CPE & Event Catalog
Shortcuts that Excel Users Love WEBCAST
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Your Desk
2.0 Credits
The power of keyboard shortcuts. Often used features with more capability than meets the eye. New helpful features.
Advanced Excel Topics for Spreadsheet Power Users WEBCAST
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Your Desk
8.0 Credits
Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
CFO Series: Decision Making in An Irrational World WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
How and why ambiguity is good, and how certainty can be harmful. How the past blinds us to the real future. The difference between risk and uncertainty. Managing measurable risk and unmeasurable risk. Why have our current planning approaches failed. The need to analyze decisions from multiple perspectives. Probabilities are not necessarily predictive. How statistics can be misused and misunderstood – thus increasing risk, and more.
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.
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update WEBCAST Partnered with the Oregon Society
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Your Desk
8.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018. SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services. Sample comprehensive engagement work programs for preparation, compilation and review engagements. Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations. Other communication requirements, such as sample engagement letters and management representation letters.
Self-Employment Tax for LLC Members WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
Which LLC members are subject to self-employment tax. How does self-employment tax apply to spouses of LLC members. Guidance the IRS has issued to its auditors on taxpayers following the proposed regulations issued by the IRS. How to minimize self-employment tax for LLC members. Which members benefit from paying self-employment tax. New cases on the application of self-employment tax to limited partners, including Denham Capital LP and the “functional analysis test” and the 5th Circuit’s January 2026 decision in Sirius, which overturned the Tax Court.
Key Tax Issues Facing Business & Industry WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
2026-27 legislative update and review of key business tax issues. Section 163(j) interest expense limitation. Business losses. Capitalization, expensing and depreciation rules. New travel and entertainment expense rules. Fringe benefits. Independent contractor vs. employee. Latest legislative, judicial, and IRS developments.
Common Deficiencies in SSARS Engagements WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The most common peer review findings.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Financial statement disclosures for small and medium-sized businesses. Balance sheet, income statement, and statement of cash flows presentation and disclosure issues. Disclosure examples from all-sized entities that you can use to base your disclosures on. Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842.
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!
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
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.
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.
Maximizing the Tax Benefits of an Installment Sale WEBCAST
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Your Desk
1.0 Credits
Installment sale treatment eligibility. When to elect out of installment sale treatment. Installment sales of business assets. Installment sale default and the rules for personal property vs real property. Depreciation recapture.
Taxation of the Cannabis Industry WEBCAST
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Your Desk
2.0 Credits
Historical context of US taxation. Industrial hemp vs. marijuana. Income definitions under IRC Sect. 61. Tax code restrictions: Sect. 280E and Sect. 471. State-specific marijuana laws. Cash management in cannabis businesses. Federal court case analysis.