WICPA CPE & Special Event Catalog
Individual Income Tax Update
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Onalaska
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. Online Option For those looking to attend online, an upcoming Individual Income Tax Update will also be offered on Jan. 8, via WICPA CPE Livestream.
Federal Tax Update & Detailed Review of the OBBBA
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Online
2.00 Credits
Member Price: $69
This session will address the comprehensive tax legislation that the OBBBA enacted in 2025. It will cover the background of the TCJA leading up to the OBBBA and many TCJA provisions included in the OBBBA, as well as numerous other items contained in the bill. The session will cover key individual and business provisions in the OBBBA and highlight the changes being made, effective dates of each provision and some observations and planning points. The latest IRS guidance on the OBBBA released in 2026 also will be discussed and how these provisions should be reported on tax returns. This session will assist CPAs in working with their clients and prospects on this historic tax legislation. This session will also address other federal tax developments unveiled by the IRS in 2026 and cover recently decided tax cases that tax professionals should be familiar with.
Surgent's Best Practices in Not-for-Profit Accounting & Reporting
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Online
4.00 Credits
Member Price: $159
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
K2's Excel Best Practices 26-27
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Online
8.00 Credits
Member Price: $329
There are right and wrong ways to work with Excel. In this session, you will learn a series of best practices to help you create Excel workbooks efficiently and effectively, including handling security issues, collaboration needs and reporting options.
K2's Excel Best Practices 26-27
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Online
8.00 Credits
Member Price: $329
There are right and wrong ways to work with Excel. In this session, you will learn a series of best practices to help you create Excel workbooks efficiently and effectively, including handling security issues, collaboration needs and reporting options.
Individual Income Tax Update
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Green Bay
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. Online Option For those looking to attend online, an upcoming Individual Income Tax Update will also be offered on Jan. 8, via WICPA CPE Livestream.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
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Online
3.00 Credits
Member Price: $149
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
Surgent's Best Practices in Not-for-Profit Accounting & Reporting
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Online
4.00 Credits
Member Price: $159
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
Pension & Profit-Sharing Plan Strategies 26-27
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Online
8.00 Credits
Member Price: $329
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze.
Pension & Profit-Sharing Plan Strategies 26-27
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Online
8.00 Credits
Member Price: $329
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze.
AI Won't Replace CPAs, but Stagnant Thinking Might
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Online
2.00 Credits
Member Price: $69
Artificial intelligence is changing how accounting work is performed, but the bigger challenge is how professionals adapt. This session will explore how CPAs can use AI strategically while strengthening the judgment, communication, adaptability and advisory skills technology cannot replace. You will leave with practical ways to remain relevant and increase the value you bring to clients and your organization.
Documenting Your EBP Audit: What You Need to Know
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Online
8.00 Credits
Member Price: $319
What you document matters. Understanding different parts of the employee benefit plan (EBP) audit process can help you think holistically about your level of audit documentation. You'll learn the appropriate level of documentation when performing EBP audit procedures, which involves testing items that are not typically tested in audits of other types of entities. Real-life examples You'll also gain insights from real-life examples and solutions as you are guided by a former employee benefit plan expert panel member and peer reviewer. Additionally, reviewing these examples will help you truly understand documentation in an EBP audit and learn best practices for documentation to incorporate into your audits.
Surgent's Best Practices in Not-for-Profit Accounting & Reporting
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Online
4.00 Credits
Member Price: $159
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 20 focused exercises are included to illustrate and refine today's best practices in not-for-profit accounting and reporting.
Social Security Basics & Strategies for Maximizing Benefits 26-27
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Online
8.00 Credits
Member Price: $329
Though many clients see Social Security as a government benefit, it is really a covered worker's investment asset to be managed like any other asset. This course examines how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations'including workers with and without spouses, sandwich-generation families with dependent parents and minor children and surviving and/or divorced spouses'with the focus on techniques to maximize your clients' benefits.
Social Security Basics & Strategies for Maximizing Benefits 26-27
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Online
8.00 Credits
Member Price: $329
Though many clients see Social Security as a government benefit, it is really a covered worker's investment asset to be managed like any other asset. This course examines how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations'including workers with and without spouses, sandwich-generation families with dependent parents and minor children and surviving and/or divorced spouses'with the focus on techniques to maximize your clients' benefits.
Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach
-
Online
3.00 Credits
Member Price: $149
This course is a case study designed to provide a comprehensive overview of U.S. taxation of a foreign corporation. Using a specific example, the course will walk through step-by-step mechanics on how to calculate the income inclusions and foreign tax credits under tested income (formerly known as global intangible low-taxed income or GILTI), Subpart F and passive foreign investment company (PFIC) regimes. These computations have been updated to reflect changes enacted by the One Big Beautiful Bill Act (OBBBA). The case study will further evaluate the tax impact of subsequent distributions from the foreign corporation and sales of its stock. A compare-and-contrast approach will highlight the different outcomes of these regimes for individuals and for C corporations, empowering participants to advise their clients on the most tax-efficient way to structure their foreign investments.
Individual Income Tax Update
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Online
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. In-Person Options For those looking to attend in person, this Individual Income Tax Update will also be held in Green Bay, Madison, Onalaska and Waukesha.
Individual Income Tax Update
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Waukesha
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. Online Option For those looking to attend online, an upcoming Individual Income Tax Update will also be offered on Jan. 8, via WICPA CPE Livestream.
Exchange Transactions Under Section 1031 (Free to Members)
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Online
1.00 Credits
This session will address restructurings for, and documenting and closing of, real property exchanges. You will learn about “drop and swap” situations, other restructurings before or after an exchange, exchange agreements and related documents, and practical tips for closing the exchange transactions.
Individual Income Tax Update
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Waukesha
4.00 Credits
Member Price: $199
Join us for a fast-paced and lively session reviewing all that has happened in the past year and emphasizing practical preparation for the forthcoming tax season. We'll cover an array of general tax topics concerning individuals, including: New and prior legislation affecting the current filing year Planning tips Changes in forms, procedures and filing requirements Practical insights for the small tax practitioner so you leave prepared and motivated for the filing season ahead Note: Registration for this program includes a printed copy of the newest Master Tax Guide that will be mailed in approximately January to the home address we have on file at no additional cost. Please make sure your address is current in your My WICPA account before registering. Online Option For those looking to attend online, an upcoming Individual Income Tax Update will also be offered on Jan. 8, via WICPA CPE Livestream.
