CPE & Event Catalog

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.

Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.

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.

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.

The broad scope of the “limited partner” exception. The IRS’s recent Compliance Campaign.

The challenges of implementation, the risks and benefits of AI in fraud schemes, and critical updates on AI legislation.

5-step process for recognizing revenue.

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.

How investment structures are formed, key due diligence practices, and strategies for asking the right questions to evaluate opportunities effectively.

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.

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.

Ensuring accurate filing and compliance in the year of death.

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.

Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.

When are distributions taxable? Miscellaneous issues, including the critical difference between Schedule 736(a) and Schedule 736(b) payments. Sales of an LLC interest.

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

Actionable insights into the evolving expectations of new professionals.

The evolving landscape of client expectations in the accounting profession. Building strong and lasting client relationships through effective communication. empathy. and proactive service. Implementing efficient client onboarding and engagement processes. Leveraging technology to streamline communication. enhance collaboration. and deliver personalized service. Effectively resolving client concerns and complaints. Utilizing client feedback to continually improve your practice.

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.

Washington State statute and rules Update for 2025.