CPE & Event Catalog
Effective Workpaper Techniques: Building a Better Workpaper WEBCAST
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Your Desk
4.0 Credits
Leveraging Excel and technology in a paperless environment. Effective workpapers: form, function, appearance and content. Workpaper standards for industry, audit and tax accountants. Attestation standards documentation and consequences of workpaper content. Peer review or PCAOB review documentation.
Government OPEB Accounting and Financial Reporting WEBCAST
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Your Desk
4.0 Credits
Accounting and financial reporting for total and net OPEB liability. Key GASB statements for OPEB. Determining measurement date. Using alternative measurement method for the total OPEB liability defined benefit and defined contribution OPEB plans. Actuarial valuation of total and net OPEB liability.
Basic Staff Training WEBCAST
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Your Desk
24.0 Credits
Role of New Staff. Understanding Audit Objectives. Working Paper Techniques. Cash Analytical Procedures. Compilation and Review Services. Tax Recognition and Research Techniques. Auditing/Reviewing Selected Accounts.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Foundations for a Strong Internal Audit Department WEBCAST
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Your Desk
2.0 Credits
Internal audit definition challenges. Independence challenges. Charter challenges. Authority challenges. Actions. Reporting challenges. Introduction to risk-based auditing. Risk-based auditing: steps and understanding. Identifying, responding, and concluding on risk. Independence of audit plan. When management says NO.
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.
PFP Update: Investment Planning and Follow-up in an Election Era WEBCAST
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Your Desk
2.0 Credits
Develop, design and monitor client investment portfolios. Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships. Assessing market conditions in a very unique and different environment. How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues. How investment vehicles work together to manage risk/return relationships. How to build, monitor, evaluate and re-design an investment portfolio.
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.
Government Pension Accounting and Financial Reporting WEBCAST
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Your Desk
4.0 Credits
Accounting and financial reporting for net pension liabilities. Effect of the Measurement Date. New pension standards by GASB. GAAP for government. Defined benefit and defined contribution pension plans
Accounting for Income Taxes (ASC 740) WEBCAST
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Your Desk
16.0 Credits
Types and sources of deferred tax assets and liabilities. Temporary and other than temporary book/tax differences. Determining current and deferred tax expense or benefit in each reporting period. Reporting and classifying deferred tax assets and liabilities and income tax expense.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Washington Capital Gains tax.
Audit 106: Internal Control Fundamentals - Evaluating Design WEBINAR
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Your Desk
2.0 Credits
Responsibilities for gaining an understanding of the entity and its environment. The inter-relationship of the five foundational components of the COSO internal control integrated framework. Various methods for documenting and evaluating the design and implementation of internal control over financial reporting. Identifying critical elements of entity-level and transactional-level controls. Case studies related to identifying deficiencies in internal control documentation.
Annual Tax Update WEBCAST
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Your Desk
8.0 Credits
Federal tax changes and developments during 2024, and pending changes, including legislative, administrative, and procedural changes. The latest statutory, regulatory, and judicial developments impacting tax issues.
Member Exclusive: 2025 New Year Tax Update: A Comprehensive Guide with Art Werner WEBINAR
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Your Desk
1.0 Credits
New tax legislation, recent IRS updates, and key court cases.
State of the Art Tax Strategies for Purchases and Sales of Property Part 1 WEBCAST
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Your Desk
2.0 Credits
General overview of sale and purchase of assets. Partial dispositions. Distinguishing between repairs and capitalizable improvements for real property. Allocating the purchase price in purchases of real estate and stock. Maximizing the de minimis rule in remodels. Increasing Federal tax deductions on the purchase of property. Decreasing Federal tax on the sale of property.
Real Estate Taxation WEBCAST
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Your Desk
8.0 Credits
California property taxation-updated in light of Proposition 19 passage. Qualified business income deductions [IRC Sec. 199A]. Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2]. Passive activities loss rules [IRC Sec. 469]. Real estate professional rules [IRC Sec. 469(c)(7)]. Interest expense deduction rules [IRC Sec. 163]. Home sale exclusion [IRC Sec. 121]. 1031 exchanges. Estate planning and gifting with real estate.
Strategies for Tax Dispute Resolution WEBCAST
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Your Desk
8.0 Credits
Examination process: organization of IRS, standards for return selection; AICPA SSTS (revised), Circular 230 guidelines, amended returns and approaches to resolving examination problems. Civil penalties, delinquency penalties, accuracy-related penalty, fraud penalty, preparer penalty, promoter and protestor penalties and foreign information return penalty regime. Audits and administrative appeals, nature and scope; docketed v. nondocketed appeals, appeals conferences and settlement approaches. Collection process: significance of assessment; nature of tax liens and levies, installment agreements, collection due process, offers in compromise and bankruptcy. Tax fraud: civil tax fraud badges, criminal tax fraud violations, defenses, voluntary disclosures the role of Kovel accountant. Judicial proceedings: Tax Court process, federal district court, Court of Federal Claims and California Superior Court.
Steps to Stop External Fraud WEBCAST
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties. External fraud unknown perpetrators.
Reporting Consolidated 1099s for Investments WEBCAST
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Your Desk
3.0 Credits
History of 1099 reporting of securities dividends, interest, OID and gain/loss. Elections versus required reporting of amortization/accretion. Examples using actual 1099 forms.
State of the Art Tax Strategies for Purchases and Sales of Property Part 2 WEBCAST
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Your Desk
2.0 Credits
Like-kind exchanges. Qualified opportunity funds. Reducing recapture income on sale of property. Being a "two-move chess player" - setting the stage for a later sale of property.
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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