CPE Catalog & Events
Washington Sales Tax With Mark Hugh WEBCAST
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Your Desk
2.0 Credits
Sales tax basics, includable gross income, accruing the use tax, exemptions, interstate and foreign sales. Special areas, including construction activities and information technology.
Prix Fixe: Single Audit: Navigating Compliance WEBINAR
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Your Desk
1.0 Credits
Critical aspects of Single Audit compliance. Complexities of the Office of Management and Budget (OMB) Compliance Supplement. Recent changes in compliance requirements.
Critical Issues That CPAs in Industry Will Need to Face This Year WEBCAST
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Your Desk
4.0 Credits
Recently issued FASB Accounting Standards update, Leases -- ASC 842. CECL - ASC 326. Food, beverage, and entertainment expensing. Ins and outs of Health Savings Accounts (HSAs).
K2's Business Continuity - Best Practices For Managing The Risks WEBCAST
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Your Desk
8.0 Credits
Identifying risks to Business Continuity. Differentiating between Business Continuity and Disaster Recovery. Implementing effective backup strategies. Creating an effective Business Continuity/Disaster Recovery plan.
Professional Fiduciary Duty WEBCAST
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Your Desk
2.0 Credits
Fiduciary duty relationship requirements. AICPA position. Legal standard aggravator. Problematic fiduciary engagements. Elderly /probate/trust engagements. Trustee tax and ERISA. Competition with client. Investment advice in financial planning. Directorships corporate and charitable. For profit corporations. Not-for-profit entity. Suggested CPA director fiduciary safeguards. Table of reported cases presented.
Governmental Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
GASB updates. Updated Statements on Auditing Standards (SASs). Yellow Book & OMB updates affecting single audits. Updates for governments and not-for-profit entities.
CFO - Employees Today and Tomorrow WEBCAST
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Your Desk
8.0 Credits
Are employees assets? The changing landscape of work. The need to change management tactics. Different generations and demographics. Understanding the differences. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. Practical tips for professionals to be more prepared for changes that will come over your career. What is a career as a professional and as a CPA? What is your brand, and do you need one? You living longer; do you want to work longer? Following your career plan.
The Complete Guide to Washington Death Taxation WEBCAST
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Your Desk
8.0 Credits
Step-by-step guidance. Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return aligning with the Federal Estate Tax Return (Form 706). Coordinating with estate administration matters. Analyzing probate considerations. Exploring non-probate elements. Tackling valuation complexities. Delving into challenges related to joint tenancy.
Prix Fixe: GASB Update WEBINAR
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Your Desk
1.0 Credits
A comprehensive overview of the latest accounting standards issued by the Government Accounting Standards Board (GASB).
Current Developments and Best Practices for Today's CFOs and Controllers WEBCAST
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Your Desk
8.0 Credits
Economic update. Leadership and management changes as a result of the pandemic. Expense control that works. Understanding our changing workforce and working environment. Financial risk analysis. Enterprise risk management. Metrics and benchmarking. Improving bank relationships and borrowing.
Defining Where and Why Internal Controls are Needed WEBCAST
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Your Desk
2.0 Credits
Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
Washington Taxation for Service Businesses With Mark Hugh WEBCAST
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Your Desk
2.0 Credits
B&O tax basics. Includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes.
Guide and Update to Compilations, Reviews, and Preparations WEBCAST
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Your Desk
4.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018. SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Sample comprehensive engagement work programs for preparation, compilation, and review engagements.
Member Exclusive: Inclusive Insights: WSCPA DEI Council Panel Discussion WEBINAR
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Your Desk
1.0 Credits
Diversity and inclusion. The real-world impact. The innovative initiatives underway.
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.
Guide to Payroll Taxes and 1099 Issues WEBCAST
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Your Desk
4.0 Credits
Statutory employees, independent contractors, and possible changes to Schedule 530 relief. Using SS-8, Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates. Understanding payroll tax responsibilities in the gig economy.
A Comprehensive Guide to Optimizing Retirement Planning: Maximizing Your Clients' Financial Future WEBCAST
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Your Desk
8.0 Credits
Exploring the nuances of Regular IRAs. Unleashing the potential of Roth IRAs. Unlocking the benefits of Coverdell Education Savings Accounts. Mastering the complexities of SIMPLE IRAs. Strategies for optimizing SEPs. Essential concepts and components of qualified plans. Diving deep into defined benefit pension plans. Navigating the landscape of defined contribution plans. Unveiling the potential of 401(k) plans, including Roth 401(k)s. Customizing retirement plans to meet each client's needs. Understanding the intricacies of minimum distribution rules.
SATURDAY 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.
Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs WEBCAST
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Your Desk
8.0 Credits
Update on latest cases, rulings, and regulations including the final regs. Legislative update on retirement plan changes of the SECURE Act 2.0. How to handle liabilities of LLCs. Planning opportunities and pitfalls in determining basis and amounts at risk -- recourse and nonrecourse debt issues for LLCs. and much more. Section 199A pass-through deduction planning. Partnership planning -- Structuring partnership distributions and transfers of interests. Optional basis adjustments -- Schedules 754 and 732(d). Planning for the utilization of Schedule 179 and for the scheduled phase out of bonus depreciation beginning in 2023. Basis, distribution, redemption, and liquidation issues of S corporations. Compensation in S corporations. Sale of a partnership -- the best planning concepts. What you need to know about family pass-throughs -- Estate planning, family income splitting, and compensation planning. Partnership and LLC allocations. A brief look at possible future changes to the taxation of pass-through entities.
2024 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill
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Bellevue
4.0 Credits
Washington State statute and rules.
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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