CPE Catalog & Events
Bridging the Missing Link Between Managing and Leading Post Pandemic FLEXCAST
Available Until
Your Desk
3.0 Credits
7 Key Managing Skills. Managing Using EQ. That Link Between Manager and Leader. Relationships as a Trusted Advisor.
Bringing Artificial Intelligence To Your Excel Workbooks FLEXCAST
Available Until
Your Desk
2.0 Credits
How to use Excel's Ideas feature. Working with Excel's new data types. How to use Dynamic Arrays.
Business Development Skills to Grow Revenue and Increase Impact FLEXCAST
Available Until
Your Desk
4.0 Credits
Setting Goals and Problem Solving. Creating a Marketing Plan. Building Rapport with Prospects. Asking the Right Questions. Implementing Solutions. Negotiating Next Steps.
Business Meals, Entertainment, and Travel Under TCJA & CAA FLEXCAST
Available Until
Your Desk
1.0 Credits
Section 274 Statue History. Business Meals Under CAA. Tax Home. Case Law.
Business Succession Planning - Never a Better Time to Address This FLEXCAST
Available Until
Your Desk
2.0 Credits
Key Elements in the Planning Process. Code Section 6166. Advanced Estate Planning Techniques. Estate Freeze Transactions. Estate Freezes. The Charitable Bail-Out. Suggested Terms for a Buy-Sell Agreement.
Business Valuation Essentials for CPAs FLEXCAST
Available Until
Your Desk
1.0 Credits
Tax Valuations. Merger and Acquisition. Financial Accounting. Litigation. Qualitative Analysis. Quantitative Analysis. Engagement Defining. Valuation Approaches. Valuation Space Groups.
Business, Balance, and Bliss: How the B3 Method Can Transform Your Career and Life FLEXCAST
Available Until
Your Desk
1.0 Credits
Work-Life Harmony Vs. Work-Life Balance. Our Beliefs Vs. Our Purpose. Journey to Self Discovery. Tools to Connect to Your Authentic Self. The Beginner's Mind. Strategies to Stay Focused. 5 Meditation Apps to Calm a Busy Mind.
COVID-19 Infecting Financial Statements and Audits FLEXCAST
Available Until
Your Desk
2.0 Credits
COVID-19 effects on Financial Statements. COVID-19 effects on Audits. Risk Assessment.
CPA Firm Technologies - Helping Your Practice Grow FLEXCAST
Available Until
Your Desk
2.0 Credits
Software publisher updates. New technologies for CPA firms to consider. Opportunities in evolving areas of public practice.
CPAs..Who Are We? FLEXCAST
Available Until
Your Desk
1.0 Credits
Identify key changes impacting the CPA profession. Recall common characteristics and traits commonly shared by our colleagues. Identify steps we as professionals can take to build trust with our colleagues.
Case Studies in Fraud and Technology Controls FLEXCAST
Available Until
Your Desk
4.0 Credits
Fraud Current State of Affairs. Case Studies in Fraud. SIM Card Fraud. Evaluating Information Tech Application Controls. AI and Fraud Prevention and Detection.
Catch the Deception if You Can! FLEXCAST
Available Until
Your Desk
4.0 Credits
Types of Fraud. Definition of Fraud. Why Fraud Occurs and who Commits it. Fraud on Audits of Financial Statements. Fraud and Reviews of Financial Statements. The Worst 7 U.S. Accounting Fraud Cases to date. Fraud and Information Technology (I.T.). Fraud and Best Practices for a CPA.
Charitable Giving Tax Planning FLEXCAST
Available Until
Your Desk
2.0 Credits
Charitable Remainder Trusts. Charitable Lead Trusts.
Charitable Giving with Farmland and Commodities FLEXCAST
Available Until
Your Desk
1.0 Credits
Lifetime Contributions. Donation of Farmland. Donation of Grain or Livestock. Charitable Remainder Trust. Charitable Lead Trust. Charitable Gift Annuity.
Charity and the Tax Code: The Best Strategies for the Current Economy and Financial Markets FLEXCAST
Available Until
Your Desk
2.0 Credits
Outright Gifts and the Income Tax Deduction. Donor Advised Funds. Testamentary IRA Transfers. Gifts from Trusts and Estates and the Income Tax Deduction. Charitable Gift Annuities. SECURE Act.
Choosing Small Business Accounting Solutions FLEXCAST
Available Until
Your Desk
2.0 Credits
Overview of small business accounting solutions. Traditional desktop and SaaS small business products. Shortfalls of specific accounting solutions. Strengths and weaknesses of various solutions. Setup and configuration tips.
Climate Change Accounting and Sustainability Reporting FLEXCAST
Available Until
Your Desk
1.0 Credits
Climate Change and the Economy. Sustainability Disclosures. Climate Change Accounting.
College Costs: 529 Plans and How to Reduce the Cost of College FLEXCAST
Available Until
Your Desk
1.0 Credits
College Costs. Higher Education Expenses Exception. 529 Plans.
Completing the PPP Loan Forgiveness Form with Kurt Oestriecher's Custom Excel Spreadsheet FLEXCAST
Available Until
Your Desk
3.0 Credits
Form 3508S - Loans Under $50,000. PPP Loan Forgiveness FAQs. Interim Final Rule 2020-0052. Treatment of EIDL Loans. Financial Statement Issues. PPP Loan Tax Issues. Form 3508EZ. PPP Loan Forgiveness Application (Long Form). Documentation Requirements.
Coronavirus Aid, Relief, And Economic Security Act FLEXCAST
Available Until
Your Desk
2.0 Credits
A massive emergency SBA nonrecourse loan program for small businesses with generous forgiveness provisions. Income Tax-Free SBA loan forgiveness along with key tax Incentives designed to stimulate the U.S. economy. Deferral of the Employer side of Social Security Taxes Until 2021 and 2022. $1,200 checks to many Americans plus $500/child that will be phased out based on income widely believed to be $75,000. Employment Tax Credits to 100% Finance Sick Leave for Small Business. Expansion of NOL Carrybacks and Carryforwards. Waiver of 2020 RMDs from Qualified Retirement Plans. Waiver of 2020 RMDs from IRAs. Delayed Filing Dates for Some Returns and Not Others. Delayed Payment Dates. Retirement Plan and IRA Penalty-Free Distributions - with Repayment Plans over Several Years. Retirement Plan Loan Expansion & Relief. Delayed IRA and Plan Contribution Dates. New Charitable Tax Breaks - Including an above-the-line deduction and Percentage Limitation Rollback. Significant Delay on the Payment of Employment Taxes. 461(l) Excess Loss Limitation Relief. Deductible Business Interest Expense Relief.
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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