CPE & Event Catalog
Financial and Tax Planning Pitfalls and Practical Solutions for Divorce FLEXCAST
Available Until
Your Desk
5.0 Credits
Financial strategies and realities during divorce. Property settlements. Financial support issues. Retirement strategies. Valuation issues. Asset selection and investing.
Flourishing In A Crisis: Changing Yourself, Your Team, And Your Firm FLEXCAST
Available Until
Your Desk
2.0 Credits
Recover from the 'shock' of change. Powerful 'stewardship' model. Building blocks of key practices. How to break bad habits. Build good habits. Overcome the 'immunity' to change.
Form 5329: Exceptions to Early Distribution Penalty FLEXCAST
Available Until
Your Desk
1.0 Credits
Additional tax on early distributions. 60-day waiver request. Self-certification rollover list. Revenue procedure 2020-46. Higher education expenses exception. First home exception. ABLE accounts. Additional tax on excess contributions. RMD penalty waivers.
Form 8606: Nondeductible IRAs FLEXCAST
Available Until
Your Desk
1.0 Credits
Contributions to traditional IRAs. Form 8606 best practices. Recreating cost basis. Backdoor Roth IRA. Distributions from traditional IRAs. Distributions from Roth IRAs. Qualified charitable distribution.
Formatting Excel Spreadsheets the Right Way FLEXCAST
Available Until
Your Desk
2.0 Credits
Creating and using Styles in Excel. The accounting format and why you should use it. How to create custom formats. Formatting dates for maximum impact. The advantages of storing formats in templates.
Forms 1041: Basic Trust and Estate Income Tax Preparation FLEXCAST
Available Until
Your Desk
4.0 Credits
1041 specifics. Role of the fiduciary. Role of the tax preparer. Allocation of deductions. TCJA issues. Tax exempt income.
General Cost Principles FLEXCAST
Available Until
Your Desk
2.0 Credits
Rules regarding allowable costs. Cost principles for federal grants. General cost principles. Allowable costs. Reasonable and necessary costs. Allocability. Allocable costs. Shared organizational costs. Consistent treatment.
Governmental Auditing Update: AICPA and Single Audit Update FLEXCAST
Available Until
Your Desk
3.0 Credits
Auditor Reporting - AU - C 700 Series. Significant changes to the Auditor's Report. Auditor Reporting - SAS No. 134. Illustrative report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures (SAS No. 143). SAS 144.
Governmental Auditing Update: Procurement FLEXCAST
Available Until
Your Desk
2.0 Credits
UG Update Procurement and the Supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-Type B Programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.
Grantor Trusts: Uses and Benefits FLEXCAST
Available Until
Your Desk
2.0 Credits
Grantor type trusts. Taxation and trusts. Estate tax freeze.
IRS Notice 2022-6 FLEXCAST
Available Until
Your Desk
1.0 Credits
SEPP. Exceptions to early distribution penalty. Fixed annuitization method. Notice 2002-62. Life expectancy tables. Private letter rulings. Planning considerations.
Implementing Internal Controls in QuickBooks Environments FLEXCAST
Available Until
Your Desk
4.0 Credits
QuickBooks. Fundamentals of small business internal control. Implementing effective preventive controls with QuickBooks. Detecting issues using internal controls. The value of compensating controls in QuickBooks.
Improving Productivity with Microsoft 365 Cloud Applications FLEXCAST
Available Until
Your Desk
2.0 Credits
Understanding the Office 365 cloud interface. Cloud storage with SharePoint and OneDrive. Full review of apps and services to improve productivity.
Integrating and Sharing Data FLEXCAST
Available Until
Your Desk
2.0 Credits
Data sharing and management. Databases and relational data. Power Query and Power BI. Zapier, IFTTT, and more.
Introducing the New Risk Assessment Standard FLEXCAST
Available Until
Your Desk
1.0 Credits
Understanding the entity and its environment and the applicable financial reporting framework. Understanding the components of the entity's system of internal control. Considerations for understanding it. Identifying and assessing the risks of material misstatement
Investing in Existing Cannabis Opportunities or Applying for a New Cannabis License FLEXCAST
Available Until
Your Desk
1.0 Credits
Difference between cannabis, hemp, and marijuana. Marijuana's Schedule I status. Obtaining a marijuana license.
Jump-Start Your Accounting Business FLEXCAST
Available Until
Your Desk
2.0 Credits
The key is to focus. Getting clients. Places to look for clients. Two major projects. Marketing materials. Build your online presence.
Leading and Influencing Diverse Generations as a Trusted Advisor FLEXCAST
Available Until
Your Desk
4.0 Credits
A new type of workplace diversity. Traditionalist generation. Baby boomers. Generation X. Generation Y.
Managing Projects and People Remotely FLEXCAST
Available Until
Your Desk
5.0 Credits
Managing remotely. A prelude to project management. 5 keys to time management. Characteristics of leadership. Work breakdown structure. 5 phases of project management. Performance enhancers.
Marijuana, Hemp, and CBD: An Understanding of Federal, State, and Local Landscapes FLEXCAST
Available Until
Your Desk
1.0 Credits
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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