CPE & Event Catalog
Estate Planning for 2025 and Beyond WEBCAST - Presented by the Oregon Society of CPAs
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies in 202 5and beyond. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
The Complete Guide to Washington Death Taxation WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
8.0 Credits
Thorough exploration of Washington Estate Tax Law. Step-by-step guidance on preparing the Washington Estate Tax Return. Addressing diverse postmortem estate planning intricacies within the context of the Washington Estate Tax Return. Aligning with the Federal Estate Tax Return (Form 706). Coordinating with estate administration matters and analyzing probate considerations. Exploring non-probate elements and evaluating valuation complexities. Examining challenges related to joint tenancy.
Explaining the New Regulatory Changes in Washington: What Licensing Changes Mean for You, How You Do Business, and the Next Generation of CPAs
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Your Desk
0.0 Credits
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.
Crucial Real Estate Taxation Insights Part 2 WEBCAST
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Your Desk
2.0 Credits
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
Crucial Real Estate Taxation Insights Part 3 WEBCAST
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Your Desk
2.0 Credits
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
Crucial Real Estate Taxation Insights Part 4 WEBCAST
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Your Desk
2.0 Credits
Common types of real estate professionals. Like-kind strategies. Ordinary income recapture on the sale of real estate. Important considerations in allocating the sales prices of real estate in a written agreement.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
Preparing to be a Forensic Accountant - Cloud Forensics WEBCAST
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Your Desk
1.4 Credits
Forensic accounting.
Schedule C of Form 1040 WEBCAST
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Your Desk
2.0 Credits
When Schedule C applies. Cash vs. Accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Tax Aspects of Stock Investing WEBCAST
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Your Desk
4.0 Credits
Active and passive investing. Dividend-paying stocks, value stocks, and the net investment income tax. Favorable capital gain strategies and the netting process. Exchange-traded funds (ETFs), stock options, and straddles.
Small Business Risk Avoidance WEBCAST
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Your Desk
4.0 Credits
New perspective on corporate governance. ERM overview. ERM-small business approach. 10 steps to take NOW.
Introduction to Not-for-Profit Accounting WEBCAST
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Your Desk
2.0 Credits
Not-for-profit accounting. Yellow book.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts WEBCAST
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Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
K2's Taking Another Look At PDFs WEBCAST
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Your Desk
2.0 Credits
Understanding the Portable Document Format. Identifying tools you can use to work with PDFs. Collaborating using PDFs. Creating, distributing, and collecting fillable PDF forms. Using PDFs to enhance security.
Addressing Cash Flow and Forecasting Uncertainty WEBCAST
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Your Desk
1.5 Credits
Accounting. Finance. Cash flow.