CPE & Event Catalog
High-Net-Worth Clients: Income Tax Planning WEBCAST
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Your Desk
2.0 Credits
Strategies for maximizing the date-of-death step-up in basis Tax-loss harvesting and proactive loss-management techniques Qualified retirement plans and optimization strategies Planning approaches to reduce required minimum distributions (RMDs) Real estate investing strategies for tax efficiency Asset allocation across taxable, tax-deferred, and tax-free accounts Charitable giving structures and tax-saving opportunities
Washington State Tax Conference 2026 IN PERSON
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Redmond
8.0 Credits
Washington legislative updates. Sales tax on services. SALT considerations related to M&A. Multi-state tax updates. Economic trends.
Self-Employment Tax for LLC Members WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
Which LLC members are subject to self-employment tax. How does self-employment tax apply to spouses of LLC members. Guidance the IRS has issued to its auditors on taxpayers following the proposed regulations issued by the IRS. How to minimize self-employment tax for LLC members. Which members benefit from paying self-employment tax. New cases on the application of self-employment tax to limited partners, including Denham Capital LP and the “functional analysis test” and the 5th Circuit’s January 2026 decision in Sirius, which overturned the Tax Court.
Key Tax Issues Facing Business & Industry WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
2026-27 legislative update and review of key business tax issues. Section 163(j) interest expense limitation. Business losses. Capitalization, expensing and depreciation rules. New travel and entertainment expense rules. Fringe benefits. Independent contractor vs. employee. Latest legislative, judicial, and IRS developments.
Common Deficiencies in SSARS Engagements WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The most common peer review findings.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Financial statement disclosures for small and medium-sized businesses. Balance sheet, income statement, and statement of cash flows presentation and disclosure issues. Disclosure examples from all-sized entities that you can use to base your disclosures on. Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842.
WSCPA Membership Summit 2026 IN PERSON
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Bellevue
7.0 Credits
Practical tools for leadership, decision-making, and resilience. Insight into the economic, legislative, and risk forces shaping your profession Stronger connections across firms, career stages, and areas of practice, and more!
Modern Cyber Breaches: Case Studies & Protection Strategies for Accounting Pros
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Your Desk
1.0 Credits
Real-world breach case studies impacting accounting organizations• Why accounting professionals remain high-value targets• AI-driven cyber risks and emerging threats• Cyber insurance, compliance, and governance considerations• Practical protection strategies and operational safeguards• A 30/60/90-day action framework for improving cyber resilience
The AI Revolution in 2026: What CPAs Should Know WEBINAR
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Your Desk
2.0 Credits
State of AI technology in 2026.
AI and Accounting in Manufacturing WEBINAR
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Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI-enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI-augmented financial roles.
Navigating IRS Collections: Understanding Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
Overview of the IRS collection process and enforcement actions. Initial notices, taxpayer rights, and IRS timelines. When to use Forms 433-A or 433-B and required documentation. Offer in Compromise (OIC): criteria, process, and practical considerations. Payment options: installment agreements, partial payment plans, and OIC. Advising clients on IRS collections and avoiding penalties. Compliance strategies for minimizing tax liabilities. Real-world scenarios and examples for tax debt resolution.
Common Deficiencies in SSARS Engagements WEBCAST
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Your Desk
4.0 Credits
Auditing. SSARS.
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals WEBCAST
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Your Desk
4.0 Credits
Tools for FSA. The 3 Ps. The QST trifecta. The integrated planning model. Performance based management. The value chain. The balanced scorecard.
Five Amazing Business Books in 100 Minutes WEBCAST
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Your Desk
2.0 Credits
Five business books, including: "Leaders Eat Last", by Simon Sinek, "Zero to One" by Peter Thiel, "American Icon" by Bryce Hoffman, "Slide:ology" by Nancy Duarte, and "Brain Rules" by John Molina.
Performance Auditing Made Easy WEBCAST
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Your Desk
1.5 Credits
Performance audit standards. Performance audit types. Performance audit objectives.
Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance 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. 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.
New Mergers & Acquisitions: Tricks, Traps, & Terrors WEBCAST
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Your Desk
4.2 Credits
Mergers and acquisitions.
Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar WEBCAST
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Your Desk
1.0 Credits
Technology. Cybersecurity.