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.
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.
Schedule K-1: What is it & What Do I Do with It? WEBCAST
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Your Desk
2.0 Credits
Overview of Schedule K-1 for partnerships, S corporations, and estates. Reporting Schedule K-1 information on Form 1040. Basis limitations, loss limitations, and material participation rules. Qualified Business Income Deduction and Schedule K-1 integration. Case studies highlighting real-world application of Schedule K-1 reporting. Proposed changes to Schedules K-2 and K-3 for 2021 and beyond. Best practices for avoiding errors and ensuring compliance.
Critical Technical Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
A methodical approach to business and strategic planning. Overview of the balanced scorecard approach to creating key performance metrics. Common metrics for analyzing financial statements and trends. Accounting and finance role in enterprise-wide risk management.
State Tax Nexus: Frequently Awkward Questions WEBCAST
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Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments. Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
PFP Update: Issues, Exposures and Developing Client Strategy WEBCAST
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Your Desk
2.0 Credits
Cash flow management. Insurance, investment, income tax, education, retirement and estate planning. Understanding client issues, diagnosing client exposures and determining client solutions. Closely held business owner strategies.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions (RMDs).
2025 Business Federal Tax Update - Navigating the Current Tax Landscape WEBCAST
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Your Desk
8.0 Credits
Thorough exploration of essential IRC Sections pertinent to business income taxation. Comprehensive assessment of recent changes and updates in business taxation. Examination of business changes arising from significant legislative updates. Analysis of pertinent tax code sections, including Section 199A. Addressing tax considerations for various business schedules (C, F, and E). Navigating partnership, corporation, and LLC taxation issues. Unpacking the complexities of COVID-19-related subsidies and their tax implications. Interaction of Code Section 461(l) with Section 382 and carryover rules. Understanding defaulted loans, bankruptcy implications, and their tax treatment. Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation. Special rules governing the business use of a home. Reporting requirements for converting personal use property to business use.
Budget Mastery: Process, Problems, and Solutions WEBCAST
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Your Desk
2.0 Credits
Defining the budget process. Common budgetary cultures and discussion of solutions. Does your budget need an overhaul or just a tune up? How to make the budget flexible. Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself).
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. How to learn what others want. What are twelve ways to win others to your way of thinking? How to destroy your enemies. What are the fundamental principles of Henry Ford's success? Focus on technology, training and "Scientific Method". Value of training and education. The need for fun. What are the thirteen steps necessary to plan for success? All plans must adjust to changing realities. What are the traps to avoid? How to use these principles to move your organization forward.
The Art of Marketing for CPAs WEBCAST
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Your Desk
4.0 Credits
Why marketing and self promotion are so important today. What keeps people from learning this skill, and how to overcome those obstacles. How to get people (your boss, co-workers or clients) to like working with you. How to sell someone on your services in a single minute. How to attract more clients or the attention of your boss in a way that "wows" them. How to get referrals from your clients or glowing reviews from your boss. The 3 communication skills every business person needs to master, and why. The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career.
Deception, Embezzlement and Fraud WEBCAST
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Your Desk
8.0 Credits
Narcissism studies. Fraud. Embezzlement. Technology used in scams.
Federal Tax Update: Business Comprehensive WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.
Organizational Effectiveness and Communication WEBCAST
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Your Desk
1.0 Credits
Communication.