CPE & Event Catalog
Federal Tax Update with Greg and George IN PERSON
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Redmond
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. 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 Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
International Tax Compliance – Everything You Need to Know for 2026 WEBCAST
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Your Desk
1.5 Credits
International tax compliance: relevant forms and most critical international compliance issues affecting U.S. taxpayers; reporting of foreign income, assets, and transactions; navigating key requirements; common pitfalls and how to spot them; recent enforcement trends.
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.
The Yellow Book: From Beginning to End WEBCAST
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Your Desk
8.0 Credits
Foundation and principles. General requirements for complying with Government Auditing Standards. Ethics, independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits. Standards for attestation engagements and reviews of financial statements.
The ABCs of Advisory Services WEBCAST
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Your Desk
2.0 Credits
Understanding the concept of Integrated Planning. Changes in the landscape of a tax practitioner's practice. The bridging of services. Getting started. Where do your clients fail? Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues.
Managing Your Money in Retirement WEBCAST
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Your Desk
3.0 Credits
Social Security. Retirement. Asset allocation.
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? WEBCAST
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Your Desk
8.0 Credits
Preventing malpractice claims related to nonattest accounting services. Identifying and safeguarding independence threats when issuing attest reports. Establishing an understanding with the client regarding non-audit services. Defining the varying levels of responsibility for accountants performing non-audit services. Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations. Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements. Properly considering going concern, subsequent events, and other disclosure matters. Common issues related to peer reviews, including recurring reporting problems. Applying financial analysis best practices to help your clients better interpret their financial results.
Financial Statement Fraud WEBCAST
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Your Desk
2.0 Credits
Fraud. Auditing.
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149 WEBCAST
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Your Desk
2.0 Credits
Clarification of terminology and foundational principles underlying recent generally accepted auditing standards. Answers to frequently asked questions that emerge in the proper application of risk-based audit concepts. Highlights of important concepts included in SASs No. 142-149.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
Income Statement Disaggregation: ASC 240-40 WEBCAST
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Your Desk
2.5 Credits
Disclosure. Expense disaggregation. Implementation guidance.
FASB and AICPA Update WEBCAST
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Your Desk
4.0 Credits
FASB ASU with effective dates of 2024 and later. SAS 149. Recent ethics interpretations.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts
Real Estate Taxation WEBCAST
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Your Desk
8.0 Credits
California property taxation updated in light of Proposition 19 passage. Qualified business income deductions [IRC Sec. 199A]. Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2]. Passive activities loss rules [IRC Sec. 469]. Real estate professional rules [IRC Sec. 469(c)(7)]. Interest expense deduction rules [IRC Sec. 163]. Home sale exclusion [IRC Sec. 121]. 1031 exchanges. Estate planning and gifting with real estate.
Titans Annual Federal Tax Planning Individual Update WEBCAST
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Your Desk
8.0 Credits
Explanation of legislation enacted in 2025 along with reminders for 2024 from legislation of recent years. California tax law changes. Income inclusions, exclusions and deductions. Property transaction updates. Passive activities, hobbies and other losses. Guidance and planning on energy credits. Significant IRS developments affecting practice and compliance procedures. California's major developments for individuals and conformity to federal law changes for 2025. Filing status, credits and retirement plan developments. Expired and expiring provisions. Inflation adjustments for 2026. Due diligence and planning reminder.
New PCAOB Quality Control Standard Overview WEBCAST
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Your Desk
2.0 Credits
Background of the new PCAOB Quality Control Standard. Overview of the elements of a quality control system. Examples of quality risks and potential responses. Highlights of what is different between the AICPA Quality Management Standard.