CPE & Event Catalog
Governmental Accounting & Auditing Conference 2025 WEBCAST
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Your Desk
16.0 Credits
GAO standards, cybersecurity risks, GASB updates, and much more.
Washington State Tax Conference 2025 IN PERSON
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Bellevue
8.0 Credits
Stay up-to-date on the latest court case rulings and significant developments in tax law. Discover strategies for navigating multi-state taxation and unclaimed property. Gain insights into Oregon’s tax updates and their impact on your practice. Stay informed on critical legislative changes affecting the tax landscape. Connect with peers and industry experts to exchange knowledge and best practices. Enhance your expertise with actionable insights to navigate today’s complex tax challenges.
International Tax Conference 2025 IN PERSON
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Bellevue
8.0 Credits
Stay informed on the latest developments in foreign trust regulations and planning with U.S. trustees. Gain in-depth knowledge of Subpart F and strategies for navigating complex international tax issues. Explore Form 5471 filing requirements and best practices for compliance. Understand Canada/US tax law issues and cross-border planning strategies. Delve into inbound and outbound real estate tax considerations for global clients. Analyze case studies on complex tax scenarios like 338G and PE vs. EGI. Stay updated on state and local tax issues for international tax professionals. Explore the latest expat planning strategies and updates affecting global taxation.
2024 Business Tax Update for Industry WEBCAST
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Your Desk
2.0 Credits
Recent Federal legislative, rules and tax developments impacting business taxpayers. Impact of Inflation Reduction Act on business. Depreciation rules and developments. Business losses and interest expense. Latest legislative, judicial, and IRS developments.
2024 Best Practices: Conducting Meaningful Walkthroughs WEBCAST
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Your Desk
2.0 Credits
Internal controls. Walkthroughs. Documentation.
2024 Common Deficiencies in Employee Benefit Plans WEBCAST
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Your Desk
2.0 Credits
Common deficiencies. DOL. EBPs.
2024 Business Losses: Going Backward and Forward WEBCAST
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Your Desk
2.0 Credits
Recent legislative developments for deducting business losses. TCJA net operating losses rules of Section 461(l). Section 163(j) Business Interest Expense. Limitations of deducting losses and basis. What is the "quickie "refund; Section 465. At-Risk amount. Section 469 Passive Activity Loss rules.
Social Media: The Bare Necessities WEBCAST
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Your Desk
1.0 Credits
Communication. Social media. Marketing. Publicity. Public relations. Business strategy.
An Introduction to AI and ChatGPT for CPAs WEBCAST
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Your Desk
1.0 Credits
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Employee Retention Credit WEBCAST
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Your Desk
1.0 Credits
Employee retention credit. Paid sick leave refundable credit. Paid family leave refundable credit.
Due Diligence Requirements: Circular 230 and Other Professional Standards WEBCAST
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Your Desk
2.0 Credits
Due diligence requirements under Treasury guidance, including supervisory responsibilities. Due diligence requirements under professional standards. Increased expectations for inquiry and analysis? Meeting increased expectations: informing clients and defensive measures for practitioners. Due diligence for preparer advice responsibilities.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Communication Skills for Introverts WEBINAR
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Your Desk
2.0 Credits
The five areas to improve your communication. Understanding your audience. Virtual communication. Non-verbal Communication.
Legal Planning for Care Giving of Elderly/Disabled Clients WEBINAR
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Your Desk
1.0 Credits
Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance. Review caring for the individual at home by family caregivers, outside agencies, and others, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care. When care is no longer feasible in the home, we go through various living arrangements and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations.
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
President Biden's campaign promises and historical positions on estate planning. The gift, estate, and income tax treatment of irrevocable trusts. The benefits of spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.
Accounting and Auditing Update WEBCAST
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Your Desk
8.0 Credits
Review of select AICPA Technical Questions and Answers. Upcoming changes to accounting for goodwill, leasing and business combinations. Compilation and review standards and interpretations (SSARS). Auditing standards and interpretations (SAS and SSAE).
Compilations, Reviews, and Audits: How They Differ WEBINAR
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Your Desk
1.0 Credits
Review of differences of compilation, review, and audit engagements. Compare and contrast major considerations of each type of engagement. Provide practical tips and strategies. Professional standards that govern each type of engagement.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers, and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents, and spreadsheets into PDF format. Combining multiple PDF files into a single binder Utilizing the security features of Adobe Acrobat to protect document confidentiality.