CPE & Event Catalog
Governmental Accounting & Auditing Conference 2026 WEBCAST
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Your Desk
16.0 Credits
GASB updates. Single Audit updates. Changes in federal funding and grant management. Cyber security, AI, and data security risks specific to government operations. Economic trends impacting state and local governments. Emerging issues affecting Washington . The state of the CPA profession. Communication and presentation skills.
2026 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.
Shortcuts that Excel Users Love WEBCAST
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Your Desk
2.0 Credits
The power of keyboard shortcuts. Often used features with more capability than meets the eye. New helpful features.
Advanced Excel Topics for Spreadsheet Power Users WEBCAST
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Your Desk
8.0 Credits
Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
CFO Series: Decision Making in An Irrational World WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
How and why ambiguity is good, and how certainty can be harmful. How the past blinds us to the real future. The difference between risk and uncertainty. Managing measurable risk and unmeasurable risk. Why have our current planning approaches failed. The need to analyze decisions from multiple perspectives. Probabilities are not necessarily predictive. How statistics can be misused and misunderstood – thus increasing risk, and more.
High-Net-Worth Clients: Income Tax Planning WEBCAST
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Your Desk
2.0 Credits
Strategies for maximizing the date-of-death step-up in basis Tax-loss harvesting and proactive loss-management techniques Qualified retirement plans and optimization strategies Planning approaches to reduce required minimum distributions (RMDs) Real estate investing strategies for tax efficiency Asset allocation across taxable, tax-deferred, and tax-free accounts Charitable giving structures and tax-saving opportunities
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update WEBCAST Partnered with the Oregon Society
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Your Desk
8.0 Credits
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services. SSARS No. 22, Compilation of Pro Forma Financial Information. SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018. SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services. Sample comprehensive engagement work programs for preparation, compilation and review engagements. Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations. Other communication requirements, such as sample engagement letters and management representation letters.
Self-Employment Tax for LLC Members WEBCAST - Partnered with the Oregon Society
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Your Desk
2.0 Credits
Which LLC members are subject to self-employment tax. How does self-employment tax apply to spouses of LLC members. Guidance the IRS has issued to its auditors on taxpayers following the proposed regulations issued by the IRS. How to minimize self-employment tax for LLC members. Which members benefit from paying self-employment tax. New cases on the application of self-employment tax to limited partners, including Denham Capital LP and the “functional analysis test” and the 5th Circuit’s January 2026 decision in Sirius, which overturned the Tax Court.
Key Tax Issues Facing Business & Industry WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
2026-27 legislative update and review of key business tax issues. Section 163(j) interest expense limitation. Business losses. Capitalization, expensing and depreciation rules. New travel and entertainment expense rules. Fringe benefits. Independent contractor vs. employee. Latest legislative, judicial, and IRS developments.
Common Deficiencies in SSARS Engagements WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The most common peer review findings.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
Financial statement disclosures for small and medium-sized businesses. Balance sheet, income statement, and statement of cash flows presentation and disclosure issues. Disclosure examples from all-sized entities that you can use to base your disclosures on. Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842.
Effective Communication Skills WEBCAST
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Your Desk
1.0 Credits
Communication. Confidence. Leadership.
Navigating Tax Court for Non-Lawyers WEBCAST
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Your Desk
2.0 Credits
Determining when filing a Tax Court case can be a strategic benefit. Learn how to file the case. Understand the steps and deadlines in the Tax Court process. Review the settlement process. Know when the case gets to the point where you need help.
2025 Yellow Book Update WEBINAR
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Your Desk
2.0 Credits
Yellow Book engagements. Independence requirements in GAGAS. Quality management in Yellow Book. Common deficiencies found in Yellow Book engagements.
Depreciating & Expensing Business Assets WEBCAST
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Your Desk
2.0 Credits
Recent tax legislation, rules and developments related to capitalization and depreciation. Qualified improvement property. Section 179, including inflation adjustments. Section 168(k) 100% bonus deduction. Depreciation of automobiles, including new luxury auto limits. Rev. Proc. 87-57 and MACRS. ADS depreciation for electing farm and real estate business. Update on recent developments.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research: principles and practices. Navigating IRS databases using advanced ai techniques. Using IRS prompt templates: in-depth analysis and application. ChatGPT in action: case studies and real-world scenarios. Exploring IRS tax laws: strategies, loopholes, and compliance. Error prevention and correction in tax law research. Future trends: AI's evolving role in taxation and accounting.
Minimizing Workplace Warfare WEBCAST
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Your Desk
1.2 Credits
Sources of workplace conflict. Conflict resolution strategies. Communication skills and active listening. Conflict management techniques.
Deep Dive Into Common Auditing Deficiencies WEBINAR
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Your Desk
4.0 Credits
Review common deficiencies identified by the AICPA and state boards of accountancy. Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. Review of the areas of concern and how you can overcome them by employing best practices.
Understanding and Creating an Internal Control System WEBINAR
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Your Desk
8.0 Credits
Underlying concepts of internal control. Defining where and why controls, policies and procedures are needed. Legacy control measures that are still important for businesses today. Creating control measures that address the use and protection of technology.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.