CPE & Event Catalog
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
Farm Tax Conference 2026 IN PERSON
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Benton City
8.0 Credits
Practical insights and strategies to help navigate complex tax matters, identify planning opportunities, and better advise clients in the farming and ranching industries.
Pacific Northwest Wine Symposium 2026 IN PERSON
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Benton City
8.0 Credits
Tax, accounting, financial, and operational issues impacting wineries and vineyards.
TechBytes: Email Security for CPAs - What Every Professional Should Know But Most Don't IN PERSON
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Redmond
1.8 Credits
Microsoft 365 conditional access. Business-grade password management. When email encryption matters. Safer alternatives for sharing tax documents. Litigation hold, retention, and archiving requirements. Common Microsoft 365 and Exchange Online mistakes.
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
TechBytes: Microsoft 365 Copilot for CPAs- Practical AI You’ll Actually Use IN PERSON
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Redmond
1.8 Credits
Practical uses for AI for CPAs
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman WEBCAST
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Your Desk
2.4 Credits
Employee theft. Prevention.
ChatGPT and Advanced Financial Analysis for Accountants WEBINAR
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Your Desk
2.0 Credits
Financial modeling with ChatGPT integration. Advanced ratio analysis techniques. Risk assessment and scenario analysis. Valuation methods and ChatGPT applications. Utilizing performance metrics in financial analysis. Data analysis and interpretation with AI. Investment analysis enhanced by ChatGPT.
Comprehensive Pass-Through Owners Basis and Distribution Rules WEBCAST
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Your Desk
8.0 Credits
Understand the four loss limitation rules applied on the owner's individual income tax return. Determine how to calculate an owner's initial tax basis of his pass-through entity. Learn how to correctly make annual adjustments to a pass-through owner's tax basis. Identify what constitutes a debt basis for an S corporation shareholder. Learn the tax ramifications of repaying loans to S corporation shareholders.
K2's Excel PivotTables For Accountants WEBCAST
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Your Desk
8.0 Credits
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, Power Pivot, and Power Query. Analytical techniques available in PivotTables.
Retirement Advising: Accumulation and Decumulation Strategies WEBCAST
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Your Desk
8.0 Credits
The downside of traditional retirement asset accumulation strategies. Threats to a successful retirement. Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles. Matching investment assets with the appropriate retirement plan and distribution strategy. Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning.
No Tax on Overtime: Payroll Compliance WEBINAR
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Your Desk
2.0 Credits
Overview of the Fair Labor Standards Act (FLSA) overtime provisions. Definition of a work week and the 40-hour threshold. Time-and-a-half requirement and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Excluded payments. Step-by-step calculation examples for different compensation structures. Best practices for documentation and payroll systems. Case studies illustrating misclassification and miscalculation issues.
Supervised AI Agents as Internal Audit Team Members WEBCAST
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Your Desk
1.0 Credits
Independent execution. Audit-ready outputs. Workflow integration. Guardrails and governance. Human supervision. Practical applications.
Accountants and Malpractice: Can We Get Sued for This? WEBINAR
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Your Desk
2.0 Credits
How accountant liability is a very real threat in today's litigious society. A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit. Pitfalls in which the accountant may find him- or her- self while dealing with clients. Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Tap Together Thursday: Happy Hour with Accounting Peers - Spokane
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Liberty Lake
0.0 Credits
Making Effective Decisions When You Can't Get What You Want WEBINAR
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Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
Cryptocurrency Transactions: Navigating Federal Tax Rules WEBCAST
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Your Desk
1.0 Credits
Review existing reporting rules. Broker reporting requirements and Form 1099-DA. Reporting crypto transactions.