CPE Catalog & Events

Practical opportunities to leverage artificial intelligence and automation in business settings. Potential risks associated with using AI and automation, including inherent ethical issues. Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier.

Developments in hardware and software. Options for communicating and collaborating more effectively. Addressing cybersecurity issues.

Recently issued FASB Accounting Standards Updates. PCC Update and items on the FASB's Technical Agenda. Leases - Topic 842, ASC 326: CECL. Review of SAS 142 - Focus on Audit Evidence. Recently issued SASs and other AICPA activity. SSARS No. 25 and other recently issued SSARS. Detailed review of SAS 145. Other important A&A practice matters.

Get up to speed on the latest legislative changes affecting tax law and rules in Washington and beyond. Learn how to comply with the new requirements and adapt to the changing environment. Hear from experienced tax attorney who will discuss the most important and relevant tax cases of the year, including Landis v. Department of Revenue and Antio v. Department of Revenue. Learn how these cases impact your tax practice and apply the lessons learned to your own situations. Explore the complexities and controversies surrounding the new capital gains tax in Washington. Learn how to calculate and report your capital gains, as well as how to avoid or reduce your tax liability. Find out what fixes and clarifications are being proposed or implemented by the legislature and the Department of Revenue. Understand the principles and methods of service apportionment in Washington and other states. Learn how to determine the source of your service income and allocate it to the appropriate jurisdictions. Discover the best practices and common pitfalls of service apportionment and how to resolve any issues or disputes. Stay on top of the latest developments and trends in multistate income taxation. Learn how to navigate the different rules and regulations of various states and how to manage your multistate tax obligations. Gain insights and tips from multistate tax experts and practitioners. Get a comprehensive overview of the current state of Oregon tax law and policy. Learn about the major changes and updates that have occurred or are expected to occur in the near future. Find out how these changes affect your Oregon tax filings and plan accordingly. Review the key aspects and requirements of Washington payroll related taxes, such as Labor and Industries (L&I), Employment Security Department (ESD), and Paid Family and Medical Leave (PFML). Learn how avoid penalties and interest by following the best practices and guidelines of payroll tax compliance. Learn about the scope and application of Washington sales and use tax on digital goods, digital automated services, and advertising. Find out how to classify and tax these transactions and how to deal with any nexus or sourcing issues. Understand the implications and challenges of the digital economy and how to stay ahead of the curve.

Get up to speed on the latest legislative changes affecting tax law and rules in Washington and beyond. Learn how to comply with the new requirements and adapt to the changing environment. Hear from experienced tax attorney who will discuss the most important and relevant tax cases of the year, including Landis v. Department of Revenue and Antio v. Department of Revenue. Learn how these cases impact your tax practice and apply the lessons learned to your own situations. Explore the complexities and controversies surrounding the new capital gains tax in Washington. Learn how to calculate and report your capital gains, as well as how to avoid or reduce your tax liability. Find out what fixes and clarifications are being proposed or implemented by the legislature and the Department of Revenue. Understand the principles and methods of service apportionment in Washington and other states. Learn how to determine the source of your service income and allocate it to the appropriate jurisdictions. Discover the best practices and common pitfalls of service apportionment and how to resolve any issues or disputes. Stay on top of the latest developments and trends in multistate income taxation. Learn how to navigate the different rules and regulations of various states and how to manage your multistate tax obligations. Gain insights and tips from multistate tax experts and practitioners. Get a comprehensive overview of the current state of Oregon tax law and policy. Learn about the major changes and updates that have occurred or are expected to occur in the near future. Find out how these changes affect your Oregon tax filings and plan accordingly. Review the key aspects and requirements of Washington payroll related taxes, such as Labor and Industries (L&I), Employment Security Department (ESD), and Paid Family and Medical Leave (PFML). Learn how avoid penalties and interest by following the best practices and guidelines of payroll tax compliance. Learn about the scope and application of Washington sales and use tax on digital goods, digital automated services, and advertising. Find out how to classify and tax these transactions and how to deal with any nexus or sourcing issues. Understand the implications and challenges of the digital economy and how to stay ahead of the curve.

ESG fundamentals.

The state of the profession. Updates in the pipeline.

What strategies are available to comply with the due diligence requirements? Documentation requirements. Credits covered by the due diligence requirements.

An increased sensitivity for factual situations leading to accounting ethical issues and potential legal dilemmas. More confidence in your personal and professional accounting ethical judgments Familiarity with AICPA and Washington State Board ethical reporting and compliance procedures with particular emphasis on different or elevated Washington treatment. This course contains case study scenarios demonstrating numerous actual reported Board cases. Identifying dollar claim and possible risk reduction techniques and procedures of potential client or third party legal or ethical claims. 4 hours of CPE credit approved by the Washington State Board of Accountancy.

Elements of inventory cost and full-absorption costing. Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification. Obsolescence reserves. LIFO accounting. Differences between book and tax cost capitalization and related income tax accounting. Retail inventory valuation methodology. Physical inventory observation approaches. Accounting issues related to consigned inventory. Other challenging issues related to inventory accounting.

Risk management best practices when conducting forensic accounting, business valuation and litigation support services.

Private company standard setting activities. Small and medium-sized business-related ASUs. Lease accounting update. Lessons adopted from the adoption of Topic 606. Special purpose frameworks -- cash, modified cash, and tax basis. Common small and medium-sized business financial statement errors and deficiencies. Newly issued SSARS and SSAE standards. SASs effective for 2022 year-end audits.

Legislative updates, plan design considerations. Distribution planning. Compliance and reporting. Legal and regulatory landscape. Emerging trends and strategies.

Risk identification. Risk analysis. Risk responses.

Differences between planning and budgeting. The business model. Strategic plan. marketing plan. and technology plan. Financial forecasting and financial risk analysis. Five-year operating plan and the sales/income plan. Intermediate planning and capital equipment planning. One-year operating plan and monthly planning. Cash plan and risk plan.

The AICPA Code of Professional Conduct and key Washington differences. New developments at the national and state level. Best practices for CPAs in public accounting and industry. Emerging issues.

Reimagine what your practice can look like and how it can create a better outcome for all.

Profound insights into charitable gift annuities. Navigating charitable giving through life insurance mechanisms. Exploring the nuances of charitable remainder trusts (CRATs and CRUTs). Mastering charitable lead trusts as part of advanced planning strategies. Comprehensive comprehension of community foundations' role. Comprehensive understanding of private foundations and their significance. Unveiling the intricacies of conservation and fa‡ade easements. Harnessing the potential of retirement plan gifts, including utilizing IRAs or other retirement funds for charitable donations. Grasping the strategic significance of testamentary gifts. Unlocking the potential of donor-advised funds. Navigating the dynamics of pooled income funds. Proficiency in understanding the role of supporting organizations in charitable planning.

The importance of security assessments and their critical role in safeguarding your business against potential threats.

The AICPA Code of Professional Conduct and key Washington differences. New developments at the national and state level. Best practices for CPAs in public accounting and industry. Emerging issues.