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CPE & Event Catalog

Showing 601 All Events Results

Season Ticket 25-26

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Coupon Book 25-26

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Prix Fixe: An Overview of SECURE Act 2.0 WEBINAR

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Your Desk

1.0 Credits

Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.

A Better Way to Choose Your KPIs WEBCAST

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Your Desk

1.0 Credits

KPIs. Performance measures. Metrics.

Individual Federal Tax Update WEBCAST

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Your Desk

8.0 Credits

Form 1040: precise tax submissions. Recent tax code changes: updated filings. IRC sections analysis: understanding tax regulations. Updates in income taxation: compliance assurance. New credits and deductions: maximizing benefits. Complex income issues: tailored strategies. Itemized deductions: informed client benefits. Health considerations: maximizing financial benefits. Regulatory shifts: implications on tax strategies. Tax planning strategies: client financial success.

Audits of 401k Plans WEBCAST

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Your Desk

4.0 Credits

SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits. Update of the changes affecting 401k plans. Compliance issues commonly encountered in 401k plan audits. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Common audit reporting and disclosure issues.

Audits of Employee Benefit Plans Subject to ERISA WEBCAST

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Your Desk

8.5 Credits

GAAP vs. ERISA reporting requirements. Audit planning. Risk assessment, including consideration of internal control. Auditing the statement of net assets available for benefits. Auditing the statement of changes in net assets available for benefits. Other auditing considerations, including prohibited transactions and tax compliance. The auditor's report. Financial statement disclosures. Supplemental schedules.

360 Budgeting: A Holistic Approach to Process and Solutions WEBCAST

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Your Desk

8.0 Credits

Budget defining. Budget cultures. Tactical budget issues. Ideas for budget solutions and process solutions. Understanding people in the budget process. Communicating your budget to non-financial types.

Cutting-Edge Estate and Financial Planning Trends of 2025 WEBCAST

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Your Desk

8.0 Credits

Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.

Washington State Tax Conference 2025 WEBCAST

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Your Desk

8.0 Credits

Stay up-to-date on the latest court case rulings and significant developments in tax law. Discover strategies for navigating multi-state taxation and unclaimed property. Gain insights into Oregon’s tax updates and their impact on your practice. Stay informed on critical legislative changes affecting the tax landscape. Connect with peers and industry experts to exchange knowledge and best practices. Enhance your expertise with actionable insights to navigate today’s complex tax challenges.

Washington State Tax Community Networking Event

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Bellevue

0.0 Credits

International Tax Conference 2025 WEBCAST

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Your Desk

8.5 Credits

Stay informed on the latest developments in foreign trust regulations and planning with U.S. trustees. Gain in-depth knowledge of Subpart F and strategies for navigating complex international tax issues. Explore Form 5471 filing requirements and best practices for compliance. Understand Canada/US tax law issues and cross-border planning strategies. Delve into inbound and outbound real estate tax considerations for global clients. Analyze case studies on complex tax scenarios like 338G and PE vs. EGI. Stay updated on state and local tax issues for international tax professionals. Explore the latest expat planning strategies and updates affecting global taxation.

Eight Biggest Threats to Your Business and Introducing Three Pillars of Cybersecurity WEBCAST

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Your Desk

1.0 Credits

Technology. Cybersecurity.

International Tax Community Networking Event

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Bellevue

0.0 Credits

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