CPE & Event Catalog
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.
Shortcuts that Excel Users Love WEBCAST
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Your Desk
2.0 Credits
Recall and use powerful but often hidden tools available in Excel. Recall some of the new features built into the spreadsheet application. Identify ways to work in a more efficient manner because of keyboard and ribbon-based tools.
CORE Series: Speaking Their Language: Attracting Your Ideal Nonprofit Clients WEBINAR
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Your Desk
1.0 Credits
Practical frameworks to strengthen relationships. Growing a nonprofit-focused practice with intention.
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.
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?
Understanding Schedule K-1 Using Tax Opportunities Efficiently WEBCAST
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Your Desk
2.0 Credits
Schedule K-1 overview. Basis and loss limitations. Passive vs. active loss rules. QBI deduction. Schedule K-2 and K-3 changes. Planning opportunities. K-1 reporting for partnerships. S corps. and trusts.
Crypto, Blockchain and Taxes WEBCAST
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Your Desk
2.0 Credits
Cryptocurrency basics and blockchain functionality. IRS Form 8949, Schedule D, and broker reporting under the Infrastructure Investment and Jobs Act. Cost basis tracking and recordkeeping tools for digital asset investors. Taxation of mining, staking, and airdrops. Donating. Gifting. or inheriting crypto and NFTs. Crypto treatment in estates and trusts. Current FinCEN guidance and proposed FBAR-like reporting. Business applications of blockchain in accounting.
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.
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?
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.
Crucial Real Estate Taxation Insights Part 2 WEBCAST
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Your Desk
2.0 Credits
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
WSCPA Town Hall - November WEBCAST
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Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
Crucial Real Estate Taxation Insights Part 3 WEBCAST
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Your Desk
2.0 Credits
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
Exploring Business Valuation Fundamentals WEBCAST
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Your Desk
2.0 Credits
What does value mean? Technical vs. fundamental analysis. Intrinsic value. Other discounted cash flow models. Assumptions in the Gordon Growth Model. Valuations using free cash flows. Residual income model. Enterprise value. Value in mergers and acquisitions. Small business valuations and discounts. Advanced valuation models.