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CPE Catalog & Events

Showing 2052 Online CPE Results

Understanding the Form 990 and its Preparation Prerequisites WEBINAR

Friday, December 2 6:00am - 8:00am PST

Your Desk

2.0 Credits

Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules. Address of the definition's key factors that make a third-party organization a "related organization". Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation". Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L. Applying the definition of "business relationship" as same is used in Part VI. Sequencing of the form's preparation tasks and who to go to for information. Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators.

Transform Your Organization With Office 365 and Teams WEBINAR

Friday, December 2 6:00am - 2:00pm PST

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.

Finding & Reporting 990 Filers' Related Organizations WEBINAR

Friday, December 2 7:00am - 9:00am PST

Your Desk

2.0 Credits

The reach of "parent-subsidiary" and "sibling" status when the party who is the subject of "control" is a nonprofit/nonstock entity [note this applies both to ascertaining whether the filer is "controlled by" a related organization OR itself "controls" another nonstock entity]. Understanding what is considered "control" when a potential related organization is: a stock corporation; a partnership or an LLC taxed as a partnership; or a trust. The challenges of both finding "directly-controlled" related organizations versus imputing related organization status through "indirect control" . The two automatic status categories of related organizations: supporting organization connections (one entity being a 501(c)(3) with 509(a)(3) sub-classification from connection to another entity) and VEBA-unique categories . Overview information sought on Schedule R's Parts II-IV once the presence of one or more related organizations is ascertained. Schedule R Part V disclosure demands when a related organization is a "controlled entity" under, and thus subject to, Code section 512(b)(13)'s UBIT-reach. Overview of the Schedule R Part V disclosure requirements for 501(c)(3) filers who have a related organization itself recognized as tax-exempt under 501(c)(x) other than 501(c)(3).

2022 The Essential Guide to Partnership & LLCs Tax Return Preparation WEBCAST

Friday, December 2 7:00am - 3:00pm PST

Your Desk

8.0 Credits

Line by line instructions for IRS Form 1065. Completing Schedules K-1. The new International Schedules K-2 and K-3. Reporting transfers of partnership interests. Making 754 elections. Determining partner basis. Differentiating between basis and at-risk. Proper allocations under waterfall and safe harbor methods. Other topics related to return preparation.

Buying and Selling Corporate Businesses: Using Installment Obligations WEBCAST

Friday, December 2 8:00am - 9:00am PST

Your Desk

1.0 Credits

Discussion of the law relevant to deferring gain using the installment method (IRC 453 and 453B(h)). Description and analysis of the installment sale of the stock of both an S corporation and a C corporation. The use of an installment obligation related to the sale of the assets of both an S corporation and a C corporation including consideration of when to liquidate the corporation. Evaluation of the tax consequences of a note with a contingent amount. Tax planning opportunities and strategies.

Endgame... Pandemic Impact on the Market Approach WEBINAR

Friday, December 2 8:00am - 10:00am PST

Your Desk

2.0 Credits

Changes, if any, to performing the market approach as part of a business valuation. Impacts of COVID-19 on business valuation. What, when, and why of market approach considerations.

Fiduciary Taxation: Back to Basics-Part 3 of 4 WEBCAST

Friday, December 2 8:00am - 10:00am PST

Your Desk

2.0 Credits

Review of the complex trust. Calculation and allocation of DNI for complex trusts using the tier system. Examples of the impact of the tier system on the taxation of distributions. Special complex trust rules for the charitable contribution deduction. Multiple beneficiaries and the allocation of DNI. Complex trust examples with exhibits.

IRS Disputes WEBCAST

Friday, December 2 8:00am - 12:00pm PST

Your Desk

4.0 Credits

The assessment process. Audit selection, examination, and the appeals process. Installment agreements. Offers in compromise. Advising delinquent taxpayers. The IRS collection process for tax liens, levy, seizure, and sale. Bankruptcy and the effect on tax liabilities. Practice before the IRS. Business taxation. Tax liens levy, seizure. Fund recovery penalty.

Improving Audit Quality WEBCAST

Friday, December 2 8:00am - 12:00pm PST

Your Desk

4.0 Credits

National auditing quality performance. Impact of PCAOB on industry. Common audit failures and why they occur. AICPA six-point plan. Audit quality indicators.

What Every CPA Should Know About Fraud WEBCAST

Friday, December 2 8:00am - 12:00pm PST

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.

Advanced Personal Financial Planning Update WEBCAST

Friday, December 2 8:00am - 4:00pm PST

Your Desk

8.0 Credits

Retirement: accumulation and decumulation techniques, Social Security, Medicare, and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.

The Accountant's Role in Mergers and Acquisitions WEBCAST

Friday, December 2 8:00am - 4:00pm PST

Your Desk

8.0 Credits

The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.

7 Essentials For Effective Online Meetings and Trainings WEBINAR

Friday, December 2 8:30am - 9:30am PST

Your Desk

1.0 Credits

Presentation skills. Managing technology. Communication skills.

Construction Contractors: Auditing Considerations WEBCAST

Friday, December 2 9:00am - 1:00pm PST

Your Desk

4.0 Credits

Auditing contractor accounting and revenue from contracts with customers. Planning and risk assessment for construction contractors. Key internal controls. Substantive procedures for long-term contractors.

Remote Auditing: Management and Supervision WEBINAR

Friday, December 2 9:30am - 11:30am PST

Your Desk

2.0 Credits

Challenges of working remotely. Best practices for remote supervision of individuals. Remote team management.

Developing a Litigation Services Practice WEBCAST

Friday, December 2 10:00am - 12:00pm PST

Your Desk

2.0 Credits

Opportunities: a shortage of qualified experts, higher billing rates, non-seasonal work, value-added services, fewer fee pressures and many different subspecialties. Challenges: constant marketing, significant continuing education requirements, balancing with compliance services, cost of research materials and conflicts of interests. Specialized services including valuation, damages, fraud, bankruptcy and family law. Understanding the difference between being an expert witness and an advocate. Depositions and trials.

Fiduciary Taxation: Back to Basics-Part 4 of 4 WEBCAST

Friday, December 2 10:00am - 12:00pm PST

Your Desk

2.0 Credits

Review the Passive Activity Rules under IRC Sec. 469 as they apply to fiduciary entities. The 65 -day rule or election under IRC Sec. 663(b). Special rules for specific bequests under IRC Sec. 663(a). Alternative Minimum Tax for trusts and estates. AMT bracket rates and exemption for fiduciary entities. Alternative Minimum Tax spreadsheet approach using AMT problem example with Passive Activity Loss (PAL) with exhibit.

Risk Assessment - The Foundation of an Audit of a Live Event WEBINAR

Friday, December 2 10:30am - 12:30pm PST

Your Desk

2.0 Credits

AICPA Audit Quality Initiative audit risk assessment findings and areas of focus. Audit risk assessment model. Audit risk assessment process, including identifying, assessing, and responding to audit risk. Examples of potential risk areas and responses. Required risk assessment documentation. AICPA Auditing Standards Board audit risk assessment project.

Powerful Public Speaking: Communicate With Confidence WEBCAST

Friday, December 2 11:00am - 2:00pm PST

Your Desk

3.0 Credits

Communications.

Power BI - OLAP Formulas & More Time Intelligent Functions WEBINAR

Friday, December 2 11:30am - 1:30pm PST

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.

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