CPE & Event Catalog
Multistate Taxation WEBCAST
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Your Desk
8.0 Credits
Constitutional limits and Public Law 86-272. Interstate activity. Nexus. UDITPA. and MTC. Calculation of state taxable income. Filing methods for multi-state taxpayers. Apportionment and allocation. Multi-state income tax planning.
The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning WEBCAST
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Your Desk
4.0 Credits
Key considerations and challenges in estate settlement. Asset collection, accounting, and creditor payments in estate administration. Distribution challenges and solutions in estate settlements. Probate process: implications and management in estate administration. Will contests challenges and resolutions. Fiduciary duties, responsibilities, and accounting in estate administration. Stakeholder rights and protections in estate administration. Federal and state death tax implications in estate administration. Ancillary estate administration matters and special considerations. Trust-related issues and special considerations in estate administration.
Oregon and Washington Ethics 2025 WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
The WSCPA and IIA Present: New Year - New Risk IN PERSON
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Bellevue
2.5 Credits
The impact of AI and automation on controls and assurance. The evolving role of risk management across finance and audit functions. Legal, compliance, and ESG challenges on the horizon for 2026. Strategies for fostering collaboration across organizational leaders. Assessing AI’s practical value and limitations, and discuss how to integrate these tools responsibly into existing work flows.
Year-End CPE Bundle: A&A
Multiple Events Between -
Up to 8.0 Credits
Year-End CPE Bundle: Tax
Multiple Events Between -
Up to 8.0 Credits
Year-End CPE Bundle: Finance
Multiple Events Between -
Up to 8.0 Credits
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Data Extraction, Transformation, Validation the Right Data Sources for Analysis WEBCAST
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Your Desk
2.0 Credits
Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.
The Controller Function - Elevating the Role WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance.
Retirement Penalties and Rollover Issues WEBCAST
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Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
Resistance to Resiliency: Striving for Technology Change Acceptance WEBCAST
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Your Desk
1.0 Credits
Strategic alignment model. Technology change acceptance.
Long-Term Care Insurance: Make the Switch WEBINAR
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Your Desk
1.0 Credits
The need to fund for long-term care in America. Client's attitudes and misconceptions. Innovative long-term care solutions and funding.
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
2025 Annual Update for Governmental Accountants & Auditors WEBINAR
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Your Desk
8.0 Credits
GASB 100, Accounting Changes and Error Corrections. GASB 101, Compensated Absences. Yellow Book and Single Audit engagements. Yellow Book independence requirements. Changes to the Uniform Guidance.2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers.
2025 Not-for-Profit Accounting & Auditing Update WEBCAST
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Your Desk
3.0 Credits
Yellow book. Auditing. Accounting.
CFO - Preparing for Trouble WEBCAST - Partnered with the Idaho Society of CPAs
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Your Desk
8.0 Credits
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.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions WEBCAST
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Your Desk
2.0 Credits
Leadership foundations. Leading downward. Leading upward. Practical leadership tools.