CPE Catalog & Events
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.
Operations Level Internal Control 2023 WEBCAST
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Your Desk
4.0 Credits
An overview of controls that drive procedures. Considerations for procedural control development. Understanding and controlling risk that arises when organizations change.
Audit 402: Audit Quality Control - Avoid Peer Review Issues WEBINAR
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Your Desk
2.0 Credits
Common peer review deficiencies that quality control reviewers should be alert to. Important considerations of second-level and other upper-level reviewers. Lessons learned from various regulatory oversight reviews. Statement of Quality Control Standards - requirements specific to financial statement audits, and other regulatory oversight considerations.
Tax Season Update for Individuals with Steve Dilley WEBINAR
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Your Desk
4.0 Credits
2021/22 legislative developments, cases and rulings impacting individual taxpayers. Changes to Form 1040 and other related forms, worksheets and schedules. Individual income items, itemized deductions and credits. Updated tax rate schedule and other inflation adjusted items. Implications for self-employed taxpayers of various legislation. Section 199A changes, including use of carryforward passive activity and 199A losses. Capital gains and losses. Passive activity and hobby loss rules changes.
Accounting in the Wake of COVID-19 WEBINAR
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Your Desk
2.0 Credits
Risk assessment. Government assistance. Pandemic-related accounting pronouncements. Learning to be an auditor in a pandemic environment. Financial statement disclosures. Exploring liquidity options. Accounting tools and techniques for supporting managerial decisions. Engagement and workforce management. Other current events as appropriate.
KPI Bootcamp for Small Businesses WEBCAST
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Your Desk
5.0 Credits
Why measure things? The ROKS Express method. Goals check - identifying your business objectives and Key Results. Selecting your KPI candidates using the KPI Definition Manual. Shortlisting - Picking the very best KPIs from your KPI Candidates. Tuning your KPI definitions. Going live.
Understanding the Form 990 and its Preparation Prerequisites WEBINAR
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Your Desk
2.0 Credits
Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules. Address of the definition's key factors that make a third-party organization a "related organization." Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation." Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L. Applying the definition of "business relationship" as same is used in Part VI. Sequencing of the form's preparation tasks and who to go to for information. Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators.
Balancing Employee and Employer Rights WEBCAST
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Your Desk
1.5 Credits
Customary management functions. Delegation of authority. Implementing changes in terms of employment. Fundamental duties owed to employer.
Tax Implications of Cryptocurrency WEBINAR
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Your Desk
2.0 Credits
Blockchain basics. Classification of cryptocurrency. IRS Notice 2014-12Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency. Gift tax rules for donating, gifting or bequeathing cryptocurrency. Traps for the unwary.
Building Security and Efficiency With Internal Control WEBINAR
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategic considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to. The COSO Internal Control Framework and the COSO ERM Framework.
Grow Your Firm with Effective Lead Generation Strategies WEBINAR
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Your Desk
1.0 Credits
The latest digital and traditional lead generation techniques and strategies to grow a firm. An effective marketing plan that you can implement based on current best practices. Developing a profitable niche in several key business vertical.
Data Analytics: Practical Insights for Today's Accountant WEBINAR
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Your Desk
2.0 Credits
Explore new tools and client engagement techniques using data analytics. Introduction of popular software tools. Examine the AICPA's Five-Step Approach to data analytics in an audit engagement.
Family Law 101 2023 WEBCAST
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Your Desk
4.0 Credits
Lifestyle issues Does the client's lifestyle reflect the level of reported income? Undisclosed income. Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing. Owner perks. Tax deductions vs. family law deductions. Business entity-related issues such as partnerships, S corps and corporations.
Fraud, Misstatements and Financial Reporting 2023 WEBCAST
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Your Desk
4.0 Credits
Financial reporting fraud. Financial reporting objective. Earnings management. Accounting standards. Financial reporting controls. FASB concept statements.
Estate Planning Strategies Using Irrevocable Trusts 2023 WEBCAST
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Your Desk
6.0 Credits
President Biden's campaign promises and historical positions on estate planning. The gift, estate, and income tax treatment of irrevocable trusts. The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
S Corporations: Calculating Shareholder Basis WEBINAR
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Your Desk
2.5 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property. Explain the importance of shareholder loans to the entity. Uses a comprehensive example to illustrate the mechanics of the basis determination process. Schedule K-1 Basis and Form 7203. Discuss how basis is impacted by distributions of corporation property. Explain how basis is impacted by sale/or liquidation of the S corporation interest. Discuss how S corporation losses impact Form 1040 Schedule E reporting. Show how to get from the Schedule K-1 information to the basis calculations.
K2's Safeguarding Taxpayer Data - A Guide For Your Required Security 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.
Balance Sheet Management: The Least Understood Risk WEBCAST
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Your Desk
4.0 Credits
Understanding your balance sheet. Analyze your balance sheet today and in the future. Plan your balance sheet structure. Properly balance debt and equity versus other funding sources. Know the balance sheet pitfalls and risks to avoid. Understand your cost of capital. Interpret your cost of capital. Evaluate the risks, pros and cons of debt. Know how to raise debt. Understand the risks, pros and cons of equity. Examine alternative methods to raise financing. Understand the decision process through real-world examples.
Introduction to the Not-for-Profit Industry WEBINAR
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Your Desk
0.0 Credits
Unique accounting and financial reporting. Restricted assets: what are they and how do we work with them? Tax exemption requirements and reporting.
New Manager Series: Making the Shift from Individual Contributor to Supervisor 2023 WEBCAST
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Your Desk
2.0 Credits
Leadership development.
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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