WICPA CPE & Special Event Catalog
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Solutions to IRS Problems
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Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Preparing to be a Forensic Accountant: Focus on Digital Forensics
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Online
1.80 Credits
Member Price: $79
Forensic accounting, forensic accountancy or financial forensics is the specialty practice area of accounting that investigates whether firms engage in financial reporting misconduct. Forensic accountants apply a range of skills & methods to determine whether there has been financial reporting misconduct. Financial forensic engagements may fall into several categories. For example: Economic damages calculations, whether suffered through tort or breach of contract. Post-acquisition disputes such as earnouts or breaches of warranties Bankruptcy, insolvency & reorganization Securities & tax fraud Money laundering Business valuation Computer forensics/e-discovery This session is designed to delve into further investigative procedures used including digital forensics. Future sessions will focus on computer forensics, network forensics & mobile forensics.
An In-Depth Understanding of the Generation Skipping Transfer Tax
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Online
2.00 Credits
Member Price: $89
This course provides a focused & practical overview of the Generation Skipping Transfer (GST) Tax, designed specifically for professionals involved in estate & gift tax planning. As Part 4 of the Form 706 & 709 series, this session zeroes in on the rules, definitions & application of GST tax, including the mechanics of calculating the inclusion ratio & how the GST exemption operates in real-world planning scenarios. Participants will gain clarity on how to identify skip persons, the types of transfers subject to the GST tax & the proper treatment of direct skips, taxable terminations & taxable distributions. Through clear examples & practical instruction, this course walks participants through voluntary, timely, late & retroactive GST exemption allocations. With increasing regulatory complexity & heightened exemption limits, understanding the GST tax is critical for practitioners assisting clients in multigenerational wealth transfers. This course supports more accurate return preparation & strategic allocation of exemptions to minimize tax exposure. 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
Global Internal Audit Standards (GIAS) Domain IV: Part II
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Accounting for the Gig Economy
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Online
2.00 Credits
Member Price: $89
Freelance work and other non-permanent employment arrangements are becoming increasingly popular ways for people to earn a living. Although these non-traditional activities offer novel, flexible ways to earn income from diverse sources, they also introduce nuanced recordkeeping, reporting and attestation issues. We investigate characteristics of the gig economy, employee-versus-contractor considerations, bookkeeping, regulatory compliance and external reporting considerations. We also explore best practices for CPAs who fulfill the role of trusted advisor for gig economy clients. 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 Engagement Letters: Scope & Risk Management
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Online
2.00 Credits
Member Price: $99
Strong engagement letters protect your firm. They spell out what work you will (and won't) do, who is responsible for what and how problems will be handled. Weak or vague letters may expose firms to potential liability. In this course, you'll learn how to draft, update and enforce engagement letters that actually work in the real world. We pull from industry guidance, malpractice insurer data and peer-review findings to show you the clauses that matter, how to prevent "scope creep" (work expanding beyond what was agreed) and how to not compromise your independence.
Surgent's Exploring Client Advisory Services: Tax Due Dates & Penalties/Where Do I Need To File?
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Online
2.00 Credits
Member Price: $99
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.
Surgent's Introduction to Required Minimum Distributions
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Online
2.00 Credits
Member Price: $119
Required minimum distributions (RMDs) must be taken from certain tax-deferred retirement accounts, starting when the account owner reaches their applicable age. The RMD rules are complex and must be simplified to help ensure clients understand them. Accounting and finance professionals must understand the basics of RMDs for IRAs and employer plan accounts so as to help IRA owners, plan participants and beneficiaries meet their RMD obligations and avoid penalties that apply to RMDs not taken by their applicable deadline. Accounting and finance professionals should also be able to demonstrate tax-efficient solutions for RMDs. This course will walk accounting and finance professionals through the fundamental concepts and rules that apply to RMDs, demonstrate how to calculate RMDs and explain how to correct RMD errors. It can be taken by anyone, including those without any experience working with RMDs. The course will include cases to promote understanding of the rules.
