CPE & Event Catalog

U.S. and regional economies.

Washington State statute and rules Update for 2025.

How to create more inclusive and productive meetings. Effective communication styles. The importance of cultural sensitivity. How to ensure equitable participation and encourage constructive dissent.

Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices

Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.

Building change into the planning process. Sales/income plan. Intermediate planning. Technology plan. Capital equipment planning. One-year operating plan. Monthly planning. Cash plan. Risk plan.

Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.

Stay up-to-date on the latest court case rulings and significant developments in tax law. Discover strategies for navigating multi-state taxation and unclaimed property. Gain insights into Oregon’s tax updates and their impact on your practice. Stay informed on critical legislative changes affecting the tax landscape. Connect with peers and industry experts to exchange knowledge and best practices. Enhance your expertise with actionable insights to navigate today’s complex tax challenges.

Discuss how productivity strategies may improve work-life balance. Understand the state tax consequences that may arise when working from home. Identify and discuss challenges unique to financial professionals. Review how some organizations are providing support to improve work-life balance. Explore the role of alternative work arrangements. Examine challenges unique to auditors versus tax professionals. A comparison of work-life balance between public and industry accountants. How work-family conflict varies among financial professionals. Recommendations for improving work-life balance.

Stay informed on the latest developments in foreign trust regulations and planning with U.S. trustees. Gain in-depth knowledge of Subpart F and strategies for navigating complex international tax issues. Explore Form 5471 filing requirements and best practices for compliance. Understand Canada/US tax law issues and cross-border planning strategies. Delve into inbound and outbound real estate tax considerations for global clients. Analyze case studies on complex tax scenarios like 338G and PE vs. EGI. Stay updated on state and local tax issues for international tax professionals. Explore the latest expat planning strategies and updates affecting global taxation.

A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.

Technological advancements in fraud detection.

The various types of corporations. Securities law basics. Contract principles. Partnerships and limited liability entities. Worker classification. Employee rights and the duties of employers. Intellectual property. Real property law. Bankruptcy basics. The court system and litigation process. Alternative dispute resolution.

Washington State statute and rules.

Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects

• Learn how prioritizing well-being, avoiding burnout, and building resilience are key to excelling as a leader in the CPA profession.• Explore wealth-building strategies, market trends, and smart investing to create financial independence and unlock the flexibility to pursue your dreams and passions at any stage of life.• Discover how to navigate change with confidence, decode stress, and create sustainable success by aligning your decisions with your deeper values for a more fulfilling, energized life.• Learn how to apply strengths-based leadership, develop your unique leadership style, and gain insights from industry leaders to drive career growth and firm success in today’s evolving workforce.• Uncover how intentional actions and words can create meaningful change, uplift others, and unlock the power to transform and shape the future.• Understand how to create "third places" that build genuine relationships, foster innovation, and combat modern loneliness by cultivating spaces where connection thrives beyond home and work.• Gain actionable strategies to shake self-doubt, elevate your leadership, and cultivate stronger relationships by showing up with authenticity and purpose.