CPE & Event Catalog
CORE Series: AI Driven Customer Experience: Transformative Strategies for Professional Services Firms WEBINAR
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Your Desk
1.0 Credits
Strategically leverage AI to enhance client interactions. Automating routine workflows without sacrificing personalization. Improving responsiveness. Unlocking insights from client data.
It's Personal! Best Individual Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Latest tax developments, rules and regulations affecting individual taxpayers.
IRAs: What You Need to Know about Contributions, Conversions and Distributions WEBCAST
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Your Desk
2.0 Credits
Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
Best Business Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
The latest tax developments, rules and regulations affecting businesses.
Oregon and Washington Ethics 2026 WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
CFO Series: Decision Making in An Irrational World WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
How and why ambiguity is good, and how certainty can be harmful. How the past blinds us to the real future. The difference between risk and uncertainty. Managing measurable risk and unmeasurable risk. Why have our current planning approaches failed. The need to analyze decisions from multiple perspectives. Probabilities are not necessarily predictive. How statistics can be misused and misunderstood – thus increasing risk, and more.
1065 Mastering Preparation and Planning Part 1 WEBCAST
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Your Desk
4.0 Credits
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under Schedule 743. New IRS form allowing revocation of section 754 election. When it's possible to revoke the election. Answering Form 1065 questions on passive activity grouping.
WSCPA Town Hall - December WEBCAST
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Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
CFO Series: Essential Cost Containment WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
Understanding what the goal really is. Better planning, ready aim and then fire. What are the crucial considerations. Why do others in the organization hate to cut costs? What are the ‘ripple’ effects? What are the right costs to cut and not to cut? What are the more common mistakes made? The need to consider politics, culture, and strategy. Fourteen different perspectives to utilize to cut costs efficiently. Over fifty uncommon cost cutting possibilities. How to prepare for the next cost cutting exercise. A proven process to cut the right cost in an organization.
1065 Mastering Preparation and Planning Part 2 WEBCAST
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Your Desk
4.0 Credits
When should self-employment earnings be reported for an LLC member? Important new clarification on Schedule M-2 reporting. How to complete Schedule K-1, including. Completing Form 8825. Electing out of the dangerous new IRS audit rules for partnerships (CPAR). When must a partnership complete Form M-3?
CORE Series: Data Security and Cyber Liability Issues for CPAs WEBINAR
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Your Desk
1.0 Credits
Common data security threats. Emerging breach trends. Leading cybersecurity best practices.
2026 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 and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Reviewing Individual Tax Returns: What Are You Missing? WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Qualified business income deduction. Hobby losses. Self-employment health insurance. Business start-up costs. Depreciation. Schedule C issues. Like-kind exchanges. Charitable contributions of property.
CANCELLED 2027 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 and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Forms 1120S and 1065 Return Review Boot Camp for New and Experienced Reviewers WEBCAST -Partnered with the Oregon Society of CPAs
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Your Desk
8.0 Credits
Reviews of portions of error-prone staff-prepared Forms 1120-S and 1065 from client-provided information. Be aware of legislative changes. How to reduce input errors. When and how to rely on third-party data import software. What are common errors preparers make and what are the areas generating malpractice claims? Initial administrative groundwork. The importance of Schedule M-1. Learn how various schedules are related and learn how to self-review. Overview of new Schedules K-2 and K-3. Don't fall prey to reporting oddities. When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065? Form 1120-S - What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S corporation distribute earnings and profits from C corporation years? Form 1065 - New tax reporting requirement for partners' capital balances. Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules. Discussion of more complex transactions included in corporate structures. Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return.
CORE Series: Transfer Pricing in Today’s Global Tax Environment WEBINAR
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Your Desk
1.0 Credits
Transfer pricing strategies.
Taxation of Tips and Overtime Under OBBBA WEBCAST
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Your Desk
2.0 Credits
$12,500 deduction per individual for qualified overtime pay. Payment of overtime under the Fair Labor Standards Act (FLSA). Calculating the “premium portion” of the extra half-time pay. Social Security and Medicare withholding. Employer furnishing the record of qualified overtime compensation to employees. Definition of a qualified tip. IRS list of traditionally tipped occupations. $25.000 deduction for reported tips. The transition rule allowing employers to indicate the approximate amount designated as tips or overtime. State tax issues relating to tips and overtime. Changes in the W-2 reflecting new employer reporting responsibilities.
CORE Series: Best Practices for Setting Reasonable Compensation Based on IRS Guidelines WEBINAR
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Your Desk
1.0 Credits
Reasonable employee compensation in the nonprofit industry.
Hands-On Tax Return Workshop - Individuals (Form 1040) WEBCAST - Partnered with the Oregon Society
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Your Desk
16.0 Credits
This two-day session is taught using a Hands-On methodology. Using a comprehensive case study (actual W-2s, 1099s, 1098s, K-1s, etc.), the participant will walk through the preparation of the Form 1040 and related tax schedules. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick’s Quick Reference Chart. Topics include: Comprehensive review of individual income tax laws, with emphasis on new legislative changes and the status of expiring or extended provisions. Dissecting the Form W-2, 1099-NEC, 1099-K and Schedule K-1. Form 8995 – Qualified Business Income deduction. Schedule A – allowable itemized deductions and phase-out rules. Schedule B – interest and dividend income. Schedule C and F – trade or business income and deductions. Form 4562 – depreciation and amortization including Schedule 179. Schedule D – sale of capital assets and personal residences. Form 4797 – sale of trade or business property including the ordinary income recapture rules under Schedule 1245 and Schedule 1250. Schedule E – rentals, passive activities and flow through entities. Other gross income items including alimony, state and local refunds, IRA and pension distributions, unemployment compensation and social security benefits, and more.
Federal Tax Update with Greg and George WEBCAST
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Your Desk
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. 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 Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.