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
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Webinar
8.00 Credits
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
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.
Federal Tax Update Individual with Greg and George
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Webinar
4.00 Credits
Member Price: $200
Important new tax cases. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update Business with Greg and George
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Webinar
4.00 Credits
Member Price: $200
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Creative Strategies for Buying, Selling, and Gifting a Business
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Webinar
8.00 Credits
Member Price: $280
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
Multistate Income Tax Issues
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Webinar
4.00 Credits
Member Price: $185
Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus, Emerging compliance issues in the new sales tax economy, Income Tax (and other forms of tax): Economic nexus (taxation without physical presence), Will states shift away from income tax and increase reliance on sales tax after Wayfair?, Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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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
Virtual Currency: Keeping Up with the Tax Code
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Webinar
2.00 Credits
Member Price: $105
Overview of virtual currency, Property transactions with virtual currency, Receiving virtual currency as payment, Paying using virtual currency, Charitable donations with virtual currency, Gifting of virtual currency, Form 8300 reporting
Mergers and Acquisitions – Complete Guide to Relevant Issues and Choice of Business Entity
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Webinar
4.00 Credits
Asset vs. stock acquisitions, IRC Sections 338 and 336 elections, Basics of IRC Section 382, Basics of IRC Section 280G, Earnouts and contingent payments, Treatment of transaction costs, Mixed entity transactions, Tax aspects of entity structures, Partnership, sole proprietorship, S Corp, C Corp, LLC, and LLP issues, Organizing an entity
Idaho Tax Conference Partnered with the Idaho Society
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Webinar
16.00 Credits
Member Price: $565
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.
Forms 7217 and 7203
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Webinar
2.00 Credits
Member Price: $105
Tax treatment of partnership distributions to partners of cash and property other than cash, Basis of property received in a partnership distribution, Executive Order 14219 withdrawing the IRS's new regulations regarding basis shifting, Organization and structure of the new Form 7217, Who must file Form 7203, Determining the S corporation shareholder's initial basis in his or her stock, Basis limitations on partnership losses and deductions, Organization and structure of Form 7203 — understanding the three parts of Form 7203, Filing criteria for Form 7203, Calculating an S corporation shareholder's share of S corporation deductions and credits, Understanding stock and debt basis
Federal Tax Update Individual with Greg and George
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Webinar
4.00 Credits
Member Price: $200
Important new tax cases. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Federal Tax Update Business with Greg and George
-
Webinar
4.00 Credits
Member Price: $200
Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including new administrative guidance on the OBBBA which was signed into law in 2025). New administrative releases including revenue rulings, revenue procedures and notices.
Tax Planning for Rental Real Estate
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Webinar
4.00 Credits
Member Price: $185
Rental activities and passive activities, Material participation, Real estate professional status, Active participation status, Depreciation recapture - Sections 1245, 1250, and 291, Vacation homes rented out, QBI deduction and rental properties, Section 1237 safe harbor for divided parcel sales, Practitioner considerations.
Tax Research - Intermediate Concepts
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Webinar
2.00 Credits
Member Price: $105
Tax code hierarchy, Organization of an Internal Revenue Code section, Special rules for IRC citation, Citing other primary authorities, Private letter rulings, Primary vs. secondary authority, Secondary sources of authority, Steps in the tax research process, Research memoranda
Maximizing Fringe Benefits: Strategies for Business and Personal Needs Now and Beyond
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Webinar
8.00 Credits
Member Price: $280
Core elements of fringe benefit planning and client needs, IRC Schedule 132 fringe benefit options and tax implications, Cash compensation: timing of income and deductions, Cafeteria plans, FSAs, and dependent care/education assistance plans, Group term life insurance and medical savings account considerations, Retiree medical benefit strategies and cost-effective health care options (insured vs. HMO), ERISA reporting, disclosure, and compliance essentials, Overview of IRC common control, age, and sex discrimination rules
Reviewing Individual Tax Returns: What Are You Missing? Partnered with the Idaho Society
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Webinar
4.00 Credits
Member Price: $175
Qualified business income deduction, Hobby losses, Self-employment health insurance, Business start-up costs, Depreciation, Schedule C issues, Like-kind exchanges, Charitable contributions of property
Reviewing Partnership Tax Returns: What Are You Missing? Partnered with the Idaho Society
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Webinar
4.00 Credits
Member Price: $175
Common errors made involving the following: Form 1065, Schedules Kand K-1, Schedules M-1 and M-2, Calculating recourse and nonrecourse liabilities, Partner inside and outside basis, Partner's capital account analysis, Sections 704(b), 704(c), 721, 722, 732(b), 734(b), 737, 743(b)