CPE & Event Catalog
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Examining the evolving dynamics of estate planning and its intersection with the Internal Revenue Code. Applying advanced tax-efficient strategies for charitable deductions, including the use of split-interest trusts and gifts of closely held stock. Utilizing life insurance and life insurance trusts as powerful estate planning tools, and understanding their role alongside private annuities. Developing strategies for generation-skipping transfers and calculating their tax implications. Implementing GRITs, GRATs, GRUTs, and QPRTs for effective estate planning. Understanding the tax implications of split-interest purchases and their benefits in estate planning. Navigating the requirements and benefits of charitable trusts, including compliance and strategic use for client benefit.
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.
Crucial Real Estate Taxation Insights Part 2 WEBCAST
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Your Desk
2.0 Credits
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
Crucial Real Estate Taxation Insights Part 3 WEBCAST
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Your Desk
2.0 Credits
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
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.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
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: Protecting Customer Information - FTC Safeguards and Cybersecurity Training for Your Entire Team IN PERSON
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Redmond
1.8 Credits
Recognizing sensitive customer information and handling it safely. Using passwords and multi-factor authentication correctly, Recognizing phishing and social-engineering attempts. Avoiding unsafe data sharing. Working securely from remote locations. Protecting company devices.
Fundamentals of Form 1040 -- Individual WEBINAR
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Your Desk
4.0 Credits
Form 1040 essentials. Filing status, dependency rules, and taxable income sources. Adjustments to income, deductions and tax credits. Preparer due diligence, Circular 230 compliance and taxpayer rights. IRS cybersecurity considerations and best practices for taxpayer data security. Legislative updates
Advanced IT Audit and Real-World Testing WEBCAST
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Your Desk
3.0 Credits
Information technology general controls testing. Audit execution. Workpapers.
Data Analytics and Journal Entry Testing for Auditors WEBCAST
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Your Desk
3.0 Credits
Data analytics. Journal entry testing. Fraud detection.
A Fox in the Henhouse/Courthouse WEBCAST
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Your Desk
1.0 Credits
Internal controls. Fraud prevention. Fraud investigation.
Coaching Leaders to Handle Sensitive Employee Relations Situations WEBCAST
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Your Desk
1.2 Credits
Employee complaints. Personality and attitude problems. Performance counseling. Personal hygiene problems. Disability related performance issues. Misconduct due to mental conditions.
Form 1120S - Preparation and Analysis WEBCAST
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Your Desk
2.0 Credits
S corporation taxation fundamentals Income and deductions for S corporations Shareholder basis calculation Reporting requirements for Form 1120S Advanced tax planning strategies
Mastering Rapport Skills for Fun and Profit WEBCAST
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Your Desk
4.0 Credits
How to get people to like you. The elements of trust. Mastering non-verbal communication. What to say to establish immediate rapport.