CPE & Event Catalog
Federal Tax Update with Greg and George - Individual WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Client Advisory Services Summit 2026 IN PERSON
-
Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Federal Tax Update with Greg and George Business WEBCAST
-
Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST
-
Your Desk
8.0 Credits
Valuation methods. Stock purchase vs. asset purchase structures. Estate and gift tax planning strategies. Gifting of business interests. Transfer of interests to split-interest and grantor retained trusts. S corporation stock transfers to trusts. Family limited partnerships and self-canceling installment notes. Using ESOPs to transfer business ownership.
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.
Deep Dive into Quality Management WEBCAST
-
Your Desk
2.0 Credits
Quality management standards for CPA firms. SQMS 1 and SQMS 2 requirements. Engagement-level standards. Post-implementation evaluation of quality management systems. Monitoring and remediation responsibilities. Auditor responsibilities under SAS 146.
The Preparation of Form 706 and 709 – Understanding the Law WEBCAST
-
Your Desk
2.0 Credits
Estate and gift taxation fundamentals. Valuation of estate assets. Components of the gross estate. Deductions in estate taxation. Charitable and marital deductions. Tax credits and their application.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
-
Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant. Tourniquets. Pressure dressings. Chest seals.
Cost and Pricing Models: Boost Your Bottom Line WEBCAST
-
Your Desk
2.0 Credits
Cost accounting. Activity-based costing.
Metrics Management – Selecting the Right KPIs WEBCAST
-
Your Desk
2.0 Credits
What makes a KPI meaningful and actionable. Balancing financial, customer, operational, and learning metrics. Selecting metrics at the responsibility-center level. Understanding who the customer of a report really is. Avoiding metric overload and bad incentives. Linking departmental metrics to enterprise strategy. The role of non-financial metrics in driving results. Real-world KPI examples across industries.
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
-
Your Desk
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Partnership Essentials: Review and Update WEBCAST
-
Your Desk
4.0 Credits
Recent legislative, rules and tax developments impacting partnerships and their partners. Transfer of partnership interests. TCJA Section 461(l) Excess Business Losses and Section 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
-
Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Planning in an Uncertain World WEBCAST
-
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.