sensitive Employee Relations Situations WEBCAST
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Your Desk
1.2 Credits
Employee complaints. Personality and attitude problems. Performance counseling. Personal hygiene problems. Disability related performance issues. Misconduct due to mental conditions
Asset Misappropriation - Let Me Count the Ways WEBCAST
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Your Desk
2.0 Credits
Identifying opportunity. The three most common behavioral red flags that we should always look for. The many ways to commit check fraud (it's so easy). Why inventory is such a good place to hide theft of assets. How to cover up inventory fraud. Accounts Receivable Fraud and how it works. How to count inventory that's not there.
Taxation of Non-fungible Tokens (NFTs) WEBCAST
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Your Desk
2.0 Credits
NFT basics. Classification of NFTs. Current Legislative and Policy Environment. Tax implications of creation, sales and exchanges of NFTs.
When Leadership Fails WEBCAST
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Your Desk
2.0 Credits
Who's responsible. The importance of policies and procedures. The development, implementation and monitoring of internal controls. There is no excuse. Who steals. The tone at the top and the big monkey theory.
Treasury Circular 230 for EAs and Other Tax Preparers WEBCAST
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Your Desk
2.2 Credits
Circular 230. Conflicts of interest. Loving case. RTRP. Fees. Qualifying continuing education.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Diversity, Inclusion, Equity and 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.
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 ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
Why Auditors Fail To Detect Fraud WEBCAST
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Your Desk
2.0 Credits
Reasons auditors fail to detect fraud. Willful ignorance. SAS No. 82. Additional documentation. How and who to talk to. Determining the tone at the top. How to determine intent. If you expect it, you will see it.
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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