CPE & Event Catalog
Annual Update for CFOs, Controllers and Finance Managers: Driving Business Value WEBCAST
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Your Desk
4.0 Credits
Economic trends and their effect on business. Ways to drive operational efficiency. Leveraging technology in finance. Cash management and working capital. Effective talent management. Sustainability and corporate responsibility.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
2025 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Your Desk
4.0 Credits
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Pacific Tax Institute 2025 IN PERSON
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Bellevue
16.2 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
ABC Trust Planning and the Portable Exclusion WEBCAST
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Your Desk
8.0 Credits
The interplay of the estate, gift, generation-skipping, and income taxes. Claiming and protecting the portable exclusion. Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts B (Bypass) trusts. A (Survivor s)/ C (QTIP) trusts planning What planners should tell their wealthy clients after the issuance of the Clawback Regulations.
Analyzing Financial Statements WEBCAST
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Your Desk
8.0 Credits
Financial reporting and financial statements. Use of Non-GAAP performance measures and key performance indicators. Forecasting. Valuation. Comprehensive financial statement analysis with case study.
Statement of Cash Flows: Preparation and Analysis Workshop WEBCAST
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Your Desk
8.0 Credits
Major provisions of GAAP Codification Topic No. 230. Statement classification issues. Reporting operating cash flows: Direct and indirect methods. Preparing the statement: Workpaper techniques. Useful cash flow ratios. Bankruptcy prediction using the statement of cash flows.
IFRS vs. US GAAP - Major Accounting Differences WEBCAST
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Your Desk
2.0 Credits
Significant differences in the design and structure of IFRS and U.S. GAAP.
Proper Financial Accounting for Partnerships and LLCs WEBCAST
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Your Desk
4.0 Credits
Importance of Partnership capital accounts. Book vs tax capital accounts. Partnership capital contributions. Section 704(b) capital rules and OCBOA. GAAP balance sheet impact of capital contributions. Bonus and Goodwill methods. Ceiling Rule and Remedial allocations. GAAP partner capital accounts.
How to Make Difficult People Disappear...Without Going to Jail WEBCAST
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Your Desk
1.0 Credits
Team dynamics. Influence. Organizational behavior. Leadership.
Understanding the Form 990 and its Preparation Prerequisites WEBCAST presented by the Minnesota Society of CPAs
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Your Desk
2.0 Credits
Overview of Form 990's structure and purpose. Goals behind the core forms and schedules. Triggers for Form 990 schedules. Reporting requirements in Part VII-A, including trustees, directors, officers, key employees and the five highest-paid employees, with some categories based on their compensation levels. Key definitions and glossary terms, including family member, business relationship, independence. Governance and board member considerations. Data collection and reporting. Public relations and stakeholder communication.
Member Exclusive Pop-Up: Calling BS on Cybersecurity Nonsense WEBINAR
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Your Desk
1.0 Credits
The cybersecurity misinformation crisis and how to identify credible information. Common misleading vendor claims and verification techniques. Accounting-specific security frameworks that protect your practice. Practical WISP implementation strategies that balance security and productivity. How to leverage security practices as a competitive advantage in client acquisition and retention.
Tap Together Thursday: Happy Hour Networking with Accounting Peers - Everett
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Everett
0.0 Credits
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.