CPE & Event Catalog
Multistate Income Tax Issues WEBCAST
-
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
-
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
-
Spokane
1.8 Credits
Microsoft 365 Copilot for CPA workflows.
Risk Management Conference 2026 IN PERSON
-
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
-
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.
Audit Risk Assessment in Plain English WEBCAST
-
Your Desk
2.0 Credits
Overview of Audit Risk Assessment. AICPA's clarified Risk Assessment Standards. SAS 145. Assessing the Entity's Environment.
Leading and Managing the Accounting Department WEBCAST
-
Your Desk
4.0 Credits
Accounting. Leadership. Management.
AI and Accounting in Manufacturing WEBINAR
-
Your Desk
2.0 Credits
Intelligent automation and dark factories. Predictive maintenance and real-time cost tracking. AI enabled financial reporting and dashboards. Continuous auditing and anomaly detection. Tax compliance automation and transfer pricing AI. Data governance and cybersecurity in financial systems. Workforce reskilling and AI augmented financial roles.
CORE Series: How to Take Advantage of AI Right Now WEBINAR
-
Your Desk
1.0 Credits
Practical considerations. Governance needs. Steps you can take now to begin realizing value from AI.
Tax Depreciation: Review and Update WEBINAR
-
Your Desk
2.0 Credits
Recent tax legislation and developments related to capitalization. Eligible property for Section 179 and Section 168(k). Discussion of the Section 179 deduction and its use to depreciate real property. The Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules. Other related topics.
K2's Harnessing ChatGPT WEBCAST
-
Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
AI and Accounting in Construction WEBINAR
-
Your Desk
2.0 Credits
Overview of AI adoption in construction. Predictive analytics and risk management. AI integrated building information modeling. Real-time compliance and financial reporting. Taxation challenges in AI driven construction. AI in project scheduling, supply chains, and quality control. Regulatory frameworks and ethical AI use in audits.
Nonprofit Tax Rules After OBBA: From Regulation to Reporting WEBCAST
-
Your Desk
2.0 Credits
Recent tax legislation and developments related to non-profit entities. Special sections of Form 990 and various form related changes. Nonprofit tax exemption applications. Intermediate sanctions excise tax. Excess compensation excise tax. Excess parachute payment excise tax. Unrelated business income tax. Required profit motive. The Mayo case. Entertainment expenses. Taxable fringe benefits.
Partnership and LLC (Form 1065) – Formation to Liquidation WEBCAST
-
Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Overview of different forms of business entities including the check-the-box regulations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Schedule K and K-1 - separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax. Calculating the tax and Section 704(b) book capital accounts. Substantial economic effect requirement to have special allocations to the partners/members. Allocation of recourse & non-recourse debt on K-1s. Guaranteed payment issues and tax treatment of fringe benefits. Self-employment tax issues and pitfalls. Tax treatment of distributions - cash versus non-cash and liquidating versus non-liquidating. Sales and liquidations of partnership interests. Section 754 optional basis adjustments and mandatory adjustments.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
-
Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Introduction to Risk Assessment WEBINAR
-
Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service WEBCAST
-
Your Desk
4.0 Credits
Project management in tax practices. Client onboarding and initiation. Workflow and execution strategies. Monitoring and risk management. Communication and collaboration.
The New Leadership Playbook: From Stability to Agility WEBCAST
-
Your Desk
1.0 Credits
The collapse of stability-based leadership. The new mandate for leaders. From command to connect. Technology, AI, and the human imperative. The future leader's playbook. Personal leadership reset.