CPE & Event Catalog
TechBytes: Building Your WISP - What Every CPA Must Know IN PERSON
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Redmond
1.8 Credits
Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.
TechBytes: Building Your WISP - What Every CPA Must Know IN PERSON
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Redmond
1.8 Credits
Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.
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
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
Taxation of Judgements and Settlements WEBCAST
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Your Desk
2.4 Credits
Types of damages or remedies that can be awarded or agreed upon pursuant to litigation. Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments. Suggestions for drafting pleadings or settlement agreements.
The SECURE Act 2.0 – Planning Opportunities for Individuals WEBCAST
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Your Desk
1.2 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
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Resolve Ethical Conflicts: Do the Right Thing and Keep Your Job WEBCAST
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Your Desk
2.0 Credits
Resolving conflict.
The Controllers Role in Data Analytics and Big Data WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Financial statements.
Can You Really Do That With AI? WEBCAST
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Your Desk
1.0 Credits
AI fundamentals. AI tools you already own. Analyzing data using AI. AI risks and concerns.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Understanding blockchain and cryptocurrency. Major features, benefits and risks of blockchain and cryptocurrency. Tax strategies for cryptocurrency transactions and compliance. Implementing blockchain in business accounting systems. Navigating estate planning with digital assets.
Financial and Tax Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Review of the AICPA financial reporting framework for small and medium-sized entities. Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs. Financial accounting issues arising from changes in ownership of partnerships and LLCs. Financial vs. tax accounting for partnership and LLC capital accounts. Review of Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting for partnerships/LLCs with the Form 1065.Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnership and LLCs.
Digital Resilience: Building Stronger, Smarter Organizations WEBCAST
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Your Desk
1.0 Credits
Digital resilience. Resilience frameworks. Risk management. Leadership and cross-functional strategies.
FASB Update and Review WEBCAST
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Your Desk
2.0 Credits
FASB updates that will affect near-term reporting. Future topics that may soon be addressed by the FASB.