WICPA CPE & Special Event Catalog
New Client Ethical Challenges: The CPAs Guide
-
Online
2.00 Credits
Member Price: $89
This course explores the multitude of issues that taking on a new client can bring with it & then interprets them using three sets of ethical rules. A group of "players" reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial & tax compliance issues. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Self-Rental Real Estate: Integrating the Passive Activity Rules With the Flow-Through Entity Deduction Rules
-
Online
2.00 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples & integrates them with the flow-through entity rules related to self-rental. 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.com
Business Tax Update: OBBA & Recent Developments
-
Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business 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.
Internal Audit in The Future
-
Online
2.00 Credits
Member Price: $99
As organizations face accelerating change-- AI adoption, cyber threats, regulatory expansion,ESG scrutiny, geopolitical instability-- the role of internal audit is evolving rapidly. The future of internal audit is not about doing more audits. It's about delivering forward-looking insight, strategic alignment & intelligent risk coverage. Organizations, their environments & ways of working have evolved rapidly & in ways that had not been previously envision. IA must look within to determine how to stay relevant & add value in this changing & emerging environment.
Surgent's Ethical Considerations for CPAs
-
Online
2.00 Credits
Member Price: $99
As accounting firms' non-attest offerings to their attest clients become more diversified, such engagements increase firms' exposure to independence violations. In order to thread the needle of providing value-added services and upholding their independence obligations, firms need to have a strong foundational understanding of the applicable ethical and independence rules which govern these engagements. In this course, we'll review the relevant sections of the AICPA Code of Professional Conduct regarding independence, objectivity and conflicts of interest. The course will focus on the Code's Independence Rule and common threats to auditor's independence. In particular, the course will focus on those unique considerations related to non-attest services, both from the perspective of AICPA interpretations and other applicable rules and regulations. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Schedule 1-A: Implementing Important OBBBA Deductions for 2025
-
Online
2.00 Credits
Member Price: $119
Schedule 1-A is a new tax form designed to consolidate four key OBBBA deductions that can be taken for the first time in 2025. Ultimately these four deductions: the tip deduction, the overtime deduction, the deduction for interest paid on a new car loan and the senior deduction, appear as a single entry on line 13b of Form 1040. These deductions are phased out at higher income levels, the calculation of which takes place on Schedule 1-A. Accounting and finance professionals who wish to understand the mechanics of the four deductions and how they are expressed on Schedule 1-A and consolidated on Form 1040 would benefit from taking this program.
Comprehensive Accounting & Financial Reporting Update
-
Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit & Attest Quality Matters that Should be on Your Radar: Avoiding Common Deficiencies in SAS, SSARS & SSAE Engagements
-
Online
8.00 Credits
Member Price: $250
Quality management is important. Every CPA firm that provides audit & other attest services must undergo a third-party quality control review. This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.
The Ethic of Recruitment & Selection
-
Online
2.00 Credits
Member Price: $89
Today, more than ever, it is essential that employers have an ethical and effective recruiting strategy and selection process that fosters an environment of diversity and inclusion. This webinar focuses on identifying recruiting strategies that help to increase talent pools and employment interviewing that maximizes hiring success. 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.
K2’s Better Reporting With QuickBooks Online
-
Online
1.00 Credits
Member Price: $39
With over 7 million businesses relying on QuickBooks Online, one thing is clear: excellent financial reporting isn't optional: it's essential. Yet many users struggle to access the insights they need, often limited by subscription tiers or simply unaware of the powerful tools at their fingertips-that's where this session comes in. This session is your fast track to mastering QuickBooks Online's reporting capabilities. Whether you're a small business owner, accountant, or financial manager, you'll discover how to: Build & customize Standard, Custom & Management Reports Leverage the new Spreadsheet Sync tool to create dynamic, multi-company reports in Excel Uncover hidden features that help you make smarter, faster decisions If you're ready to transform your data into actionable insights & finally get the reports you need, this session is your game-changer. Join us & take control of your QuickBooks Online reporting like never before!
A Guide to Sampling: Part I
-
Online
2.00 Credits
Member Price: $89
Sampling is often identified as a common audit deficiency in peer review. This course will review when is sampling applicable & basics of planning a sample. We'll then focus on the application of sampling in financial statement audits with a look at sampling for substantive procedures. We'll look at the use of monetary unit sampling & tools that can be leveraged to reduce bias in sampling.
How to Audit Cash
-
Online
2.00 Credits
Member Price: $89
Cash is essential to every business and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash, including the related audit assertions, risks, & threats to the cash balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
IRS Penalties & Abatements
-
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.
Leading Risk Management Practices in a Dynamic Risk Environment: Part I
-
Online
2.00 Credits
Member Price: $89
This session explores how leaders can elevate risk management From a compliance-driven exercise to a strategic capability that enhances resilience & performance. Participants will examine how to establish clear risk governance & appetite, implement continuous risk sensing & prioritize risks based on impact, velocity & interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation & operational decisions, rather than treating risk as a standalone process. Through practical frameworks & real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies & use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning & adaptation-- using scenario analysis, stress testing & post-event reviews to continuously refine assumptions & adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty & ongoing disruption.
Hot Topics Audit & Attest Update: 2026
-
Online
2.00 Credits
Member Price: $89
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Smarter Tax Services with Artificial Intelligence Tools
-
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.
K2's Six Essential Teams Features 26-27
-
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.
Mastering Form 7217: A Guide to Partnership Property Distribution
-
Online
1.00 Credits
Member Price: $39
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner's interest, Section 751 & how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. 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.com
Providing Ethical Leadership: Learning to be the Best Version of Yourself
-
Online
1.20 Credits
Member Price: $39
This course will examine certain qualities a leader must exhibit to set an ethical tone From the top.
Cryptocurrencies for the CFO: Explaining Blockchain
-
Online
2.00 Credits
Member Price: $89
What exactly is cryptocurrency & its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies & currencies by explaining how we got here. We discuss the systems & technical aspects of cryptocurrencies & blockchain. What is the broad view of the technologies that currently do & will continue to, impact our workplace & lives?
