CPE & Event Catalog
Pacific Tax Institute 2026 IN PERSON
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Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
TechBytes: Compliant or Exposed? What CPA Firms and Auto Dealers Must Know About the FTC Safeguards Rule IN PERSON
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Redmond
1.8 Credits
An overview of the major administrative, technical, and physical safeguards. A better understanding of written risk assessments and WISP requirements. A list of evidence the organization should be able to produce if compliance is questioned. Access to the planning portal for evaluating the organization's current position. A practical starting point for getting and staying compliant.
Professional Edge Summit 2026 IN PERSON
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Bellevue
8.0 Credits
Explaining your perspective. Working with colleagues who approach problems differently. Moving forward when there isn’t a clear answer. Connecting what you learn to how you actually work.
TechBytes: Your Cybersecurity Control Room - The Essential Safeguards Every CPA Firm and Auto Dealer Should Have IN PERSON
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Redmond
1.8 Credits
Endpoint detection and response. Device management. Windows 11 security. Microsoft 365 protection. Multi-factor authentication. Conditional access. Enterprise password management. Encryption. Microsoft purview data protection. Access logging. Vulnerability management. Secure backups. Controlled sharing of sensitive information.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Spokane Chapter Lunch and Learn Featuring TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Spokane
1.8 Credits
Microsoft 365 Copilot for CPA workflows.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
TechBytes: Protecting Customer Information - FTC Safeguards and Cybersecurity Training for Your Entire Team IN PERSON
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Redmond
1.8 Credits
Recognizing sensitive customer information and handling it safely. Using passwords and multi-factor authentication correctly, Recognizing phishing and social-engineering attempts. Avoiding unsafe data sharing. Working securely from remote locations. Protecting company devices.
Social Security: Dispelling Common Myths with Essential Truths WEBCAST
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Your Desk
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits?
Preparation, Compilation and Review Services WEBCAST
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Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .
Estate Planning Strategies Using Irrevocable Trusts WEBCAST
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Your Desk
6.0 Credits
The gift, estate, and income tax treatment of irrevocable trusts. The benefits and risks of spousal lifetime access trusts. Planning with Grantor Retained Interest Trusts and Qualified Personal Residence Trusts. When to use life insurance trusts and dynasty trusts. The effectiveness of domestic asset protection trusts.
The SECURE Act 2.0 – Planning Opportunities for Employers WEBCAST
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Your Desk
1.0 Credits
Implications for Employers. Starter Section 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer Section 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
Embracing Neurodiversity in the Workplace WEBCAST
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Your Desk
1.0 Credits
Neurodiversity.
An In-Depth Understanding of the Generation Skipping Transfer Tax WEBCAST
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Your Desk
2.0 Credits
Overview of the GST tax and its policy purpose. Direct skips, taxable terminations, and taxable distributions. Skip persons and treatment of trusts as skip persons. Application of the GST exemption and inclusion ratio. Timely, late, and retroactive GST allocations. Formula-based exemption allocations. Planning strategies for GST tax minimization. Filing considerations for Forms 706 and 709.
Forensic Accounting: Crafting Expert Reports WEBINAR
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Your Desk
4.0 Credits
Introduction to forensic accounting. Maintaining ethical integrity. Expert report preparation. Investigation report writing. Economic damages writing. Reviewing investigation reports and economic damages.
No Tax on Overtime: Payroll Compliance WEBCAST
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Your Desk
2.0 Credits
Overview of FLSA overtime provisions. Definition of a workweek and the 40-hour threshold. Time-and-a-half requirements and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Components of the regular rate of pay. Treatment of bonuses, commissions, and other compensation. Step-by-step overtime calculation examples. Common compliance pitfalls and audit risk. Documentation and payroll system considerations. Case studies involving misclassification and miscalculation.
Building a Better Budget in a Time of Uncertainty WEBINAR
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Your Desk
4.0 Credits
Budgets vs. forecasts. Cyclicality. Core earnings and sustainable growth. Identifying key forecast drivers. Reasonableness in forecasting. Approaches to budgeting. Budgeting variances. Horizontal analysis. Flexible budgeting.