CPE & Event Catalog
The WSCPA and IIA Present: New Year - New Risk IN PERSON
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Bellevue
2.5 Credits
The impact of AI and automation on controls and assurance. The evolving role of risk management across finance and audit functions. Legal, compliance, and ESG challenges on the horizon for 2026. Strategies for fostering collaboration across organizational leaders. Assessing AI’s practical value and limitations, and discuss how to integrate these tools responsibly into existing work flows.
Federal Tax Update with Greg and George IN PERSON
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Redmond
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
International Tax Compliance – Everything You Need to Know for 2026 WEBCAST
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Your Desk
3.0 Credits
International tax compliance: relevant forms and most critical international compliance issues affecting U.S. taxpayers; reporting of foreign income, assets, and transactions; navigating key requirements; common pitfalls and how to spot them; recent enforcement trends.
The Washington Capital Gains Tax WEBCAST
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Your Desk
1.0 Credits
Key differences between federal reported capital gains and Washington taxable capital gains, the tax and pass-through entities, deductions, credits, tax compliance, penalties and penalty abatement, and anticipated changes at the state and local level.
IRAs: What You Need to Know about Contributions, Conversions and Distributions WEBCAST
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Your Desk
2.0 Credits
Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
Hot IRS Tax Examination Issues for Individuals and Businesses WEBCAST
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Your Desk
8.0 Credits
Prepare now and protect yourself from new audit examinations. What to do when there is tax-related identity theft. Understanding substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft. Gaining an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate. Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty. Understanding IRS Audit Techniques Guides and Compliance Campaigns. Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are.
Prix Fixe: Single Audits - SEFAs and Beyond WEBINAR
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Your Desk
1.0 Credits
The SEFA. Documentation and other considerations.
Surgent's Individual Income Tax Update WEBCAST
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Your Desk
4.0 Credits
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent, New tip income deduction, New overtime pay deduction, New car loan interest deduction, New temporary senior deduction, Expanded SALT cap, Trump Accounts, Real Estate professional requirements, Review of pertinent cases and rulings affecting taxpayers, Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates,retirement contributions, and more, Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Prix Fixe: Reduce Liability with a Good Whistleblower Program WEBINAR
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Your Desk
1.0 Credits
How to design a whistleblower program that works.
Federal Tax Update with Greg and George WEBCAST
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Your Desk
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Prix Fixe: Are We Better Off? The Economy, Elections, and the Inflation Hangover WEBINAR
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Your Desk
1.0 Credits
Today's economic landscape.
Prix Fixe: Charitable Registration: What Does it Take to be Compliant? WEBINAR
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Your Desk
1.0 Credits
State charitable registration requirements. How to manage registrations.
Prix Fixe: Board Engagement During a Time of Transition: Perspectives of the Immediate Past Chair WEBINAR
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Your Desk
1.0 Credits
Strategies for maintaining continuity. Fostering collaboration. Navigating leadership changes.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times WEBCAST
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Your Desk
2.0 Credits
Commencement of a bankruptcy proceeding. Protections provided to debtors under the Bankruptcy Code. Key procedural aspects of bankruptcy. The automatic stay. Differences between Chapters 7, 11, and 13 bankruptcy cases. The bankruptcy discharge. Proofs of claim. Plans of reorganization. Litigation that can arise during bankruptcy. Creditor committees. Bankruptcy trustees. Avoidable preferences and fraudulent transfers. Special rights afforded to landlords and secured creditors.
Prix Fixe: Maximize Your Business Potential: Master Multistate Compliance. WEBINAR
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Your Desk
1.0 Credits
Essential strategies for managing tax, legal, and regulatory requirements across multiple states, ensuring compliance and minimizing risk.
Prix Fixe: Fraud and Embezzlement: Risk Management Strategies WEBINAR
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Your Desk
1.0 Credits
Guidance on preventing, detecting and responding to fraud risks.
Prix Fixe: GASB 101 - Practical Approaches to Compensated Absences for Local Government WEBINAR
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Your Desk
1.0 Credits
Efficient management of employee leave policies.
Prix Fixe: Organic Marketing: Position Your Brand for Maximum Impact WEBINAR
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Your Desk
1.0 Credits
Simplify your marketing. Strengthen your messaging. Increase conversions.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments WEBCAST
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Your Desk
8.0 Credits
Audit requirements for ERISA Section 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.
Making Excel Formulas Work for You WEBCAST
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Your Desk
4.0 Credits
Understanding formula conventions. Working with functions. Examples of powerful Excel formulas.