CPE & Event Catalog
Annual Update for Accountants and Auditors WEBCAST - Partnered with the Idaho Society of CPAs
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Your Desk
8.0 Credits
Narrow-scope accounting standards updates. Financial instruments and leases. FASB exposure drafts and projects. Exposure drafts of new auditing standards. Preparation. compilation. and review engagement updates.
Washington Sales and B&O Tax WEBCAST
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Your Desk
4.0 Credits
Sales tax topics include taxable gross income, the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology. The B&O tax covers includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes. Tax administration and audits discusses Washington tax resources, registration, interest, penalties, reducing audit risk, preparing for a tax audit, and tax audit survival.
Depreciation Rules for Bonus and Section 179 Expensing WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation for acquisitions and construction. History of qualified property categories and QIP. The CARES Act and related Rev. Procs. Section 179 expensing. Energy incentives. The tangible property regulations. 1031 exchanges. Strategic hierarchy.
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST
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Your Desk
4.0 Credits
Qualified business income deduction. Hobby losses. Self-employment health insurance. Business start-up costs. Depreciation. Schedule C issues. Like-kind exchanges. Charitable contributions of property.
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
2025 Washington Ethics and New Developments with Mark Hugh IN PERSON
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Bellevue
4.0 Credits
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area WEBCAST - Partnered with the Oregon Society of CPAs
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Your Desk
4.0 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts - the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets
Multistate Taxation WEBCAST
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Your Desk
8.0 Credits
Constitutional limits and Public Law 86-272. Interstate activity. Nexus. UDITPA. and MTC. Calculation of state taxable income. Filing methods for multi-state taxpayers. Apportionment and allocation. Multi-state income tax planning.
The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning WEBCAST
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Your Desk
4.0 Credits
Key considerations and challenges in estate settlement. Asset collection, accounting, and creditor payments in estate administration. Distribution challenges and solutions in estate settlements. Probate process: implications and management in estate administration. Will contests challenges and resolutions. Fiduciary duties, responsibilities, and accounting in estate administration. Stakeholder rights and protections in estate administration. Federal and state death tax implications in estate administration. Ancillary estate administration matters and special considerations. Trust-related issues and special considerations in estate administration.
Oregon and Washington Ethics 2025 WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach WEBCAST
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Your Desk
1.0 Credits
Mindfulness. Creative thinking. Productivity. Performance. Neuroscience. Leadership.
Partnership & LLC (Form 1065) - Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Overview of different forms of business entities including the check-the-box regulations. Formation issues including the mandatory allocation of the Sect. 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3. 8% net investment income tax. Calculating the tax and Sect. 704(b) book capital accounts. Substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse and non-recourse debt on K-1s. Guaranteed payment issues and tax treatment of fringe benefits. Self-employment tax issues and pitfalls. Tax treatment of distributions cash versus non-cash and liquidating versus non-liquidating. Sales and liquidations (redemptions) of partnership interests. Sect. 754 optional basis adjustments and mandatory adjustments.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
Clarifying Risk Assessment - SAS 145 and Beyond WEBCAST
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Your Desk
4.0 Credits
Assessing the risk of material misstatement. Mandatory risk assessment procedures. Evaluating internal controls. Responding to risk assessment with appropriate audit procedures. Complying with revised and expanded documentation requirements.
Getting the Most When Selling a Business: Little Details to Get Top Value WEBCAST
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Your Desk
2.0 Credits
What do buyers really want? Steps to take so your business will be attractive to buyers. The process to prepare for a sale.
Introduction to Governmental Budgeting WEBCAST
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Your Desk
2.0 Credits
Governmental budgeting.
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns WEBCAST
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Your Desk
2.0 Credits
Review of sample returns with illustrations of most forms of gifts. How to meet the adequate disclosure requirements. Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse. Electing in or out of GST allocations with indirect skips.
Accounting for and Auditing Cryptocurrency & Digital Assets WEBINAR
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Your Desk
2.0 Credits
Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets. Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls WEBCAST
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Your Desk
2.0 Credits
Why most equity compensation plans fail. Complexity of GAAP accounting for equity compensation plans. Tax implications of equity compensation plans. How an equity compensation plan should be administered. Compliance issues to consider. Recommendations to design a better equity compensation plan.
Prix Fixe: How to Become a CFO Advisor WEBINAR
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Your Desk
1.0 Credits
CFO advisory services.