CPE Catalog & Events
K2's 2023 Excel Charting And Visualizations WEBCAST
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Your Desk
4.0 Credits
Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.
Creating A Coaching Culture in Your Company WEBCAST
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Your Desk
3.0 Credits
What is and is not coaching. Definition of culture and a coaching culture. Historical and current views of coaching. Coaching competencies. Solution focused coaching framework. Coaching culture framework. Coaching results. Measuring success of coaching.
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.
K2's 2023 Improving Productivity With Microsoft 365/Office 365 Cloud Applications WEBCAST
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Your Desk
4.0 Credits
Understanding the cloud-based options available in a Microsoft 365/Office 365 environment. How to use tools such as Teams, Planner, and Power Automate. Storing data in SharePoint Online and OneDrive for Business.
Character and Trust: Without Them is Like Exploring a Cave Without Proper Lighting, the Footing is Treacherous WEBCAST
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Your Desk
2.5 Credits
Character definition. Critical character attributes. Character self-awareness. Additional character identification techniques. Trust definitions. Waves of trust. Four cores of trust. Toxic trust and antibiotics.
Business Intelligence and Business Analytics WEBCAST
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Your Desk
2.0 Credits
The rise of business intelligence (BI), business analytics (BA), and Big data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of artificial intelligence (AI) on the accounting profession.
K2's 2023 Integrating Data for Improved Efficiency and Control WEBCAST
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Your Desk
4.0 Credits
How to take advantage of the data available to you. Managing data, including avoiding duplication. Sharing data across multiple applications.
K2's 2023 Introduction To Excel Macros WEBCAST
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Your Desk
4.0 Credits
Getting started with Excel macros by using the Macro Recorder. Fundamentals of writing VBA code. Saving and sharing macros. Getting started with User-Defined Functions.
K2's 2023 Mastering Advanced Excel Functions WEBCAST
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Your Desk
4.0 Credits
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.
K2'S 2022 Options To Automate Your Tax Preparation Workflow WEBCAST
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Your Desk
2.0 Credits
Tax automation software options. Learn about the best client collaboration options. Leave with a checklist of tools to consider your tax practice.
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
Budgeting: Presenting and Communicating your Numbers WEBCAST
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Your Desk
2.0 Credits
Budget defining. Budget cultures. Tactile budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
Achieving Balance in Work and Life - Part 1 WEBCAST
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Your Desk
4.0 Credits
Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.
K2's 2023 Next Generation Excel Reporting WEBCAST
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Your Desk
8.0 Credits
Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment WEBCAST
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Your Desk
8.0 Credits
The effect COVID-19 on a client's total financial, estate, and asset protection plan. Understanding the issues revolving around the death of a client. Understanding medical issues. Understanding the tax and non-tax issues in divorce. Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts. Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents. Understanding the support issues for spouses and former spouses. Understanding support issues for children of divorced or separated parents and the tax treatment of back child support. Understanding the business issues involved when the parties to a business breaks apart. Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies.
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.
Implementation of AICPA Quality Management Standards WEBCAST
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Your Desk
4.0 Credits
Overview of the new standards, including discussion of relevant changes to existing quality control requirements. Implementation guidance for a risk-based approach to quality management that is customized to small and medium firms, including sole proprietors. Analysis and determination of root causes for quality risk determination. Examples of responses to identified quality risks. Guidance on approaches to monitoring and remediation.
K2's 2022 Data Analytics for Accountants and Auditors WEBCAST
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Your Desk
4.0 Credits
Excel as a data analysis tool. Excel add-ins. Microsoft's Power BI application.
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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