CPE Catalog & Events
Key Considerations For Setting Up A Crypto Payment System WEBINAR
Friday, November 4 3:00pm - 4:00pm PDT
Your Desk
1.0 Credits
Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind. Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system. Documenting accounting implications. External resources will be provided in order additional context and information.
Performance Auditing Made Easy WEBCAST
Saturday, November 5 7:00am - 8:30am PDT
Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Power BI - Advanced Data Analytics with Power Pivot WEBINAR
Monday, November 7 6:00am - 2:00pm PST
Your Desk
8.0 Credits
Introduction to Excel Power BI Tools. Loading data into Power Pivot using data modeling. Creating "measures" using DAX functions and formulas. Using a date table to create time-intelligent measures. The DAX calculation process.
Best Practices of Data Management & Migration WEBINAR
Monday, November 7 6:30am - 7:30am PST
Your Desk
1.0 Credits
Data management pitfalls. Tips to clean up data and maintain it. Steps to take to prepare data for migration to new platforms.
Resolving Back Tax Debts WEBINAR
Monday, November 7 7:30am - 9:30am PST
Your Desk
2.0 Credits
The collection alternatives to resolve a back tax debt. Installment agreementsUncollectible status. Offers-in-compromise. Bankruptcy.
Form 1041 Advanced Workshop-Part 1 of 4 WEBCAST
Monday, November 7 8:00am - 10:00am PST
Your Desk
2.0 Credits
The need to understand the different calculations generated by the multiple authorities and disciplines Modeling to minimize the tax cost to the trust while maintaining the grantor's intent. Deep dive into IRC Secs. 67(e) , 67(g) & 642(h). Overview of passive activity rules as they pertain to a fiduciary entity.
Performing Preparation, Compilation, and Review Engagements WEBCAST
Monday, November 7 8:00am - 10:00am PST
Your Desk
2.0 Credits
Definition of an engagement to prepare financial statements. Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements. Difference between compilation and preparation engagements. What constitutes a compilation engagement and for what type of entities compilations can be performed. What constitutes a review engagement. Changes in level of service.
Avoiding Tax Malpractice-Overview WEBCAST
Monday, November 7 8:00am - 12:00pm PST
Your Desk
4.0 Credits
Technical definitions of tax malpractice. Risk management techniques: quality control procedures and maintaining professional competence. Aggressive tax strategies. "War stories" dealing with tax-related claims against CPAs. Insurance carrier experiences. Substantive tax areas: tax-deferred exchanges, built-in gains, alternative minimum tax and overlooked tax elections.
Expense vs. Capitalize-Getting It Right for Taxes WEBCAST
Monday, November 7 8:00am - 4:00pm PST
Your Desk
8.0 Credits
General rules for expensing vs. capitalizing. Capital expenditures. Payments to acquire assets. Depreciation and section 179 election. Payments to improve property. Provisions that override capitalization rules. Repairs. Accounting methods.
Integrated Estate, Financial, and Asset Protection Planning - A Breakthrough Approach WEBCAST
Monday, November 7 8:00am - 4:00pm PST
Your Desk
8.0 Credits
Initiating a "total plan" (in a nutshell). Managing risk within the total plan. Life insurance-needs analysis and tax concepts. Tax benefits in education planning. Planning for disability. Basic issues in planning for death. Planning for IRA and qualified plan distributions. Estate/financial/asset protection intake issues.
The Nuts and Bolts of High-End Estate Planning WEBCAST
Monday, November 7 8:00am - 4:00pm PST
Your Desk
8.0 Credits
A review of the current estate planning environment. Estate planning changes that impact a client's estate plan. QPRTs, GRATs, IDGTs and variations of these strategies. Client presentation preparation. Helpful tools to monitor and evaluate process and performance. How to build flexibility into strategies to respond to changing circumstances.
Using Internal Control to Strengthen Security, Efficiency and Employee Conduct WEBCAST
Monday, November 7 8:00am - 4:00pm PST
Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
Monday, November 7 9:00am - 10:30am PST
Your Desk
1.5 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Form 1041 Advanced Workshop-Part 2 of 4 WEBCAST
Monday, November 7 10:00am - 12:00pm PST
Your Desk
2.0 Credits
Calculating DNI and the distribution deduction. Determining types of distributions and whether a distribution "carries out" DNI. In-Kind distributions and the impact on the distribution deduction. Depreciation and the distribution of in-kind property. Distributions that result in "Kenan gain". Funding a pecuniary bequest with depreciated property. IRC Sec. 643(e). The separate share rule. Understanding IRC Sec. 199A as it pertains to fiduciary entities.
Internal Control - Testing for Operating Effectiveness WEBINAR
Monday, November 7 10:00am - 12:00pm PST
Your Desk
2.0 Credits
Generally accepted audit requirements related to testing controls for operating effectiveness. Identifying key controls that may prove effective and efficient to test in a control reliance strategy. Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control. Leveraging audit evidence available for Service Organization Control (SOC1) Reports. General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting.
Monetize Your Knowledge as an Accounting Influencer WEBINAR
Monday, November 7 10:00am - 2:00pm PST
Your Desk
4.0 Credits
Step-by-step process to create a business plan and execute it. Monetize your skills and knowledge in the accounting channel.
Cost of Capital Determinations for Business Appraisal WEBINAR
Monday, November 7 10:30am - 11:30am PST
Your Desk
1.0 Credits
Receive a solid overview of the fundamental concepts underlying cost of capital in the context of a closely held business with particular focus on the use of a build-up model. Where the data comes from will be a key focus, as will the areas the require subjective judgement with respect to supporting growth rates and unsystematic risk elements.
Revenue Recognition: Determining and Allocating the Transaction Price WEBCAST
Monday, November 7 10:30am - 12:30pm PST
Your Desk
2.0 Credits
Steps 3 and 4 in the process for revenue recognition, determining the transaction price and allocating the transaction price to performance obligations in the contract.
Defined Benefit Plans: Tax Saving Opportunities WEBCAST
Monday, November 7 11:00am - 1:00pm PST
Your Desk
2.0 Credits
Types of defined benefit pension plans. Defined benefit plan selection and design. Contribution and deduction limits and timing. Using combination plan designs to optimize benefits.
Financial Statements for the Simple Business Entity: GAAP and Other Alternatives-Simplifying the Process WEBCAST
Monday, November 7 12:00pm - 4:00pm PST
Your Desk
4.0 Credits
Accounting for simple business entities. FRF for SMEs and other alternatives to GAAP. Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements. Documenting accounting decisions to minimize potential liability.
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