CPE & Event Catalog
IRS Highly Effective Penalty Relief Strategies WEBINAR
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Your Desk
1.0 Credits
The basis for penalty relief. Differing options for penalty relief. Employing an effective strategy using different forms of penalty relief. Appealing any proposed rejections. A clever penalty relief strategy for full pay case.
Tales from the Darkside: IRS Enforcement of Cryptocurrency WEBINAR
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Your Desk
2.0 Credits
Overview of Bitcoin and cryptocurrencies. Definition of proof of work and proof of stake. Tax laws regarding cryptocurrency transactions. Definition of common money laundering laws involving cryptocurrencies. Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations. Real life examples of cryptocurrency used in criminal activities.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to charitable remainder trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding form 5227: an overview. Line-by-line breakdown of form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to form 5227. Best practices for accurate completion and filing.
2024 Comprehensive Estate Planning: Administration and Postmortem Strategies WEBCAST
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Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration of the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Postmortem opportunities on the estate income tax return. Available postmortem estate tax elections. Portability election. Disclaimers.
2024 Individual Federal Tax Update WEBCAST
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Your Desk
8.0 Credits
Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System WEBCAST
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Your Desk
1.0 Credits
Quality management. Peer review. Audits.
Power BI - Go Beyond PivotTables with Power Pivot WEBCAST
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Your Desk
4.0 Credits
Data modeling in Power Pivot. Using basic DAX to create calculations. What are and when to use calculated columns and measures. Using the data model in Power Pivot to create PivotTables. Hierarchies in Power Pivot.
How SAS Nos. 134-145 Improve Risk-Based Audits WEBINAR
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Your Desk
4.0 Credits
Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits. Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements. Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates. New definitions and requirements related to identifying and evaluating risks of material misstatement. Other important matters contained in SAS Nos. 134-145.
2024 Advanced Excel: Hidden Secrets and Gems WEBCAST
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Your Desk
2.0 Credits
Awareness of advanced functions. Creative methods for data manipulation. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox.
Power BI - Use PBI Desktop to Create Reports and Dashboards WEBCAST
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Your Desk
4.0 Credits
Tour of the Power BI Desktop interface. Using Power BI Desktop to connect to data sources. Available visualizations in Power BI Desktop. Building interactivity into visualizations.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Starting a Fraud Investigation WEBINAR
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Your Desk
2.0 Credits
Assembling the fraud investigation team. Managing and supervising staff. Obtaining and managing evidence. Background checks. Public records searches. Digital data analysis. Interviewing techniques.
How AI Is Automating Internal Control WEBINAR
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
2024 All About Fraud - Examples, Prevention and Auditing WEBCAST
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Your Desk
4.0 Credits
Fraud. Professional skepticism. Report to the nation. Fraud schemes. Prevention.
Government Auditing Standards Independence WEBCAST
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Your Desk
2.0 Credits
Independence requirements under the Government Auditing Standards.
Revenue Recognition Under ASC 606 WEBCAST
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Your Desk
1.0 Credits
Five-step process to recognize revenue under ASC 606. Step 1: Identify the contract. Step 2: Identify the performance obligations. Step 3: Determine the transaction price. Step 4: Allocate the transaction price. Step 5: Recognize revenue.
Financial Performance Reporting : Changes To Know WEBCAST
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Your Desk
4.0 Credits
Reformatted financial statements overview. Status of accounting's perfect storm. Four cases.
Like-kind Exchanges in Real Estate Transactions WEBINAR
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Your Desk
2.0 Credits
Like-kind exchanges have been hailed as one of the few legal tax shelters still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.
Data Visualization for Audits WEBCAST
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Your Desk
2.0 Credits
Common data sets. How to visualize data sets and interpret results. How to replace manual audit procedures with technology.
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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