WICPA CPE & Special Event Catalog
Surgent's Tax Research - Intermediate Concepts
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Online
2.00 Credits
Member Price: $119
Answering clients' tax questions accurately and on time is a key challenge for tax practitioners. Through simple, plain language explanations and examples, this course will help practitioners perform tax research more efficiently by describing the structure of the primary sources, highlighting the difference between primary and secondary sources and describing the steps in the tax research process.
Nonprofit Internal Control: Practical Insights into Mitigating Financial Reporting, Compliance & Other Risks
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Online
4.00 Credits
Member Price: $149
There is simply no denying that a sufficiently designed & effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants "hands-on" practice in designing, evaluating & communicating conclusions related to design & operating effectiveness of internal controls over reliable financial reporting & other risks for nonprofit environments.
Comprehensive Audit & SSARS Update
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Online
4.00 Credits
Member Price: $149
This course covers recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee including the new Quality Management Standards. The session will highlight projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards Board. The course will also recap recent changes and present common peer review findings and best practices to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Federal Tax Updates for Individuals
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Online
8.00 Credits
Member Price: $239
Tax developments have been in the forefront of the news and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Fits into the Accounting World
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Online
2.00 Credits
Member Price: $89
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending this session. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Awful Ethical Dilemmas: Bringing it to Life, featuring J. Michael Inzina & Don Minges
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Online
1.00 Credits
Member Price: $39
Professional Codes of Conduct make Ethics seem easy & clear cut. However, this is not so in real life. This session discusses five cases where the ethics is not so clear cut. What should be considered? We will explain how you can be more diligent & maintain awareness of ethical issues to become more effective & enhance the reputation of the profession.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Preparing to be a Forensic Accountant: Cloud Forensics
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Online
1.40 Credits
Member Price: $79
Cloud computing has become a source of cyber-crime. "Cloud forensics is the application of digital forensics in cloud computing as a subset of network forensics to gather & preserve evidence in a way that is suitable for presentation in a court of law." Cloud forensics is a combination of the varied types of accounting forensics including: Digital forensics, Network forensics, Hardware forensics. In cloud crime, the cloud is considered the object when the target of the crime is the cloud service provider they are directly affected by the act. It is considered the subject of the crime when the criminal act is committed within the cloud environment. It is considered the tool when it is used to plan or conduct a crime. This course will delve into the many concepts involved in cloud forensics. The course complements other courses in the series of Becoming a Forensic Accountant.
Is Activity-Based Costing the Right Tool for Your Organization?
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Online
2.00 Credits
Member Price: $89
This session provides a refresher regarding the fundamentals of activity-based costing (ABC). We will examine theoretical concepts before exploring practical possibilities for implementing ABC. A major focus of the course will be factors to consider when determining whether this managerial accounting tool is an appropriate resource for an organization.
Sampling: Avoiding Common Mistakes on Financial Statement & Compliance Audits
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Online
2.00 Credits
Member Price: $89
Sampling is an important method for determining the extent of testing controls, testing compliance & tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing & variable sampling in financial statement & compliance audits.
CFO Series: Internal Controls That Matter: Smart Practices
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Online
2.00 Credits
Member Price: $89
Internal controls don't have to be complicated, but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter and how to build systems that actually work without overwhelming your people or processes. We'll discuss how to design, implement and monitor core controls across financial reporting, operations and compliance, using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what's already there, this seminar will help you put the right checks and balances in place to protect your resources, your people and your reputation.
The Preparation of Form 706: Line-by-Line
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Online
3.00 Credits
Member Price: $109
Preparing Form 706 requires a detailed understanding of estate taxation, valuation rules & compliance requirements. This course provides a step-by-step breakdown of Form 706, helping tax professionals accurately report estate taxes while ensuring compliance with IRS regulations. Participants will explore key components, including gross estate calculations, deductions, tax computation & portability elections. With real-world examples & practical guidance, attendees will gain confidence in preparing Form 706, even in complex scenarios. This course will also cover any recent legislative changes introduced by the new administration & their impact on estate tax planning & compliance. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com
Balance Sheet Management: The Least Understood Risk 26-27
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Online
4.00 Credits
Member Price: $99
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity" What are the key considerations and the advantages of each" What is the cost of capital" What are the "hidden" balance sheet risks" We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
Guide to Preparing Form 1041 for Estates & Trusts
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Online
4.00 Credits
Member Price: $149
This program examines the critical issues, rules & special opportunities when preparing your clients' Form 1041 US Income Tax Return for Estates & Trusts. Learn what is considered taxable income; filing requirements & deadlines; impact of the 3.8 percent Medicare surtax on net investment income; & the 10 principles of tax accounting for trust income. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com
IRS Penalties & Abatements
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Online
2.00 Credits
Member Price: $89
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Fox in the Henhouse/Courthouse
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Online
1.00 Credits
Member Price: $39
The ancient Romans had a saying about using caution when appointing someone to a position of trust, "don't set a wolf to watch the sheep". That saying is in use today & has changed to include "don't put a fox to guard the henhouses";. The thought is similar, but the wolf & fox are vastly different animals. Wolves rely upon their strength to survive while foxes rely on their cunning. Like foxes, fraudsters rely upon their cunning to defeat or circumvent internal controls. This session reviews the investigation of a deputy court clerk who exploited a weakness in internal controls & committed fraud in the courthouse.
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $39
This course on ethics in communication & reporting covers essential topics to ensure integrity & professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency & respect. We then explore four must-have communication skills crucial for effective & ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting & communication, highlighting the potential consequences & the importance of maintaining ethical standards to build trust & credibility.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Tax Depreciation: How to Optimize Deductions
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Online
2.00 Credits
Member Price: $89
Following the ever-changing tax deprecation rules is not a game for the faint hearted! This course analyzes the current landscape of depreciating, capitalizing & disposing of business assets, with examples & illustrated case studies to enhance the CPAs understanding of the most current tax depreciation provisions. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com
Ethical Intelligence for Artificial Intelligence
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Online
2.00 Credits
Member Price: $89
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.