CPE & Event Catalog

Discuss the most recent tax legislation, rulings and developments. Section 163(j) interest expense deduction. 21% corporate tax rate. Medicare tax on high income wages and SE income. Tax provision and 2025 extensions. Timing income and deductions. Alternative minimum tax (AMT) issues. 3.8% net investment income tax. Rediscovering Section 1202 QSBS. Reconsidering choice of entity.

Deciphering Balance Sheet Accounting Issues: Through practical analysis and case discussions, we will highlight essential tools for understanding the balance sheet, ensuring it is exemplary and grasping the key drivers of accounting issues. Lease or Buy, Debt or Equity: Is there an ideal financing mix that we should aim to achieve? What does financial theory recommend? What are the hidden costs of our financing decisions? Should we lease or buy an asset, and how do we analyze this decision? How can we handle financial distress? These crucial topics will be addressed, blending theory and practice to help solve these dilemmas. Dealing with Ever Changing Accounting Standards: GAAP is changing rapidly, posing challenges for leaders who must adapt to new accounting standards while steering their organizations toward sustainable growth. SALT for CFOs: The changes to state and local taxation (SALT) are significant. New methods are continuously being introduced to raise taxes, as states strive to increase their revenue. How have the regulations changed, and what tools are useful for compliance? Many organizations may not fully comply with SALT regulations, which pose real risks. Leaders should be aware of these compliance risks and explore ways to minimize them to avoid penalties

Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies in 202 5and beyond. 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. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.

Thorough exploration of Washington Estate Tax Law. Step-by-step guidance on preparing the Washington Estate Tax Return. Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return. Aligning with the Federal Estate Tax Return (Form 706). Coordinating with estate administration matters and analyzing probate considerations. Exploring non-probate elements and evaluating valuation complexities. Examining challenges related to joint tenancy.

Insights and guidance to navigate IRS-related challenges.

The need for better relationships, credibility, and trust. Lessons from great leaders. Steps to becoming a better leader, a trusted leader.

Should you become a fractional CFO? Are you an entrepreneur? Steps to take. Steps to avoid. Understanding marketing and branding. Defining your market. Becoming the trusted advisor.

Utilizing your team - your whole team. Your company, your experts - your resources. Maintaining relationships with key external parties can be your secret weapon. Building key connections - who, how, and when. Making critical decisions timely. Translating data analytics into what matters. Knowing when to delegate. Gaining knowledge efficiently. Deciphering what to learn. Determining the questions to ask. Becoming the Chief Value Officer. Communicating what drives value. Understanding risk.

Incentive Compensation Plans That Incentivize: Incentive plans can influence behavior, but do they effectively drive the performance we desire? This seminar will explore why incentive plans work and why not. We will also discuss challenges like setting limits on incentives and recognizing performance across different divisions. Corporate Governance Best Practices: Balancing financial responsibilities with sound governance and ethical leadership can be challenging, particularly for smaller organizations. We will cover the essential skills for leading with accountability, setting high ethical standards, and engaging effectively with the Board. Developing a Great Internal Audit Department: How can we enhance our Internal Audit department and increase its value? What metrics should we track, and what key elements are essential for success? A modern Internal Audit department pays for itself, and this course will help you maximize its value. Ethical Decisions Making Made Easy: Ethics can be complex, but developing strong decision-making skills is essential in today's pressured environment. This course offers a clear framework for navigating ethical dilemmas, helping you make confident decisions, uphold your integrity and maintain your license. Remember, ethics is not just about meeting requirements; it reflects who we are and our core values.

Retirement and financial planning.

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.

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. International reporting issues in SSARS engagements. Special Purpose Framework financial statement issues. Case studies. Latest developments.

Crises Management: Organizations frequently face crises. How you respond can determine your organization's future. This course will equip you with essential skills for effective crisis handling and organizational resilience. Fraud Prevention: Fraud impacts over 80% of organizations, causing annual losses exceeding $10 billion. Are you ready to strengthen your organization and protect clients against fraud risks? We offer strategies to create a strong anti-fraud culture and provide tools for preventing, detecting, and managing fraud. Fraud Investigation: Unlike accounting audits, fraud investigations require specialized training that many lack. The aim is to ensure that findings are robust and admissible when cases are referred to law enforcement. Participants will learn how to respect the rights of all parties, preserve evidence, use proper surveillance, and distinguish between company materials and personal property. Conducting effective investigations is complex, and it's vital to be aware of the many risks. The Impact of AI on Finance: Organizations of all sizes are rapidly adopting Artificial Intelligence (AI) and Machine Learning (ML). But why should this matter to accounting, internal audit, finance, and IT professionals? We will highlight the differences between chat-based AI search tools and more advanced AI applications. We will provide example policies for responsible AI use and resources for further learning. While these technologies offer significant capabilities, they also come with risks. We will discuss the greater risk.

Management Reporting: Many management reports are misunderstood or poorly utilized. If your audiences are missing the message, learn how to capture their attention and deliver actionable insights. Discover "The Trifecta" and five secrets for effective reports and presentations that will resonate with your audience. This seminar will provide valuable insights to help management understand financial reports. Culture Management: Every organization, team, and family have its own unique culture, and each member has their own perspective. We'll explore different types of culture, what makes them effective, what can weaken them, and how to adapt actions for transformation? You'll learn to change culture without major personnel shifts, reduce resistance to change, and foster a low-fear, high-confidence environment that boosts productivity and lowers turnover. Identifying Dishonesty: Trust is the foundation of all relationships but lies undermine trust and reduce productivity. Can we recognize deception and protect ourselves from being misled? Learn effective ways to discern lies and discover a proven process to uncover the truth. The role of today's financial leader extends beyond traditional stewardship to encompass agility, innovation, crisis management, and strategic foresight.

The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.

Reviews of portions of error-prone staff-prepared Forms 1120-S and 1065 from client-provided information. Be aware of legislative changes. How to reduce input errors. When and how to rely on third-party data import software. What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork. The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review. Overview of new Schedules K-2 and K-3. Don't fall prey to reporting oddities. When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 - New tax reporting requirement for partners' capital balances. Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules. Discussion of more complex transactions included in corporate structures. Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.