CPE & Event Catalog
Strategies in Charitable Giving: Financial and Estate Planning Techniques WEBCAST
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Your Desk
8.0 Credits
Charitable gift annuities and their use in planning. Life insurance mechanisms for charitable giving. Charitable remainder trusts (CRATs and CRUTs). Charitable lead trusts and advanced planning strategies. Role of community and private foundations in charitable planning. Retirement plan gifts. including IRAs for charitable donations. Donor-advised funds and pooled income funds. Testamentary gifts and their strategic significance. Conservation and fa‡ade easements. Supporting organizations and their role in charitable planning.
Prix Fixe: 2025 Single Audit Update WEBINAR
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Your Desk
1.0 Credits
The 2025 Compliance Supplement. Common audit deficiencies found in Single Audits.
Member Exclusive: Beyond the Basics: Building Your Network for Your Best Clients WEBINAR
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Your Desk
1.0 Credits
Strengthen your professional network.
Prix Fixe: Latest Development in International Tax WEBINAR
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Your Desk
1.0 Credits
New regulations, treaties, and compliance requirements.
Social Security and Medicare: Planning for You and Your Clients WEBCAST
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Your Desk
8.0 Credits
Legislative developments. A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits. Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit. Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70, Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know.
Prix Fixe: Working with AI: How to Get Along with an Artificial Coworker WEBINAR
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Your Desk
1.0 Credits
Engaging AI effectively and responsibly.
Advanced Integrated Planning: Mastering Estate, Financial, and Asset Protection Strategies WEBCAST
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Your Desk
4.0 Credits
Contemporary estate and gift tax landscape. Domicile considerations in estate and financial planning. Life insurance trust dynamics and tax implications. Transfers to split-interest trusts and associated tax considerations. Qualified personal residence trusts: benefits and challenges. Grantor retained trust arrangements and planning techniques. Charitable trust strategies and their complexities. Family limited partnerships: structure and benefits. Intentionally defective grantor trusts and their potential.
Farm Tax Conference 2025 WEBCAST
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Your Desk
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
Prix Fixe: How to Prepare for an Audit WEBINAR
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Your Desk
1.0 Credits
The ever-evolving landscape of audit preparedness.
Member Exclusive: Building Strengths Based Culture WEBINAR
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Your Desk
1.0 Credits
Actionable strategies for fostering engagement, productivity, and leadership growth.
Maximizing Your Social Security Benefits WEBCAST
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Your Desk
4.0 Credits
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Prix Fixe: How to Read Wills and Trust Documents WEBINAR
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Your Desk
1.0 Credits
Essential elements of reading wills and trust documents.
How AI Fits into the Accounting World WEBCAST
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Accounting and Auditing Update for Not-for-Profits WEBCAST
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Your Desk
8.0 Credits
Not-for-profit accounting update. Revenue recognition in not-for-profits. FASB update. Auditor's report and conforming changes. Auditing Standards Board update. SQMS No. 1. A Firm's System of Quality Management. Governmental auditing update.
Prix Fixe: Smooth Cash Flows: Demystifying Straight-Lining of Rental Income WEBINAR
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Your Desk
1.0 Credits
Accounting methods for rental income. Recognizing revenue over time. Ensuring compliance with accounting standards.
Prix Fixe: Cash Forecasting for Nonprofits WEBINAR
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Your Desk
1.0 Credits
Cash forecasting for nonprofit organizations.
2025 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules Update for 2025.
Forensic Accounting: Fraud Investigations WEBCAST
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Your Desk
8.0 Credits
Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.
Audits of Employee Benefit Plans Subject to ERISA WEBCAST
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Your Desk
8.0 Credits
Audit planning and pre-engagement activities. 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.
Washington Sales and B&O Tax WEBCAST
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Your Desk
4.0 Credits
Sales tax topics include taxable gross income, the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology. The B&O tax covers includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes. Tax administration and audits discusses Washington tax resources, registration, interest, penalties, reducing audit risk, preparing for a tax audit, and tax audit survival.