CPE & Event Catalog
The Power of Array Formulas in Excel FLEXCAST
Available Until
Your Desk
2.0 Credits
Understanding arrays of data and how they are useful. Distinguishing between "legacy" array formulas and array formulas in "dynamic array-aware" versions of Excel. Using Excel's new array functions, including SORT, FILTER, SEQUENCE, and UNIQUE. Applied examples of array formulas.
Time Management for CPAs ON DEMAND
Available Until
Your Desk
2.0 Credits
Building an effective time management framework. Three time factors-time wasters, time savers and time management techniques. Managing "oneself" to improve the management of time.
Top 10 Things Financial Planners Need to Know About Estate Planning ON DEMAND
Available Until
Your Desk
8.0 Credits
Exemptions and exclusions. Portability and step-up in basis. Asset valuation. Discounts. Marital and charitable deductions. Transmission expenses and administration expenses (706 or 1041). Income in respect of a decedent and retirement plan assets. Life insurance and annuities. Trust or estate administration. Trust funding.
Top 5 Ways to Fund Your Retirement ON DEMAND
Available Until
Your Desk
1.0 Credits
Will your advance directive protect you both personally and financially? Creating trusted planning relationships. Retirement plans. ROTH planning and conversions. Reverse mortgages.
Top Tax Techniques, Traps, Trip Cords, and Rip Cords With Multistate Trusts ON DEMAND
Available Until
Your Desk
1.0 Credits
New developments: Federal and California update. IRS audits of estate tax returns. New RMD rules, Roth conversions and estate planning for large retirement plans. Update from Washington regarding tax law changes. Helping your clients reduce, defer or eliminate capital gains taxes. Trust reformation and decanting update. Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses. Valuation of notes. The feasibility of using IDGTs and how you use it. Planning for changing exemption in 2025. Flow-through entities and impact on trusts. Changing exemption panel discussion. Charitable planning. Special needs trusts.
Transforming from Technically Talented to Strategically Savvy FLEXCAST
Available Until
Your Desk
5.0 Credits
Define what it means to be a strategic leader. Evaluate your current strengths and identify areas for development. Describe the characteristics of trusted business advisors. Identify specific techniques to connect with, present to, and influence others.
Trust Tax Return Preparation FLEXCAST
Available Until
Your Desk
2.0 Credits
"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.
Trusts as Retirement Plan Beneficiaries ON DEMAND
Available Until
Your Desk
2.0 Credits
What is the significance of the retirement plan beneficiary? Primary vs. contingent beneficiaries. Is a trust a "designated beneficiary?" Why do people want to name a trust as the beneficiary? Income tax aspects of trusts as beneficiary. What happens when the trust beneficiary dies?
Turbocharging Small Business Reporting with Power Query FLEXCAST
Available Until
Your Desk
2.0 Credits
Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.
Two Critical Excel Functions: VLOOKUP and SUMIFS ON DEMAND
Available Until
Your Desk
2.0 Credits
VLOOKUP function. SUMIFS function. VLOOKUP and SUMIFS comparison.
Types of Business Insurance FLEXCAST
Available Until
Your Desk
1.0 Credits
Boiler and machinery insurance. Business interruption insurance. Commercial automobile insurance. Commercial crime insurance. Commercial general liability insurance. Cyber risk insurance. Directors' and officers' liability insurance. Life insurance. Medical insurance. Political risk insurance. Professional liability insurance. Property insurance. Surety bonds. Surplus lines insurance. State unemployment insurance. Workers' compensation insurance. Reinsurance. Insurance for the home business.
U.S. GAAP vs. IFRS - Rev Rec and Business Combinations ON DEMAND
Available Until
Your Desk
2.0 Credits
U.S. GAAP vs. IFRS. Revenue recognition and business combinations. Business combinations similarities. Business combinations differences.
Understanding Team Dynamics ON DEMAND
Available Until
Your Desk
2.0 Credits
Team roles. High-performing teams. Success behaviors.
Unleashing Innovation and Creativity For Greater Results ON DEMAND
Available Until
Your Desk
2.0 Credits
Cognitive routines. Psychological safety. Learning from risk and failure.
Use Pivot Tables to Organize, Summarize, and Analyze Data ON DEMAND
Available Until
Your Desk
5.0 Credits
Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.
Value Pricing, Step-by-Step FLEXCAST
Available Until
Your Desk
2.0 Credits
Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.
Why Insurance is the Center of the Financial Planning Universe FLEXCAST
Available Until
Your Desk
5.0 Credits
Managing risks. Selecting insurance companies. Transferring client risk. Marketplace products. Insurance client needs. Insurance contracts. Life insurance policy.
Your System of Quality Management FLEXCAST
Available Until
Your Desk
2.0 Credits
SQMS 1. SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.
Member Exclusive CPE Bundle 2024-25
Multiple Events Between -
Up to 5.0 Credits
CPA Exam Accelerator Virtual Fireside Series Bundle
Multiple Events Between -
Up to 0.0 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