WICPA CPE & Special Event Catalog
Deferred Compensation Planning for Management Retention & Business Owner Transition (Free to Members)
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Online
1.00 Credits
Get a practical look at deferred compensation planning as a strategic tool. This session will examine plan design options, tax considerations and common pitfalls, along with how deferred compensation arrangements can align executive incentives with long-term business goals.
Charitable Contributions of Property (Free to Members)
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Online
1.00 Credits
This session will enhance your understanding of the tax and planning considerations involved in charitable contributions of property. Explore valuation, substantiation rules and the differing treatment of various asset types, including real estate, closely held business interests and appreciated securities, along with common compliance pitfalls.
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.
The One Big Beautiful Bill: 8 Key Takeaways for Estate Planners (Free to Members)
Available Until
Online
1.80 Credits
The passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, and more. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Stay Ahead of the Curve: FASB Updates That Matter (Free to Members)
Available Until
Online
1.20 Credits
Accounting standards never stand still -- and neither should you. This session will break down the most important FASB updates, what's coming next, and how these changes could impact your financial reporting. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Microsoft 365: Supercharging CPA Productivity (Free to Members)
Available Until
Online
1.50 Credits
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Resolving Ethical Conflicts ( Free to Members)
Available Until
Online
1.20 Credits
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to turn a situation around and get others to do the right thing.
In the Crosshairs: Accountant Liability Issues (Free to Members)
Available Until
Online
1.50 Credits
This session will take a look at various issues and ethical choices CPAs face on a regular basis along with a review of codes of conduct and the legal ramifications for crossing ethical lines. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
GASB Update (Free to Members)
Available Until
Online
1.80 Credits
This session provides a focused examination of GASB Statement Nos. 103, 104 and 105 with insights into their most significant changes and practical implications for state and local governments. This session will break down the new guidance on financial reporting model improvements, disclosure of certain capital assets and financial reporting for subsequent events. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker