CPE & Event Catalog
Social Security Basics and Strategies for Maximizing Benefits WEBCAST
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Your Desk
8.0 Credits
Social Security planning, benefit calculation, and beneficiaries. Recent changes to "file and suspend" and "restricted application" strategies. Increasing benefits for self-employed individuals. Planning for surviving spouses. Integrating retirement plan distribution strategies with Social Security claiming strategies. Coordinating drawing Social Security benefits with the start of Medicare benefits, including a discussion of IRMAA.
6 Practical Strategies To Promote Diversity and Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication. Leadership. Character. Behavior.
Appreciation Intelligence: The New AI WEBCAST
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Your Desk
1.0 Credits
Languages of appreciation. Appreciation strategies.
Form 5500 Annual Update WEBCAST
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Your Desk
4.0 Credits
Forms 5500, 5500SF and 5500EZ. Form 5500: nuances and schedules. Reporting and disclosing compliance issues. Reporting delinquent contributions. Failure to file.
5 Steps to Cultivate a Values-Based Approach to Governance WEBCAST
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Your Desk
1.2 Credits
Employee engagement. Values-based governance. Organizational culture. Employee relations.
Introduction to Sustainability Accounting WEBCAST
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Your Desk
1.0 Credits
History of sustainability accounting. Sustainability metrics for industry. Published sustainability standards.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related rules of thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRA and Roth 401k. Backdoor and Mega-Backdoor Roth.
Prix Fixe: An Overview of Estate and Gift Tax Planning WEBINAR
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Your Desk
1.0 Credits
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.
2025 Mid-Year Tax Update WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
4.0 Credits
Major provisions of recently enacted (and newly effective) federal tax legislation. Recent important court cases, regulations, rulings and related developments affecting individuals, C and S corporations, partnerships, businesses, estates/trusts and retirement plans. Recent IRS behavior and its impact. Tax planning opportunities created and freed up by late breaking tax developments.
Financial Planning Concepts and Techniques: Beyond the Basics WEBCAST
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Your Desk
4.0 Credits
Incorporating investment services into a CPA practice. Risk management strategies for financial planning. Insurance requisites and tax implications, including life, health, and long-term care insurance. Overview of education funding options. Asset protection principles and methodologies. Common missteps in financial planning and strategies to prevent them. Required minimum distribution (RMD) rules and their application.?
IRS Tax Examinations and Hot Issues WEBCAST - presented by the Oregon Society of CPAs
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Your Desk
4.0 Credits
Criteria that the IRS uses to select returns for examination. Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations and tax-related identity theft. Understanding worker classification determinations on who is an employee and who is an independent contractor. Distinguishing S corporation officer's reasonable compensation issues. How the IRS holds persons other than an employer liable for unpaid payroll taxes. Tax-related identity theft procedures
WSCPA Annual Meeting 2025 WEBCAST
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Your Desk
4.5 Credits
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!
Advanced Taxation Partnerships and LLCs WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Allocation of partnership and LLC income under IRC Section 704(b). Allocations with respect to contributed property - Section 704(c)(1)(A). Allocation of partnership recourse liabilities under Section 752. Allocation of partnership nonrecourse liabilities and related deductions under Sections 752 and 704(b). Advanced distribution rules. Adjustments to the basis of partnership or LLC assets. Sale of an interest in a partnership or LLC. "Hot" assets and Section 751 (a). Section 754 elections; Sections 734(b) and 743(b) adjustments - Section 708 technical termination.
Mid - Year Tax Strategies: Planning for Individuals WEBCAST
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Your Desk
4.0 Credits
Legislative changes affecting individual tax planning. Income, deduction, and credit planning strategies. Form 1040 issues: divorce, death of a taxpayer, and status updates. Compensation, fringe benefits, and Social Security updates. Foreign reporting, resident alien, and cryptocurrency tax matters. Capital gains, Kiddie Tax, and related deductions.
ChatGPT for Tax: A Guide to Fast and Accurate Tax Research WEBCAST
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Your Desk
2.0 Credits
Integrating artificial intelligence with traditional tax research tools. Minimizing the risks of using AI. Quickly moving from AI to tax treatises and other traditional tax research tools. How to vary research techniques when a significant tax issue affects an important client. Minimizing risk of getting a wrong answer of answers using “verification” tools. Increasing speed of research using “toehold” strategies.
Prix Fixe: QuickBooks Online Unlocked: Simplify and Streamline Your Accounting WEBINAR
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Your Desk
1.0 Credits
Tips and tricks for maximizing efficiency in QuickBooks.
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerations WEBCAST
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Your Desk
4.0 Credits
Types of contractors. Non-revenue GAAP accounting for contractors. Contractor financial statements. Sureties and their place in the construction relationship.
Governmental Accounting and Auditing Update WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
GASB updates. Updated Statements on Auditing Standards (SASs). Yellow Book and 0MB updates affecting single audits. Ethics updates for governments and not-for-profit entities.
Yellow Book: Staying Compliant With Government Auditing Standards WEBCAST - presented by the Idaho Society of CPAs
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Your Desk
8.0 Credits
Foundation and principles of generally accepted government auditing standards (GAGAS). Yellow Book compliance requirements. Independence and professional judgment. Competence and continuing professional education. Quality control and peer review. Standards for financial audits, attestation engagements, and reviews of financial statements. Fieldwork and reporting standards for performance audits.
Strategies in Charitable Giving: Financial and Estate Planning Techniques WEBCAST
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Your Desk
8.0 Credits
Charitable gift annuities and their use in planning. Life insurance mechanisms for charitable giving. Charitable remainder trusts (CRATs and CRUTs). Charitable lead trusts and advanced planning strategies. Role of community and private foundations in charitable planning. Retirement plan gifts. including IRAs for charitable donations. Donor-advised funds and pooled income funds. Testamentary gifts and their strategic significance. Conservation and fa‡ade easements. Supporting organizations and their role in charitable planning.