CPE & Event Catalog
Annual Update for CFOs, Controllers and Finance Managers: Driving Business Value WEBCAST
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Your Desk
4.0 Credits
Economic trends and their effect on business. Ways to drive operational efficiency. Leveraging technology in finance. Cash management and working capital. Effective talent management. Sustainability and corporate responsibility.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
2025 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, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Pacific Tax Institute 2025 IN PERSON
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Bellevue
16.2 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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Bellevue
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
Revenue Recognition Topic 606 - Identify the Contract Part 1 WEBCAST
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Your Desk
1.2 Credits
Revenue recognition.
Nonprofit A&A Series Part 1: Financial Statement Presentation & Disclosure WEBCAST
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Your Desk
2.0 Credits
Overview of required financial statements. Unique considerations in the nonprofit environment. Presentation options for reserves, restrictions, functional expenses and liquidity. Common pitfalls and little-known alternatives. Recognize financial statement presentation requirements for nonprofits.
Schedule C of Form 1040 WEBCAST
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Your Desk
2.0 Credits
When Schedule C applies. Cash vs. Accrual method. Typical business deductions. Business vehicle expenses. Section 179 and bonus depreciation.
Accounting Fraud WEBCAST
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Your Desk
8.0 Credits
The elements of fraud and the Fraud Triangle Theory. Types of fraud with a focus on management fraud. Best practices in fraud detection and deterrence.
Estate Planning for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.
Nonprofit A&A Series Part 2: Revenue Recognition WEBCAST
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Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers, including the application of CECL.
Retirement Penalties and Rollover Issues WEBCAST
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Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.
Common Sense CFO: Decoding and Mitigating Internal and External Risks WEBCAST
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Your Desk
2.0 Credits
Defining risk as it impacts organizations. Understanding external and internal risks. Examples of these risks. Developing a risk mitigation strategy. Monitoring and mitigating risk.
Fiduciary Accounting for Estates and Trusts WEBCAST
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Your Desk
4.0 Credits
10 Principles of Tax Accounting for Trust Income. Entity accounting income and Form 1041. Uniform Principal and Income Act. Discretionary Power to Adjust. Allocations between principal and income. Trust accounting issues.
Nonprofit A&A Standards Update and New Developments WEBCAST
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Your Desk
2.0 Credits
Pledges and contributions. Restrictions and conditions. Special concerns with governmental funding. Donated goods and services. Special events. Revenues earned through sales and services to customers.