CPE & Event Catalog
Annual Update for CFOs, Controllers and Finance Managers: Driving Business Value WEBCAST
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Your Desk
4.0 Credits
Economic trends and their effect on business. Ways to drive operational efficiency. Leveraging technology in finance. Cash management and working capital. Effective talent management. Sustainability and corporate responsibility.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
2025 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, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Pacific Tax Institute 2025 IN PERSON
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Bellevue
16.2 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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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!
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.
Member Exclusive: What's New at the Washington State Board of Accountancy WEBINAR
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Your Desk
1.0 Credits
Key updates, compliance considerations, and what to expect in the year ahead.
Member Exclusive Pop-Up: Calling BS on Cybersecurity Nonsense WEBINAR
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Your Desk
1.0 Credits
The cybersecurity misinformation crisis and how to identify credible information. Common misleading vendor claims and verification techniques. Accounting-specific security frameworks that protect your practice. Practical WISP implementation strategies that balance security and productivity. How to leverage security practices as a competitive advantage in client acquisition and retention.
Prix Fixe: Washington State Tax Update WEBINAR
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Your Desk
1.0 Credits
Understanding the current state of tax regulations. Anticipating future changes.
Steps to Stop External Fraud WEBCAST
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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.
Member Exclusive: Self Care in a Demanding Profession WEBINAR
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Your Desk
1.0 Credits
Practical self-care strategies to reduce stress, prevent burnout, and enhance work-life balance.
Prix Fixe: Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations WEBINAR
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Your Desk
1.0 Credits
The broad scope of the “limited partner” exception. The IRS’s recent Compliance Campaign.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know WEBCAST
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Your Desk
4.0 Credits
5-step process for recognizing revenue.
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.
Preparation, Compilation, and Review Engagements: Update and Review WEBCAST
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Your Desk
4.0 Credits
Overview of preparation. Compilation. and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects.
Top Business Tax Planning Strategies WEBCAST
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Your Desk
2.0 Credits
Complying with the beneficial ownership information reporting requirements. The current status of the Employee Retention Credit Voluntary Disclosure Program. Using the newly expanded access to business tax accounts for partners and shareholders of S corporations IRS guidance allowing car dealers to provide electric vehicle tax rebates upfront to qualified auto buyers. Monetizing energy credits. Amortization of research and experimental expenditures. Dealing with the taxpayer loss in the Tax Court in Soroban Capital Partners requiring managers to pay self-employment tax on certain payments to limited partners. Contributions to Roth "catch-up" plans. Roth contributions to a SEP and Simple IRA. Employer matching contributions to a Roth account. Section 179 and bonus depreciation. Roth 401(k) contributions no longer subject to RMDs during the owner's lifetime.
Prix Fixe: Individual and Estate Income Tax Reporting in the Year of Death WEBINAR
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Your Desk
1.0 Credits
Ensuring accurate filing and compliance in the year of death.
Audits of 401(k) Plans: New Developments and Critical Issues WEBCAST
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Your Desk
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency. Common pitfalls in planning and detailed audit procedures. Changes affecting 401(k) plans, including recently issued SASs. Common mistakes as noted in peer reviews and DOL inspections.
ChatGPT for Tax: Updated Guide to Fast, Accurate Tax Research WEBCAST
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Your Desk
2.0 Credits
Very recent changes to AI (up-to-the-minute). Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok. Integrating artificial intelligence with traditional tax research tools. Minimizing the risks of using AI. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Minimizing risk of getting a wrong answer of answers using “verification” tools. Increasing speed of research using “toehold” strategies.