CPE & Event Catalog
Surgent's Individual Income Tax Update WEBCAST
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Your Desk
4.0 Credits
Timely coverage of breaking tax legislation. Form 1099-K reporting requirements. FinCEN reporting requirements under the Corporate Transparency Act. Employee Retention Tax Credit updates. Review of pertinent cases and rulings affecting taxpayers. Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more. Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas.
Prix Fixe: Reduce Liability with a Good Whistleblower Program WEBINAR
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Your Desk
1.0 Credits
How to design a whistleblower program that works.
Federal Tax Update with Greg and George IN PERSON
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Bellevue
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.
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.
Member Exclusive: Preventing Burnout in a Demanding Profession
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Your Desk
1.0 Credits
Practical self-care strategies to reduce stress, prevent burnout, and enhance work-life balance.
Prix Fixe: Are We Better Off? The Economy, Elections, and the Inflation Hangover WEBINAR
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Your Desk
1.0 Credits
Today's economic landscape.
Prix Fixe: Charitable Registration: What Does it Take to be Compliant? WEBINAR
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Your Desk
1.0 Credits
State charitable registration requirements. How to manage registrations.
Prix Fixe: Board Engagement During a Time of Transition: Perspectives of the Immediate Past Chair WEBINAR
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Your Desk
1.0 Credits
Strategies for maintaining continuity. Fostering collaboration. Navigating leadership changes.
Member Exclusive: How CPAs Can Strategically Use Their Income: Assessing the Financial Situation, Taking Control, and Discove
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Your Desk
1.0 Credits
Take control of your finances and create a path to financial freedom.
Member Exclusive: Uncovering the Truth: Investigative Interviewing Skills Panel WEBINAR
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Your Desk
1.0 Credits
Master the art of investigative interviewing.
Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times WEBCAST
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Your Desk
2.0 Credits
Commencement of a bankruptcy proceeding. Protections provided to debtors under the Bankruptcy Code. Key procedural aspects of bankruptcy. The automatic stay. Differences between Chapters 7, 11, and 13 bankruptcy cases. The bankruptcy discharge. Proofs of claim. Plans of reorganization. Litigation that can arise during bankruptcy. Creditor committees. Bankruptcy trustees. Avoidable preferences and fraudulent transfers. Special rights afforded to landlords and secured creditors.
Prix Fixe: Maximize Your Business Potential: Master Multistate Compliance. WEBINAR
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Your Desk
1.0 Credits
Essential strategies for managing tax, legal, and regulatory requirements across multiple states, ensuring compliance and minimizing risk.
Prix Fixe: Fraud and Embezzlement: Risk Management Strategies WEBINAR
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Your Desk
1.0 Credits
Guidance on preventing, detecting and responding to fraud risks.
Washington Sales and B&O Tax WEBCAST
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Your Desk
4.0 Credits
Sales tax topics include taxable gross income, the use tax, exemptions, interstate and foreign sales, and special areas including construction activities and information technology. The B&O tax covers includable gross income, deductions, reimbursements, interstate apportionment, credits, and local B&O taxes. Tax administration and audits discusses Washington tax resources, registration, interest, penalties, reducing audit risk, preparing for a tax audit, and tax audit survival.
Prix Fixe: GASB 101 - Practical Approaches to Compensated Absences for Local Government WEBINAR
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Your Desk
1.0 Credits
Efficient management of employee leave policies.
Prix Fixe: Organic Marketing: Position Your Brand for Maximum Impact WEBINAR
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Your Desk
1.0 Credits
Simplify your marketing. Strengthen your messaging. Increase conversions.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments WEBCAST
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Your Desk
8.0 Credits
Audit requirements for ERISA Section 103(a)(3)(C) audits. An annual update of the changes affecting 401(k) plans. Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics. Best practices for engagement planning, internal controls, risk assessment, and detailed testing. Avoiding common mistakes while performing audit procedures. Plan mergers and acquisitions. Common audit reporting and disclosure issues.
Making Excel Formulas Work for You WEBCAST
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Your Desk
4.0 Credits
Understanding formula conventions. Working with functions. Examples of powerful Excel formulas.
Getting Ahead: The Art of Marketing for CPAs WEBCAST
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Your Desk
2.0 Credits
Challenges of marketing CPA firms. Developing marketing strategy. Elements of a marketing plan. Example: CPA firm marketing plan. Marketing regulatory/AICPA issues. Picking the right marketing channels. Marketing channel statistical analysis. Developing marketing metrics.
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, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.