CPE & Event Catalog
Governmental Accounting & Auditing Conference 2026 WEBCAST
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Your Desk
16.0 Credits
GASB updates. Single Audit updates. Changes in federal funding and grant management. Cyber security, AI, and data security risks specific to government operations. Economic trends impacting state and local governments. Emerging issues affecting Washington . The state of the CPA profession. Communication and presentation skills.
International Tax Conference 2026 IN PERSON
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Bellevue
8.0 Credits
Expatriation. Compliance considerations for trusts and estates. Generational wealth transfer for global families. Succession planning strategies across borders. Intangible tax planning for businesses. Recent UK tax law changes affecting U.S. expats. Timely updates on the One Big Beautiful Bill Act.
Women's Leadership Summit 2026 IN PERSON
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Bellevue
8.1 Credits
Strengthen your leadership presence. Navigate challenges with confidence. Foster inclusive, high-performing teams.
High-Net-Worth Clients: Income Tax Planning WEBCAST
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Your Desk
2.0 Credits
Strategies for maximizing the date-of-death step-up in basis Tax-loss harvesting and proactive loss-management techniques Qualified retirement plans and optimization strategies Planning approaches to reduce required minimum distributions (RMDs) Real estate investing strategies for tax efficiency Asset allocation across taxable, tax-deferred, and tax-free accounts Charitable giving structures and tax-saving opportunities
Washington State Tax Conference 2026 IN PERSON
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Redmond
8.0 Credits
Washington legislative updates. Sales tax on services. SALT considerations related to M&A. Multi-state tax updates. Economic trends.
WSCPA Membership Summit 2026 IN PERSON
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Bellevue
7.0 Credits
Practical tools for leadership, decision-making, and resilience. Insight into the economic, legislative, and risk forces shaping your profession Stronger connections across firms, career stages, and areas of practice, and more!
Preparing and Reviewing Workpapers for Higher Quality Audits WEBCAST
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Your Desk
4.0 Credits
The primary purpose of workpaper documentation, and minimum documentation requirements for workpaper preparers. Best practices for documenting complex and subjective procedures and conclusions, such as estimates, substantive analytic procedures, etc. that impact the nature and extent of audit documentation needed to support audit conclusions. Discussing the financial statement audit risk concept, including how proper application better ensures a higher quality audit. Tips for an efficient workpaper review process that complies with relevant standards.
Retirement Planning Issues: Where We Stand Now WEBCAST
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Your Desk
4.0 Credits
Thorough exploration of current retirement planning trends and implications. Strategies for maximizing retirement savings within existing regulatory structures. Tax-efficient navigation of various retirement plan options. Estate planning techniques aligned with contemporary trends for optimal benefits. Insight into latest rules for required minimum distributions (RMDs).
Partnership Essentials: Review & Update WEBCAST
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Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Sect. 461(l) Excess Business Losses and Sect. 163(j) Business Interest Expense. Importance of capital accounts. Form 1065, Schedules K-1 and M-2. Schedules K-2 and K-3 update. Reporting partner capital accounts. Effect of the Ceiling Rule. Alternative and Remedial Methods. Effect on financial capital accounts. Tax basis capital accounts.
I Want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Mergers & Acquisitions Part 1: The Accountant's Role WEBCAST
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Your Desk
4.0 Credits
The purpose and role of financial due diligence in the deal process, including quality of earnings analysis, evaluation of forecasts and sustainability of cash flow. Working capital adjustments and balance sheet due diligence. The impact of contemplated pricing, earn-outs and holdbacks. The deal timeline and flow of information. Understanding the terms and structure that fit the buyer and seller objectives. Tax and financial accounting treatment of select issues.
Internal Control Frameworks for Single Audit WEBCAST
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Your Desk
1.0 Credits
COSO 2013 Update. Yellow book. Accounting.
Inventory Observation - Cretaceous Conservatory Simulation WEBCAST
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Your Desk
3.0 Credits
Observation. Auditing.
Internal Controls Over Compliance vs Compliance WEBCAST
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Your Desk
1.0 Credits
Compliance supplements. Yellow book. Accounting.
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.
SAS 145: Modern Risk-Based Auditing WEBCAST
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Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 Era. Analyzing SAS 145. Documentation requirements.
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.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.