CPE & Event Catalog
Emerging Leaders Workshop 2025 IN PERSON
-
Bellevue
8.0 Credits
Strengths and leadership.
Estate and Trust Primer WEBCAST
-
Your Desk
4.0 Credits
Types of trusts. Trustee powers. Recognition and realization of income. Elements of an estate. Taxation of trusts and estates. Basic concepts of estate planning.
Not-For-Profit Conference 2025 IN PERSON
-
Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Mastering Client Management for Accounting and Finance Professionals WEBCAST
-
Your Desk
2.0 Credits
The evolving landscape of client expectations in the accounting profession. Building strong and lasting client relationships through effective communication. empathy. and proactive service. Implementing efficient client onboarding and engagement processes. Leveraging technology to streamline communication. enhance collaboration. and deliver personalized service. Effectively resolving client concerns and complaints. Utilizing client feedback to continually improve your practice.
Fraud Conference 2025 IN PERSON
-
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
-
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.
IRS Tax Examinations and Hot Issues WEBCAST
-
Your Desk
4.0 Credits
Criteria that the IRS uses to select returns for examination. Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft. Understanding worker classification determinations on who is an employee and who is an independent contractor. Distinguishing S corporation officer's reasonable compensation issues. How the IRS holds persons other than an employer liable for unpaid payroll taxes.. Tax-related identity theft procedures.
Prix Fixe: Specialty Tax Incentives Update: R&D, 179D, 45L, and Cost Segregation WEBINAR
-
Your Desk
1.0 Credits
R&D credits. Section 179D. Section 45L. Cost segregation.
Guide and Update to Compilations, Reviews, and Preparations WEBCAST
-
Your Desk
4.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services –2018. SSARS No. 25, Materiality in Review of Financial Statements and Adverse Conclusions. SSARS No. 26, Quality Management for an Engagement Conducted in Accordance with Statements on Standards for Accounting and Review Services. SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement. Sample comprehensive engagement work programs for preparation, compilation, and review engagements.
Postmortem Estate Planning: Navigating Decedent's Estate Issues WEBCAST
-
Your Desk
4.0 Credits
Alternative valuation date. Portability and its role in estate tax planning. Installment payments of estate taxes. Use of QTIP elections under IRC Schedule 2056(b)(7). Qualified disclaimers and their benefits. Basis issues in postmortem planning. Decedent's final income tax return and payment of estimated taxes. Managing medical expenses and administrative expenses efficiently. Sixty-five-day rule election. Income and deductions in respect of the decedent (IRD) and its implications.
Not-For-Profit Conference 2025 WEBCAST
-
Your Desk
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Prix Fixe: How to Become a CFO Advisor WEBINAR
-
Your Desk
1.0 Credits
CFO advisory services.
2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
-
Your Desk
4.0 Credits
Washington State statute and rules Update for 2025.
Washington Sales and B&O Tax WEBCAST
-
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
-
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.
What A&A Pros Need to Know About Blockchain, Bitcoin, and Digital Assets WEBCAST
-
Your Desk
2.0 Credits
Cryptocurrencies, including Bitcoin, crypto assets, and other digital assets. Blockchain. NFT accounting. FASB ASC 350 – Intangibles – Goodwill and other. ASU 2023-08.
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST
-
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 WEBCAST
-
Your Desk
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.
Multistate Income Tax Issues WEBCAST
-
Your Desk
4.0 Credits
Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus. Emerging compliance issues in the new sales tax economy. Income Tax (and other forms of tax): Economic nexus (taxation without physical presence). Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
Tax Planning for Small Businesses WEBCAST
-
Your Desk
4.0 Credits
Starting a business. The tax life of a business. Selecting a business entity type. SECURE Act 1.0 and 2.0. Section 199A and the qualified business income deduction. Accounting methods. Compensation of owners. Hiring family members. Reasonable compensation. Depreciation. Section 179 and bonus depreciation. Transactions with owners. Buy-sell and noncompete agreements. Exiting the business - special exit techniques.