CPE Catalog & Events
Hands-On Tax Return Workshop - Partnerships & LLCs (Form 1065) Partnered with the Oregon Society
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Webinar
8.00 Credits
Member Price: $270
This session is taught using a Hands-On methodology. Using a comprehensive trial balance, the participant will walk through the steps to prepare a complete and accurate Form 1065 (and related schedules). Each participant will receive a comprehensive partnership income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include: Comprehensive review of partnership income tax laws, with emphasis on new legislative changes (e.g., the One Big Beautiful Bill) and the status of expiring or extended provisions. Comparison of partnerships, LLCs and LLPs, Overview the formation of a partnership/LLC and the §704(c) pre-contribution gain or loss rules, Schedule K analysis- determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items, How schedule K items get allocated to partners on schedule K-1s, Look at detailed Schedule K-1 information reporting to partners needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations, Learn the special tax treatment of fringe benefits paid on behalf of the partners and LLC members, Comparing the tax and Schedule 704(b) book capital account computations, Discuss partner guaranteed payments and self-employment tax issues, Schedule M-1 - reconciliation of income or loss per books with income or loss per income tax return, Schedule M-2 - analysis of partners' capital accounts, Review the importance and basics of calculating a partner/member's outside tax basis. Overview of the tax treatment of distributions, recourse and nonrecourse debt allocations, Schedule 754 election for optional basis adjustments and Schedule 743/Schedule 734 mandatory basis adjustments.
Steps to Stop External Fraud
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Webinar
2.00 Credits
Member Price: $105
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants ways to identify external fraud risk scenarios and methods to reduce this risk. The topics discussed in this session include: Types of external fraud. Considerations as organizations work to reduce fraud risk. External fraud and known parties/External fraud unknown perpetrators.
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.
Accounting for Revenue under ASC 606 and Final PIR Report Findings
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Webinar
2.00 Credits
Member Price: $105
Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606, The FASB's five-step revenue recognition model, including hands-on examples and illustrations of the guidance, Presentation and disclosure requirements, Lessons learned and best practices for improving business processes related to revenue recognition going forward, Results of the FASB's Stage 3 Post-Implementation Review (PIR) report
Preparing and Writing Findings in Yellow Book and Single Audits
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Webinar
4.00 Credits
Member Price: $185
The types of audit findings reported in Yellow Book and single audit engagements, The finding elements required by the GAO and OMB standards, Where audit findings get communicated in the reporting process.
Defining Where and Why Internal Controls are Needed
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Webinar
2.00 Credits
Member Price: $105
This session is taught via the use of case studies adapted from real world examples. The topics discussed in this session include: Control design basics. Areas or segments of an enterprise to control. Controls to reduce risk. Controls to drive operations.
You’ve Got This: An Introduction to Yellow Book and Single Audits
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Webinar
4.00 Credits
Member Price: $185
What's included (and excluded) in a Yellow Book audit, Key qualification, performance, and reporting standards under the Yellow Book, How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting, Fundamentals of testing internal controls over compliance and performing compliance testing
Combating Internal Fraud
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Webinar
2.00 Credits
Member Price: $105
This session is taught via the use of case studies adapted from real world examples. These studies are designed to show participants some of the negative effects of the rampant fraud taking place in the business world today. The topics discussed in this session include: Understanding why internal fraud occurs. Policies, procedures, and control measures designed to fight fraud.
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.
Artificial Intelligence for Accounting and Finance
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Webinar
2.00 Credits
Member Price: $105
Frameworks for incident response (e.g., NIST Cybersecurity Framework), Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches), Practical tips for financial professionals to manage crises, Post-incident analysis and lessons learned, Building organizational resilience through continuous improvement
Fraud Case Studies: Schemes and Controls
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Webinar
4.00 Credits
Member Price: $185
Common tax deadlines and penalties, Employee Retention Credit - new developments,Beneficial ownership information reporting,Bonus depreciation changes,Form 1099 reporting and changes,Online accounts and IP PINs,Virtual currency updates, Green energy credit compliance
The Needed Focus on Cyber-Security
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Webinar
2.00 Credits
Member Price: $105
The topics discussed in this session include: Understanding cyber. Policies, procedures, and control measures to secure and enhance cyber operations.
Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $105
Establishing and administering a Trump Account, Who can make contributions to a Trump Account, Limits on contributions to a Trump Account, Employer contributions to a Trump Account, Participation in the pilot program, hat a Trump Account can invest in, Basis tracking for after-tax contributions, Taxation of distributions from a Trump Account, Rolling a Trump Account into another account, The potential advantages and disadvantages of having a Trump Account, Opting out of a Trump Account, Issues impacting a Trump Account, such as distribution, when the beneficiary turns 18
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation
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Webinar
2.00 Credits
Member Price: $105
Introduction to the OIC program, Types of OICs, Eligibility criteria, Financial analysis, Offer amount calculation, Preparing Forms 656 and 433-A(OIC)/433-B(OIC), Supporting documentation and strategy, OIC submission and IRS review process, Appeals and negotiation techniques, Best practices and common pitfalls, Real-world scenarios and case studies
Compilations, Reviews, and Preparations: Engagement Performance and Annual Update artnered with the Oregon Society
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Webinar
8.00 Credits
Member Price: $400
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018, SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions, SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services, Sample comprehensive engagement work programs for preparation, compilation and review engagements, Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations, Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Federal Tax Update
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Webinar
2.00 Credits
Member Price: $105
Generative AI applications in cybersecurity (e.g., threat detection, automation), AI-enabled cyber threats, including phishing, deepfakes, and malware, Real-world incidents involving AI-related cybersecurity challenges, Proactive strategies for leveraging generative AI in cybersecurity, Regulatory and ethical implications of generative AI in financial cybersecurity
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.