CPE & Event Catalog
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
Farm Tax Conference 2026 IN PERSON
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Benton City
8.0 Credits
Practical insights and strategies to help navigate complex tax matters, identify planning opportunities, and better advise clients in the farming and ranching industries.
Pacific Northwest Wine Symposium 2026 IN PERSON
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Benton City
8.0 Credits
Tax, accounting, financial, and operational issues impacting wineries and vineyards.
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
K2's What’s New With QuickBooks WEBCAST
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Your Desk
1.0 Credits
Licensing issues. Pricing updates. New and improved features. Transitioning from QuickBooks Desktop to QuickBooks Online.
Becoming a Fractional CFO: What to Do and How? WEBINAR
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Your Desk
2.0 Credits
Do you have what it takes to be a successful fractional CFO? Should you be a solo practitioner or join a larger firm? 1099 versus W2. What skills are needed to be successful? Sales, marketing, etc. What are some of the red flags? Typical assignments and issues a fractional CFO will likely encounter. The greatest opportunity for fractional CFOs. Understanding your value.
Cash Management: Strategies for Long-Term Success WEBCAST
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Your Desk
2.0 Credits
Developing short-term cash flow projections. 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.
Enact Retaliation Abatement and Monitoring Measures WEBCAST
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Your Desk
1.0 Credits
Retaliation prevention. Retaliation monitoring. Speak up culture. Ethical culture.
Managing Generational and Cultural Variances WEBCAST
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Your Desk
1.6 Credits
Management. Leadership. Cultural variances. Generational variances.
Deep Dive into Quality Management WEBCAST
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Your Desk
2.0 Credits
Quality management standards for CPA firms. SQMS 1 and SQMS 2 requirements. Engagement-level standards. Post-implementation evaluation of quality management systems. Monitoring and remediation responsibilities. Auditor responsibilities under SAS 146.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Comprehensive Passive Activity Losses WEBCAST
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Your Desk
8.0 Credits
Overview of the four loss limitation rules and how the PAL rules interact with the other limitations. Definition of a PAL, including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation. Impact of PAL rules on real estate ownership. Learn the six NOPA rules that act as anti-abuse rules to the PAL rules. Discuss how the PAL rules impact tax credits. Discuss tax elections and planning techniques associated with PALs.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture WEBCAST
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Your Desk
1.0 Credits
Speak up culture. Encouraging internal whistleblowing. Internal complaint reporting processes.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
2026 Business Tax Credits WEBCAST
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Your Desk
1.0 Credits
Research and Development Tax Credit. Work Opportunity Tax Credit. COVID-19 Tax Credits. Opportunity zones. GO-Biz incentives. Employment training panel.