CPE & Event Catalog

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

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.

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.

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.

A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.

Technological advancements in fraud detection.

The various types of corporations. Securities law basics. Contract principles. Partnerships and limited liability entities. Worker classification. Employee rights and the duties of employers. Intellectual property. Real property law. Bankruptcy basics. The court system and litigation process. Alternative dispute resolution.

Washington State statute and rules.

Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects

• Learn how prioritizing well-being, avoiding burnout, and building resilience are key to excelling as a leader in the CPA profession.• Explore wealth-building strategies, market trends, and smart investing to create financial independence and unlock the flexibility to pursue your dreams and passions at any stage of life.• Discover how to navigate change with confidence, decode stress, and create sustainable success by aligning your decisions with your deeper values for a more fulfilling, energized life.• Learn how to apply strengths-based leadership, develop your unique leadership style, and gain insights from industry leaders to drive career growth and firm success in today’s evolving workforce.• Uncover how intentional actions and words can create meaningful change, uplift others, and unlock the power to transform and shape the future.• Understand how to create "third places" that build genuine relationships, foster innovation, and combat modern loneliness by cultivating spaces where connection thrives beyond home and work.• Gain actionable strategies to shake self-doubt, elevate your leadership, and cultivate stronger relationships by showing up with authenticity and purpose.

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.

Incorporating investment services into a CPA practice. Risk management strategies for financial planning. Insurance requisites and tax implications, including life, health, and long-term care insurance. Overview of education funding options. Asset protection principles and methodologies. Common missteps in financial planning and strategies to prevent them. Required minimum distribution (RMD) rules and their application.?

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. And more!

Legislative changes affecting individual tax planning. Income, deduction, and credit planning strategies. Form 1040 issues: divorce, death of a taxpayer, and status updates. Compensation, fringe benefits, and Social Security updates. Foreign reporting, resident alien, and cryptocurrency tax matters. Capital gains, Kiddie Tax, and related deductions.

Tips and tricks for maximizing efficiency in QuickBooks.