CPE & Event Catalog
IRS Audit and Appeals Process: Protecting Your Clients - Partnered with the Oregon Society
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Your Desk
2.0 Credits
Establishing rapport with the auditor. IRS audit statistics, appeals statistics, and other statistics. Preparing for the audit. Preparing for an appeal. Questions to ask the auditor. Getting copies of the auditor’s workpaper file.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
The Most Critical Challenges in Not-for-Profit Accounting Today WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value. Practical insights into the accounting for conditional and restricted contributions, membership dues, contributed services, and noncash contributions. The advantages, challenges, and best practices for effectively presenting a measure of operations.
Forensic Accounting: Finding Hidden Treasure in Tax Returns WEBINAR
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Your Desk
4.0 Credits
The rules of IRS disclosure of tax information. Understanding the role of IRS transcripts. Interpreting the actions of the IRS in transcripts. FOIA requests. Analyzing tax information and returns for financial leads.
Revenue Recognition for Private Entities WEBCAST
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Your Desk
4.0 Credits
Analysis of requirements for revenue recognition under ASC 606. Discussion of the requirements for auditing revenue transactions. Analysis of internal control and fraud risk aspects. Identification of high-risk areas of revenue recognition. Suggested procedures for identified risks.
WSCPA Annual Meeting 2026 WEBCAST
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Your Desk
3.7 Credits
Practical tools for leadership, decision-making, and resilience. Insight into the economic, legislative, and risk forces shaping your profession
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Timely coverage of breaking tax legislation. Comprehensive coverage of key provisions enacted under The One Big Beautiful Bill Act (OBBBA). The SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals. Changes to the lifetime estate tax exemption in light of proposed regulations. Considerations when selling a principal residence. Tax benefits of HSAs. An overview of the mechanics and practical considerations of Donor Advised Funds. Virtual currency and digital assets - understand the new Form 1099-DA for reporting digital assets. The best new income tax and estate-planning ideas. The changing Social Security landscape: long-term solvency issues and what it means for retirement planning. Creative charitable giving strategies. Financial planning strategies. Maximizing retirement plan benefits. Using intentionally defective grantor trusts. Miscellaneous tax-planning techniques that can add up to significant tax savings. How to use the whole family for tax savings. Life insurance. Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings.
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
K2's Data Analytics For Accountants And Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Oregon and Washington Ethics 2026 WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.
Millionaire Tax Overview With Greg & George WEBCAST
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Your Desk
2.0 Credits
Structure of the tax, rate, effective date, threshold, deductions, credits, and overall statutory framework. Residency and sourcing. Resident versus nonresident treatment, domicile concepts, and Washington-source income rules. Interaction with other Washington taxes. Coordination with the capital gains tax, pass-through entity provisions, and related credits. Constitutional and policy issues, Washington constitutional background, expected litigation, and broader policy implications. Practical applications.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the Form 7203 - S Corporation Shareholder Stock and Debt Basis Limitations). Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner/member's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return (i.e., basis, at-risk and other Form 1040 limitations). How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
AI Prompt Engineering Masterclass for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to prompt engineering. Understanding AI's "lazy" defaults. Multi-layered prompting. Candid and contrarian responses. Ripple effect and cobra effect. Avoid stupidity checklist. Role-based perspective prompts. Automation ideas. Emotion-driven prompting. Practical applications in accounting.
Financial Decisions that Led Two Businessmen to Prison WEBINAR
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Your Desk
2.0 Credits
Career choices. Ethical dilemmas. Judicial proceedings. Mitigation strategies. Creating tools to help make better decisions. Atonement and reconciliation.
ChatGPT and Advanced Accounting Research WEBINAR
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Your Desk
2.0 Credits
Comparing Google vs. AI methodologies. AI ecosystems and specialized models for accounting applications. Advanced prompt engineering techniques for financial and tax research. AI powered search engines and deep research platforms for accounting professionals AI as an ideation and thinking partner for complex accounting problems Specialized accounting research tools and AI superstores. Persona priming and P&P stacking methodologies for optimal AI interactions. Ethical considerations and limitations of AI in accounting research. The compliance chess effect: AI's impact on tax planning and regulatory response. AI driven automation for regulatory updates and compliance monitoring.
How AI is Automating Internal Control WEBCAST
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Your Desk
4.0 Credits
An explanation of Artificial Intelligence. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
CFO Series: Driving Efficiency WEBCAST - Partnered with the Oregon Society
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Your Desk
8.0 Credits
Types of audits: external, internal, compliance, regulatory. Objectives of each audit type and how they differ. Aligning management’s role with auditor expectations. What to expect in the planning phase. Fieldwork survival tips and communication best practices. Documentation dos and don’ts. Responding to findings and building effective action plans. Avoiding common audit pitfalls. What internal controls are—and what they are not. Why even small organizations need controls. COSO and the five core components of a sound internal control system. Common control failures and real-world consequences. Examples of scalable financial, operational, and compliance controls. How to tailor controls to your organization’s size and risk profile. Embedding internal controls into daily operations. How to monitor, evaluate, and adapt controls over time. The importance and structure of the cash flow statement, and more.
Tax School Level 1 WEBCAST - Partnered with the Idaho Society
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Your Desk
32.0 Credits
Individual tax fundamentals. Tax fundamentals of LLCs and partnerships. S corporations: Key issues, compliance, and tax strategies. Capitalized costs and depreciation. Taxation of property transactions.
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
ERISA compliance: employee welfare plans and qualified plans. Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care. Health care plans: HRAs, HSAs, and other employer-sponsored plans. Qualified plan requirements: eligibility, coverage, and vesting.