CPE & Event Catalog
Protecting Digital Data – More Important Now Than Ever Before WEBCAST
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Pacific Tax Institute 2026 IN PERSON
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Bellevue
16.3 Credits
Latest regulatory developments. Essential tax topics.
Professional Edge Summit 2026 IN PERSON
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Bellevue
8.0 Credits
Explaining your perspective. Working with colleagues who approach problems differently. Moving forward when there isn’t a clear answer. Connecting what you learn to how you actually work.
Client Advisory Services Summit 2026 IN PERSON
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Bellevue
8.2 Credits
Growing and sustaining a successful advisory practice.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.3 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Risk Management Conference 2026 IN PERSON
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Spokane
8.0 Credits
Recognize, manage, and help organizations prepare for risks.
CORE Series: Secure, Delivered, Trusted: A CPA Firm’s Guide to Modern Email Security WEBINAR
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Your Desk
1.0 Credits
Microsoft 365 protections. Domain authentication standards. Best practices for encryption.
Social Security: Dispelling Common Myths with Essential Truths WEBCAST
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Your Desk
2.0 Credits
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits?
Pacific Tax Institute 2026 WEBCAST
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Your Desk
16.3 Credits
Latest regulatory developments. Essential tax topics.
Washington Capital Gains Tax WEBCAST With Sonjia Barker
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Your Desk
2.0 Credits
We will explore the Washington taxable capital gains differ from federally reported capital gains, along with the unique treatment of pass-through entities under the tax. The session will cover available deductions and credits, as well as the practical aspects of compliance, including filing requirements and common areas of confusion. We will also examine penalties and penalty abatement, and discuss how this tax continues to develop, including anticipated changes at the state and potential local level.
CORE Series: Cyber Fraud Risk & Prevention: A Cross-Functional Approach WEBINAR
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Your Desk
1.0 Credits
Primary cyber fraud risks impacting organizations. The distinct roles of executive leadership, finance, and IT in designing and monitoring effective prevention controls. Leading practices in internal controls, cybersecurity safeguards, and incident response planning.
Navigating Washington Sales and B&O Tax WEBCAST With Sonjia Barker
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Your Desk
4.0 Credits
Overview of Washington’s excise tax system. Key differences between Washington’s B&O tax and traditional corporate income taxes. Overview of Washington sales tax and use tax rules. Nexus considerations for businesses operating in or selling to Washington. Business and occupation (B&O) tax essentials. Common deductions. Sales and use tax compliance. Recent legislative and regulatory developments. Audit risks and best practices for compliance. Practical applications and case studies.
Introduction to Required Minimum Distributions WEBCAST
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Your Desk
2.0 Credits
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules. What is an RMD? Who is subject to RMDs? The types of accounts subject to RMDs. How to calculate an RMD. How to determine if a distribution can be an RMD. How to determine which life expectancy table must be used when calculating an RMD. The rollover and transfer rules during an RMD year. IRS penalties for non-compliance with RMD regulations. Applying RMD strategies to different plan types. When RMDs can and cannot be aggregated. How to correct an RMD shortfall. How to get a waiver of the excise tax on an RMD failure. The tax implication of an RMD. How to donate an RMD tax-free. How to determine the RMD rules that apply to a beneficiary.
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 and best practices for CPAs in public accounting and industry. Case studies and Washington administration and enforcement.
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats WEBCAST
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Your Desk
2.0 Credits
Core components of a cybersecurity risk management program. Overview of key policies. controls. and procedures for financial organizations. Applicability of global compliance standards. like the EU AI Act and GDPR in the U.S. financial landscape. Case studies: financial implications of breaches and mitigation strategies. Best practices for integrating cybersecurity with financial reporting.
Small Business Retirement Plans: Picking the Right Plan for Your Clients WEBCAST
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Your Desk
2.0 Credits
Which clients are best suited for each of the following plans: SEP-IRA's. Which clients are best suited for each of the following plans: SIMPLE IRA's, 401(k)'s. Traditional and Roth IRA's. Defined benefit plans. How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0? What are the payroll tax consequences of choosing each type of plan? Which plans provide the greatest flexibility? Which plan can provide the quickest accumulation of retirement savings?
TechBytes: Compliant or Exposed? What CPA Firms and Auto Dealers Must Know About the FTC Safeguards Rule IN PERSON
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Redmond
1.8 Credits
An overview of the major administrative, technical, and physical safeguards. A better understanding of written risk assessments and WISP requirements. A list of evidence the organization should be able to produce if compliance is questioned. Access to the planning portal for evaluating the organization's current position. A practical starting point for getting and staying compliant.
CORE Series: Grants Management for Nonprofits: From Award to Compliance WEBINAR
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Your Desk
1.0 Credits
Essential grant accounting practices.
Estate Planning Strategies: Advanced Techniques and Tools WEBCAST
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Your Desk
8.0 Credits
Examining the evolving dynamics of estate planning and its intersection with the Internal Revenue Code. Applying advanced tax-efficient strategies for charitable deductions, including the use of split-interest trusts and gifts of closely held stock. Utilizing life insurance and life insurance trusts as powerful estate planning tools, and understanding their role alongside private annuities. Developing strategies for generation-skipping transfers and calculating their tax implications. Implementing GRITs, GRATs, GRUTs, and QPRTs for effective estate planning. Understanding the tax implications of split-interest purchases and their benefits in estate planning. Navigating the requirements and benefits of charitable trusts, including compliance and strategic use for client benefit.
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.