CPE & Event Catalog
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.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
Introduction to Risk Assessment WEBINAR
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Your Desk
2.0 Credits
Overview of the risk assessment procedures performed during engagements. Inquiries, analytical procedures, and observation and inspection techniques. Understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses.
Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service WEBCAST
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Your Desk
4.0 Credits
Project management in tax practices. Client onboarding and initiation. Workflow and execution strategies. Monitoring and risk management. Communication and collaboration.
The New Leadership Playbook: From Stability to Agility WEBCAST
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Your Desk
1.0 Credits
The collapse of stability-based leadership. The new mandate for leaders. From command to connect. Technology, AI, and the human imperative. The future leader's playbook. Personal leadership reset.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Not Just Your Everyday FASB Update WEBCAST
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Your Desk
4.0 Credits
Analysis of relevant GAAP provisions. Reminders regarding the continuing importance of ASC 606 for revenue recognition. Fresh perspectives of lease accounting in the wake of ASC 842 implementation. Overview of U.S. GAAP alternatives for certain entities. Summary of selected, salient standards for today's audit, review, and compilation engagements.
A Practitioner’s Guide to IRAs and Qualified Retirement Plans WEBCAST
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Your Desk
8.0 Credits
Traditional and Roth IRAs. SEP and SIMPLE IRAs. Qualified plans. 401(k) plans. Retirement plan selection. Minimum distribution rules. Tax implications. Retirement planning strategies.
AHI: Level IV - Management and Leadership Essentials Training WEBCAST
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Your Desk
24.0 Credits
Expectations of the supervisor or manager. Leadership skills and styles. Managing self and priorities. Improving communication skills. Human motivation. Supervising, evaluating and coaching staff. Helping your firm grow.
Critical Soft Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
Tips for being a balanced leader. Adapting to various personality styles. Tips for coaching millennials and beyond. Best practices for managing organizational change.
2026 AICPA Tax School - Level 1 WEBCAST - Partnered with the Oregon Society
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Your Desk
32.0 Credits
Day 1 - Individual Tax Fundamentals. Day 2 - Tax Fundamentals of LLCs and Partnerships Day 3 - S Corporations: Key Issues, Compliance and Tax Strategies Day 4 - Capitalized Costs and Depreciation (morning) Day 4 - Taxation of Property Transactions (afternoon)
Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services WEBCAST
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Your Desk
2.0 Credits
Limitations of the traditional busy season model. Building a year-round advisory practice. Transitioning existing clients. Attracting higher-value clients. Integrating tax, financial, and estate planning. Workflow restructuring and operations. Pricing and value communication. Implementation challenges.
Adobe Acrobat Tips for Working with PDF Files WEBINAR
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Your Desk
2.0 Credits
Review of all that Adobe Acrobat has to offer. Organizing your PDFs with bookmarks, links, file attachments and more. Formatting the presentation of PDFs with headers, footers and watermarks. Creating and processing fillable forms. Processing documents for e-signature. Tips for converting email messages, documents and spreadsheets into PDF format. Combining multiple PDF files into a single binder. Utilizing the security features of Adobe Acrobat to protect document confidentiality.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.