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CPE Catalog & Events

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Washington Tax Brief (5/27/2027)

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Online

1.00 Credits

· Tax policy outlook · IRS priorities and operational updates · Recent tax regulatory developments · Other emerging and high-impact tax issues

Quality Management: Preparing for Peer Review

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Online

2.00 Credits

Member Price: $89

· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops

Small Firm Success Series (6/23/2027)

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Online

1.00 Credits

· Firm staffing shortages · Emerging technologies worth investing in · Preparation for new compliance requirements and regulatory updates · Effective practice-management strategies.

Quality Management: Preparing for Peer Review

-

Online

2.00 Credits

Member Price: $89

· Early peer review readiness under the quality management standards · What peer reviewers may focus on in the first cycle of QM-informed reviews · A review of peer reviewer checklists that will be applied during the firm's review · Distinguishing isolated issues from broader quality management concerns · Practical readiness considerations for sole practitioners and small- and medium-sized firms · Current expectations, emerging questions, and what may evolve as practice develops