CPE Catalog & Events
Introduction to Forensic Data Analytics WEBCAST
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Your Desk
2.0 Credits
Data analytics. Key fraud risk management guidance documents. Data analytics frameworks. Leading techniques and innovations for preventing and detecting fraud.
2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements WEBC
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Your Desk
1.0 Credits
Federal laws providing greater visibility of sexual harassment and sexual assault claims. Agency rulings curtailing confidentiality and non-disparagement clauses in agreements.
Are Those Independent Contractors Really Independent Contractors? WEBCAST
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Your Desk
1.0 Credits
Classification of workers as employees or independent contractors.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
How to design charts for the fastest possible user understanding and ease of use. Review of case studies for group critique. Developing a design standard for your organization. Designing tables for rapid understanding and efficient space use. How to use commentary, maintaining a consistent style and level of detail. Using layout to support long-term memory and improve understanding. The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis. How to apply these techniques using Excel
Seeing Beyond the Numbers: Analysis for CFOs and Controllers WEBINAR
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Your Desk
4.0 Credits
Purpose of financial statement analysis. Comparing actuals vs. expectations and benchmarking. Ratio analysis. Analysis of statement of cash flows. Other uses of ratios.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The numbers: exemptions, exclusions and discounts. portability and step-up in basis. asset valuation. deductions: marital, charitable, transmission and administration. retirement plan assets, annuities and life insurance. trust funding and administration.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Business Communication Essentials - Dynamic Communication in the Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Feedback. Management. Leadership.
Common Audit and Financial Reporting Deficiencies in State and Local Governments WEBCAST
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Your Desk
2.0 Credits
Financial statement preparation. Common mistakes made in preparing financial statements. GASB financial statement preparation standards.
Payroll Essentials: Fringe Benefits: Taxable or Not? WEBINAR
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Your Desk
2.0 Credits
What is and what is not a fringe benefit. Payroll tax withholding rules on taxable fringe benefits. Payroll reporting on employee checks, payroll returns, and W-2sWhat to watch for at year end and where to go to get resources.
S Corporations: Distributions, Stock Basis and Loss Limitations WEBCAST
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Your Desk
2.0 Credits
Details of the stock basis adjustments when an S election is effective. Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income. Definition of "accumulated adjustment account" (AAA). Special rule when there is a "net negative adjustment". The rule limiting losses to stock and shareholder loans to the corporation. The tax complications related to using shareholder loans to the corporation to deduct losses. The basis adjustment ordering rules when there are losses and distributions in the same taxable year. Tax planning opportunities and strategies.
K2's 2023 Accessing And Managing Data In Excel WEBCAST
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Your Desk
4.0 Credits
Using Power Query to link data into Excel. Manipulating Excel data with data transformations. Creating data models using Power Query. Examples of common and useful transformations.
Coaching the Next Generation of CPAs WEBINAR
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Your Desk
2.0 Credits
Building a high-performing team comprised of multi-generational workers. How to effectively communicate with the millennial worker. Leveraging younger staff in business development opportunities. Measuring the productivity of a millennial workforce.
GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) WEBCAST
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Your Desk
2.0 Credits
Requirements of GASB 96, GASB 94, and GASB 87. Implementation of GASB 96, 94 and 87.
Gamed: Why Performance Targets and Incentives Fail and How to Fix Them WEBCAST
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Your Desk
4.0 Credits
Learn about the10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives. Create targets and objectives that align with your strategy. Build engagement with your target owners. Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes.
Understanding the Form 990 and its Preparation Prerequisites WEBINAR
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Your Desk
2.0 Credits
Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules. Address of the definition's key factors that make a third-party organization a "related organization." Exploring the definitions of parties who are to be disclosed as managers at Part VII-A and understanding what is the definition and measure of "reportable compensation." Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L. Applying the definition of "business relationship" as same is used in Part VI. Sequencing of the form's preparation tasks and who to go to for information. Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators.
Are Your Leaders Causing Talent to Leave? WEBINAR
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Your Desk
2.0 Credits
5 Aspects of a get-better-culture. Mindset shifts for remote and hybrid work environments.
Family Law 101 WEBCAST
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Your Desk
4.0 Credits
Lifestyle issues: Does the client's lifestyle reflect the level of reported income? Undisclosed income. Transfers of cash between multiple bank accounts, related party transactions and mortgage refinancing. Owner perks. Tax deductions vs. family law deductions. Business entity-related issues such as partnerships, S corps and corporations.
Name that Tax Case! WEBCAST
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Your Desk
4.0 Credits
Judicial tax doctrines such as the fruit of the tree, Arrowsmith and dominion and control. Cases relevant to understanding many areas involved in computing income tax liability and practice and procedure. Rules of statutory construction and relevance to tax research. Importance of significant tax cases to compliance, planning and tax research.
S Corporations: Tax Planning WEBCAST
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Your Desk
4.0 Credits
Overview of the taxation of corporations and shareholders, including making the S corporation election. Built-in Gain Tax Planning. Self-employment tax and S corporations. Distribution tax planning. Planning to minimize the impact of loss limitations. Tax planning for years with both distributions and losses. Termination Planning. Tax planning regarding the transfer of appreciated assets to an S corporation. Buying and selling S corporations-tax planning ideas. Tax considerations of using the QSUB, Section 338(h)(10), or 336(e) elections. Tax Issues to consider at the death of S corporation shareholder. Stock redemptions as a tax planning tool. Accommodating a "non-qualified" investor. Trusts and tax-exempt shareholders. The second class of stock risks.
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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