CPE Catalog & Events
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning WEBCAST
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Your Desk
8.0 Credits
Exploring key considerations and challenges in estate settlement. Understanding the process of asset collection and accounting in estate administration. Navigating the assessment of debts and creditors for estate settlements. Understanding the process and implications of creditor payments in estate administration. Identifying and addressing distribution challenges in estate administration. Understanding the intricacies and implications of probate in estate administration. Exploring the challenges and resolutions related to will contests. Learning the process and significance of conducting asset inventories. Recognizing the fiduciary duties and responsibilities in estate administration. Navigating the complexities of protecting the rights of various stakeholders in estate administration. Understanding the implications of federal estate tax in estate administration. Identifying state death tax issues and their impact on estate administration. Grappling with ancillary estate administration matters and their implications. Understanding the complexities of fiduciary accounting in estate administration. Addressing unique and special considerations related to trusts in estate administration.
Creating a Culture of Trust: Build Loyal and Engaged Teams WEBCAST
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Your Desk
1.5 Credits
Culture. Trust.
K2's 2023 Safeguarding Taxpayer Data - A Guide For Your RequiredSecurity Plan WEBCAST
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Your Desk
2.0 Credits
Understand the need to protect client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice.
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences WEBCAST
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Your Desk
1.0 Credits
Emotional intelligence. Communication. Teamwork.
The Future of Communication: How AI and Synthetic Media Can Transform Your Business WEBCAST
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Your Desk
1.2 Credits
Communication. Technology. AI. Synthetic media. Strategy. Leadership. Management. Time management. Productivity.
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns WEBCAST
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Your Desk
2.0 Credits
Review of sample returns with illustrations of most forms of gifts. How to meet the adequate disclosure requirements. Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse. Electing in or out of GST allocations with indirect skips.
Navigating Tax Court for Non-Lawyers WEBCAST
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Your Desk
2.0 Credits
Determining when filing a Tax Court case can be a strategic benefit Learn how to file the case Understand the steps and deadlines in the Tax Court process Review the settlement process Know when the case gets to the point where you need help
Teaching CPAs to be Better Thinkers WEBCAST
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Your Desk
2.0 Credits
How to develop a thinking system. Understanding complex problem structures. Conducting a thinking audit. Skeptical reasoning. Systems thinking. Understanding memory.
Collaborative Communications: Working with Diverse Styles WEBCAST
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Your Desk
2.5 Credits
Communications.
Deep Dive Into Common Auditing Deficiencies WEBINAR
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Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.
Microsoft Teams Features Every User Should Know WEBINAR
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Your Desk
2.0 Credits
Overview of the key Teams apps. Everything there is to know about composing messages in Teams. Using Teams to manage files, email messages and other content. Best practices for structuring your teams and channels. How to use "private" channels. How to use Teams as your primary phone system. Managing your Teams settings. Establishing links to other Microsoft 365 applications. Hosting a Teams meeting from A to Z.
Get Known, Get Connected, Get Ahead: Personal Connection for Professional Results WEBCAST
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Your Desk
1.2 Credits
Relationships.
Financial Statement Preparation: Compilation and Review Update WEBCAST
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Hot GAAP topics. New quality management standards.
Prix Fixe: Exempt vs. Non-Exempt: Identifying Employee Classification WEBINAR
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Your Desk
1.0 Credits
Employee classification.
Long-Term Care Insurance: Make the Switch WEBINAR
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Your Desk
1.0 Credits
The need to fund for long-term care in America. Client's attitudes and misconceptions. Innovative long-term care solutions and funding.
Measuring Audit Risks WEBCAST
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Your Desk
3.0 Credits
The planning process - When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.
Prevention and Detection of Fraud In Small Businesses WEBCAST
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Your Desk
4.0 Credits
The importance of the control environment. The three most common behavioral red flags exhibited by perpetrators. Why it is much more cost effective to prevent fraud than it is to detect fraud. The reason why the small business owner/auditor should think about how they would steal. Who steals and why. Common myths about stealing that are not true. Understanding the concept of risk management.
What's Your Brand Reputation? Determine and Drive How Others See You WEBCAST
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Your Desk
2.5 Credits
Presence.
Payroll Essentials: Getting to Know Payroll Taxes WEBINAR
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Your Desk
2.0 Credits
The various types of payroll taxes related to compensation. Payroll calculations related to the various of payroll taxes. Introduction to common payroll forms. Resources, recommendations, and guidance on compensation and payroll related topics.
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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