CPE & Event Catalog
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.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST
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Your Desk
8.0 Credits
Valuation methods. Stock purchase vs. asset purchase structures. Estate and gift tax planning strategies. Gifting of business interests. Transfer of interests to split-interest and grantor retained trusts. S corporation stock transfers to trusts. Family limited partnerships and self-canceling installment notes. Using ESOPs to transfer business ownership.
Multistate Income Tax Issues WEBCAST
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Your Desk
4.0 Credits
Emerging sales tax topics. Emerging compliance issues in the new sales tax economy. Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states. When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Spokane Chapter Lunch and Learn Featuring TechBytes: Microsoft 365 Copilot for CPA Firms - Practical AI You’ll Actually Use IN PERSON
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Spokane
1.8 Credits
Microsoft 365 Copilot for CPA workflows.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
TechBytes: Microsoft 365 Copilot for CPA Firms. Practical AI You’ll Actually Use? IN PERSON
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Redmond
1.8 Credits
Examples include Copilot in Excel for workpapers, formula generation, trial balance cleanup, and anomaly spotting; Researcher for pulling together timely guidance on tax topics and client industries; Analyst for deeper financial analysis using Python, without needing to code; and Cowork for handling multi-step tasks across Microsoft 365, the web, and connected business workflows. We will also show practical uses in Outlook, Word, and Teams for drafting, summarizing, and turning notes into deliverables. We will close with why licensing matters, including the added capabilities, data safeguards, and data processing protections CPA firms should expect from any AI platform. You'll leave with practical use cases and a link to a downloadable best-practices guide.
CORE Series: Complex Not-for-Profit Accounting WEBINAR
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Your Desk
1.0 Credits
Key technical areas that present challenges for NFP entities.
Ethical AI Practices for CPAs: Ensuring Responsible Use WEBINAR
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Your Desk
2.0 Credits
Understanding ethical implications of AI. Data privacy and security considerations. Compliance with regulations and professional standards. Developing ethical AI policies and procedures.
Basis Calculations and 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'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.
Leveraging ChatGPT for Innovative Business Advisory Services WEBINAR
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Your Desk
2.0 Credits
The Introduction to ChatGPT and its applications in the business advisory context. In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc. Practical case studies demonstrating application of ChatGPT in accounting business analysis. Key challenges faced by accounting firms and how ChatGPT can help overcome these. Best practices for implementing AI tools in the accounting sector. Future opportunities and trends in AI enhanced business advisory services.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Beyond the Basics: Financial Ratios You Might Be Overlooking WEBINAR
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Your Desk
1.0 Credits
Understanding cost behavior and its impact on decision-making. Contribution margin and break-even analysis. Margin of safety and its role in risk management. Operating leverage and financial sensitivity. Analyzing asset turnover for operational efficiency. Cash conversion cycle and working capital insights. Free cash flow yield as a valuation tool.
Advanced Cost Accounting: Eliminate Calculation Distortions WEBCAST
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Your Desk
2.0 Credits
Cost accounting.
The Preparation of Form 709 – Line by Line WEBCAST
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Your Desk
2.0 Credits
Gift tax fundamentals and exclusions. Completing Form 709 accurately. Gift-splitting and its tax implications. Lifetime exemption and GSTT considerations. Valuation of gifted assets. Common filing mistakes and IRS audits. Updates on new legislation impacting gift taxation.
SECURE Act 2.0: What You Need to Know WEBCAST
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Your Desk
1.0 Credits
Expanding automatic enrollment in retirement plans. Increased age for RMDs. Higher catch-up contribution limit. Emergency expense penalty-free withdrawals. Starter 401(k)s for certain employers. Part-time worker improved coverage.