CPE & Event Catalog
Farm Tax Conference 2025 IN PERSON
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Kennewick
8.0 Credits
One Big, Beautiful Bill - Major Federal Tax Proposals Affecting Agriculture:• $66 Billion Boost to the Farm Safety Net - Enhanced subsidies and support programs over 10 years• Estate and Capital Gains Tax Relief - Key changes to help preserve generational farm ownership• Expanded Depreciation and Expensing Options - Accelerated asset write-offs for ag operations• Pass-Through Entity Tax Benefits - Favorable treatment for farms structured as partnerships, S corps, and LLCs• New Agricultural Lending Credit - Incentives for lenders supporting farm and ranch financing Critical Tax Law and Court Update:• Key federal and state income tax law changes• Recent court decisions impacting agricultural taxation• IRS guidance with direct implications for farm operations SECURE 2.0 & Inflation Reduction Act - What Farmers Need to Know• Retirement plan changes for ag employers and family farms• Energy and conservation incentives under the IRA Strategic Tax Planning for Landowners:• Structures and strategies for related-party transactions• Planning around land sales, leases, and easements • Practical Tips for Farm Deductions & Income Deferral• Common (and uncommon) deductible expenses for farms• Managing timing of income and expenses for optimal tax positioning
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?
OBBBA – Key International Tax Provisions WEBINAR
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Your Desk
1.0 Credits
International Tax Updates
Pacific Tax Institute 2025 IN PERSON
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Bellevue
16.0 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
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Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
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Bellevue
16.0 Credits
Comprehensive FASB updates. The evolving landscape of the IRS as it relates to tax-exempt organizations. The latest economic trends. A deep-dive into the complexities of state & local taxation.
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.
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.
Member Exclusive: Practical Productivity Tips for the Busy Professional WEBINAR
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Your Desk
1.0 Credits
Tools and techniques to help busy professionals stay organized and focused.
Farm Tax Conference 2025 WEBCAST
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Your Desk
8.0 Credits
One Big, Beautiful Bill - Major Federal Tax Proposals Affecting Agriculture:• $66 Billion Boost to the Farm Safety Net - Enhanced subsidies and support programs over 10 years• Estate and Capital Gains Tax Relief - Key changes to help preserve generational farm ownership• Expanded Depreciation and Expensing Options - Accelerated asset write-offs for ag operations• Pass-Through Entity Tax Benefits - Favorable treatment for farms structured as partnerships, S corps, and LLCs• New Agricultural Lending Credit - Incentives for lenders supporting farm and ranch financing Critical Tax Law and Court Update:• Key federal and state income tax law changes• Recent court decisions impacting agricultural taxation• IRS guidance with direct implications for farm operations SECURE 2.0 & Inflation Reduction Act - What Farmers Need to Know• Retirement plan changes for ag employers and family farms• Energy and conservation incentives under the IRA Strategic Tax Planning for Landowners:• Structures and strategies for related-party transactions• Planning around land sales, leases, and easements • Practical Tips for Farm Deductions & Income Deferral• Common (and uncommon) deductible expenses for farms• Managing timing of income and expenses for optimal tax positioning
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.
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.
Member Exclusive: AI in Fraud Detection WEBINAR
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Your Desk
1.0 Credits
The challenges of implementation, the risks and benefits of AI in fraud schemes, and critical updates on AI legislation.
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.
Member Exclusive: Legislative Update (Former: Year End Update) WEBINAR
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Your Desk
1.0 Credits
The latest advocacy efforts, regulatory updates, and what's ahead for CPAs in Washington.
Member Exclusive: Uncovering the Truth: Investigative Interviewing Skills Panel WEBINAR
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Your Desk
1.0 Credits
Master the art of investigative interviewing.
Prix Fixe: Cash Forecasting for Nonprofits WEBINAR
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Your Desk
1.0 Credits
Cash forecasting for nonprofit organizations.