CPE & Event Catalog
Farm Tax Conference 2025 IN PERSON
-
Kennewick
8.0 Credits
One Big, Beautiful Bill - Major Federal Tax Proposals Affecting Agriculture:• $66 Billion Boost to the Farm Safety Net - Enhanced subsidies and support programs over 10 years• Estate and Capital Gains Tax Relief - Key changes to help preserve generational farm ownership• Expanded Depreciation and Expensing Options - Accelerated asset write-offs for ag operations• Pass-Through Entity Tax Benefits - Favorable treatment for farms structured as partnerships, S corps, and LLCs• New Agricultural Lending Credit - Incentives for lenders supporting farm and ranch financing Critical Tax Law and Court Update:• Key federal and state income tax law changes• Recent court decisions impacting agricultural taxation• IRS guidance with direct implications for farm operations SECURE 2.0 & Inflation Reduction Act - What Farmers Need to Know• Retirement plan changes for ag employers and family farms• Energy and conservation incentives under the IRA Strategic Tax Planning for Landowners:• Structures and strategies for related-party transactions• Planning around land sales, leases, and easements • Practical Tips for Farm Deductions & Income Deferral• Common (and uncommon) deductible expenses for farms• Managing timing of income and expenses for optimal tax positioning
Maximizing Your Social Security Benefits WEBCAST
-
Your Desk
4.0 Credits
Retirement benefits: What the amount of benefits is in various circumstances. Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70. Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children. Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
OBBBA – Key International Tax Provisions WEBINAR
-
Your Desk
1.0 Credits
International Tax Updates
Pacific Tax Institute 2025 IN PERSON
-
Bellevue
16.0 Credits
Navigating the latest regulatory developments. Tackling complex challenges with strategic insight. Leading innovation within your practice.
Emerging Leaders Workshop 2025 IN PERSON
-
Bellevue
8.0 Credits
Strengths and leadership.
Not-For-Profit Conference 2025 IN PERSON
-
Bellevue
16.0 Credits
Comprehensive FASB updates. The evolving landscape of the IRS as it relates to tax-exempt organizations. The latest economic trends. A deep-dive into the complexities of state & local taxation.
PFP Update: Investment Planning in This New Era WEBCAST
-
Your Desk
2.0 Credits
Develop, design and monitor client investment portfolios. Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships. Assessing market conditions in a very unique and different environment. How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues. How investment vehicles work together to manage risk/return relationships. How to build, monitor, evaluate and re-design an investment portfolio.
Money Laundering 101 for CPAs WEBINAR
-
Your Desk
4.0 Credits
The theory of money laundering. Common money laundering statutes. Examples from court cases of money laundering statutes. Common occurrences with CPAs. Possible money laundering transactions. Applying the money laundering statutes in real life scenarios.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
-
Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
Effective Coaching Strategies for High Performance WEBCAST
-
Your Desk
4.0 Credits
Coaching. Effective communication. Problem solving. Use of AI as a coaching tool.
Addressing Common Documentation Deficiencies WEBCAST
-
Your Desk
2.0 Credits
AU-C 230. Auditing.
Predictive Accounting: Driver-Based Budgeting & Rolling Financial Forecasts WEBCAST
-
Your Desk
2.0 Credits
The shift to predictive accounting for decision making, planning, and budgeting. Problems with traditional annual budget processes. Develop a driver-based operational budget based on resource capacity planning. Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable. Create closed loop capacity plans. Forecast demand for budgeting and rolling financial forecasts. Integrating enterprise risk management with management accounting. Applying target costing for cost estimating.
Common Yellow Book & Single Audit Deficiencies WEBCAST
-
Your Desk
4.0 Credits
Auditing. Yellow book. COVID-related funds.
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks WEBCAST
-
Your Desk
4.0 Credits
Recognizing the importance of each of the key components of a sound system of internal controls over financial reporting, regardless of a nonprofit entity's nature, size or complexity. Understanding the critical role of IT general and application controls to reliable financial reporting, even in less-complex IT environments. Exercise in documenting an understanding of the design of internal controls for common classes of transactions for nonprofit entities. Identifying and evaluating the sufficiency of key controls to satisfy control objectives. Understanding the importance of verifying whether an understanding of the design of internal controls has actually been "implemented", and how to exactly go about doing that.
Prix Fixe: 2025 Single Audit Update WEBINAR
-
Your Desk
1.0 Credits
The 2025 Compliance Supplement. Common audit deficiencies found in Single Audits.
All About Fraud - Examples, Prevention and Auditing WEBCAST
-
Your Desk
4.0 Credits
Auditing. Fraud.
Tax Practice Standards WEBCAST
-
Your Desk
2.0 Credits
Treasury Circular 230. AICPA Statements on Standards for Tax Services (SSTS). Internal Revenue Code (IRC). Common law.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
-
Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.