WICPA CPE & Special Event Catalog
Common Audit & Financial Reporting Deficiencies in State & Local Governments
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Online
2.00 Credits
Member Price: $79
Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews and various organizations checklists for oversight.
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $79
Critics have claimed that traditional managerial accounting is at best useless and at worst dysfunctional and misleading. Most line managers do not trust their management accounting data. 21st Century management accounting develops cost/unit metrics that are useful for budgeting, cost analysis and control. Activity-based costing (ABC) brings truly accurate fact-based costing visibility. ABC does not broadly allocate overhead, but traces costs by identifying cause-and-effect relationships. Such information can provide the ability to reveal true profit margins for products, service-lines, specific sales channels and customers. The same information also helps reduce costs and improve productivity by reporting unit costs that you can use to monitor cost trends and benchmark against your competition. Removing the barriers caused by your current management accounting techniques can provide huge rewards.
Mid Year Tax Update 2025: Planning for Businesses
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Online
4.00 Credits
Member Price: $129
The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families. With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions. *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
Business Tax Update for Industry
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Online
2.00 Credits
Member Price: $79
This course focuses on the key federal tax issues affecting businesses from the internal accountant's point of view, with a focus on recent tax legislation and developments. Planning alternatives and the potential risks associated with those strategies will also 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 and submit to kori.herrera@acpen.com.
Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code & Regulations
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Online
4.00 Credits
Member Price: $129
As part of the Tax Cuts and Jobs Act (TCJA), IRC 199A was added. This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of "experience" utilizing IRC 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code. The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC 199A as well as an understanding of the IRC 199A regulations. **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.
Proper Financial Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $129
Although they are the most common entities for small and mid-sized business, financial (book) accounting for partnerships and LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
Annual Update on the 2024 Revised Uniform Guidance & Time & Effort Reporting
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Online
2.00 Credits
Member Price: $79
The Uniform Guidance (2 CFR 200) pertains to the management of Federal Financial Assistance for grants and cooperative agreements. The Biden Administration has performed a comprehensive update where the revised Uniform Guidance was released in April 2024. We will review all of the significant compliance and threshold changes. In addition, we will provide a brief presentation of the revised guidance as it pertains to Time and Effort reporting.
Common Sense CFO: Dealing With Ever Changing Accounting Standards & Strategy Demands
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Online
2.00 Credits
Member Price: $79
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
Financial Statement Presentation & Disclosure
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Online
4.00 Credits
Member Price: $129
This comprehensive session is a must-attend event for any professional accountant who prepares financial statements for either a private enterprise or a firm client. We illustrate best practices for presentation and disclosure by revisiting fundamentals of financial reporting for various industries. This workshop explores best practices for United States GAAP in addition to considerations for special purpose frameworks. Experienced accountants will benefit from a refresher whereas other accountants will appreciate formative skill-building insights.
Using Psychology Secrets to Love your life & Get More Done
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Online
4.00 Credits
Member Price: $129
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days and live 9 years longer. In this fun and fascinating seminar, you'll learn how to not only be happier, but help your clients be happier in working with you.
Integrity, Objectivity & Judgment: Values in Action
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Online
1.00 Credits
Member Price: $55
This course focuses on how to integrate integrity and objectivity in situations accounting professionals face daily. The participant will be able to know not just what is the right thing to do according to the AICPA Code of Professional Conduct, but how to put values into action! As part of this course, we will also walk through real world examples of individuals and companies faced with these dilemmas. 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.
Obtaining an Understanding of Internal Control
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Online
1.00 Credits
Member Price: $75
Gain a basic understanding of internal control and how it relates to risk assessment through the lens of a financial statement auditor; insightful for entity management and internal auditors.
Revenue Recognition Topic 606: Identify the Contract Part I
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Online
1.20 Credits
Member Price: $39
On May 28, 2014, the Financial Accounting Standards Board (FASB) and International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing and uncertainty of revenue from contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.
Accounting for & Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Individual Tax Update: Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest 2024/25 tax developments impacting individual taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Performing a Single Audit Under the Uniform Guidance
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Online
8.00 Credits
Member Price: $349
Auditors performing single audits can learn about major program determination, pass-through entity responsibilities, SEFA requirements and other topics.
Surgent's Perplexing Financial & Economic Issues for the CFO/Controller
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Online
8.00 Credits
Member Price: $279
For CFOs and Controllers, the emergence of regulatory, fiscal and monetary policy directly impacting their organizations' costs, competitiveness and financing options, are causing them to understand the effect of shocks well outside of their control. The Dodd-Frank Act, health care reform, shortfalls in Social Security, unfunded pension liabilities and deficit spending will all be explored relative to their impact on the CFO/Controller and your organization.
Walter Haig's AICPA Auditing Standards Update
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Online
8.00 Credits
Member Price: $239
This course will enable practitioners to understand and apply the AICPA "clarification" auditing standards to audits of Small- and Medium-Sized Entities (SMEs). Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified in peer reviews and litigation will be covered. Participants who take this course will enjoy smooth sailing in their peer reviews, guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control Changes for Remote Workers
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Online
2.00 Credits
Member Price: $89
For the past two decades the trend has been to move away from brick and mortar offices and have a greater number of people work or telecommute from home. Because of the upheaval caused by recent events, the rate of this move has been accelerated. This has and will continue to create control challenges and organizations must work to address these. Such things as moving from time based employee value to task completion based measurement and the ability to drive needed inter-company communication are just a sample of the issues with which entities must contend. This session looks at the benefits and pitfalls of workers that telecommute. It then discusses important risks and controls to consider as this trend continues and evolves in the business world. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating and presenting your findings to your client and if needed, ultimately in divorce court. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
