CPE & Event Catalog
Governmental Accounting & Auditing Conference 2026 WEBCAST
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Your Desk
16.0 Credits
GASB updates. Single Audit updates. Changes in federal funding and grant management. Cyber security, AI, and data security risks specific to government operations. Economic trends impacting state and local governments. Emerging issues affecting Washington . The state of the CPA profession. Communication and presentation skills.
International Tax Conference 2026 IN PERSON
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Bellevue
8.0 Credits
Expatriation. Compliance considerations for trusts and estates. Generational wealth transfer for global families. Succession planning strategies across borders. Intangible tax planning for businesses. Recent UK tax law changes affecting U.S. expats. Timely updates on the One Big Beautiful Bill Act.
Women's Leadership Summit 2026 IN PERSON
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Bellevue
8.1 Credits
Strengthen your leadership presence. Navigate challenges with confidence. Foster inclusive, high-performing teams.
High-Net-Worth Clients: Income Tax Planning WEBCAST
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Your Desk
2.0 Credits
Strategies for maximizing the date-of-death step-up in basis Tax-loss harvesting and proactive loss-management techniques Qualified retirement plans and optimization strategies Planning approaches to reduce required minimum distributions (RMDs) Real estate investing strategies for tax efficiency Asset allocation across taxable, tax-deferred, and tax-free accounts Charitable giving structures and tax-saving opportunities
Washington State Tax Conference 2026 IN PERSON
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Redmond
8.0 Credits
Washington legislative updates. Sales tax on services. SALT considerations related to M&A. Multi-state tax updates. Economic trends.
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.
Tax Practice Standards WEBCAST
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Your Desk
2.0 Credits
Treasury Circular 230. AICPA Statements on Standards for Tax Services (SSTS). Internal Revenue Code (IRC). Common law.
Form 7203 - How to Calculate Shareholder Basis WEBCAST
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Your Desk
2.0 Credits
Introduction to Form 7203 and its purposes. Mechanics of completing Form 7203 accurately. Strategies for reconstructing shareholder basis. Loss limitations under IRC Sect. 461. At-risk rules and limitations for S Corporation shareholders. Documentation requirements for shareholder basis. Common errors in calculating and reporting basis. Best practices for maintaining and reporting shareholder basis.
Financial Statement Presentation and Disclosure WEBCAST
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Your Desk
4.0 Credits
U. S. GAAP and Special purpose frameworks. Form and content of financial statements: Balance sheets. Income statements; Statements of cash flows. Retained earnings and/or owners' equity statements. Comprehensive income. Supplementary information. Comparative vs. single-period financial statements. Sufficiency of disclosures. Illustrative disclosures frequently encountered in small-to-medium reporting entities. Industry-specific nuances.
Operations Level Internal Control WEBINAR
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Your Desk
4.0 Credits
An overview of controls that drive procedures. Considerations for procedural control development. Understanding and controlling risk that arises when organizations change.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
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Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
2025 EBP Update: Standards, Compliance, and Best Practices WEBCAST
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Your Desk
2.0 Credits
EPB. Auditing.
2025 Governmental GAAP Update: Navigating GASB Standards WEBINAR
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Your Desk
2.0 Credits
New GASB standards: GASB 100. Accounting changes and error corrections. GASB 101. Compensated Absences. Practical case studies.
Internal Controls for Small and Medium-Sized Entities WEBCAST
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Your Desk
1.0 Credits
Overview of controls. Preventative controls. Detective controls. Controls for SMEs.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Property distributions in liquidation of a partner's interest. Section 751 and its impact on property distributions from a partnership. Mechanics of completing Form 7217 - new for 2024. The Section 754 election and its role in partnership property distributions.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
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Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.
Mergers & Acquisitions: Tips and Speed Bumps to Avoid WEBCAST
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Your Desk
2.0 Credits
Making strategic acquisitions. Identifying potential acquisition candidates. Alternatives to M&A. Identifying and understanding organizational culture. Understanding the keys to effective and efficient due diligence. Planning and executing an effective integration. Key considerations.
Steps to Stop External Fraud WEBINAR
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Your Desk
2.0 Credits
Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties. External fraud unknown perpetrators.