CPE & Event Catalog
Audits of Employee Benefit Plans Subject to ERISA WEBCAST
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Your Desk
8.5 Credits
GAAP vs. ERISA reporting requirements. Audit planning. Risk assessment, including consideration of internal control. Auditing the statement of net assets available for benefits. Auditing the statement of changes in net assets available for benefits. Other auditing considerations, including prohibited transactions and tax compliance. The auditor's report. Financial statement disclosures. Supplemental schedules.
360 Budgeting: A Holistic Approach to Process and Solutions WEBCAST
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Your Desk
8.0 Credits
Budget defining. Budget cultures. Tactical budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.
Cutting-Edge Estate and Financial Planning Trends of 2025 WEBCAST
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Your Desk
8.0 Credits
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Washington State Tax Conference 2025 WEBCAST
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Your Desk
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.
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues WEBCAST
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Your Desk
2.0 Credits
Discuss how productivity strategies may improve work-life balance. Understand the state tax consequences that may arise when working from home. Identify and discuss challenges unique to financial professionals. Review how some organizations are providing support to improve work-life balance. Explore the role of alternative work arrangements. Examine challenges unique to auditors versus tax professionals. A comparison of work-life balance between public and industry accountants. How work-family conflict varies among financial professionals. Recommendations for improving work-life balance.
International Tax Conference 2025 WEBCAST
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Your Desk
8.5 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.
Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity WEBCAST
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Your Desk
1.0 Credits
Technology. Cybersecurity.
Why Can't We All Just Get Along? Understanding and Appreciating Our Differences WEBCAST
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Your Desk
1.0 Credits
Emotional intelligence. Communication. Teamwork.
Understanding the Basic Techniques of Financial Planning WEBCAST
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Your Desk
8.0 Credits
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
Prix Fixe: Using Technology for Fraud Detection WEBINAR
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Your Desk
1.0 Credits
Technological advancements in fraud detection.
Business Consulting for CPAs WEBCAST
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Your Desk
4.0 Credits
What is business consulting? Identify the types of management services your firm could offer. How to become a trusted advisor. Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages and disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant. Professional standards application.
5 Ways Your Onboarding Process Fails to Engage and Retain New Hires WEBCAST
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Your Desk
1.0 Credits
Employee onboarding. Employee experience. Employee engagement. Communication. Leadership.
What Every CPA Should Know About Fraud WEBCAST
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Your Desk
4.0 Credits
How is fraud detected? The role of external auditors in finding fraud. Revenue recognition issues. Corrupt management. Data mining. Physical and biometric controls.
Business Law Essentials for Practitioners and Controllers WEBCAST
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Your Desk
8.0 Credits
The various types of corporations. Securities law basics. Contract principles. Partnerships and limited liability entities. Worker classification. Employee rights and the duties of employers. Intellectual property. Real property law. Bankruptcy basics. The court system and litigation process. Alternative dispute resolution.
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules.
Fraud? How to Find, How to Prevent WEBCAST
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Your Desk
4.0 Credits
Fraud and its impact on our clients. Fraud prevention. Internal controls. Fraud risks. Fraud prevention tips.
Anti-Bullying and Sensitivity WEBCAST
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Your Desk
1.0 Credits
Taking credit for someone else's work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting, and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence. Am I the bully?