CPE Catalog & Events
The Most Critical Challenges in Not-for-Profit Accounting Today Partnered with the Oregon Society
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Webinar
4.00 Credits
Member Price: $185
Key issues related to not-for-profit financial reporting (e.g., presenting a measure of operations, various disclosures, concentrations of risk, and etc.), Key challenges encountered in not-for-profit accounting (e.g., contributed services, restricted contributions, conditional contributions, membership dues, noncash contributions, and etc.), Additional issues in not-for-profit financial reporting
This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas Partnered with the Oregon Society
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Webinar
8.00 Credits
Member Price: $270
Timely coverage of breaking tax legislation, including 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, The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting, 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
Tax School Level 1 Partnered with the Idaho Society
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Webinar
32.00 Credits
Member Price: $950
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 Partnered with the Oregon Society
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Webinar
4.00 Credits
Member Price: $185
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
K2 Technology Conference Partnered with the Oregon Society
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Webinar
16.00 Credits
Member Price: $565
Creative Strategies for Buying, Selling, and Gifting a Business Partnered with the Oregon Society
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Webinar
8.00 Credits
Member Price: $270
Valuation methods, Stock purchase vs. asset purchase structures, Estate and gift tax planning strategies, Gifting of business interests, Transfer of interests to split-interest and grantor retained trusts, S corporation stock transfers to trusts, Family limited partnerships and self-canceling installment notes, Using ESOPs to transfer business ownership
Tax School Level 2 Partnered with the Idaho Society
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Webinar
24.00 Credits
Member Price: $700
Day 1 - Advanced Tax Planning S Corporations, Interpret the rules relating to the adjustment of basis in stock by S corporation shareholders. Calculate gain and loss on the distribution of property. Evaluate the rules concerning fringe benefits received by and expenses incurred by S corporation shareholder-employees. Apply the rules relating to qualified subchapter S subsidiaries (QSubs). Assess the corporate reorganization rules for S corporations. Evaluate the effects of a shareholder's death on the S corporation. Calculate the Section 199A deduction. Day 2 - Advanced Taxation Partnerships & LLCs, Calculate what a partner will receive in complete liquidation of their partnership interest under Section 704(b) regulations. Identify the potential economic consequences of special allocations to a partner or LLC member. Distinguish between "book" allocations required under Section 704(b) and "tax" allocations required under Section 704(c). Identify the potential tax consequences when a partner or LLC member makes a contribution of appreciated or depreciated property to the entity. Distinguish among the various methods prescribed by the regulations to make required special allocations with respect to contributed property. Distinguish between recourse and nonrecourse liabilities of a partnership or LLC. Calculate the basis of each property received by a partner or member receiving multiple properties in liquidating and nonliquidating distributions from a partnership or LLC. Recognize which properties will receive a step up or step down in basis when multiple properties are received from a partnership or LLC. Assess when a partnership or LLC should make a Section 754 election to allow it to increase or decrease the basis of its assets. Assess the consequences for the buyer associated with the sale of an interest in a partnership or LLC. Day 3 - Tax Planning for Small Businesses (morning). Identify important tax considerations for the small business at each stage of its life. Calculate the qualified business income (QBI) deduction, built-in gains (BIG) tax, and the deduction for organizational costs and start-up costs. Differentiate the advantages available for small businesses based on entity type. Apply the four tiers of business losses for noncorporate taxpayers. Analyze which activities of a taxpayer are subject to self-employment taxes.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Webinar
4.00 Credits
Member Price: $185
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Social Security and Medicare: Planning for You and Your Clients Presented by the Oregon Society
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Webinar
8.00 Credits
Member Price: $270
Legislative developments, A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits, Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit, Qualification: Has the client retired? How business entities may be used for Social Security advantage, Income taxation of Social Security: avoidance tactics, 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? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits? Disability benefits, When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 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? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits, IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
Required Minimum Distributions: Compliance and Planning Partnered with the Oregon Society
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Webinar
4.00 Credits
Member Price: $185
Minimum distribution requirement changes by the SECURE Act 2.0, Latest guidance issued by the IRS related to required minimum distributions, The calculation of required minimum distributions using the Uniform Life Table, Required minimum distributions from multiple accounts, New 401(k) rules of SECURE Act 2.0, Inherited employer retirement accounts and IRAs: Changes to spousal and non-spousal beneficiary distribution options and stretch IRAs under the SECURE Act, Required minimum distributions in the year of death, Rot conversions for estate planning and avoiding required minimum distributions, Timing of distributions for maximum tax-free compounding, Section 529 rollovers to Roth accounts under SECURE Act 2.0, Qualified charitable distributions from IRAs and the relationship between deductible IRAs and QCDs under the new anti-abuse rules. Includes SECURE Act 2.0 rollovers to CRUTs and CRATs, Taxation of distributions, Penalties for missed required minimum distributions and reasonable cause for abatement of penalties. Includes SECURE Act 2.0 changes
TITLE TBD Yellow Book Partnered with the Idaho Society
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Webinar
8.00 Credits
Member Price: $310
Governmental Accounting and Auditing Update Partnered with the Idaho Society
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Webinar
8.00 Credits
Member Price: $310
GASB update, Not-for-profit accounting update, Revenue recognition in not-for-profits, FASB's lease standard, FASB update, Auditor's report and conforming changes, Auditing Standards Board update, Governmental auditing update
MAP Conference Partnered with the Idaho Society
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Webinar
16.00 Credits
Member Price: $465
How AI is Automating Internal Control
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Webinar
4.00 Credits
Member Price: $185
The topics discussed in this session include: An explanation of Artificial Intelligence (AI). Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Webinar
4.00 Credits
Member Price: $185
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Idaho Technology Conference Partnered with the Idaho Society
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Webinar
16.00 Credits
Member Price: $325
YELLOW BOOK TOPIC TBD Partnered with the Idaho Society
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Webinar
8.00 Credits
Member Price: $310
YELLOW BOOK TOPIC TBD Partnered with the Idaho Society
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Webinar
8.00 Credits
Member Price: $310
2026 Washington Ethics and New Developments with Mark Hugh WEBCAST
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Webinar
4.00 Credits
Member Price: $185
The AICPA Code of Professional Conduct, Washington ethics rules and recent changes, new developments, best practices for CPAs in public accounting and industry, case studies, and Washington administration and enforcement.
Shortcuts that Excel Users Love
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Webinar
2.00 Credits
Member Price: $105
This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor for a greatly improved learning experience. The Excel® topics discussed in this session include: The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.