CPE & Event Catalog
The WSCPA and IIA Present: New Year - New Risk IN PERSON
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Bellevue
2.5 Credits
The impact of AI and automation on controls and assurance. The evolving role of risk management across finance and audit functions. Legal, compliance, and ESG challenges on the horizon for 2026. Strategies for fostering collaboration across organizational leaders. Assessing AI’s practical value and limitations, and discuss how to integrate these tools responsibly into existing work flows.
Year-End CPE Bundle: Tax
Multiple Events Between -
Up to 6.0 Credits
Year-End CPE Bundle: Finance
Multiple Events Between -
Up to 6.0 Credits
New Client Ethical Challenges: The CPAs Guide WEBCAST
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Your Desk
2.0 Credits
How the CPA can meet the challenges presented by a new client. AICPA Code of Professional Conduct. AICPA Statements on Standards for Tax Services. IRS Circular 230. Case study illustration of how to bring the new client into ethical, proper financial and tax compliance.
K2's Taking Another Look At Power BI WEBCAST
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Your Desk
2.0 Credits
Getting started with Power BI. Creating effective visualizations in Power BI. Publishing Power BI reports to dashboards. Optimizing dashboards for viewing on mobile devices.
K2's CRM - The Ultimate Business Automation Tool WEBCAST
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Your Desk
2.0 Credits
Overview of CRM functionalities tailored to accounting, including customizations and integrations. Integrated tools that leverage CRM data for automating tasks and improving efficiency. Strategies for successfully adopting a CRM platform and solutions to overcome common challenges.
Leases Accounting under Topic 842 - Answers to FAQ After Implementation WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
How to Audit Cash WEBINAR
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Your Desk
2.0 Credits
Auditing cash. Audit assertions, risks, and threats to the cash balance. Auditing procedures to perform.
IRAs - Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution (RMD) regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers that are active participants in qualified retirement plans. Roth IRA contribution phase-out limits as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 and a half and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution (RMD) rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account (HSA) eligibility rules, contribution limits and distribution rules.
Financial Statements for the Simple Business Entity WEBCAST
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Your Desk
4.0 Credits
Accounting for simple business entities. Income tax, modified cash basis and other alternatives to GAAP. Avoiding the pitfalls and costs of GAAP reporting and disclosure requirements. Documenting accounting decisions to minimize potential liability.
The Competent Accountant - Mastering the Role of the Controller/ CFO WEBCAST
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Your Desk
4.0 Credits
Business management.
Federal Tax Update - Individuals (Form 1040) WEBCAST
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Your Desk
8.0 Credits
Discuss the most recent individual income tax legislation passed to date including any TCJA provisions expiring after 2025. Review numerous individual income tax provisions related to business, including but not limited to the 20% qualified business income (QBI) deduction, Section 461(l) business loss limitations, and depreciation. Cover issues related and any changes to the various taxes. Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits. Walk through changes to IRAs and the NEW final required minimum distribution (RMD) regulations. Look at any changes to the Form 1040 and other related schedules and forms.
Fundamentals of 1031 Exchanges WEBCAST
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Your Desk
8.0 Credits
Statutory framework for 1031 exchanges. Business and investment property characterization. Deferred exchange rules and techniques. Exchange mathematics: boot, gain and basis. Reporting for failed exchanges (over two tax periods). Improvement, reverse and non-safe harbor exchanges Partnership and TIC issues: IRC Sec. 761.
Preparation, Compilations and Reviews - A Practical Workshop WEBCAST
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Your Desk
8.0 Credits
Preparation. Compilations. Reviews.
Fundamentals of the 1040 for Junior Staff WEBCAST
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Your Desk
8.0 Credits
Form 1040 essentials: filing requirements, due dates, and key schedules. Filing status, dependency rules, and taxable income sources (wages, business income, rental income, and investments). Adjustments to income, deductions, and tax credits (standard vs. itemized deductions, Child Tax Credit, Earned Income Tax Credit, and Education Credits). Self-employment and business income taxation (Schedule C, self-employment tax, business deductions). Rental income and pass-through entity reporting (Schedule E, Schedule K-1, shareholder stock and debt basis on Form 7203). Preparer due diligence, Circular 230 compliance, and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates for 2024 and potential changes in 2025.
Businesses Receiving Government Assistance WEBCAST
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Your Desk
2.0 Credits
What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses. Answers to common questions.
Introduction to Single Audit WEBCAST
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Your Desk
2.0 Credits
Single audit. Yellow book.