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CPE Catalog & Events

Showing 342 On Demand Results

Data Analysis with Power Pivot FLEXCAST

Available Until

Your Desk

2.0 Credits

Connecting to external data sources. Relating multiple tables to create Data Models. Summarizing and analyzing data. Using DAX to create user-defined calculations.

Data Security for the Tax Professional FLEXCAST

Available Until

Your Desk

1.0 Credits

Safeguard your taxpayer data and protect yourself from online criminals.

Definitive Revenue Recognition Course FLEXCAST

Available Until

Your Desk

4.0 Credits

Contract Costs. Disclosures. Construction Contractors.

Divorce and its Various Tax Implications FLEXCAST

Available Until

Your Desk

1.0 Credits

Tax Cuts & Jobs Act. Filing Status. Innocent Spouse Issues.

Effective Strategies for Avoiding RMD Mistakes and Penalties for IRA Owners FLEXCAST

Available Until

Your Desk

1.0 Credits

What is a required minimum distribution for an account owner? What is a required minimum distribution for a beneficiary IRA? Key changes and explanations provided under the IRS proposed RMD regulations. The various responsibilities for interested parties. Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions. NEW How the IRS's interpretation drastically changes the way the 10-year rule works for certain beneficiaries.

Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients FLEXCAST

Available Until

Your Desk

2.0 Credits

How the SECURE Act made it easier to set up 401(k) and profit-sharing plans. Funding a 401(k) plan after year-end. Benefits that help to offset plan expenses. How to add the Roth 401(k) feature. Factors to consider when choosing between a 401(k) and a profit-sharing plan. Multiple plans Limits when an individual participates in multiple plans. How to Determine who is eligible for an SBO-K/Solo-K Plan. When a profit-sharing plan is suitable for a small business. How to use the vesting feature to help prevent high turnover of employees. Employees that must be covered. Employees who are excludible. Persuasive arguments for convincing small businesses to set up a retirement plan.

Emerging Technologies - 2020 and Beyond FLEXCAST

Available Until

Your Desk

2.0 Credits

Hardware enablement. Software evolution. Practical tools you can use today. Unusual emerging technologies to watch in the future. Emerging technologies that are not ready for prime time.

Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies FLEXCAST

Available Until

Your Desk

4.0 Credits

Data Science and Big Data. Robotic Process Automation (RPA). Machine learning. Artificial intelligence. Blockchain, cryptocurrency and stable coins. 5G. Quantum computing. Other emerging technology. 3-D printing. Robotics/drones/autonomous vehicles. VR/AR.

Employee Stock Options FLEXCAST

Available Until

Your Desk

4.0 Credits

Compensatory Stock. Stock Option Reporting. An Opportunity to Plan. Other Special Circumstances.

Employer Retirement Plan: Net Unrealized Appreciation FLEXCAST

Available Until

Your Desk

1.0 Credits

Employer Retirement Plans.

Employer Stock Plans: RSU, ESPP, ISO, NQSO FLEXCAST

Available Until

Your Desk

1.0 Credits

Capital Gains Tax Rates. Restricted Stock Units. Section 83(i) Elections. Section 83(b) Elections.

Enhancing Small Business Accounting with Add-Ons FLEXCAST

Available Until

Your Desk

2.0 Credits

Overview of third part add-on solutions. Review add-ons for both traditional desktop and SaaS small business products. Shortfalls of specific add-on solutions. Strengths and weaknesses of various solutions. Broad range of needs covered.

Envisioning Your Mid-Market Accounting Solution FLEXCAST

Available Until

Your Desk

2.0 Credits

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

Estate Planning Mistakes Accountants Can Help Clients Avoid FLEXCAST

Available Until

Your Desk

2.0 Credits

Portability. Life Insurance Policy. Executors, Trustees and Guardians. Generation-skipping Tax. Grantor Trusts. Minimizing Income Taxes of Trusts.

Evaluating Technology Controls FLEXCAST

Available Until

Your Desk

2.0 Credits

Differentiating between information technology general controls and information technology application controls. How to identify and evaluate information technology general controls, including deficiencies. How to identify and evaluate information technology application controls, including deficiencies. Analyzing technology controls relative to risk. Creating catalogs of controls.

Everything Google - How to Utilize Their Tools, Services and More! FLEXCAST

Available Until

Your Desk

2.0 Credits

Google Search. G Suite for desktop productivity. Backup and file synchronization options. Google's Cloud-based solutions.

Everything S-Corp! FLEXCAST

Available Until

Your Desk

2.0 Credits

S Corp General Taxation. Preparing form 2553. Fixing S-Elections. Stock Basis Ordering Rules. S Corporation Health Insurance.

Excel Charting and Visualization FLEXCAST

Available Until

Your Desk

4.0 Credits

Fundamentals of Effective Visualizations. Creating Visualizations in Excel. Beyond the Basics for More Effective Visualizations and Communication.

Excel Financial Modeling Best Practices FLEXCAST

Available Until

Your Desk

2.0 Credits

Design considerations for Excel-based models. Advanced options for analyzing your models. Troubleshooting your models. Formatting reports for improved readability.

Excel Power Query: Ten Things You Need to Know FLEXCAST

Available Until

Your Desk

2.0 Credits

Using Excel's Power Query feature to link data from almost any data source. Making data more useful by adding transformations in Power Query. How to use Power Query to streamline and enhance Excel-based reporting processes.

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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