CPE Catalog & Events
K2'S 2022 Everything Google! Their Most Effective Tools, Apps and Services WEBCAST
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Your Desk
4.0 Credits
Computer software. Google.
K2's 2023 QuickBooks for Accountants WEBCAST
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Your Desk
8.0 Credits
New features in QuickBooks Desktop and Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients WEBCAST
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Your Desk
2.0 Credits
Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election. How to calculate the DSUE amount. Making the portability election. Who can and cannot elect portability. Review the requirements for completing form 706 when electing portability. Making a late election and IRS Section 9100 relief. How to opt-out of the election and hazards of not making the election for the client and practitioner. Determining the "last deceased spouse" for making the election. IRS examination issues when making the election. Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes. Use of QTIPs and QDOTs. A look at state death tax issues.
Become Rich Without Selling Your Soul WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and 3 methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
K2's 2023 Technology For CPAs - Don't Get Left Behind WEBCAST
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Your Desk
8.0 Credits
Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications such as Excel and Adobe Acrobat DC.
Save Your Practice: Due Diligence Requirements and Form 8867 WEBCAST
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Your Desk
1.0 Credits
What strategies are available to comply with the due diligence requirements? Documentation requirements. Credits covered by the due diligence requirements.
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.
Creating a Culture of Trust: Build Loyal and Engaged Teams WEBCAST
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Your Desk
1.5 Credits
Culture. Trust.
10 Ways to Create Delighted Clients and More Referrals WEBCAST
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Your Desk
4.0 Credits
Communicate more powerfully with clients and other CPA's by understanding human behavior. How to judge if your communication is effective in motivating someone. How to create trust and get people to like working with you - inside and outside the firm. The 3 most important keys for getting someone to feel rapport with you. Why rapport is so important, and how to use it to profit in your work. How to quickly solve problems with people once you have their rapport. Secret techniques that super-successful communicators use. How to persuade people without them knowing they are being persuaded. The three most important keys all successful communicators use. Why great service is better for your business in the long run. How to know what's most important to your client or boss-so you can focus on that.
Introduction to Sustainability Accounting WEBCAST
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Your Desk
1.0 Credits
History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.
Creating Rapid Rapport for Increased Business WEBCAST
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Your Desk
4.0 Credits
How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.
Up Your Influence: How To Get What You Want WEBCAST
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Your Desk
2.5 Credits
Persuasion. Influence.
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.
K2's 2023 Microsoft Access - Tables, Queries, And Beyond WEBCAST
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Your Desk
8.0 Credits
Understanding database principles, including differentiating between databases and spreadsheets. How to create tables and relate tables in the same database. Creating and using queries. Building forms and reports in Access.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
K2's 2022 Safeguarding Taxpayer Data - A Guide For Your Required Security Plan WEBCAST
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Your Desk
2.0 Credits
Understand the need for protecting client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice
K2's 2023 Using OneNote More And Email Less WEBCAST
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Your Desk
2.0 Credits
Using OneNote as a powerful reference resource. Learn how to move your emails into OneNote. Share OneNote with a group of people and communicate within a notebook rather than email.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls.
K2's 2023 Excel Best Practices WEBCAST
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Your Desk
8.0 Credits
Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.
Not-for-Profit Organizations: Tax Receipts for Donations WEBCAST
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Your Desk
1.0 Credits
Tax compliance. Donor relations.
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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