CPE & Event Catalog
Forms 7217 and 7203 WEBCAST
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Your Desk
2.0 Credits
Tax treatment of partnership distributions to partners of cash and property other than cash. Basis of property received in a partnership distribution. Executive Order 14219 withdrawing the IRS’s new regulations regarding basis shifting. Organization and structure of the new Form 7217. Who must file Form 7203. Determining the S corporation shareholder’s initial basis in his or her stock. Basis limitations on partnership losses and deductions. Organization and structure of Form 7203 — understanding the three parts of Form 7203. Filing criteria for Form 7203. Calculating an S corporation shareholder’s share of S corporation deductions and credits. Understanding stock and debt basis.
Federal Tax Update with Greg and George - Individual WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update with Greg and George Business WEBCAST
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Your Desk
4.0 Credits
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Tax Planning for Rental Real Estate WEBCAST
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Your Desk
4.0 Credits
Rental activities and passive activities. Material participation. Real estate professional status. Active participation status. Depreciation recapture – Sections 1245. 1250. and 291. Vacation homes rented out. QBI deduction and rental properties. Section 1237 safe harbor for divided parcel sales. Practitioner considerations.
Tax Research - Intermediate Concepts WEBCAST
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Your Desk
2.0 Credits
Tax code hierarchy. Organization of an Internal Revenue Code section. Special rules for IRC citation. Citing other primary authorities. Private letter rulings. Primary vs. secondary authority. Secondary sources of authority. Steps in the tax research process. Research memoranda.
Maximizing Fringe Benefits: Strategies for Business and Personal Needs Now and Beyond WEBCAST
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Your Desk
8.0 Credits
Core elements of fringe benefit planning and client needs. IRC Schedule 132 fringe benefit options and tax implications. Cash compensation: timing of income and deductions. Cafeteria plans, FSAs, and dependent care/education assistance plans. Group term life insurance and medical savings account considerations. Retiree medical benefit strategies and cost-effective health care options (insured vs. HMO). ERISA reporting, disclosure, and compliance essentials. Overview of IRC common control, age,and sex discrimination rules.
CORE Series: SALT Year-End Update: Planning, Compliance, and What’s Ahead WEBINAR
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Your Desk
1.0 Credits
Key legislative changes. Emerging trends. Planning considerations impacting multistate taxpayers.
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.
CORE Series: AI Driven Customer Experience: Transformative Strategies for Professional Services Firms WEBINAR
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Your Desk
1.0 Credits
Strategically leverage AI to enhance client interactions. Automating routine workflows without sacrificing personalization. Improving responsiveness. Unlocking insights from client data.
IRAs: What You Need to Know about Contributions, Conversions and Distributions WEBCAST
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Your Desk
2.0 Credits
Determine clients who are well suited for conversion from traditional to Roth IRAs. When should clients recharacterize IRA contributions? What special traps are present in the IRA area? How to receive waivers for clients who failed to take the proper required minimum distributions (updated for the SECURE Act 2.0). Requirement minimum distributions from inherited IRAs (updated for SECURE Act 2.0 and also 2023 IRS guidance).
1065 Mastering Preparation and Planning Part 1 WEBCAST
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Your Desk
4.0 Credits
Changes on Schedule K. Schedules K-2 and K-3. When does a business involving spouses require a partnership return? How to eliminate late-filing penalties for partnership returns. When must a partnership return be filed? How to apply the bonus depreciation rules to partnership step-ups under Schedule 743. New IRS form allowing revocation of section 754 election. When it's possible to revoke the election. Answering Form 1065 questions on passive activity grouping.
WSCPA Town Hall - December WEBCAST
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Your Desk
1.0 Credits
Issues shaping the accounting profession and the communities CPAs serve.
1065 Mastering Preparation and Planning Part 2 WEBCAST
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Your Desk
4.0 Credits
When should self-employment earnings be reported for an LLC member? Important new clarification on Schedule M-2 reporting. How to complete Schedule K-1, including. Completing Form 8825. Electing out of the dangerous new IRS audit rules for partnerships (CPAR). When must a partnership complete Form M-3?
CORE Series: Data Security and Cyber Liability Issues for CPAs WEBINAR
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Your Desk
1.0 Credits
Common data security threats. Emerging breach trends. Leading cybersecurity best practices.
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.
CANCELLED 2027 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.
CORE Series: Transfer Pricing in Today’s Global Tax Environment WEBINAR
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Your Desk
1.0 Credits
Transfer pricing strategies.
Taxation of Tips and Overtime Under OBBBA WEBCAST
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Your Desk
2.0 Credits
$12,500 deduction per individual for qualified overtime pay. Payment of overtime under the Fair Labor Standards Act (FLSA). Calculating the “premium portion” of the extra half-time pay. Social Security and Medicare withholding. Employer furnishing the record of qualified overtime compensation to employees. Definition of a qualified tip. IRS list of traditionally tipped occupations. $25.000 deduction for reported tips. The transition rule allowing employers to indicate the approximate amount designated as tips or overtime. State tax issues relating to tips and overtime. Changes in the W-2 reflecting new employer reporting responsibilities.
CORE Series: Best Practices for Setting Reasonable Compensation Based on IRS Guidelines WEBINAR
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Your Desk
1.0 Credits
Reasonable employee compensation in the nonprofit industry.
Federal Tax Update with Greg and George WEBCAST
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Your Desk
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.