CPE & Event Catalog
Creative Strategies for Buying, Selling, and Gifting a Business WEBCAST - Partnered with the Oregon Society
-
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.
Yellow Book: Staying Compliant With Government Auditing Standards WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS). Yellow Book compliance requirements. Ethics, independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits, attestation engagements and reviews of financial statements. Fieldwork and reporting standards for performance audits.
CORE Series: Washington Estate Tax Update: What CPAs Need to Know Now WEBINAR
-
Your Desk
1.0 Credits
Washington estate tax requirements. Recent legislative developments. Filing thresholds. Planning implications.
CORE Series: Federal and State Tax Developments Impacting High Net Worth Clients WEBINAR
-
Your Desk
1.0 Credits
Recent federal and state tax developments.
CORE Series: Key Developments in Washington Taxes WEBINAR
-
Your Desk
1.0 Credits
Washington State taxes.
MAP Conference WEBCAST - Partnered with the Idaho Society
-
Your Desk
12.5 Credits
Management of an accounting practice.
WSCPA Town Hall - August WEBCAST
-
Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
CORE Series: Trust Taxation Fundamentals: Understanding Grantor, Irrevocable, and Living Trusts WEBINAR
-
Your Desk
1.0 Credits
Income tax treatment of common trust structures, including grantor trusts, irrevocable trusts, and revocable trusts.
How AI is Automating Internal Control WEBCAST
-
Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
CORE Series: Compliant or Liable: What Washington CPAs Must Know About the FTC Safeguards Rule WEBINAR
-
Your Desk
1.0 Credits
The FTC Safeguards Rule.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
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.
CORE Series: Exploring Recent IRS Attacks on Many Types on Charitable Donations WEBINAR
-
Your Desk
1.0 Credits
Recent IRS attacks on charitable donations of conservation easements, artwork, charitable limited liability companies, closely held businesses, religious artefacts, bargain sales, cash, and more.
Idaho Technology Conference WEBCAST - Partnered with the Idaho Society
-
Your Desk
12.0 Credits
Technology update. Microsoft power tools. AI. Excel.
Accounting and Auditing Update for Not-for-Profits WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Not-for-profit accounting update. FASB accounting standards updates. Statement on Quality Management Standards No. 1, 2, and 3. Auditing Standards Board update. Governmental auditing update.
Applying the Uniform Guidance in Your Single Audits WEBCAST - Partnered with the Idaho Society
-
Your Desk
8.0 Credits
Introduction to single audits. Preparation of the schedule of expenditures of federal awards and determining major programs. Understanding, assessing and testing internal control. Testing compliance with federal statutes and regulations and applicable compliance requirements. Auditor reporting in a Uniform Guidance compliance audit. Program-specific audits. Administrative requirements and cost principles in a single audit.
CORE Series: Cyber Security: Sifting Through the Haystack WEBINAR
-
Your Desk
1.0 Credits
Security operations centers. Endpoint detection and response. Managed detection and response.
CORE Series: Emerging Cyber Risks and Technology-Driven Threats Impacting CPA Firms WEBINAR
-
Your Desk
1.0 Credits
Cyber threats. Data protection challenges. Emerging fraud schemes. AI-enabled cyber attacks. Technology driven vulnerabilities.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
-
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.
Shortcuts that Excel Users Love WEBCAST
-
Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
CORE Series: Speaking Their Language: Attracting Your Ideal Nonprofit Clients WEBINAR
-
Your Desk
1.0 Credits
Practical frameworks to strengthen relationships. Growing a nonprofit-focused practice with intention.