Surgent's Tax Practitioner Horror Stories
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Online
2.00 Credits
Member Price: $99
In life and in tax practice, often the best way to learn something is to profit from the mistakes of others. In tax practice, mistakes can result in tax liabilities for clients and malpractice lawsuits against the tax professional. Don't let this happen to you. In this program, we attempt to learn from the mistakes of others to avoid making them ourselves. We go through a series of "horror story" case studies that are both entertaining and educational. Practicing tax is a risky, sometimes horrifying business. Take this opportunity to prepare yourself for the risks that come with practicing tax by learning from these sobering, cautionary case studies.
The Essential Auditing Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to keep you informed of proposed & current authoritative guidance issued by the American Institute of Certified Public Accountants (AICPA). Learn about proposed & final auditing & attestation standards addressing group audits, fraud & sustainability. Understand the eight quality management components, hear about frequent peer review matters & so much more.
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.
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business world, staying ahead of the competition means leveraging every advantage. Business Intelligence (BI) is the game-changer that can transform your organization. Imagine uncovering hidden insights & gaining a competitive edge with data that was once out of reach. With tools ranging From Excel add-ins to the revolutionary Power BI, you can now harness your existing skills to create dynamic, interactive dashboards & analyses that were unimaginable just a few years ago. This program will empower you with the skills to implement "yourself business intelligence" using a variety of techniques & tools. You'll start by mastering advanced Excel data query & summarization features to create stunning Excel-based dashboards. Then, you'll take your knowledge to the next level by building even more powerful BI objects using Microsoft's Power BI tools. If you're passionate about gaining better insights into your data to make smarter decisions, this fast-paced program is for you.
Financial Statement Presentation, Disclosure & Analysis
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Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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 Preparing C Corporation Tax Returns for New Staff & Paraprofessionals
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Online
8.00 Credits
Member Price: $279
This course is a great foundation to introduce new preparers to tax rules related to business returns. The course covers tax areas affecting all business entities, providing a solid basis for staff to handle business entity returns. Such business tax topics include the sale of assets used in a trade or business (Form 4797), depreciation (Form 4562), deductible and nondeductible items and the basics of uniform capitalization. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare complicated federal corporate income tax returns. It is a hands-on and practical course, with extra emphasis on changes to forms under new tax law.
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
Retaining Top Talent: Strategies for CPA Firms
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Online
1.00 Credits
Member Price: $55
In today's challenging talent market, accounting firms face unprecedented pressure to retain their best performers. This course provides actionable, research-backed strategies to help firms keep their top talent from leaving. Based on comprehensive surveys of both current accounting professionals and those who have recently left the profession, participants will learn the real reasons employees stay or go-and what firms can do about it. The course goes beyond simple solutions like "pay more, expect less" to explore comprehensive retention strategies including whole-person compensation, work-life balance improvements, career development pathways and necessary business model transformations. Participants will discover why 73% of surveyed professionals want to stay with their current firm, yet many still leave-and how to bridge that gap. Key topics include understanding the true cost of turnover versus retention, implementing flexible work arrangements that actually work, creating meaningful career paths for non-partner track professionals and transforming firm operations to support both profitability and employee satisfaction. Special attention is given to retaining diverse talent and adapting to the expectations of younger professionals who will comprise 27% of the workforce by 2025. Whether you're a firm leader, HR professional, or manager responsible for team retention, this course provides the insights and tools needed to build a sustainable talent strategy in an evolving profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
The Controllership Series: Addressing Cash Flow & Forecasting Uncertainty
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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.
Common Sense CFO: Dealing With Ever Changing Accounting Standards & Strategy Demands
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Online
2.00 Credits
Member Price: $89
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 & profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills & practical insights needed to effectively manage the complexities of ever-changing accounting standards & 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.
