CPE & Event Catalog
2025 Washington Ethics and New Developments with Mark Hugh IN PERSON
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Bellevue
4.0 Credits
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.
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
Analytical Procedures for Nonprofits WEBCAST
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Your Desk
2.0 Credits
How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits. The required elements of a substantive analytic procedures to address detection risk. Tips and traps of applying an analytic approach to satisfy audit objectives. Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users. Common ratios and trends to assess liquidity, operating efficiency, leverage, and more.
Officer Compensation Audits: What It Is and How to Defend It WEBCAST
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Your Desk
2.0 Credits
Overview of Reasonable Compensation requirements for S and C Corporations. Key court rulings and their implications. IRS audit procedures related to Officer Reasonable Compensation. Role of Accountable Plans in determining Reasonable Compensation. Strategies for defending Reasonable Compensation.
Planning in an Uncertain World WEBCAST
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Your Desk
2.0 Credits
Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed. How to separate correlation from causation. How to recognize and overcome bias. Who is Thomas Bayes and why he matters.
Internal Control Changes for Remote Workers WEBINAR
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Your Desk
2.0 Credits
The benefits and pitfalls of remote employees. How to maximize the value provided by distance workers. Policies, procedures, and control measures designed for a more geographically dispersed workforce.
Business Consulting for CPAs WEBCAST
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Your Desk
4.0 Credits
Define business consulting. Identify the types of management services your firm could offer. Learn how to become the trusted advisor. Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements. Know what it takes to create a valuable outcome for the client. Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants. Learn techniques to become a more effective consultant.
LLC's & S Corps -- A Comparative Analysis WEBCAST
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Your Desk
4.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Using ChatGPT with Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
The Preparation of Form 706 - Line-by-Line WEBCAST
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Your Desk
3.0 Credits
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation