CPE & Event Catalog
Pacific Tax Institute 2026 IN PERSON
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Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
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.
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.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
2026/27 Single Audit Update WEBCAST
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Your Desk
1.0 Credits
2024 Uniform Guidance overhaul. Increase in Single Audit threshold to $1 million. Audit planning and execution impacts. 2025 AICPA GAS/Single Audit Guide - Appendix B updates. Audit efficiency and compliance considerations.
Awesome Business Lessons from the Past: Learn from the Best! WEBCAST
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Your Desk
2.0 Credits
The six methods to get others to like you. What are twelve ways to win others to your way of thinking? What are the fundamental principles of Henry Ford's success? What are the thirteen steps necessary to plan for success? How to use these principles to move your organization forward.
Communicate Financial Concepts to Non-Accountants WEBCAST
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Your Desk
2.0 Credits
The math literacy barrier. The financial literacy barrier. What to say and how to say it. Communicating ideas graphically.
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.
Build Better Budgets: Fundamental Techniques WEBCAST
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Your Desk
2.0 Credits
Advantages of budgeting. The role of budgeting. Master budgeting. Flexible budgeting. Standards and variances. Capital budgeting.
The CPA's 2026 Guide to Cryptocurrency and Blockchain WEBINAR
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Your Desk
2.0 Credits
Blockchain technology primer. Cryptocurrency technology primer. Update on the cryptocurrency marketplace. Cryptocurrency exchanges. Overview of cryptocurrency taxation and legislation. Smart contracts.
Business Valuation - Asset Approach WEBCAST
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Your Desk
1.0 Credits
Fundamentals of business valuation and appraisal standards. The asset approach: methods, applications, and analysis.
Real Estate Professionals: Passive Activity, Sec. 199A and Investment Income Tax WEBCAST
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Your Desk
2.0 Credits
Definition, pros and cons of being a real estate professional. Integration of the real estate professional rules with reporting on Form 1040, Schedule E. Real estate professionals and indirectly owned entity's reporting on Form 1040. How real estate business is interpreted under the Section 199A rules and how it integrates with the passive activity rules. Real estate professionals and Form 8582. How to make the grouping election for passive activities and the flow-through deduction.
ABC Trust Planning and the Portable Exclusion WEBCAST
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Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts. Bypass trusts. Survivor's and QTIP trusts planning. Qualified Domestic Trust planning. What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill.
Internal Controls: Strengthen Security, Efficiency, and Employee Conduct WEBCAST
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Your Desk
8.0 Credits
An overview of control frameworks and concepts. Strategy considerations that can be incorporated into control development. Understanding and controlling risk that arises when organizations change or choose not to.
AI and Accounting in Construction WEBINAR
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Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
The Future of Work - Building a New Model of Work WEBCAST
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Your Desk
1.2 Credits
Talent strategy. Recruitment. Retention. Compensation. Engagement. Alumni strategy. Work architecture.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Auditing. Business development.
Navigating IRS Correspondence: Responding to IRS Letters WEBINAR
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them. Strategies for advising clients on IRS correspondence.
Doing Debt Differently - Your Roadmap to Changes and Choices for Success WEBCAST
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Your Desk
4.0 Credits
Practical and emotional aspects of debt. A new philosophy on doing debt differently. Key concepts that lead to success in becoming debt free. Creating your personal plan for debt freedom.