WICPA CPE & Special Event Catalog
Metrics Management: Dashboards, Performance Tools & Open-Book Management
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Online
2.00 Credits
Member Price: $89
Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Surgent's How to Effectively Represent Clients Under IRS Audit
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Online
2.00 Credits
Member Price: $99
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS's energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits.
Tax Issues for Real Estate & Homebuilding 26-27
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Online
4.00 Credits
Member Price: $175
Taxation of real estate and homebuilding activities has been subject to IRS scrutiny, primarily regarding compliance with cost capitalization issues and revenue recognition, including the costing out of units sold. This course provides an in-depth analysis of tax accounting methods for various real estate and homebuilding activities, including the application of IRC Section 263A (capitalization and inclusion in inventory costs of certain expenses) and IRC Section 461 (the general rule for the taxable year of deduction). This program will provide clear insights into approaching compliance with costing rules, avoiding IRS audit adjustments and obtaining the most beneficial tax results for the home builder/developer.
K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Member Price: $149
Are you using Word, Outlook & PowerPoint to their full potential? Many professionals rely on these essential tools but often overlook their best features. If you find yourself using "brute force" methods & spending too much time on tasks, it's time to upgrade your skills. Join our four-hour session designed to transform how you work with Microsoft Office. You'll learn how to harness the power of Word, Outlook & PowerPoint to achieve better results in less time. Our expert instructors will guide you through the most efficient techniques, ensuring you gain practical skills that you can apply immediately. Don't miss this opportunity to enhance your productivity & streamline your workflow. Sign up now & take the first step towards mastering Microsoft Office!
Comprehensive Partnership Taxation Form 1065 26-27
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Online
8.00 Credits
Member Price: $329
Taxation of partnerships continues to become more complex every year. This course highlights the significant areas of concern for tax advisors and their clients in compliance and planning for partnership operations, distributions and transactions. Topics covered include unique and targeted allocations, proper calculation of outside and inside tax basis, tax consequences of distributions, the impact of "hot assets" on distributions, transfer of partnership interests and issuance of partnership interests to service partners. This course will also help you add immediate value to your partnership clients by correctly calculating and reporting critical partnership tax items that generate most IRS audit adjustments.
Financial Reporting Fundamentals 26-27
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Online
8.00 Credits
Member Price: $329
Gain the knowledge to read and understand the differences between IFRS and US GAAP financial reports. A recent IFRS Foundation survey found that 167 jurisdictions now require the use of IFRS Accounting Standards for all or most publicly listed companies, while 12 jurisdictions permit its use. With this global acceptance and as more than 1,000 foreign companies are reporting to the SEC using IFRS, learn how to read and understand the differences between US GAAP and IFRS financial reports. Attendees will examine an IFRS financial report and a US GAAP financial report, outlining essential distinctions between the US GAAP and IFRS reports.
Real Estate Taxation Full Circle 26-27
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Online
8.00 Credits
Member Price: $329
We're all impacted directly or indirectly by the laws of real estate taxation, possibly as an owner, investor, landlord, developer, or real estate professional. This course explores the key principles of real estate taxation from all these perspectives. We'll discuss personal residences, vacation homes, credits, passive losses, qualified business income, installment sales, involuntary conversions, like-kind exchanges, real estate investment trusts (REITs) and the One Big Beautiful Bill's enhancement of depreciation deductions.
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.
Leveraging ChatGPT for Innovative Business Advisory Services
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Online
2.00 Credits
Member Price: $89
In this cutting-edge course, participants will gain a deep understanding of how to leverage ChatGPT, OpenAI's powerful language model, to innovate and enhance business advisory services in the accounting sector. The course integrates theory and practice, demonstrating how various enterprise evaluation methodologies can be applied in conjunction with ChatGPT for increased business analysis efficiency, profitability and growth. It also provides hands-on training for implementing these techniques in real-world scenarios. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Sarbanes Oxley: Sourcing Emerging Risks- 20 years later: Part I
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Online
1.60 Credits
Member Price: $79
Emerging risks seem to be an issue for all business processes these days. It's been 20 years & counting since the Sarbanes-Oxley legislation was passed. In theory the legislative requirements outlined are still in place. Although the requirements haven't changed, time has changed & as a result, execution of the processes has most likely changed. However, it would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation.
Tax Practice Ethical Challenges & Circular 230
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Online
2.00 Credits
Member Price: $89
This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative & regulatory rules impacting every accounting & tax professional. Best practices & guidance provided by the AICPA's Code of Professional Conduct will be discussed. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Accounting for Construction Contractors
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Online
2.00 Credits
Member Price: $89
This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 & the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry & how the applicable standards & guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition & contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning & maintain focus.
The Bookkeeper Goes to Prison
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Online
2.00 Credits
Member Price: $89
This course profiles Brenda, a financial executive from the state of Washington. Despite earning her college degree, Brenda did not find employment in her area of study. Instead, she landed a series of dead-end jobs. Business reversals frequently led to the loss of employment. When a company that she knew to be unethical offered her an executive position that included bookkeeping tasks, including overseeing all finances, she accepted. While on the job, Brenda saw owners of the company misappropriating funds. Rather than reporting the fraud, she created an elaborate scheme to benefit herself - without the owner's knowledge. Her bad decisions led to a guilty plea for wire fraud, after authorities accused her of absconding with more than $600,000 in corporate funds. A prison term of 20 months followed. Listen and learn from Brenda's experience. 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.
Proper Financial Accounting for S Corporations
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Online
4.00 Credits
Member Price: $149
Proper financial accounting for S corporations involves adhering to specific accounting principles & tax regulations designed for this unique business structure. This course examines the proper financial accounting for S Corporations.
The CPA as Strategic Advisor: Leading the Client Advisory Team
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Online
4.00 Credits
Member Price: $149
This course provides tax & accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals & bankers to deliver integrated planning strategies. The course emphasizes identifying opportunities across estate, financial, retirement & tax planning while managing collaboration & delivering cohesive client solutions.
Estate Planning Strategies: Advanced Techniques & Tools
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Online
8.00 Credits
Member Price: $250
As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws & regulations. This course equips financial professionals with advanced tools & techniques to address complex estate planning issues, including the latest legislative & regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques & the impact of recent tax law changes on estate & gift taxation. With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts & life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial & legacy goals. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
Smarter Tax Services with Artificial Intelligence Tools
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Online
2.00 Credits
Member Price: $89
There has never been a greater opportunity to leverage technology tools to automate your tax services. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your tax planning, research and compliance services. You will learn how to leverage AI to automate the collection and organization of client data, the engagement management process, tax research and enhance client advisory services with AI too This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
SOC Mastery for CPA Firms: Your Roadmap to Starting a SOC Practice
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Online
1.00 Credits
Member Price: $75
In the realm of modern business, the trend of outsourcing functions or activities to third-party service providers is on the rise. While this strategy can enhance efficiency and cost-effectiveness, it also introduces inherent risks that necessitate careful identification, assessment and management. As a result, those utilizing such outsourced services, along with their auditors, increasingly demand comprehensive insights into the effectiveness of controls within these service organizations. To fulfill this need, the AICPA offers a range of SOC (System and Organization Control) for service organizations engagements, providing assurance reports that offer vital information for evaluating and mitigating the risks tied to outsourcing, thereby fostering trust and transparency. This webcast serves as an introduction for CPA firms who are new to SOC for service organizations engagements or as a refresher for those already acquainted. It does not delve into the specifics of conducting a SOC examinations; however, it offers a general understanding of how to start up a SOC practice.