CPE & Event Catalog
WSCPA Membership Summit 2025 IN PERSON
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Seattle
8.0 Credits
Understand what truly drives people. Unlock your team’s full potential. How your passions outside of work make you a stronger, more innovative professional. How to build stronger organization. Staff retention strategies. How artificial intelligence is revolutionizing accounting practices. And more!
Farm Tax Conference 2025 IN PERSON
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Kennewick
8.0 Credits
Tax updates, court rulings, and income tax law changes SECURE 2.0 and Inflation Reduction Act impacts Tax planning for land ownership and related-party transactions Essential tips on farm deductions, income deferral, and tax planning
How Fraud Can Affect Smaller Organizations WEBCAST
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Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
Achieving Balance in Work and Life - Part 1 WEBCAST
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Your Desk
4.0 Credits
Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health, and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
The role of the trustee and how to avoid problems. How to use trusts to avoid probate. How revocable living trusts are affected by income, gift, and estate taxes. Marital deductions and marital and bypass trusts. How an irrevocable trust can be the center of an estate plan. Advantages of an irrevocable life insurance trust. How to create a dynasty trust. Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool. Trust options to provide security for older clients. Advantages, tax consequences, and limits on charitable contributions and private foundations. Charitable remainder and charitable lead trust issues. How trusts can serve as asset protection devices. Business trust issues.
Contract and Procurement Fraud WEBCAST
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Your Desk
2.0 Credits
Procurement phases. Fraud schemes. Fraud red flags. Fraud control activities and safeguards.
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to "file and suspend" and "restricted application" strategies. Increasing benefits for self-employed individuals. Planning for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Appreciation Intelligence: The New AI WEBCAST
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Your Desk
1.0 Credits
Languages of appreciation. Appreciation strategies.
Form 5500 Annual Update WEBCAST
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Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
5 Steps to Cultivate a Values-Based Approach to Governance WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Values-based governance. Organizational culture. Employee relations.
Introduction to Sustainability Accounting WEBCAST
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Your Desk
1.0 Credits
History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.
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 IRA and Roth 401k. Backdoor and Mega-Backdoor Roth.
Prix Fixe: An Overview of Estate and Gift Tax Planning WEBINAR
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Your Desk
1.0 Credits
Understand the current exemption amounts and estate tax rates. Unravel the complexities of gifting rules and types of trusts. Navigate the nuances of wealth transfer.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
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Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority WEBCAST
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Your Desk
2.0 Credits
What is fiduciary duty, and how does it apply to a trustee or personal representative. What are the state statutory accounting rules, and where can you find them. What is fiduciary accounting income What is fiduciary account principal. How does fiduciary accounting impact fiduciary taxation.