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CPE Catalog & Events

Showing 342 On Demand Results

Excel Tips and Tools for Better Budgets and Forecasts FLEXCAST

Available Until

Your Desk

2.0 Credits

Budgeting and forecasting-centric features in Excel. Excel's capital budgeting functions. Using tools such as Scenario Manager, Solver, and Forecast Sheets to solve common budgeting problems.

Excel's Best New Features FLEXCAST

Available Until

Your Desk

2.0 Credits

New functions available in Excel 2016 and newer, including subscription-based Excel versions. How to collaborate more effectively in newer versions of Excel. The importance of Dynamic Arrays and related functions. The continued evolution of Power Query.

Expense Reporting Fraud and Abuse: Protect Your Company FLEXCAST

Available Until

Your Desk

1.0 Credits

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Extending The Power Of Excel With Useful Add-ins FLEXCAST

Available Until

Your Desk

2.0 Credits

Free Excel add-ins already installed and available on your computer. Accessing and using Excel add-ins available from the Microsoft Office Store. Working with third-party add-ins such as ActiveData and RiskAmp to address specific functionality issues in Excel.

Faces of Fraud: Stay Safe from the Latest Threats FLEXCAST

Available Until

Your Desk

1.0 Credits

Prevent Social Security Fraud. Prevent Identity Theft. Prevent Scams. Prevent Mortgage Fraud. Prevent Tax Fraud.

Faster Disaster Recovery FLEXCAST

Available Until

Your Desk

2.0 Credits

Five-step disaster recovery cycle. Disaster recovery. Uncommon disasters. Common disasters. Preparing for disasters. Surviving disasters.

Features and Benefits of SEP IRAs and SIMPLE IRAs FLEXCAST

Available Until

Your Desk

2.0 Credits

Key features for choosing a retirement plan for a small business. Key questions an advisor must ask a small business owner to help determine suitability for a retirement plan. Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA. How SEP and SIMPLE IRAs benefit the small business owner. How SEP and SIMPLE IRAs benefit employees of small businesses. The tax benefits that help to offset the cost of employer contributions. How to determine which business is eligible to adopt a SEP or SIMPLE IRA. How to determine which employees must be covered.

Financial Planning: Challenges For The Astute CPA FLEXCAST

Available Until

Your Desk

2.0 Credits

Personal Financial Planning. Insurance Issues. Selecting Insurance Companies.

Financial Reporting and Accounting Update In Troubled Times FLEXCAST

Available Until

Your Desk

6.0 Credits

Financial Reporting. Private Company Council. FASB Mega Projects. Simplification Initiative. Impairment Accounting. Banking Relationships, Covenants and Waivers. Forgivable Loans. Accounting Issues. Audit Issues in Coronavirus Recovery.

Financial Statement Analysis: Informing Decisions and Adding Value FLEXCAST

Available Until

Your Desk

2.0 Credits

Reasons for Financial Statement Analysis. Analyzing Financial Statements. Users of Financial Statements. Analyzing Financial Statements. Concerns of Users of Financial Statements. Types of Financial Statement Analysis. Gross Profit Analysis. Steps to Break-Even Analysis. Horizontal and Vertical Analysis. Ratio Analysis. The Overall Cash Flow Pipeline. Measures of Earnings Quality. Reasonableness of Earnings Relationship to Cash Flow.

Financial and Tax Planning Pitfalls and Practical Solutions for Divorce FLEXCAST

Available Until

Your Desk

5.0 Credits

Financial Strategies and Realities During Divorce. Property Settlements. Financial Support Issues. Retirement Strategies. Valuation Issues. Asset Selection and Investing.

Flourishing in a Crisis: Changing Yourself, Your Team, and Your Firm FLEXCAST

Available Until

Your Desk

2.0 Credits

Recover from the 'shock' of change. Powerful 'Stewardship' model. Building blocks of key practices. How to break bad habits. Build good habits. Overcome the 'immunity' to change.

Form 4797 - Hands On: Emphasizing Sales of Business & Rental Real Estate FLEXCAST

Available Until

Your Desk

2.0 Credits

Form 4797 Deep Dive: Sale of Business Property FLEXCAST

Available Until

Your Desk

1.0 Credits

Basics of Gifts. Installment Sales. Form 8594.

Form 5329: Exceptions to Early Distribution Penalty FLEXCAST

Available Until

Your Desk

1.0 Credits

Additional Tax on Early Distributions. 60-Day Waiver Request. Self-Certification Rollover List. Rev Proc 2020-46. Higher Education Expenses Exception. First Home Exception. ABLE Accounts. Additional Tax on Excess Contributions. RMD Penalty Waivers.

Form 8606: Nondeductible IRAs FLEXCAST

Available Until

Your Desk

1.0 Credits

Contributions to Traditional IRAs. Form 8606 Best Practices. Recreating Cost Basis. Backdoor Roth IRA. Distributions from Traditional IRAs. Distributions from Roth IRAs. Qualified Charitable Distribution.

Formatting Excel Spreadsheets the Right Way FLEXCAST

Available Until

Your Desk

2.0 Credits

Creating and using Styles in Excel. The Accounting Format and why you should use it. How to Create Custom Formats. Formatting dates for maximum impact. The advantages of storing formats in templates.

Forms 1041: Basic Trust and Estate Income Tax Preparation FLEXCAST

Available Until

Your Desk

4.0 Credits

1041 Specifics. Role of the Fiduciary. Role of the Tax Preparer. Allocation of Deductions. TCJA Issues. Tax Exempt Income.

Foundations of Preparing the Federal Gift Tax Return (Form 709) & Preparing the Federal Estate Tax Return (Form 706) FLEXCAST

Available Until

Your Desk

4.0 Credits

Definition of Gift. Exclusions from the Gift Tax. Available Gift Tax Deductions. Filling Out Asset Schedules A through I. Completing Deduction Schedules J through U. Completing the Return.

Fraud's Greatest Hits! FLEXCAST

Available Until

Your Desk

3.0 Credits

How many corporations, companies, and not-for-profit organizations have committed fraud? Responsibility for detecting fraud. Studying Fraud Cases. Evolution of Fraud Audit Standards. Definition of Fraud. Types of Fraud. The 3 Characteristics of Fraud.

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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