CPE & Event Catalog
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
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.
Federal Tax Update with Greg and George - Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Advanced Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Taxation of investments. Reporting of business income and losses from pass-through entities including loss limitations. Non-income taxes that impact individual income tax returns. Retirement contributions and planning. Alternative Minimum Tax. Social Security taxation. Charitable contribution planning with limitations.
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. Overview coverage of the amendments to the SSARS contained in SSARS 26.
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
Excelling at Excel: Tips, Tricks and Updates WEBCAST
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Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.