CPE & Event Catalog
Audits of 401(k) Plans: New Developments and Critical Issues WEBCAST
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Your Desk
8.0 Credits
Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency. Common pitfalls in planning and detailed audit procedures. Changes affecting 401(k) plans, including recently issued SASs. Common mistakes as noted in peer reviews and DOL inspections.
ChatGPT for Tax: Updated Guide to Fast, Accurate Tax Research WEBCAST
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Your Desk
2.0 Credits
Very recent changes to AI (up-to-the-minute). Evaluation of AI tools, including ChatGPT, Blue J, RIA CoCounsel, Bloomburg AI, and Grok. Integrating artificial intelligence with traditional tax research tools. Minimizing the risks of using AI. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Minimizing risk of getting a wrong answer of answers using “verification” tools. Increasing speed of research using “toehold” strategies.
Pacific Tax Institute 2025 IN PERSON
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Bellevue
16.2 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
16.2 Credits
Advocacy as a Powerful Tool to Achieve Your Mission 2025 Outlook for Fiduciaries and Philanthropists Single Audit and Federal Grants Update Comprehensive FASB Updates. Real-World Lessons from Fraud Investigations Critical State & Local Tax Updates Scenario Planning and Revenue Diversification AI and the Future of Finance and MORE!
Fraud Conference 2025 IN PERSON
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Redmond
8.0 Credits
High-impact insights, real-world case studies, and practical tools to detect, prevent, and respond to fraud in today’s complex landscape.
Prix Fixe: Individual and Estate Income Tax Reporting in the Year of Death WEBINAR
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Your Desk
1.0 Credits
Ensuring accurate filing and compliance in the year of death.
Combating Internal Fraud WEBCAST
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Your Desk
2.0 Credits
Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales WEBCAST
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Your Desk
4.0 Credits
When are distributions taxable? Miscellaneous issues, including the critical difference between Schedule 736(a) and Schedule 736(b) payments. Sales of an LLC interest.
Pacific Tax Institute 2025 WEBCAST
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Your Desk
16.2 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
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.
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.
Prix Fixe: A CPA's Guide to Avoiding Trouble WEBINAR
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Your Desk
1.0 Credits
Explore effective risk management strategies to help CPAs navigate the evolving professional landscape.
Surgent's S Corporation, Partnership, and LLC Tax Update WEBCAST
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Your Desk
4.0 Credits
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent,new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap. Comprehensive coverage of business. provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent, Increased Schedule 179 deduction, Changes to Schedule 174 R&E Expenditures, Changes to Schedule 163(j), Form 1099/1099-K changes, Qualified Small Business Stock Exclusion, Excess Business Loss Limitation, Section 1244 Small Business Stock and Section 1202 Qualified Small, Business Stock treatment and applicability, Guidance on the impact of recent legislation on S corporations and partnership entities, A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liabilitycompanies, and limited, liability partnerships.
Small Business Retirement Plans: Picking the Right Plan for Your Client 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?
Schedules K-2 and K-3: Filing Requirements WEBCAST
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Your Desk
2.0 Credits
IRS goals in requiring these schedules. Detailed discussion of the domestic filing exception for the current tax year. Filing requirements and exceptions for every part of Schedules K-2 and K-3. Examples based on client situations encountered in practice.
Schedules K-2 and K-3: Preparation of Forms WEBCAST
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Your Desk
2.0 Credits
How to read and complete Parts II and III for Foreign Tax Credit. Practical tips on how to tackle Parts IV and IX for corporate partners. How to correctly fill out Parts X and XIII for foreign partners. Comprehensive examples for operating. real estate rental. and investment partnerships with filled-in sample forms.
AI-Driven Ethics and Data Analytics: A Roadmap for Accountants WEBCAST
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Your Desk
4.0 Credits
AI and data ethics in accounting. Leveraging AI for data analytics in accounting.
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships WEBCAST
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Your Desk
8.0 Credits
Timely coverage of breaking tax legislation. Applicable coverage of any basis considerations within any recent tax legislation. Passthrough basis calculations required as attachments to certain individual returns. How Schedule 179 limitations affect basis and how tax-benefit rule is applied. How to calculate basis of inherited qualified and joint tenancy property. Tax basis capital account reporting requirements. Determine how to calculate basis. Understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders. Recognize how AAA applies or doesn't apply to S corporations. Discuss loss limitation rules in depth. Understand distributions of cash and property. Learn the detailed rules of Schedule 704 for preventing the shifting of tax consequences among partners or members. Learn to calculate basis under Schedule 704 and for "at-risk" under Schedule 465. Review Schedule 754 step-up in basis rules. Learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid.
Crucial Real Estate Taxation Insights Part 1 WEBCAST
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Your Desk
2.0 Credits
Bonus depreciation. Section 179 de minimis deductions.