WICPA CPE & Special Event Catalog
1065: Understanding Partnerships Tax Returns
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Online
2.00 Credits
Member Price: $79
Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation and filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships and the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting and the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions and credits. The course will also cover how to report partnership income, expenses and deductions, as well as the tax implications of buying and selling partnership interests. In addition, the course will provide an overview of common errors and omissions made when preparing Form 1065 and how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners and individuals who need to understand the intricacies of partnership taxation and the preparation and filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation and will be able to prepare and file Form 1065 with confidence. **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 and submit to kori.herrera@acpen.com.
The CPA’s 2026 Guide to Cryptocurrency & Blockchain 26-27
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Online
2.00 Credits
Member Price: $99
We have passed the 15-year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on.
The Successful Family Business
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Online
4.00 Credits
Member Price: $129
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business and will help the participant navigate delicate issues while learning to provide counsel that will grow: or protect: the family business and non-family staff.
Stand Out: How to Create a Unique Employer Brand
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Online
1.00 Credits
Member Price: $39
Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.
The Ethics of Artificial Intelligence ("AI"): The Interaction of AI & Ethics, featuring Tracy Cooper, CPA & Don Minges, MBA
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Online
1.00 Credits
Member Price: $39
Artificial Intelligence ("AI") can do and does amazing things, but there are myriad ethical issues involved with AI. We will discuss the many ethical questions that AI raises and how to prevent them from having an adverse impact. We must be more diligent and aware of the ethical issues. AI has severe ethical pitfalls that we should understand clearly. AI is here to stay and we must understand how to mitigate the ethical issues.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Form 709 Guidance: Gift Tax & Generation-Skipping Transfer Returns 26-27
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Online
2.00 Credits
Member Price: $99
Form 709 is filed by many tax practitioners but are frequently filed incorrectly. Especially troublesome is reporting the gift correctly on Schedule A, making the correct GST allocations and meeting the adequate disclosure requirements. This program will review common problems for preparers and provide examples of presentations for many of the frequently reported gifts in recent years.
Understanding Apportionment for a Multistate Business 26-27
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Online
2.00 Credits
Member Price: $99
Apportionment has never been more challenging. States use different methods and sourcing rules for the same transaction. Become the expert in your office on current issues affecting apportionment, such as the apportionment formulas used by other states. Understand sourcing rules and most importantly, learn to structure transactions so clients aren't taxed on the same income in multiple states. Review how apportionment applies to flow-through entities and their owners. Companion Course: Multistate Nexus Requirements
Ethics: Critical Thinking, Case Studies & Fraud
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Online
4.00 Credits
Member Price: $225
This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations, with special focus on the AICPA Code of Professional Conduct and AU-C Section 315.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Mastering Rapport Skills for Fun & Profit
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Online
4.00 Credits
Member Price: $129
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked and enjoying their clients more.
The SECURE Act 2.0: Planning Opportunities for Employers
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Online
1.00 Credits
Member Price: $39
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. **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 and submit to kori.herrera@acpen.com.
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $79
What were they thinking? Why do some people make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader's incompetence, inexperience, bad character, or low intelligence: but such easily attributed factors generally aren't the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies and solutions for improved decision-making.
The Controllership Series: The Financial Close Process
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Online
1.50 Credits
Member Price: $59
A common challenge for the controller role is in closing the month-end and period-end books in preparation to issue financial statements. This duty requires precision, timing and efficiency. In today's digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process and how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary's books and another two to three weeks to roll up and consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems and general ledger and consolidate software. Within this segment we will discuss the elements of the financial close and also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash and the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages and accruals for vacation time, account reconciliations, deprecation and overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
K2's Six Essential Teams Features 26-27
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Online
1.00 Credits
Member Price: $55
Microsoft Teams is now one of the most widely used tools in the business world today. Yet, most business professionals take advantage of only a fraction of its features. Participate in this session to learn six essential Teams features you should use and how they will improve your productivity.
Public Speaking Secrets That Wow Audiences
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Online
4.00 Credits
Member Price: $129
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well and how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness and how to overcome stress in less than a minute.
GAAP Update 26-27
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Online
8.00 Credits
Member Price: $329
This course is designed to give you a clear and concise understanding of the latest FASB changes that impact nonpublic entities, perfect for professionals who prepare or audit GAAP financials. In the first section, we'll walk through every Accounting Standards Update (ASU) issued in 2023 to 2026 that take effect in 2026 and beyond. We'll focus on explaining what's changed, which topics are affected and the key provisions you need to know about. Additionally, we'll discuss how these updates impact financial reporting and disclosure and, when possible, we'll explore the reasons behind the changes. By the end of this section, you'll be able to identify which ASUs apply to your clients or your own practice and where you may need to dive deeper into further research. In the second section, we'll explore the FASB's technical project and agenda, including a discussion of proposed Accounting Standards Updates that were exposed for public comment in 2025 and 2026. This section will provide you with practical insights to help you navigate the evolving landscape of GAAP and ensure compliance.
Internal Controls: Strengthen Security, Efficiency & Employee Conduct 26-27
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Online
8.00 Credits
Member Price: $329
Business leaders often view an internal control system as a security measure. However, a well-designed system can also drive entity objectives. Learn to design a robust and well-supported system, leveraging years of experience and key concepts from authoritative pronouncements and frameworks. Explore strategies to address new business challenges, including evolving markets, rapid changes in business and increasing governmental and industry-based regulation. This course is for anyone working with internal controls.
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Member Price: $39
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent.
Addressing Misconduct
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Online
1.00 Credits
Member Price: $39
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided.
The New Quality Management Standards: What Everyone Needs to Know
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Online
2.00 Credits
Member Price: $79
The AICPA issued the new Quality Management Standards as a part of its overall quality improvement initiative. This course will highlight the foundational principles within the new approach that everyone in the CPA firm should know.
International Cross Border Transactions
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Online
2.20 Credits
Member Price: $79
Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises and how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate. Other issues, such as documentation and IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US- Canada transaction. **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 and submit to leighanne.conroy@acpen.com.
