CPE & Event Catalog
Federal Tax Update with Greg and George Business WEBCAST
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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
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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
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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
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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
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Spokane
1.8 Credits
Microsoft 365 Copilot for CPA workflows.
Risk Management Conference 2026 IN PERSON
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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
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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.
Navigating IRS Collections: Overview of Form 433 and Offer in Compromise WEBCAST
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Your Desk
2.0 Credits
IRS collection process overview. Initial notice and subsequent notices. Enforced collection actions: liens, levies, and wage garnishments. Payment options and alternatives to enforced actions. Detailed review of Forms 433-A and 433-B. Offer in Compromise (OIC) program: qualifications and process. Advising clients on compliance and payment options.
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers WEBCAST
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Your Desk
2.0 Credits
Medical claims.
Will Your Ethics Be Burned by Burnout? WEBINAR
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Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Professional Skepticism for the Public Accountant WEBCAST
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Your Desk
1.0 Credits
Self-evaluation of skepticism. Requirements set forth by the AICPA Code of Professional Conduct. Risk assessment. Analytical procedures. Advice for cultivating your professionally skeptical mindset.
Exploring Internal Controls That Could Have Prevented Frauds WEBINAR
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Your Desk
2.0 Credits
Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.
Internal Audit in The Future WEBCAST
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Your Desk
2.0 Credits
Internal audit. IIA standards. Emerging risks. Technology.
No Tax on Overtime: Payroll Compliance WEBCAST
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Your Desk
2.0 Credits
Overview of FLSA overtime provisions. Definition of a workweek and the 40-hour threshold. Time-and-a-half requirements and exclusions from overtime pay. Exempt vs. nonexempt employee classifications. Components of the regular rate of pay. Treatment of bonuses, commissions, and other compensation. Step-by-step overtime calculation examples. Common compliance pitfalls and audit risk. Documentation and payroll system considerations. Case studies involving misclassification and miscalculation.
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency WEBCAST
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Your Desk
2.0 Credits
PBMs.
CPA Exam Accelerator Virtual Fireside Chat - ExamPrep.ai
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NONE
0.0 Credits
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.