CORE Series Bundle 2026-27
Multiple Events Between -
Up to 33.0 Credits
Member Price $398.00
Non-Member Price $498.00
Overview
Built for today’s busy professionals, CORE: Curated Online Relevant Education offers a streamlined way to access high-quality CPE throughout the year. This bundled series features timely topics across multiple disciplines, helping you stay informed and ahead in a rapidly evolving profession, all in a convenient online format.
This bundle contains the following events:
CORE Series: Washington Estate Tax Update: What CPAs Need to Know Now WEBINAR
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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
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Your Desk
1.0 Credits
Recent federal and state tax developments.
CORE Series: Key Developments in Washington Taxes WEBINAR
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Your Desk
1.0 Credits
Washington State taxes.
CORE Series: Trust Taxation Fundamentals: Understanding Grantor, Irrevocable, and Living Trusts WEBINAR
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Your Desk
1.0 Credits
Income tax treatment of common trust structures, including grantor trusts, irrevocable trusts, and revocable trusts.
CORE Series: Compliant or Liable: What Washington CPAs Must Know About the FTC Safeguards Rule WEBINAR
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Your Desk
1.0 Credits
The FTC Safeguards Rule.
CORE Series: Exploring Recent IRS Attacks on Many Types on Charitable Donations WEBINAR
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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.
CORE Series: Cyber Security: Sifting Through the Haystack WEBINAR
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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
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Your Desk
1.0 Credits
Cyber threats. Data protection challenges. Emerging fraud schemes. AI-enabled cyber attacks. Technology driven vulnerabilities.
CORE Series: Speaking Their Language: Attracting Your Ideal Nonprofit Clients WEBINAR
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Your Desk
1.0 Credits
Practical frameworks to strengthen relationships. Growing a nonprofit-focused practice with intention.
CORE Series: Secure, Delivered, Trusted: A CPA Firm’s Guide to Modern Email Security WEBINAR
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Your Desk
1.0 Credits
Microsoft 365 protections. Domain authentication standards. Best practices for encryption.
CORE Series: Cyber Fraud Risk & Prevention: A Cross-Functional Approach WEBINAR
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Your Desk
1.0 Credits
Primary cyber fraud risks impacting organizations. The distinct roles of executive leadership, finance, and IT in designing and monitoring effective prevention controls. Leading practices in internal controls, cybersecurity safeguards, and incident response planning.
CORE Series: Grants Management for Nonprofits: From Award to Compliance WEBINAR
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Your Desk
1.0 Credits
Essential grant accounting practices.
CORE Series: Complex Not-for-Profit Accounting WEBINAR
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Your Desk
1.0 Credits
Key technical areas that present challenges for NFP entities.
CORE Series: How to Take Advantage of AI Right Now WEBINAR
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Your Desk
1.0 Credits
Practical considerations. Governance needs. Steps you can take now to begin realizing value from AI.
CORE Series: Inside the Cybersecurity Playbook: Defending Your Business in the Digital Age WEBINAR
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Your Desk
1.0 Credits
Common threat vectors. The distinction between breaches and compromises. The importance of layered security strategies.
CORE Series: SALT Year-End Update: Planning, Compliance, and What’s Ahead WEBINAR
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Your Desk
1.0 Credits
Key legislative changes. Emerging trends. Planning considerations impacting multistate taxpayers.
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.
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.
CORE Series: Transfer Pricing in Today’s Global Tax Environment WEBINAR
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Your Desk
1.0 Credits
Transfer pricing strategies.
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.
CORE Series: AI in Finance: Cutting Through the Hype to Make Smarter Decisions WEBINAR
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Your Desk
1.0 Credits
Making informed, strategic AI decisions.
CORE Series: Mitagating Liability and Ethical Risks Facing CPA Firms Today WEBINAR
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Your Desk
1.0 Credits
Professional liability exposure.
CORE Series: Navigating the Basics of U.S. International Tax Compliance WEBINAR
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Your Desk
1.0 Credits
Foreign entity ownership. Cross-border transactions. Reporting forms. Potential penalty exposure.
CORE Series: Washington State Tax Obligations for Nonprofits WEBINAR
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Your Desk
1.0 Credits
B&O tax. Sales and use tax. Exemptions. Filing requirements.
CORE Series: Understanding the Fundamentals of Single Audits WEBINAR
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Your Desk
1.0 Credits
How single audits work. How major programs are determined. Where to locate and interpret key guidance.
CORE Series: Basics of Federal Indirect Cost Recovery WEBINAR
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Your Desk
1.0 Credits
A foundational overview of indirect cost rates, common methodologies, and key compliance considerations under federal awards.
CORE Series: A Practical Guide to AI Prompt Engineering for Finance Professionals WEBINAR
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Your Desk
1.0 Credits
Practical AI prompt engineering techniques.
CORE Series: Building an AI Governance Infrastructure That Stakeholders Trust WEBINAR
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Your Desk
1.0 Credits
Building and AI governance infrastructure.
CORE Series: Driving Organic Growth for Firm-Wide Impact WEBINAR
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Your Desk
1.0 Credits
How organizations can refine their positioning, messaging, and thought leadership to attract ideal clients.
CORE Series: Getting Unstuck from Sticky Situations WEBINAR
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Your Desk
1.0 Credits
Emerging malpractice risks. Navigating difficult client dynamics, Remain compliant with professional standards.
CORE Series: Leveraging Generative AI in Nonprofit Financial Reporting WEBINAR
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Your Desk
1.0 Credits
AI’s strengths and limitations. Strategies for adapting financial messaging to different stakeholders. Best practices for securely engaging AI tools with confidential data.
CORE Series: Going Public: Practical Lessons from the IPO Journey WEBINAR
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Your Desk
1.0 Credits
The transition from a private to a public company environment.
CORE Series: Small Firm Strategy: What Works, What Doesn’t, and What to do Differently WEBINAR
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Your Desk
1.0 Credits
Managing growth and capacity. Refining service offerings. Navigating risk.
Non-Member Price $498.00
Member Price $398.00