CPE & Event Catalog
Federal Tax Update - Individual and Business Current Developments with Pat Garverick WEBCAST
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Your Desk
8.0 Credits
Most recent individual and business income tax legislation passed to date. Major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules. Numerous business income tax provisions. Individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax). Other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit). The NEW final required minimum distribution (RMD) regulations. Other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes.
Emerging Leaders Workshop 2024
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Bellevue
8.0 Credits
Key Benefits for Participants and Their Organizations: Elevate Leadership Skills for Greater Impact: Develop critical leadership skills such as strategic decision-making and emotional intelligence, essential for those leading others. Build High Performing Teams: Learn how others have applied strengths-based frameworks to create more cohesive, productive teams and learn how you can unlock strengths in your team. Position Yourself for Leadership Opportunities: Craft a personal leadership brand based on your strengths that sets you apart within your organization, opening doors to greater responsibilities and opportunities. Lead Through Change: Gain tools to help your team navigate challenges, building a resilient and adaptive workplace that thrives. Want to know why should you attend this workshop? Click the image below to watch a quick video!
Not-For-Profit Conference 2024
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Bellevue
17.0 Credits
FASB update. Board buy-in and board training. Single audit update Updates to state and local tax Solutions to enhance your audit readiness. AI tools for accountants can revolutionize your practice And more!
Federal Tax Update for Individuals with Greg and George WEBCAST
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Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Fraud Conference 2024
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Bellevue
8.0 Credits
Dive deep into real-world fraud investigations and explore the latest trends in white-collar crime. Gain invaluable insights that can help safeguard your organization against fraudsters. Explore strategies to foster behavioral change in your team, ensuring compliance with cybersecurity protocols and protecting your organization from potential threats.
Federal Tax Update for Individual with Greg and George WEBCAST
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Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update - Individuals (Form 1040) with Pat Garverick WEBCAST
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Your Desk
8.0 Credits
Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Discuss the most recent individual income tax legislation passed to date. Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities). Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), 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 (e.g., child tax credit and dependent care credit). Walk through the NEW final required minimum distribution (RMD) regulations. Look at any changes to the Form 1040 and other related schedules and forms.
Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065) with Pat Garverick WEBCAST
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Your Desk
8.0 Credits
Federal business income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. The most recent business income tax legislation passed to date. Numerous business income tax. Issues related to compensation, distributions, liquidations, self-employment taxes, and retirement plans. Any changes to the Forms 1120, 1120S, and 1065 and other related schedules and forms.
Federal Tax Update for Individual with Greg and George WEBCAST
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Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update for Business with Greg and George WEBCAST
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Your Desk
4.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George
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Bellevue
8.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George WEBCAST
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Your Desk
8.0 Credits
Important new cases. Crucial legislative developments. Review administrative releases including revenue rulings, revenue procedures and notices.
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms WEBCAST
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Your Desk
8.0 Credits
Classifying receipts between "income" and "corpus" under the Uniform Principal an Income Act. Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses. Proper W-2 preparation and procedures in the year of death. Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts. Fluctuating trusts - Simple one year, complex the next. Dividing income in the year of death. Overview of Subchapter J. Form preparation issues - Filing requirements and line-by-line explanations of Form 1041. Taxable income of estates and trusts and expense allocation issues. Specific deductions and miscellaneous itemized deductions. Income in respect of a decedent. The income distribution deduction calculation. Relation of principal and income law to DNI. Understanding how to handle capital gains and losses. Allocating tax items to beneficiaries: another K-1. Other considerations: excess deductions on termination. Comprehensive DNI case study. with principal (cost and FMV) and income reconciliation. Comprehensive trust and estate case studies, with filled-in forms.
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas WEBCAST
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Your Desk
8.0 Credits
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals. Changes to the lifetime estate tax exemption in light of proposed regulations. Considerations when selling a principal residence. Tax benefits of HSAs. An overview of the mechanics and practical considerations of Donor Advised Funds. Virtual currency. including new Notices 2023-34 and 2023-27. The best new income tax and estate-planning ideas. The changing Social Security landscape: long-term solvency issues and what it means for retirement planning. Creative charitable giving strategies. . Financial planning strategies. Maximizing retirement plan benefits. Using intentionally defective grantor trusts. Miscellaneous tax-planning techniques that can add up to significant tax savings. How to use the whole family for tax savings. Life insurance. Up-to-the-minute ideas reflecting new tax law changes in cases. regulations. and rulings.
The Bottom Line on the New Lease Accounting Requirements WEBCAST
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Your Desk
4.0 Credits
Lease classification, Amortization of the lease asset, Derecognition of the underlying asset, Recognition of lease receivables.
Multistate Taxation WEBCAST
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Your Desk
4.0 Credits
Starting a business - the tax life of a business. Selecting a business entity type. Section 199A and the Qualified Business Income deduction. Accounting methods. Reasonable compensation issues. Depreciation. Section 179, and bonus depreciation planning considerations. Retirement planning. Buy-sell and noncompete agreements. Tax considerations when selling a business. Partnership hot assets and other look-through provisions.
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.
Internal Control Fundamentals WEBCAST
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Your Desk
2.0 Credits
COSO. Internal controls.
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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