CPE & Event Catalog
Federal Tax Update with Greg and George - Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods. Stock purchase vs. asset purchase structures. Estate and gift tax planning strategies. Gifting of business interests. Transfer of interests to split-interest and grantor retained trusts. S corporation stock transfers to trusts. Family limited partnerships and self-canceling installment notes. Using ESOPs to transfer business ownership.
Multistate Income Tax Issues WEBCAST
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Your Desk
4.0 Credits
Emerging sales tax topics. Emerging compliance issues in the new sales tax economy. 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. When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
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.
TechBytes: Microsoft 365 Copilot for CPA Firms. Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Examples include Copilot in Excel for workpapers, formula generation, trial balance cleanup, and anomaly spotting; Researcher for pulling together timely guidance on tax topics and client industries; Analyst for deeper financial analysis using Python, without needing to code; and Cowork for handling multi-step tasks across Microsoft 365, the web, and connected business workflows. We will also show practical uses in Outlook, Word, and Teams for drafting, summarizing, and turning notes into deliverables. We will close with why licensing matters, including the added capabilities, data safeguards, and data processing protections CPA firms should expect from any AI platform. You'll leave with practical use cases and a link to a downloadable best-practices guide.
Client Advisory Services Summit 2026 WEBCAST
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Your Desk
8.2 Credits
Growing and sustaining a successful advisory practice.
CORE Series: How to Take Advantage of AI Right Now WEBINAR
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Your Desk
1.0 Credits
Practical considerations. Governance needs. Steps you can take now to begin realizing value from AI.
Beyond the 401(k): Larger Tax Deductions and Retirement Wealth Featuring the 401(h) Advantage WEBINAR
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Your Desk
1.0 Credits
Advanced retirement plan design. Tax-advantaged healthcare and wealth scaling. Client assessment and practice tools.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.
Virtual Currency: Keeping Up with the Tax Code WEBCAST
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Your Desk
2.0 Credits
Overview of virtual currency. Property transactions with virtual currency. Receiving virtual currency as payment. Paying using virtual currency. Charitable donations with virtual currency. Gifting of virtual currency. Form 8300 reporting.
Not-For-Profit Conference 2026 WEBCAST
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Your Desk
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.
Navigating Washington Sales and B&O Tax WEBCAST With Sonjia Barker
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Your Desk
4.0 Credits
Overview of Washington’s excise tax system. Key differences between Washington’s B&O tax and traditional corporate income taxes. Overview of Washington sales tax and use tax rules. Nexus considerations for businesses operating in or selling to Washington. Business and occupation (B&O) tax essentials. Common deductions. Sales and use tax compliance. Recent legislative and regulatory developments. Audit risks and best practices for compliance. Practical applications and case studies.
CORE Series: Inside the Cybersecurity Playbook: Defending Your Business in the Digital Age WEBINAR
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Your Desk
1.0 Credits
Common threat vectors. The distinction between breaches and compromises. The importance of layered security strategies.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct. Washington ethics rules and recent changes. New developments and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Forms 7217 and 7203 WEBCAST
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Your Desk
2.0 Credits
Tax treatment of partnership distributions to partners of cash and property other than cash. Basis of property received in a partnership distribution. Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting. Organization and structure of the new Form 7217. Who must file Form 7203. Determining the S corporation shareholder’s initial basis in his or her stock. Basis limitations on partnership losses and deductions. Organization and structure of Form 7203 — understanding the three parts of Form 7203. Filing criteria for Form 7203. Calculating an S corporation shareholder’s share of S corporation deductions and credits. Understanding stock and debt basis.
Federal Tax Update with Greg and George - Individual WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George Business WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.