CPE & Event Catalog
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
SSARS Codification: Preparation, Compilation and Review WEBCAST
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Your Desk
8.0 Credits
SSARS Codification requirements. SSARS engagements: preparation of financial statements, compilation of financial statements and proforma financial information. Review of financial statements. Coverage of the amendments to the SSARS contained in SSARS 26 and SSARS 27.
Washington State Tax Conference 2026 WEBCAST
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Your Desk
8.0 Credits
Washington legislative updates. Sales tax on services. SALT considerations related to M&A. Multi-state tax updates. Economic trends.
Tax Procedure WEBCAST
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Your Desk
2.0 Credits
Filing a tax return. IRS audit. IRS Appeals. Collections and litigation at courts of original jurisdiction.
S Corporations - Overview WEBCAST
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Your Desk
2.0 Credits
Overview of S Corporation election and compliance requirements. Comparison of S Corporations with other business entities. Preparing Form 2553 and addressing late filing relief. Shareholder stock and debt basis considerations. Form 1120S and Schedule K-1: key aspects and reporting requirements. Officer reasonable compensation requirements and IRS audit strategies. Introduction to Schedules K-2 and K-3. Compliance with corporate formalities and taxable fringe benefits.
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.
Change Management: Your Leadership Role for Aligning Profits & Culture WEBCAST
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Your Desk
2.0 Credits
Why professional agility is critical, and how to develop it. Foundational models for change management. Proven strategies to prepare for change as individuals, teams & organizations. Implementing change: A how-to look. Leading through change for success of all involved.
S Corporations Update WEBCAST
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Your Desk
8.0 Credits
Making the S election. Per share per day accounting rules. Revenue procedures for curing various errors that can adversely affect S status. Regulatory safe harbors for routine commercial agreements. Employment tax issues.
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, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Accounting and Auditing for the Construction Industry WEBCAST
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Your Desk
4.0 Credits
Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of “risk-based” audit model to contractors. The “Lookback” analysis and the contractor’s estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent Contractor qualifications.
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update WEBCAST Partnered with the Oregon Society
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Your Desk
8.0 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 a 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. Sample comprehensive engagement work programs for preparation, compilation and review engagements. Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations. Other communication requirements, such as sample engagement letters and management representation letters.
Like-Kind Exchanges WEBCAST
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Your Desk
2.2 Credits
Like-kind exchanges (LKE). Qualified third party intermediaries (QI).
LLCs & S Corps - A Comparative Analysis WEBCAST
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Your Desk
4.5 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Building Your Personal Net Worth: Invest in Your Future WEBCAST
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Your Desk
2.0 Credits
Why people who appear wealthy may be living paycheck to paycheck. Why a millionaire may be living in the ordinary house next door. Early and mid-career strategies for accumulating wealth. Where and how to invest your money. Why fees and commissions should concern you. Strategies for buying stocks, mutual funds and ETFs.
Critical "Soft" Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
Tips for being a balanced leader-manager. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
Estate Planning for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.
K2's Getting Started With Artificial Intelligence WEBCAST
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Your Desk
2.0 Credits
Understanding AI tools available today. Creating accounts in AI platforms. Querying data from AI platforms. Customizing your AI subscriptions.
Sticky Ethical Choices, featuring Bob Mims and Don Minges WEBCAST
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Your Desk
1.0 Credits
Why are some choices so difficult? The consequences of pulling the trigger quickly. How to evaluate ethical situations and remain above-board.