WICPA CPE & Special Event Catalog
Mastering Partnership Basis: Inside & Outside Basis
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Online
2.00 Credits
Member Price: $89
This course will provide a detailed analysis of how to determine a partner's tax basis for a partnership interest, with an explanation of the use of both "inside" and "outside" basis determination. An illustrated example with filled in forms will demonstrate how the process works and the potential pitfalls. 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 Lessons Learned from Successful Companies
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Online
2.00 Credits
Member Price: $99
Why do some companies fail while others grow and succeed for generations? Common perceptions often attribute organizational success to great leadership, timing, or unique ideas. Although these traits certainly play a role in helping companies grow, research shows that corporate success often hinges on whether a company is value driven. Such companies have core ideologies that drive almost every major decision. In this course, we look at empirical data on why some companies succeed while others fail. By looking at companies that were created prior to 1950 (e.g., Disney, Marriott, or 3M), we can understand why certain organizations have been able to grow and achieve exceptional success through many different eras in the American economy. The lessons learned from these visionary companies can be broadly applied to organizations of all sizes, including accounting and financial service firms.
Surgent's Reducing a Business Owner Client’s Exposure to Social Security & Self-Employment Taxes
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Online
2.00 Credits
Member Price: $99
Many business owner clients wish to minimize their Social Security and self-employment tax liabilities. This course provides accounting and finance professionals with the background to understand what kinds of income constitute self-employment income and earned income. It covers strategies that can be used to reduce clients' exposure to the self-employment tax and Social Security tax.
The Seven High Quality Questions that Lead to Success & Solutions
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Online
2.00 Credits
Member Price: $89
"How will I EVER get this all done?" It's a question I often hear From clients & on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety & overwhelm! Regardless of where we are in business & in life, we will run into challenges & problems as we navigate business growth, leadership, work life balance & our quest for success & happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm & success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful & happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive & happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication & productivity. You & your team will shine. Your staff will feel appreciated & connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you From confused & frustrated to creative & focused.
Al Capone to Cybercrime: The Journey of IRS Special Agents
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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.
Fringe Benefits & Compensation Planning: Today & Beyond
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Online
8.00 Credits
Member Price: $250
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses & individual clients. With evolving tax laws & shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being & compliance. This course offers a comprehensive overview of essential tools & techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence & precision. By attending this course, practitioners will gain invaluable insights into various planning tools & techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting & disclosure requirements, to unraveling the complexities of IRC 132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans & strategies for financing retiree medical benefits, among others. With a focus on practical application & real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools & knowledge needed to optimize benefits for both business & personal needs, now & in the future. 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.
Understanding & Creating an Internal Control System
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Online
8.00 Credits
Member Price: $239
Successful organizations, both large and small, must understand the importance of effective internal controls and be able to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. The material highlights some of the reasons that measures are needed and it also provides an overview of control creation methods. Finally, it discusses ways to successfully implement the developed policies and procedures. Participants that take this course will gain a well-rounded understanding of internal control procedures of all types. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Microsoft 365 for CPAs: Unlocking Hidden Productivity Tools
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Online
2.00 Credits
Member Price: $89
Microsoft 365 is likely the most underutilized software investment in your firm or business. This course will show how to tap in to many of the lesser known features of the Microsoft 365 ecosystem of apps to maximize your productivity and produce better outputs. Through a series of practical case study demonstrations you will learn how to leverage the full potential of Microsoft 365 in your organization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
AICPA's New SSTS #4: New Ethics Standard for Tax Resolution
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Online
1.00 Credits
Member Price: $55
This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards. 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.
The 10 Must Know Excel Features
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Online
2.00 Credits
Member Price: $89
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics in the Real World 26-27
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Online
4.00 Credits
Member Price: $175
An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a "best choice" doesn't seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
How to Review Financial Statements 26-27
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Online
4.00 Credits
Member Price: $175
In this hands-on workshop, participants will deepen their understanding of the financial statement review process. Designed specifically for small and medium-sized CPA firms, this interactive session combines a comprehensive lecture with ample time for questions and practical case studies. You'll gain valuable insights into best practices for reviewing financial statements, ensuring accuracy and compliance with current standards.
SSARS Practice Issues & Standards Update 26-27
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Online
4.00 Credits
Member Price: $175
Statements on Standards for Accounting and Review Services (SSARS) No. 21 was a game-changer for practitioners. Effective for periods ending on or after December 15, 2015, it codified and clarified all prior SSARS guidance into one streamlined standard. It overhauled the framework for engagements and introduced a new non-attest service: the Preparation of Financial Statements. This standard redefined the boundaries between attest and non-attest services, set clear expectations around engagement letters, required procedures and documentation and updated reporting requirements for each service level—Compilation, Review and now, Preparation. It also resolved several long-standing practice gaps from earlier SSARS and aligned with evolving client needs and firm workflows. Updates to SAS No. 21 were also included to maintain consistency across standards. For CPAs, SSARS No. 21 isn't just compliance'it's clarity. It's a practical framework that reflects how we work today.
Metrics Management: Choose & Use Key Performance Indicators 26-27
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Online
8.00 Credits
Member Price: $329
Financial managers have long struggled to drive results through their financial planning and control processes. This seminar shows how to build a performance management framework, linking the company's high-level strategic objectives to performance metrics at the individual responsibility center level. The result will be an easier to use financial planning process that produces better projections and better control.
ChatGPT Vision for Financial Analysis
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Online
2.00 Credits
Member Price: $89
This course offers an in-depth exploration of the "vision" capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images and the use of descriptive, diagnostic, predictive and prescriptive (DDPP) analysis methods to enhance decision-making processes. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. 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
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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.
Emerging Risks & Resilience: How Accounting & Finance are Leading the Way: Part III: Blockchain & Financial Risks
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Online
1.20 Credits
Member Price: $39
This is Part 3 of 5 in our Emerging Risk & Resilience Series for Accountants & Finance The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA's clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity's environment, the entity's internal controls & assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples & language.
Business Tax Update for Industry
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Online
2.00 Credits
Member Price: $89
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 & developments. Planning alternatives & 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 & submit to terri.storer@acpen.com
