CPE Catalog & Events

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Productivity improvements in Windows 11. How to work with virtual desktops. Customizing the user environment. Improved security tools available in Windows 11.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The reason that entities engage a financial statement audit. The applicable financial reporting frameworks available. The various phases of a financial statement audit. Evaluating and documenting audit risk, both at the overall and relevant assertion level. Case study differentiating high-risk audit engagements and higher-risk audit areas.

Discussion of analytical procedures in audit and review engagements. Practical examples and illustrations of analytical procedures. The order of operations for accomplishing analytical procedures.

The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.

Valuation. Strategic planning. Intermediaries. Selling memorandum. Due diligence. Deal structures.

Understanding the small business accounting landscape. Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues. Create investment estimates for acquiring and implementing a new small business accounting solution.

Understand the need for protecting client data. Learn about the required security and privacy standards. Leave with a sample plan to consider your tax practice

Evidence in the investigative process. Tools used in forensic investigations. Conducting interviews. Forensic accounting reports. Expert witness testimony.

Understand various data types. Structured vs. unstructured data. Completeness and validation testing. Selecting the right data sources for the job. Risks and pitfalls to avoid.

Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement: Requirements and procedures. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.

Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.

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.

Assessment and attachment rules-tax assessment procedures and attachment of the assessment lien to property, including community property. Tax liens-perfection and priority rules in general and for specific assets and relief from liens. Tax levies and seizures-taxpayer rights and defenses; third party rights. Dealing with the collection officers and representatives. Collection appeals and resolutions. Judicial actions: collection due process (CDP), injunctions and IRS suits.

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.

The planning process - When it starts and when it ends. Determining the audit objectives. The importance of the nature, timing and extent of the audit process. The importance of professional skepticism. The preliminary engagement activities. Documentation of audit risk. Determining materiality.

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

Review of the impact of the 2024 Compliance Supplement on Single Audits. Review of the changes to the Uniform Guidance. Review of common audit deficiencies found in Single Audits.

Build your own forensic data analytics tests around vendors, customers or employees. Expand your knowledge and library of available anti-fraud tests and behavioral algorithms. Align the right tests to the appropriate risks. Practical applications and use cases.