CPE & Event Catalog

Secure Act 2.0. Changes for retirement plan beneficiaries. Planning ideas for clients.

Building change into the planning process. Sales/income plan. Intermediate planning. Technology plan. Capital equipment planning. One-year operating plan. Monthly planning. Cash plan. Risk plan.

Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.

Stay up-to-date on the latest court case rulings and significant developments in tax law. Discover strategies for navigating multi-state taxation and unclaimed property. Gain insights into Oregon’s tax updates and their impact on your practice. Stay informed on critical legislative changes affecting the tax landscape. Connect with peers and industry experts to exchange knowledge and best practices. Enhance your expertise with actionable insights to navigate today’s complex tax challenges.

Discuss how productivity strategies may improve work-life balance. Understand the state tax consequences that may arise when working from home. Identify and discuss challenges unique to financial professionals. Review how some organizations are providing support to improve work-life balance. Explore the role of alternative work arrangements. Examine challenges unique to auditors versus tax professionals. A comparison of work-life balance between public and industry accountants. How work-family conflict varies among financial professionals. Recommendations for improving work-life balance.

Stay informed on the latest developments in foreign trust regulations and planning with U.S. trustees. Gain in-depth knowledge of Subpart F and strategies for navigating complex international tax issues. Explore Form 5471 filing requirements and best practices for compliance. Understand Canada/US tax law issues and cross-border planning strategies. Delve into inbound and outbound real estate tax considerations for global clients. Analyze case studies on complex tax scenarios like 338G and PE vs. EGI. Stay updated on state and local tax issues for international tax professionals. Explore the latest expat planning strategies and updates affecting global taxation.

Understanding the fundamental tenets of blockchain technology. Examples of applied applications of blockchain technology. Identifying leading cryptocurrencies available today. Understanding risks associated with cryptocurrencies.

A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.

Technological advancements in fraud detection.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

The various types of corporations. Securities law basics. Contract principles. Partnerships and limited liability entities. Worker classification. Employee rights and the duties of employers. Intellectual property. Real property law. Bankruptcy basics. The court system and litigation process. Alternative dispute resolution.

Washington State statute and rules.

Overview of preparation, compilation, and review guidance. Accounting and reporting issues. Current practice issues. Common deficiencies in peer reviews. Current and future standard setting projects

Unlock the Power of Your Body's Intelligence with Lamiaa Delf:  Why do so many high-achieving women often feel unfilled despite "having it all?" In this session you'll learn how to tap into your body's intelligence as a powerful decision-making tool with a 3-step framework to decode stress, tension and other signals for actionable clarity. Through a simple framework to navigate change with clarity, confidence, and ease; Lamia will help you uncover how to create success that feels sustainable, energizing, and deeply fulfilling. The Third Spaces Project: Cultivating Connection and Community: In a world where loneliness is rising and workplace transactions feel transactional, how can leaders foster genuine connection and belonging? Renee Yaseen, Washington Post columnist and creator of the Third Spaces Project, has spent time exploring this question to uncover the magic of third places: those vital gathering spots beyond home and work where relationships thrive, ideas flourish, and community is built. Look forward to her insights into why third places matter, how they shape leadership and innovation, and what steps you can take to create them in your life. We'll round out the day with sessions on AI and Application for Professionals, Investing in Your Dreams & Financial Freedom, Maximizing Leadership Impact Using Your Strengths, and Empowerment in Action and Word

Understand the current exemption amounts and estate tax rates. Unravel the complexities of gifting rules and types of trusts. Navigate the nuances of wealth transfer.

Understand what truly drives people. Unlock your team’s full potential. How your passions outside of work make you a stronger, more innovative professional. How to build stronger organization. And more!