CPE & Event Catalog
Hot Topics Audit and Attest Update - 2026 WEBINAR
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Your Desk
2.0 Credits
Recent quality improvements to the SASs and SSARs. Other matters that should be on your radar.
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.
FASB Update and Review WEBCAST
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Your Desk
2.0 Credits
FASB updates that will affect near-term reporting. Future topics that may soon be addressed by the FASB.
Tax Implications of Retirement Plan Distributions WEBINAR
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Your Desk
1.0 Credits
Required minimum distributions for a deceased's heirs. 2025 retirement plan contribution limits. Required minimum distributions and contributions to charity. Key provisions of Secure Act 2.0.
Microsoft 365 Application Lightning Round Review-Updated WEBINAR
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Your Desk
1.0 Credits
Lightning round review of all Microsoft 365 apps, with an explanation and demonstration of what each of them offers.
Mastering the Art of Conflict: CPA Transformative Strategies WEBINAR
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Your Desk
4.0 Credits
Common conflicts CPAs face. The impacts of having or not having crucial conversations. Learn your conflict style and how to elevate your conflict capabilities. Identifying conflict triggers. Best practices using an integrated approach from crucial conversations, fierce conversations, and leading with questions. Interviews from CPAs and real life scenarios they faced and what crucial conversation approaches they used.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
Partnership/LLC Taxation: Understanding Tax Basis Capital Accounts WEBCAST
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Your Desk
2.0 Credits
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners. The meaning of a tax basis capital account. How to determine a partner's share of the partnership's liabilities. Distinguishing recourse loans from nonrecourse loans. What are qualified nonrecourse financing loans and how they affect partners. Section 704 built-in gain or loss rules and how they impact Schedule K-1 reporting. Section 465 at risk rules and how they impact Schedule K-1 reporting.
2026 Rules, Regulations and Ethics for CPAs in Washington with Jenny Cravens WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules Update for 2026.
Mergers and Acquisitions – Complete Guide to Relevant Issues and Choice of Business Entity WEBCAST
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Your Desk
4.0 Credits
Asset vs. stock acquisitions. IRC Sections 338 and 336 elections. Basics of IRC Section 382. Basics of IRC Section 280G. Earnouts and contingent payments. Treatment of transaction costs. Mixed entity transactions. Tax aspects of entity structures. Partnership. sole proprietorship. S Corp, C Corp, LLC, and LLP issues. Organizing an entity.
101 Tax Planning Ideas WEBCAST
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Your Desk
8.0 Credits
An overview of the individual and business tax changes in the One Big Beautiful Bill. Identifying tax planning opportunities in the tax formula. Different types of planning. Frequently used planning techniques. Qualitative and quantitative considerations. The connection between tax planning and other financial planning areas, such as retirement, investment, insurance, and estate planning. Looking to the past, present, and future as we plan.
IRAs—Traditional, Roth, SEP and SIMPLE WEBCAST
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Your Desk
8.0 Credits
An emphasis on newly enacted tax legislation affecting IRAs, including the NEW final required minimum distribution regulations. Contribution limits to and tax treatment of distributions from Traditional, Roth, SEP and SIMPLE IRAs. Deductible phase-out limits for Traditional IRA contributions for taxpayers who are active participants in qualified retirement plans. Roth IRA contribution phase-out limits, as well as tax-free qualified distributions. Planning opportunities for conversions to ROTH IRAs. Rollover rules to/from different retirement accounts and the one-rollover-per-year limitation. The different options of receiving IRA distributions before age 59 ½ and avoiding the 10% early distribution penalty (including substantially equal periodic payments). The required minimum distribution rules from IRAs needed to avoid the 50% penalty after the account owner turns age 72 or dies. The tax ramifications of spouse and non-spouse beneficiaries and how this affects the RMD calculation after the account owner's death. Overview of health savings account eligibility rules, contribution limits and distribution rules.
U.S. GAAP Disclosures for Non-Public Entities WEBCAST
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Your Desk
8.0 Credits
FASB Accounting Standards Codification disclosure requirements. An overview of the disclosure landscape. How materiality enters into disclosure decisions. Navigating the FASB Codification.
Not-For-Profit Conference 2026 IN PERSON
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Bellevue
16.0 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Not-For-Profit Conference 2026 WEBCAST
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Your Desk
16.0 Credits
Comprehensive FASB updates. The latest economic trends. A deep dive into the complexities of state and local taxation. Strategies for employee compensation, benefits, hiring, retention and more from Compensation Connections. The latest in AI, cybersecurity, and fraud.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.
Design Flexible Work Options To Attract and Retain Your Workforce WEBCAST
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Your Desk
1.0 Credits
Flexible work options. Employee engagement. Talent management strategy.
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies WEBCAST
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Your Desk
4.0 Credits
Strategic finance leadership. Advanced financial analysis. Business intelligence and ai in finance. Economic intelligence for decision makers. Operational insight and business strategy. The future role of the controller or CFO.
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.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.