CPE Catalog & Events
All in One Ethics
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Webinar
4.00 Credits
Member Price: $150
LicensingContinuing Professional EducationExemptions from LicensureEmeritus StatusUnprofessional Conduct Conceptual Framework AICPA Code of Professional Conduct New interpretations added to the AICPA Code of Professional Conduct
Social Security: Dispelling Common Myths with Essential Truths
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Webinar
2.00 Credits
Member Price: $105
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? ... and more!
State of the Ledger - Bound Together By Bonds
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Salt Lake City
11.00 Credits
Member Price: $295
Understanding Schedule K-1 Using Tax Opportunities Efficiently
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Webinar
2.00 Credits
Schedule K-1 overview, Basis and loss limitations, Passive vs. active loss rules, QBI deduction, Schedule K-2 and K-3 changes, Planning opportunities, K-1 reporting for partnerships, S corps, and trusts
Crypto, Blockchain and Taxes
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Webinar
2.00 Credits
Cryptocurrency basics and blockchain functionality, IRS Form 8949, Schedule D, and broker reporting under the Infrastructure Investment and Jobs Act, Cost basis tracking and recordkeeping tools for digital asset investors, Taxation of mining, staking, and airdrops, Donating, gifting, or inheriting crypto and NFTs, Crypto treatment in estates and trusts, Current FinCEN guidance and proposed FBAR-like reporting, Business applications of blockchain in accounting
Estate Planning for Now and Beyond Partnered with the Oregon Society Presented by the Oregon Society
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Webinar
8.00 Credits
Member Price: $270
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies now and beyond. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non- traditional relationships. Utilization of sophisticated tools such as trusts, family partnerships, and charitable vehicles in estate planning. Exploration of international estate planning considerations and cross-border implications. Embracing sustainable and socially responsible practices in estate planning. Strategies for philanthropy and legacy planning within the estate planning framework.
Introduction to Required Minimum Distributions
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Webinar
2.00 Credits
Member Price: $105
How SECURE Act 1.0 and SECURE Act 2.0 changed the RMD rules, What is an RMD?, Who is subject to RMDs?, The types of accounts subject to RMDs, How to calculate an RMD, How to determine if a distribution can be an RMD, How to determine which life expectancy table must be used when calculating an RMD, The rollover and transfer rules during an RMD year, IRS penalties for non-compliance with RMD regulations, Applying RMD strategies to different plan types, When RMDs can and cannot be aggregated, How to correct an RMD shortfall, How to get a waiver of the excise tax on an RMD failure, The tax implication of an RMD, How to donate an RMD tax-free, How to determine the RMD rules that apply to a beneficiary
CFO Series: Using AI Effectively
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Webinar
8.00 Credits
Is it ethical to use AI, or not? What is ethical AI? Why it matters for finance and business professionals? Understanding and managing AI hallucinations and misinformation. Addressing bias in AI tools—even when you didn't build them. Internal friction: navigating fear, resistance, and cultural challenges. Guidelines for responsible AI use in your organization. Accountability and transparency: who is responsible for AI outcomes? Real-world use cases and what we can learn from them? Creating sustainable, people-focused AI practices that build trust. What are autonomous general ledgers: what are they and how much can you depend upon them? Financial statement analysis using AI. AI use in Budgeting and Forecasting. Using AI for research and planning (tax and GAAP), e.g. AI-driven fraud detection tools: capabilities and limits. What to automate and what to leave alone? Evaluating vendor claims and setting reasonable expectations. What to automate, and what to leave alone. AI ramification on staffing and hiring. The impact of self-serve AI research on your relationship with your CPA firm. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions. Common AI use cases in accounting and finance. Fraud, deepfakes, data abuse and related risks. Governance frameworks and oversight responsibilities. The EU AI Act and regulatory developments in the U.S. AI bias, discrimination, and transparency concerns. Internal control and documentation challenges. Questions finance leaders should ask before adopting AI. Aligning AI oversight with your audit and compliance functions.
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.
