CPE Catalog & Events
New Issues in Qualified Plans and IRAs WEBCAST
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Your Desk
4.0 Credits
Legislative updates, plan design considerations. Distribution planning. Compliance and reporting. Legal and regulatory landscape. Emerging trends and strategies.
The Updated Nuts and Bolts of IRC Section 1031 Exchanges WEBCAST
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Your Desk
2.0 Credits
Complete explanation of IRC Section 1031. Understand when to use a tax-deferred exchange. Changes made to the technique in the Tax Cuts and Jobs Act. Advantages and disadvantages of paying the tax versus using an exchange. Understand the definition of like-kind property. Understand what a qualified intermediary is. Understand the need for an exchange accommodation title holder. Understand a reverse exchange. Understand a build-to-suit exchange. Understand the forty-five-day rule and how to calculate it. Precautions for property identification. Investment property versus property held for sale.
IRS Audits of the Employee Retention Credit WEBCAST
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Your Desk
1.0 Credits
Employee Retention Credit details. Employee Retention Credit Audit process and preparation. Update on the market.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Overview coverage of the amendments to the SSARS contained in SSARS 26.
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment WEBCAST
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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 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.
Integrate ChatGPT into Your Client Advisory Services-Updated WEBINAR
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Your Desk
2.0 Credits
ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate, and select applications for their business.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
Excel - Working with Text, Date and Time Functions and Formulas WEBINAR
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Your Desk
2.0 Credits
Using Text functions to join and separate text entries. Inserting Text functions to work with imported data. Perform date and time calculations with the Date and Time functions.
2024 PCAOB and SEC Update WEBINAR
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Your Desk
2.0 Credits
Developments at the PCAOB. Recent trends in SEC comment letters. Enforcement actions and administrative proceedings. Conclusions and predictions for the future.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements WEBC
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Your Desk
1.0 Credits
Federal laws providing greater visibility of sexual harassment and sexual assault claims. Agency rulings curtailing confidentiality and non-disparagement clauses in agreements.
GAAP Update WEBCAST
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Your Desk
8.0 Credits
Business combinations and consolidations. Lease accounting. Financial instruments - credit losses (CECL). Intangibles, including goodwill. Fair value.
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.
Not-For-Profit Organizations: Financial Update WEBCAST
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Your Desk
3.0 Credits
Financial entity. IRS filing status. Recent ASC updates affecting nonprofit entities.
Leases: Lessee-Topic 842-20 WEBCAST
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Your Desk
2.0 Credits
FASB ASC 842, Leases. All recently released updates to ASC 842, Leases.
Integrate ChatGPT into Your Client Advisory Services-Updated WEBINAR
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Your Desk
2.0 Credits
ChatGPT and generative AI technology primer. Building your generative AI vocabulary. Dig deeper into your engagement research to develop a higher quality advisory service. Polish your client reporting with the help of ChatGPT. Developing your ChatGPT client advisory services. Start with client education. You don't need to be a technical expert to be an educator. Use AI to help your clients automate their workflows and business processes. Build better spreadsheets with ChatGPT and Excel. Help your clients identify, evaluate, and select applications for their business.
Member Exclusive: Washington State Tax: New Developments with Mark Hugh WEBINAR
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Your Desk
1.0 Credits
Understanding the current state of tax regulations. Anticipating future changes.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements WEBC
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Your Desk
1.0 Credits
Federal laws providing greater visibility of sexual harassment and sexual assault claims. Agency rulings curtailing confidentiality and non-disparagement clauses in agreements.
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.
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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