CPE Catalog & Events
Google Sheets for Accountants WEBINAR
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Your Desk
2.0 Credits
What is Google Sheets? Key Set Up Steps and Apps. Key Strengths and Weaknesses. Google Sheets vs. Microsoft Excel. Google Sheets Versions. Quick Start Guide. Things You Can do in Google Sheets that You Can't Do in Excel. Google Sheets Add-Ons. Google Sheets Help Resources.
Understanding Internal Control Constructs 2023 WEBCAST
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Your Desk
4.0 Credits
Underlying concepts of internal control. The importance of control measure interdependency.
Enterprise Risk Management for Small and Medium Sized Businesses: Current Perspectives WEBCAST
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Your Desk
4.0 Credits
New perspective on corporate governance. ERM overview. ERM-small business approach. 10 steps to take NOW!
Transactions with Interested Persons: Form 990 Schedule L WEBINAR
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Your Desk
2.5 Credits
Reviewing both: (a) the methodology that Schedule L employs in Parts II - IV to cast sunlight on the fact that an "Interested Person" (IP) engaged with the filer in loan arrangements; or was the beneficiary of grants or assistance from the filer; or had business transactions with the filer that exceeded de minimis thresholds; and (b) the five categories by which IP status vests for purposes of these three parts. Explanation of the dollar-amount thresholds applicable in Schedule L's Part IV when disclosing "business transactions", and preparation tips for applying these thresholds. Summary of Schedule L's Part III instructions as to what constitutes the provision of grants or assistance to an IP, and overview of the special rule educational institutions have that allows them to not withhold the names of scholarship or fellowship recipients. Schedule L's Part II reporting on loans outstanding with IPs, along with preparation tips. Quick intro to the Code section 4958 excise tax scheme that 501(c)(3) and (c)(4) filers are subject to should they have conveyed "excess benefit" in any transaction with a disqualified person; and timing and disclosure considerations in play with Schedule L's Part I reporting.
Big Four Reasons Why CPAs and Consultants Are Fired WEBCAST
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Your Desk
2.0 Credits
Do public practice CPA firms and consultants want to retain their clients? What are the Big Four Reasons Why CPAs are Fired? What are the actions to take to prevent being fired? What does a CPA offer to their clients?
Nonprofit Taxation: Key Tax Rules WEBINAR
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Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits. A discussion of the basics of unrelated business income tax. Excise tax on salaries exceeding $1 million. Denial of fringe benefits and taxation of their value as UBIT. Separating businesses for purposes of UBIT. Excess parachute payments.
Inspector Gadget Technology Update 2023 WEBCAST
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Your Desk
2.0 Credits
Emerging technologies. AI and RPA. Blockchain and 5G. Gear and gadgets. Internet-of-Things.
Power BI - OLAP Formulas & More Time Intelligent Functions WEBINAR
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Your Desk
2.0 Credits
OLAP functions to create custom calculations on an Excel worksheet. Measures that help determine the date of your refreshed data. Advanced time intelligent functions to create date-based measures.
What's Your Brand Reputation? Determine and Drive How Others See You WEBCAST
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Your Desk
2.5 Credits
Presence.
The Choice of Entity Decision: What is Best for Your Client WEBINAR
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Your Desk
2.0 Credits
Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S corporations, and C corporations. Impact of the Section 199A deduction. Ramifications of the C to S election and the S to C election. Corporate tax rate to individual tax rate comparison examples. Other related topics.
The Impact of SAS No. 145 on Risk-Based Audits WEBINAR
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Your Desk
2.0 Credits
New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145. Improved application of risk-based audit concepts for a higher-quality audit.
Business Consulting for CPAs WEBCAST
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Your Desk
4.0 Credits
What is business consulting? Identify the types of management services your firm could offer. How to become the trusted advisor - identification of client's needs? Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application
Exploring the New Lease Accounting Standard WEBINAR
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Your Desk
2.0 Credits
What is a lease? Recognition and measurement of lease assets and liabilities Impact on lessors and lessees. Disclosures and transition rules. Effective dates.
Seeing Patterns Others Don't: The Magic of Systems Thinking WEBINAR
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Your Desk
1.0 Credits
Mediating and moderating variables. Situational awareness. Systems thinking. Data screening methods.
Accounting for and Auditing Cryptocurrency & Digital Assets WEBINAR
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Your Desk
2.0 Credits
Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records.
Individual Tax Fundamentals WEBCAST
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Your Desk
8.0 Credits
Filing requirements and tax rate thresholds. Gross income inclusions, exclusions, and adjustments. Travel and entertainment. Standard and itemized deductions. Tax credits. Tax phaseout provisions for high income taxpayers. 3.8% net investment income (NII) tax. Income exclusions. Hot tax planning strategies for individuals and small businesses. Roth IRA, IRA, and retirement plan options (updated for SECURE 2.0). Section 199A qualified business income deduction.
Transform Your Organization With Office 365 and Teams WEBINAR
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Your Desk
8.0 Credits
Orientation to the Office 365 ecosystem. Strategic value of deploying Office 365. Using the Teams app as the central hub for your online communications and collaboration. Setting up your file management system with SharePoint and OneDrive. Leveraging the Office 365 mobile apps to take your office on the road. Using the Planner app to track and manage team projects. Harnessing the Forms app to convert your forms to digitally fillable online forms. Orientation to the Office 365 Admin app. Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer. Tips and best practices for developing your Office 365 deployment strategy.
Audits of Employee Benefit Plans Subject to ERISA WEBCAST
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Your Desk
8.5 Credits
ERISA reporting requirements. Audit planning and pre-engagement activities. Risk assessment, including consideration of internal control. Auditing considerations, including prohibited transactions and tax compliance. The auditor's report. Financial statement disclosures. Supplemental schedules.
Advanced Management and Leadership Essentials WEBCAST
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Your Desk
16.0 Credits
What is Expected of the Manager and Senior Manager? Managing Self and Priorities Building Leadership Communication Skills. Leading Others. Coaching and Developing Staff. Helping Your Organization Grow.
Decentralized Finance (DeFi): Implications for Practitioners WEBINAR
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Your Desk
1.0 Credits
Specifics of various DeFi applications, including decentralized exchanges, yield farming, staking, and providing liquidity to liquidity pools. Discussion and examination around the accounting implications and impact of DeFi applications on the audit process. What practitioners need to know about the wide array of types of DeFi and how these different use cases changing the crypto-accounting conversation. External resources provided for extra contextual information.
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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