WICPA CPE & Special Event Catalog
The Controllership Series: Addressing Cash Flow & Forecasting Uncertainty
-
Online
1.50 Credits
Member Price: $79
These are uncertain times. With constant economic fluctuation, geopolitical uncertainty & inflation pressures, corporations & their professionals are facing challenges at every turn. The Controllership function is accustomed to dealing with changing variables but when the change is constant & every evolving, even the simplest of tasks like cash flow & cash forecasting can become difficult. This webinar is to focus on what methods the controller can elicit to attempt to address the current uncertainty when working with their cash flow issues & forecasting. Of course, there are basic measures that can be employed such as: Proactively managing receivables & payables Automate your accounts payable & receivables process Keep business expenses at a minimum Work with digital methods of payment From vendors Use credit wisely However, this webinar will explore methods used to create & manage your cash flow & forecasting processes. These methods go one-step past your typical forecasting to enable management to explore various alternatives & scenarios for the business.
Behavioral Finance Biases
-
Online
1.00 Credits
Member Price: $55
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AI & Accounting in Manufacturing
-
Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance and financial planning-while enabling real-time reporting, fraud detection and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Profitability Pricing: Boost your Bottom Line
-
Online
2.00 Credits
Member Price: $89
Two seemingly similar products can have very different costs, yet many companies are completely oblivious to these differences causing them to lose money or competitive bids. When companies compete, those with good information win the "gravy" contracts & those with bad information lose money on "dog" jobs. Attend this session to gain insights on how to win bids for the best opportunities & give the money-losers to your competitors. Achieve your target profitability in the process.
Taxation of Judgements & Settlements
-
Online
2.40 Credits
Member Price: $99
In the course of legal actions, payments may be made pursuant to a final disposition of a court case or a mutually agreed-upon settlement. This course will cover the tax implications for payments made for personal injury, emotional distress, lost wages, punitive awards, pre- & post-judgement interest, contract claims, among other damages. 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.
Surgent's Government & Nonprofit Frauds & Controls to Stop Them
-
Online
4.00 Credits
Member Price: $159
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities and safeguard your organization.
Surgent's The One Big Beautiful Bill Act: What You Need To Know
-
Online
4.00 Credits
Member Price: $199
Many accounting and finance practitioners have had difficulty understanding and applying the One Big Beautiful Bill Act (OBBBA). Accounting and finance practitioners are still confused and challenged by many of the new and extended tax provisions that the OBBBA delivered. Mastering these crucial provisions requires multiple exposures to these challenging tax changes. This program is a four-hour review and analysis of the most important changes from the OBBBA that impact both individual and business taxpayers. This course affords accounting and finance practitioners an opportunity to gain a broader, deeper understanding of this wide-ranging set of new tax rules, to grasp what is new and what is a continuance of prior rules and to develop deeper planning insights into the many changes that the OBBBA contains. To the extent that the Treasury has provided guidance relating to OBBBA changes, we will discuss that guidance. We will also point out areas where Treasury guidance would be useful and areas where guidance is expected.
Al Capone to Cybercrime: The Journey of IRS Special Agents
-
Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes and trained and mentored other special agents. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Comprehensive Passive Activity Losses (PAL) 26-27
-
Online
8.00 Credits
Member Price: $329
Passive Activity Loss (PAL) rules have never been more critical in Federal tax reporting. This course provides a comprehensive and complete review of the laws and regulations impacting PALs, including the rules governing rental real estate, grouping and the 3.8% net investment income tax. Learn what qualifies as a passive activity and the rules governing its application by exploring several recent court cases and the existing regulations to know how the IRS views this critical area of the tax law. The IRS is actively auditing the failure to report passive losses properly. You and your clients can't afford to be left behind.
GAAP Update 26-27
-
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.
Tax Planning for Sole Proprietors & Other Business Owners 26-27
-
Online
8.00 Credits
Member Price: $329
Individuals are leaving the workforce in droves due to retirement or resignation and many are choosing to start their own businesses. The One Big Beautiful Bill encourages this choice. This course explores the planning opportunities for those starting their own businesses or advising clients. Issues addressed include making sure you will be treated as a business, choice of entity, Schedule C deductions, depreciation, avoiding the self-employment tax, retirement plans, self-employed health insurance, employing family members and loss limitations.
Multi Year Failure to File: Getting into Compliance
-
Online
8.00 Credits
Member Price: $239
This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms
-
Online
8.00 Credits
Member Price: $279
This course is designed as a comprehensive guide to the core concepts of trust and estate income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting and an introduction to or refresher on preparing Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate, each with filled-in forms.
Surgent's Forms 1120-S & 1065 Return Review Boot Camp for New & Experienced Reviewers
-
Online
8.00 Credits
Member Price: $279
Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. The course includes dozens of "practice tips for new reviewers" and is updated for impacts of newly enacted legislation.
The Best Federal Tax Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
How to Audit Accounting Estimates
-
Online
2.00 Credits
Member Price: $89
When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
An Exhaustive Look At Fraud & Ways To Control It
-
Online
8.00 Credits
Member Price: $239
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition Topic 606 Contract With Customers: Identify the Contract Part II
-
Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
Leaders Eat Last. Why? The Characteristics of Great Leaders
-
Online
2.00 Credits
Member Price: $89
If a great leader is someone we are willing to sacrifice for: what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy & they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control & self-awareness. With diligence, you can become a better leader & we will discuss how.
K2’s Collaboration: Best Platforms And Practices
-
Online
2.00 Credits
Member Price: $89
Collaboration remains one of today's hottest topics. Technology has fueled today's collaboration options & work-from anywhere environments virtually demand collaboration platforms. In this session, you will learn today's best tools & practices to facilitate more effective collaboration in your organization. In this session, you will learn about today's mainstream collaboration platforms & Microsoft 365, Google Workspace & Zoho: & how these options are similar & differ. You will also learn about other collaboration options, including Slack, Zoom & Webex & you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices & procedures that must be in place to optimize your collaborative environments & experiences.
