CPE & Event Catalog
Surgent's Top 10 Tax Topics This Year WEBCAST
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Your Desk
8.0 Credits
Tax guide to exit planning. Partnership considerations: Section 754 elections and section 743. C to S corporation conversions. Recurring basis issues. At-risk basis rules and Form 6198. New developments relating to IRS audits. Status of audits for high-income and high-net-worth individuals. The 2023 Dirty Dozen. Residency and domicile. Crowdfunding: basic economics and related tax consequences. Choosing the right business entity.
Prix Fixe: Statements on Standards for Accounting and Review Services (SSARSs): A Risk Management Perspective WEBINAR
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Your Desk
1.0 Credits
Techniques to minimize risk in financial statement engagements. AR-C Section 70, "Preparation of Financial Statements." Positive and negative attributes of the "adverse conclusion" report introduced in SSARS No. 25. Recent activities of the AICPA's Accounting and Review Services Committee.
CFO - Corporate Performance Management WEBCAST
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Your Desk
8.0 Credits
Corporate performance management. Effective management accounting. Driver based budgeting. Business intelligence and data analytics.
RESCHEDULED CFO - The Effective CFO WEBCAST
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Your Desk
8.0 Credits
Understanding the sales function and sales team. Differing backgrounds, expectations, and motivations. Developing strong relationships. How to ascertain what Sales really needs. Effective incentive plans that are understood by the sales team. Tools and information for how CFOs can transition from bean counters to bean growers. Becoming the multi-skilled CFO companies are looking for. How do you utilize your key relationships and your team to fill the gaps and make sure nothing slips through? Defining sustainability. Defining and measuring environmental, social and governance metrics (ESG). Reporting on ESG metrics and your organization's efforts.
The Complete Guide to the Preparation of Form 1041 WEBCAST
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Your Desk
8.0 Credits
How to prepare a Form 1041. Specific issues regarding a decedent's estate. Specific issues regarding a trust. Understanding the basics of Subchapter J of the Internal Revenue Code. How to comply with the tax compliance issue. Case studies regarding reading an estate document. Understanding of distributable net income (DNI). Understanding of income in respect of a decedent (IRD). Line-by-line instruction.
Washington Taxation for Service Businesses With Mark Hugh WEBCAST
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Your Desk
2.0 Credits
B&O tax basics. Includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes.
2024 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules.
Prix Fixe: Be More Productive in 2025 WEBINAR
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Your Desk
1.0 Credits
Tips and tricks on being more productive in 2025. Psychological tricks. Procrastination busting strategies.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Washington Capital Gains tax.
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.
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.
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.
Prix Fixe: The Triple Play - Tax Incentives for Energy Efficient Builders, Developers and Designers WEBINAR
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Your Desk
1.0 Credits
R&D Tax Credit, 45L Tax Credit, Energy Star, and the 179D Deduction.
Prix Fixe: Foreign Gifts and Foreign Trusts: Taxpayers Still Seeking Guidance after Two Government Concessions WEBINAR
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Your Desk
1.0 Credits
Clarity on critical foreign gift and trust issues.
2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules.
Prix Fixe: Transfer Pricing - Core Concepts and Update on Recent Developments in Standards and Litigation WEBINAR
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Your Desk
1.0 Credits
Transfer pricing.
Member Exclusive: Navigating the Stress of Busy Season: Veteran Insights for Peak Performance WEBINAR
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Your Desk
1.0 Credits
A comprehensive look at managing workloads effectively, supporting staff, maintaining client satisfaction, and prioritizing mental well-being during high-pressure periods.
Prix Fixe: Auditing: Assessing Materiality and Risk WEBINAR
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Your Desk
1.0 Credits
Assessing materiality and risk. Gathering audit evidence.
Prix Fixe: Fraud in the Digital Age WEBINAR
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Your Desk
1.0 Credits
Fraud prevalence and mitigation strategies.
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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