CPE Catalog & Events
The Art of Conversation: A Relationship Approach to Networking WEBCAST
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Your Desk
2.2 Credits
Networking. Relationship management.
Deep Dive of GASB Statements No. 87 and 96 WEBCAST
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Your Desk
2.0 Credits
GASB 87 Lease Accounting for State and Local Governments.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Examining the dynamics of estate planning in the contemporary context. Analyzing the implications of the evolving Internal Revenue Code on estate planning strategies. Meeting the requirements for charitable deductions and their tax implications. Utilizing gifts of closely held stock to generate charitable contribution deductions. Identifying scenarios suitable for the application of charitable split-interest trusts. Complying with the requirements and benefits of these trusts. Understanding generation-skipping transfers and their associated tax implications. Learning the computation of generation-skipping transfer tax. Recognizing when life insurance can serve as a valuable estate planning tool. Exploring the advantages and planning techniques of using life insurance trusts. Examining various life insurance options and their distinctive features. Assessing the tax implications surrounding private annuities. Uncovering how life insurance can complement private annuities in estate planning. Understanding the strategic importance of split-interest purchases in effective planning. Delving into the implementation of GRIT, GRAT, GRUT, and QPRT strategies.
Audit 105: The Audit Risk Model - Foundational Principles WEBINAR
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Your Desk
2.0 Credits
The reason that entities engage a financial statement audit. The applicable financial reporting frameworks available. The various phases of a financial statement audit. Evaluating and documenting audit risk, both at the overall and relevant assertion level. Case study differentiating high-risk audit engagements and higher-risk audit areas.
Top Employment Tools to Protect Your Business and Recommend to Business Clients WEBCAST
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Your Desk
1.0 Credits
Arbitration agreements. Confidentiality agreements. Restrictive covenants. Training. Severance agreements.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about. It's About Time -- Discovering a new sense of purpose. Money Matters -- Assessing your financial conditions. Relationships Matter Too -- Addressing needed or potential changes in your relationships. Healthy Habits -- Examining new or renewed ways to stay healthy. Who I Am -- Creating a new identity, and answering "So what do you do?" My Master Plan -- Figuring out what to do next
Building Trust in Remote Teams: Catalyze Collaboration and Communication WEBCAST
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Your Desk
1.0 Credits
Communication. Teamwork. Collaboration.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
The planning process - When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.
Prevention and Detection of Fraud In Small Businesses WEBCAST
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Your Desk
4.0 Credits
The importance of the control environment. The three most common behavioral red flags exhibited by perpetrators. Why it is much more cost effective to prevent fraud than it is to detect fraud. The reason why the small business owner/auditor should think about how they would steal. Who steals and why. Common myths about stealing that are not true. Understanding the concept of risk management.
Navigating Difficult Conversations with Coworkers WEBCAST
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Your Desk
1.0 Credits
Communication. Negotiation. Conflict. Persuasion. Management. Leadership.
Performance Targets That Deliver Results Without Burnout WEBCAST
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Your Desk
1.2 Credits
Performance target design. Target testing.
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.
Social Media: The Bare Necessities WEBCAST
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Your Desk
1.0 Credits
Communication. Social media. Marketing. Publicity. Public relations. Business strategy.
Common Audit and Financial Reporting Deficiencies in State and Local Governments WEBCAST
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Your Desk
2.0 Credits
Financial statement preparation. Common mistakes made in preparing financial statements. GASB financial statement preparation standards.
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.
CFO Solutions to IRS Problems WEBINAR
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Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
A Better Way to Choose Your KPIs WEBCAST
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Your Desk
1.0 Credits
KPIs. Performance measures. Metrics.
Audit 108: Auditing PP&E and Leases - Common Risks WEBINAR
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Your Desk
2.0 Credits
Typical audit risks and responses for tangible long-lived assets. Special issues related to initial recognition and capitalization, including capitalized interest. Key controls related to PP&E. Lease accounting requirements and practical application of Topic 842.
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity 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.
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.
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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