CPE & Event Catalog
The Complete Guide to Washington Death Taxation WEBCAST - Partnered with the Oregon Society of CPAs
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Your Desk
8.0 Credits
Thorough exploration of Washington Estate Tax Law. Step-by-step guidance on preparing the Washington Estate Tax Return. Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return. Aligning with the Federal Estate Tax Return (Form 706). Coordinating with estate administration matters and analyzing probate considerations. Exploring non-probate elements and evaluating valuation complexities. Examining challenges related to joint tenancy.
Explaining the New Regulatory Changes in Washington: What Licensing Changes Mean for You, How You Do Business, and the Next Generation of CPAs
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Your Desk
0.0 Credits
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.
Crucial Real Estate Taxation Insights Part 2 WEBCAST
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Your Desk
2.0 Credits
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
Crucial Real Estate Taxation Insights Part 3 WEBCAST
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Your Desk
2.0 Credits
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
Crucial Real Estate Taxation Insights Part 4 WEBCAST
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Your Desk
2.0 Credits
Common types of real estate professionals. Like-kind strategies. Ordinary income recapture on the sale of real estate. Important considerations in allocating the sales prices of real estate in a written agreement.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
2025 Washington Ethics and New Developments with Mark Hugh IN PERSON
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Bellevue
4.0 Credits
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
HR Investigations - Episode 2 - Interview Techniques WEBCAST
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Your Desk
2.0 Credits
Interview terminology. Types of questions. Levels of listening. Verbal and nonverbal communications. Documenting results.
Comprehensive Estate Planning: Administration & Postmortem Strategies WEBCAST
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Your Desk
8.0 Credits
Introduction to estate administration. How to read a last will and testament. Understanding the entities. Administration the estate and orderly process. The probate process and the courts. Special issues in estate administration. Postmortem issues regarding income taxation of descendants and estates. Post mortem opportunities on the estate income tax return. Available post mortem estate tax elections. Portability election. Disclaimers.
K2's AI - Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
Small Business Retirement Plans: Picking the Right Plan for Your Client WEBCAST
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Your Desk
2.0 Credits
Which clients are best suited for each of the following plans: SEP-IRA's. Which clients are best suited for each of the following plans: SIMPLE IRA's, 401(k)'s, Traditional and Roth IRA's, Defined benefit plans. How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0? What are the payroll tax consequences of choosing each type of plan. Which plans provide the greatest flexibility? Which plan can provide the quickest accumulation of retirement savings?
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
Cash Management: Strategies for Long-Term Success WEBCAST
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Your Desk
2.0 Credits
Developing short-term cash flow projections. How do we assure adequate cash availability without having idle cash? Take advantage of your bank's cash management services. Working capital loans. Controlled disbursement accounts. Sweep accounts and other short-term investments. ACH transactions. Direct transfers. Lock boxes. Credit and collections. Reconciliation frequency. Managing cash short-falls.