CPE Catalog & Events
Implementing and Maintaining an Internal Control System WEBCAST
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Your Desk
8.0 Credits
Considerations for the maintenance of an internal control system. The types of policies and procedures organizations should utilize. Reviewing and testing control measures. Updating controls and implementing control changes.
Top Employment Tools to Protect Your Business and Recommend to Business Clients WEBCAST
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Your Desk
1.0 Credits
Arbitration agreements. Confidentiality agreements. Restrictive covenants. Training. Severance agreements.
Current and Upcoming FASB Issues WEBCAST
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Your Desk
1.5 Credits
FASB recent accounting standards updates. FASB conceptual framework projects. FASB measurement projects. FASB presentation and disclosure projects.
What's Your Brand Reputation? Determine and Drive How Others See You WEBCAST
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Your Desk
2.5 Credits
Presence.
Imagining a World Without Non-Competes WEBCAST
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Your Desk
1.0 Credits
Federal non-compete law. State non-compete law.
Microsoft Teams Deployment Best Practices-Updated WEBINAR
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Your Desk
2.0 Credits
Baseline review of Teams features and functions. Best practices for setting up your teams and channels. How to use "private" channels for communication and file exchange portals with clients, customers, suppliers, and service providers. Review of the Teams administration settings. Deep dive into the Teams and SharePoint integration.
Capitalized Costs and Depreciation - Tax Staff Essentials WEBCAST
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Your Desk
5.5 Credits
Tax basis of property acquisitions. Initial basis of property acquired in an exchange transaction. Materials, supplies, repairs, and improvements. Accounting method changes. Depreciation: MACRS, Section 179, and bonus. Intangible assets and amortization. Organization and start-up costs.
Building Your Own Library of Anti-fraud and Continuous Monitoring Tests WEBCAST
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Your Desk
1.0 Credits
Build your own forensic data analytics tests around vendors, customers or employees. Expand your knowledge and library of available anti-fraud tests and behavioral algorithms. Align the right tests to the appropriate risks. Practical applications and use cases.
AI and Data Analytics for Auditing - The Big Picture WEBCAST
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Your Desk
2.0 Credits
Data analytics and AI in auditing and accounting.
Foreign Information Returns: Key Forms WEBCAST
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Your Desk
2.0 Credits
IRS foreign information returns and Civil Penalties Information Chart. Report of Foreign Bank and Financial Accounts: Form Fin CEN Form 114. FBAR penalty mitigation rules. Statement of Specified Foreign Financial Assets: Form 8938. Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Gifts: Form 3520. Annual Information Return of Foreign Trust With a US Owner: Form 3520-A. Information Return of U.S. Persons concerning Certain Foreign Corporations: Form 5471. Information Return of a 25% Foreign-Owned or a Foreign Corporation Engaging in a US Trade or Business: Form 5472. Return by a US Transfer of Property to a Foreign Corporation: Form 926. Return of U.S. Persons concerning Certain Foreign Partnerships: Form 8865. Information Return of U.S. Persons concerning Foreign Disregarded Entities: Form 8858. Return by Shareholder of a Passive Investment Company or Qualified Electing Fund: Form 8621. Current procedures for participation in the IRS Offshore Voluntary Disclosure Program (OVDP).
Preparing Individual Tax Returns for New Staff and Paraprofessionals WEBCAST
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Your Desk
8.0 Credits
New and expanded energy credits under the Inflation Reduction Act (IRA). Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms. Coverage of Form 7203. Coverage of Schedule 199A qualified business income. its calculation. limitations. and examples. Dividends and interest - Ordinary. return of capital. and capital gain distribution dividends; tax-exempt interest. original issue discount. etc. Security transactions - From Form 1099-B to Form 8949 to Schedule D. plus mutual fund sales and related basis issues. Self-employed person issues. Schedule C deductions including depreciation. Sale and exchange of property - Understanding Form 4797 and depreciation recapture; capital gains. A working understanding of passive losses - How to handle rental property and how the passive loss rules flow to the tax forms. Itemized deductions - A thorough understanding of what's deductible and what's not. Interest deductions - Limitations and timing problems. Charitable contributions substituting for taxes. IRS says - No! Retirement contributions and education credits and deductions. Tax computations - The Kiddie Tax. AMT. regular tax. tax credits. Individual problems illustrated by form preparation for various items. with numerous "practice tips". Impact of recent legislation and forms changes on the 1040.
Advanced Personal Financial Planning Update WEBCAST
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Your Desk
8.0 Credits
Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care. Debt management, including reverse mortgages and education financing. Insurance and investments from a life-planning perspective. Income tax legislation, cases, and rulings. Estate and trust planning strategies.
Generation-Skipping Transfer Tax WEBCAST
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Your Desk
1.0 Credits
Taxable terminations. Mismatch between available exemption and GST and utilizing excess GST. GST elections on Form 709 and automatic allocations.
A CPAs Confidentiality Duties in Tax Practice WEBCAST
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Your Desk
1.0 Credits
Understand CPA confidentiality requirements in tax practice. Distinguish between confidentiality requirements and taxpayer privileges that apply to the CPA.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
Advanced Management and Leadership Essentials Mini-Course WEBCAST
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Your Desk
2.0 Credits
Leading Others. Coaching and Developing Staff. Building Leadership Communication Skills. Helping the Firm Grow.
Business Writing Series: 10 Principles of Effective Email WEBCAST
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Your Desk
2.0 Credits
Email management. Email etiquette and tone. Business writing.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
Aligning Analytics to COSO's Fraud Risk Management Principles WEBCAST
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Your Desk
1.0 Credits
COSO Fraud Risk Management Guide. Aligning data analytics considerations to an effective fraud risk management program. How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program.
Reporting the Results of a Fraud Investigation WEBINAR
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Your Desk
2.0 Credits
Written reports and supporting documentation. Methods of presenting evidence to help non-accountants understand the numbers. Evaluating reports of opposing experts. Responding to a motion in limine or Daubert challenge as an expert witness. Common lines of questioning for financial experts. Preparing for deposition and trial. Effectively testifying at deposition and trial.
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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