CPE Catalog & Events
Retirement Planning Update Everything that you Need to Know WEBCAST
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Your Desk
2.0 Credits
Thorough examination of SECURE Act 2.0 and its implications. Exploring enhanced retirement plan alternatives and revised contribution limits. Analysis of altered rules for Required Minimum Distributions (RMDs). Harnessing the power of novel retirement planning tools and incentives. Navigating beneficiary modifications and their impact on estate planning. Real-world case studies showcasing practical applications of SECURE Act 2.0 principles.
K2's Excel PivotTables For Accountants WEBCAST
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Your Desk
8.0 Credits
PivotTable fundamentals. Advanced PivotTable techniques and options. Analytical techniques available in PivotTables.
Member Exclusive: Know Thy Regulator: Inside the Board of Accountancy WEBINAR
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Your Desk
1.0 Credits
The Washington Board of Accountancy, its purpose, its operations, new developments, and new rules. Tips for avoiding the disciplinary process.
Postmortem Estate Planning: Navigating Decedent's Estate Issues WEBCAST
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Your Desk
8.0 Credits
Understanding the intricacies of alternative valuation date and its implications. Gaining insights into the considerations surrounding portability. Identifying opportunities and requirements for installment payments of estate taxes. Exploring the strategic use of QTIP elections under IRC Schedule 2056(b)(7). Recognizing the benefits and implementation of qualified disclaimers. Understanding the complexities of basis issues in postmortem planning. Addressing issues related to the payment of estimated taxes. Navigating the requirements and considerations for the decedent's final income tax return. Managing medical expenses in the context of postmortem estate planning. Exploring strategies to optimize savings bond interest acceleration. Understanding the implications and process of estate fiscal year and accounting method elections. Maximizing benefits to beneficiaries by distributing administrative expenses efficiently. Exploring the utility and requirements of the sixty-five-day rule election. Understanding income and deductions in respect of the decedent (IRD) and its implications. Navigating planning considerations pertaining to qualified plans and IRAs.
2024 Washington Ethics and New Developments with Mark Hugh
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Bellevue
4.0 Credits
The AICPA Code of Professional Conduct and key Washington differences. New developments at the national and state level. Best practices for CPAs in public accounting and industry. Emerging issues.
Farm Tax Conference 2024
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Kennewick
8.0 Credits
Reducing self-employment tax Excess fertility deduction for land purchase Relevant developments for farmers and ranchers Navigating acts: inflation reduction, SECURE 2.0, and more!
Prix Fixe: State of CPA the Profession WEBINAR
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Your Desk
1.0 Credits
Specific steps to build the enterprise value of your firm. Launch or expand an advisory practice without using your staff.
Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques WEBCAST
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Your Desk
8.0 Credits
Comprehensive understanding of new legislation and its impact on estate planning. Analysis of estate tax issues and effective planning techniques. Examination of gift tax issues and corresponding planning techniques. Strategies for addressing generation-skipping transfer tax issues. Exploration of both tax and non-tax considerations and planning techniques. Estate planning considerations for tax-deferred retirement funds. Understanding the interplay between education issues and estate planning. Navigating step-up in basis issues for effective estate planning.
Preparing Not-for-Profit Financial Statements WEBCAST
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Your Desk
8.0 Credits
The key requirements. options. and disclosures related to each of the basic financial statements. How the reporting of functional and natural expense information has changed. The new requirements related to providing liquidity and availability of financial assets information. The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general. How the new lease requirements (ASU No. 2016-02. Leases) impact not-for-profits. Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more.
Prix Fixe: Employee Ownership 101 for Small Business Advisors WEBINAR
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Your Desk
1.0 Credits
Transitioning to employee ownership.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
IRAs: What You Need to Know about Contributions, Conversions and Distributions WEBCAST
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Your Desk
2.0 Credits
Determine clients who are well suited for conversion from traditional to Roth IRA's. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive a waiver for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
Conflicts of Interest - A New Approach WEBCAST
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Your Desk
2.0 Credits
Documentary client consent evidence. Subordination of judgement. Whistleblowing. Conflict disclosure checklist.
Combating Internal Fraud WEBCAST
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Your Desk
2.0 Credits
Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
Preparation and Compilation Engagements Under the SSARS WEBCAST
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Your Desk
4.0 Credits
Relevant sections of SSARS No. 21, Clarification and Recodification. Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22, 23 and 24. Proposed changes to the SSARS guidance. Comprehensive sample engagement work programs for preparation and compilation engagements. Prescribed form, specified line item, pro forma, and other engagement variations. Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements. SSARS No. 21 implementation issues and peer review feedback.
Advanced Topics in a Single Audit WEBCAST
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Your Desk
8.0 Credits
Auditor and auditee responsibilities. Planning the compliance audit and other risk assessment considerations. Required elements of the SEFA. Major program determination process. including clusters and loans/loan guarantees. Considerations when assessing and evaluating internal controls over compliance. Considerations of pass-through entities and subrecipients. Audit sampling in a compliance audit. Advanced audit reporting issues.
Prix Fixe: Employee Retention Credits: Separating Fact from Fiction as IRS Disputes Get Underway WEBINAR
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Your Desk
1.0 Credits
Employee Retention Credits. Attacks by the IRS.
CFO - Advanced Profit Enhancements WEBCAST
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Your Desk
8.0 Credits
Introduction to the three levers - income, asset utilization, and risk. Cost control. Activity based costing. Cost of capital. Tactics to reduce risk. Bridging the gap with marketing management.
2024 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct and key Washington differences. New developments at the national and state level. Best practices for CPAs in public accounting and industry. Emerging issues.
Annual Update for Accountants and Auditors WEBCAST
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Your Desk
8.0 Credits
Recently issued ASUs. Current FASB exposure draft and projects. Audit and attest engagements update. Recent PCAOB guidance. Latest activity from ARSC.
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