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
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Webinar
2.00 Credits
Member Price: $105
Core components of a cybersecurity risk management program, Overview of key policies, controls, and procedures for financial organizations, Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape, Case studies: financial implications of breaches and mitigation strategies, Best practices for integrating cybersecurity with financial reporting
Small Business Retirement Plans: Picking the Right Plan for Your Client
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Webinar
2.00 Credits
Member Price: $105
Which clients are best suited for each of the following plans: SEP-IRA's. Which clients are best suited for each of the following plans: SIMPLE IRA's, 401(k)'s, Traditional and Roth IRA's, Defined benefit plans. How will SEP Roth and SIMPLE Roth contributions work under the SECURE Act 2.0? What are the payroll tax consequences of choosing each type of plan. Which plans provide the greatest flexibility? Which plan can provide the quickest accumulation of retirement savings?
Estate Planning Strategies: Advanced Techniques and Tools
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Webinar
8.00 Credits
Member Price: $280
Examining the evolving dynamics of estate planning and its intersection with the Internal Revenue Code. Applying advanced tax-efficient strategies for charitable deductions, including the use of split-interest trusts and gifts of closely held stock. Utilizing life insurance and life insurance trusts as powerful estate planning tools, and understanding their role alongside private annuities. Developing strategies for generation-skipping transfers and calculating their tax implications. Implementing GRITs, GRATs, GRUTs, and QPRTs for effective estate planning. Understanding the tax implications of split-interest purchases and their benefits in estate planning. Navigating the requirements and benefits of charitable trusts, including compliance and strategic use for client benefit.
Crucial Real Estate Taxation Insights Part 1
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Webinar
2.00 Credits
Member Price: $105
Bonus depreciation. Section 179 de minimis deductions.
Crucial Real Estate Taxation Insights Part 2
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Webinar
2.00 Credits
Member Price: $105
How to distinguish repairs from capital improvements. Partial disposition losses. Deducting removal costs. Depreciating property acquired in a like-kind exchange. Converting nondeductible interest expense into deductible interest expense.
Crucial Real Estate Taxation Insights Part 3
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Webinar
2.00 Credits
Member Price: $105
Self-employment tax for rental real estate, including Airbnb's. Taxation of vacation homes including planning to increase deductions and the "Augusta rule." Section 199A for rental real estate.
Exploring Business Valuation Fundamentals
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Webinar
2.00 Credits
Member Price: $105
What does value mean?, Technical vs. fundamental analysis, Intrinsic value, Other discounted cash flow models, Assumptions in the Gordon Growth Model, Valuations using free cash flows, Residual income model, Enterprise value, Value in mergers and acquisitions, Small business valuations and discounts, Advanced valuation models
Crucial Real Estate Taxation Insights Part 4
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Webinar
2.00 Credits
Member Price: $105
Common types of real estate professionals. Like-kind strategies. Ordinary income recapture on the sale of real estate. Important considerations in allocating the sales prices of real estate in a written agreement.
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
Member Price: $280
Audit requirements for ERISA Schedule 103(a)(3)(C) audits, An annual update of the changes affecting 401(k) plans, Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics, Best practices for engagement planning, internal controls, risk assessment, and detailed testing, Avoiding common mistakes while performing audit procedures, Plan mergers and acquisitions, Common audit reporting and disclosure issues
CFO Series: Driving Efficiency Partnered with the Idaho Society
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Webinar
8.00 Credits
Member Price: $310
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 do 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. Understanding operating, investing, and financing activities. Presenting the statement using the "Sources and Uses" approach. How to tell the business story through cash flows and alternative reporting methods. Identifying key drivers of cash and liquidity. Bridging the gap between accrual accounting and understanding cash. Communicating effectively with CEOs, boards, and non-financial stakeholders. Psychological tricks and tactics used by fraudsters, How fraudsters avoid detection . Red flags that were missed, and why? Cultural and organizational blind spots. How internal controls failed or were bypassed. Lessons learned from each case—and how to apply them. How to strengthen fraud awareness without creating fear. Key questions auditors and leaders should ask earlier.
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.