WICPA CPE & Special Event Catalog
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.
Ethics, Spirituality, Love & Belonging in the Workplace
-
Online
2.00 Credits
Member Price: $89
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and spirituality shape ethical choices. Through a blend of practical strategies for personal and organizational growth and research- based insights, the session demonstrates that these elements are not optional "nice-to-haves." Instead, they are essential drivers of organizational success; shaping environments where people feel valued, connected and inspired to contribute their best. 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.
Recognizing Lies: How to Detect & Prevent
-
Online
2.00 Credits
Member Price: $89
Trust is the glue that binds all relationships. Regardless, humans tell lies, a cruel fact. Every lie undermines trust & damages productivity. What signals indicate lies? How are the cues properly interpreted? How can you protect yourself From lies? Learn how to discern lies effectively. Do not be taken advantage of. Learn an established & proven process to uncover the truth.
Taxation of Business Entities
-
Online
2.50 Credits
Member Price: $99
This course will introduce you the different types of business entities & the tax implications of contributions, distributions & earnings, among other 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 & submit to kori.herrera@acpen.com
Ethical Intelligence: Global Case Studies & Standards 26-27
-
Online
4.00 Credits
Member Price: $175
Don't fall behind! This course will ensure that you know the current ethical requirements set by standards-setting organizations and legislative action. Real-world cases coupled with analysis by a leading ethics expert will help you better recognize situations that may pose ethical or regulatory risks. Discover the regulatory, legal and ethical responsibilities you have and gain insight into a simple 4-step decision-making process that can strengthen your professional judgment. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
-
Online
8.00 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.
K2's Excel PivotTables For Accountants 26-27
-
Online
8.00 Credits
Member Price: $329
Isn't it time you learned about PivotTables — Excel's best feature" If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.
S Corporation (Form 1120S) -- Formation to Liquidation 26-27
-
Online
8.00 Credits
Member Price: $329
With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a S corporation course focusing on the birth, growth, maturity and death of a closely held S corporation. This case driven course will deal with S corporation income tax laws from formation to liquidation. This class will review S corporation tax law by looking at case studies addressing issues and problems at both the S corporation and shareholder level. Each attendee will receive the most comprehensive reference manual with numerous practice aids and real-world examples and case studies.
Entertainment, Meals & Travel Expenses: Review & Update
-
Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
The Future of Audit: Technology, Talent & Transformation
-
Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Maximizing the Tax Benefits of an Installment Sale
-
Online
1.00 Credits
Member Price: $39
This course will explore the many complex rules of installment sales, with a focus on the tax treatment & strategies to maximize the benefits. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handout Tab & submit to kori.herrera@acpen.com
Ethics: Court Orders, Confidentiality & Compliance
-
Online
2.00 Credits
Member Price: $89
Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information, with a focus on IRC 7216 and 6713, Circular 230 and the Gramm-Leach-Bliley Act (GLBA). Through scenario-based learning and practical analysis, participants will examine how ethical principles intersect with legal mandates and how to maintain professional integrity when faced with conflicting client interests, ambiguous court orders, or pressure to over-disclose. This course emphasizes informed consent, scope limitations and the preparer's duty to protect confidentiality even when disclosure is legally permitted. This course provides the tools and frameworks needed to make sound decisions, avoid regulatory pitfalls and uphold the highest standards of practice in sensitive legal contexts. 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.
Getting On Top of It All: How to Work Smarter, Not Harder: Part II
-
Online
4.00 Credits
Member Price: $149
There is always too much to do & too little time to do it all. Fortunately, if you know the right ways to manage people, projects & your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout From all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction & creating smart & helpful goals.
SSARS Essentials: Best Practices for Review, Compilation & Preparation Engagements
-
Online
4.00 Credits
Member Price: $149
This course explores provisions of Statements on Standards for Accounting & Review Engagements (SSARS) that govern review, compilation & preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities & apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying with professional requirements.
Todd & Julie Chrisley Go to Prison
-
Online
2.00 Credits
Member Price: $89
The course provides general information on proceedings that led to a grand jury indictment of television reality stars, Todd and Julie Chrisley. Participants learn how business decisions can lead to federal charges for conspiracy, bank fraud, wire fraud and tax evasion. The grand jury also indicted the Chrisley's accountant, Peter Tarantino, on tax-related offenses. Participants learn how to develop resources and tools for effective detection and deterrence of federal crimes and the learn the consequences that follow white-collar crime, including how responses can influence lengthy prison terms. 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.
Tax Implications of Retirement Plan Distributions
-
Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Guide to Sampling: Part II
-
Online
2.00 Credits
Member Price: $89
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls & tests of compliance.
Forgotten Managerial Accounting Tools
-
Online
2.00 Credits
Member Price: $89
This session explores managerial accounting techniques with an emphasis on internal decision-making tools. You will appreciate a reminder regarding concepts you may not have considered since your college days. We will revisit managerial accounting concepts by illustrating practical examples that you can immediately bring back to the office!
Compilation, Preparation & Review Basics & Peer Reviews
-
Online
2.00 Credits
Member Price: $89
Cover the basic requirements for performing preparation, compilation and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
