CPE & Event Catalog
MEMBER EXCLUSIVE POP UP: How to Spring into CAS: A Step-by-Step Framework WEBINAR
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Your Desk
1.0 Credits
AI-driven insights for CAS.
Advanced Integrated Planning: Mastering Estate, Financial,and Asset Protection Strategies WEBCAST
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Your Desk
4.0 Credits
Contemporary estate and gift tax landscape. Domicile considerations in estate and financial planning. Life insurance trust dynamics and tax implications. Transfers to split-interest trusts and associated tax considerations. Qualified personal residence trusts: benefits and challenges. Grantor retained trust arrangements and planning techniques. Charitable trust strategies and their complexities. Family limited partnerships: structure and benefits. Intentionally defective grantor trusts and their potential.
Prix Fixe: How to Prepare for an Audit WEBINAR
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Your Desk
1.0 Credits
The ever-evolving landscape of audit preparedness.
Practice Management -The Idaho Society of CPA's 2025 MAP Conference WEBCAST
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Your Desk
12.0 Credits
Gain the skills and knowledge that will help you and your firm become more effective dealing with several major trends impacting the accounting profession.
Member Exclusive: Building Strengths Based Culture WEBINAR
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Your Desk
1.0 Credits
Actionable strategies for fostering engagement, productivity, and leadership growth.
Maximizing Your Social Security Benefits WEBCAST
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Your Desk
4.0 Credits
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Prix Fixe: How to Read Wills and Trust Documents WEBINAR
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Your Desk
1.0 Credits
Essential elements of reading wills and trust documents.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Current Issues in Accounting and Auditing: An Annual Update WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda.
Key Partnership and S Corporation Tax Planning Strategies WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Timely coverage of breaking tax legislation.
Government and Nonprofit Frauds and Controls to Stop Them WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Examine real-world misappropriation of cash, check frauds, vendor scams, credit card abuse, grant funds, benefit schemes.
The Most Critical Challenges in Not-for-Profit in Accounting Today WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Key issues related to not-for-profit financial reporting.
The Top Five Tax Issues in Dealing with LLCs and Partnerships WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act.
Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area WEBCAST - presented by the Montana Society of CP
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Your Desk
4.0 Credits
Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls.
The Most Critical Challenges in Governmental Accounting Today WEBCAST - presented by the Montana Society of CPAs
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Your Desk
4.0 Credits
The implementation of GASB No. 101 on compensated absences.
Accounting and Auditing Update for Not-for-Profits WEBCAST
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Your Desk
8.0 Credits
Not-for-profit accounting update. Revenue recognition in not-for-profits. FASB update. Auditor's report and conforming changes. Auditing Standards Board update. SQMS No. 1. A Firm's System of Quality Management. Governmental auditing update.
Prix Fixe: Smooth Cash Flows: Demystifying Straight-Lining of Rental Income WEBINAR
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Your Desk
1.0 Credits
Accounting methods for rental income. Recognizing revenue over time. Ensuring compliance with accounting standards.
Prix Fixe: Cash Forecasting for Nonprofits WEBINAR
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Your Desk
1.0 Credits
Cash forecasting for nonprofit organizations.
2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules Update for 2025.
Forensic Accounting: Fraud Investigations WEBCAST
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Your Desk
8.0 Credits
Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.