WICPA CPE & Special Event Catalog
Form 7203: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $89
Starting with tax year 2021, Form 7203, S Corporation Shareholder Stock & Debt Basis Limitation, may be required to accompany shareholders' Individual Income Tax Returns (Form 1040). This form is essential for reporting a shareholder's outside basis & debt basis to properly apply loss limitations under I.R.C. 461 & at-risk limitations. This course will provide a detailed overview of Form 7203, including its mechanics & strategies for completing it accurately. Additionally, strategies for reconstructing shareholder basis when it has not been maintained in the past will be discussed, helping practitioners handle these scenarios effectively. 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
Accounting for & Auditing Cryptocurrency & Digital Assets
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Online
2.00 Credits
Member Price: $89
How to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements. This course will address common questions, risks and challenges evolving in this area. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Individual Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting individual 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.
Surgent's Comparing & Contrasting Retirement Plans for Small- & Medium-Sized Businesses
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Online
2.00 Credits
Member Price: $99
Clients often ask accounting and finance professionals whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.
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 Mastering the Offer in Compromise: Strategies for Preparation & Negotiation
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Online
2.00 Credits
Member Price: $99
This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends and real-world case studies will also be covered.
Surgent's Workplace Harassment: How to Prevent Harassment & Reduce Liability Risks in Today’s Changing Environment
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Online
2.00 Credits
Member Price: $99
Workplace harassment — especially sexual harassment — has dominated headlines in the last several years. With discussions of workplace harassment in the news, employees better understand their rights and feel more empowered to speak out and the standard of appropriate workplace conduct is changing. With workplace harassment claims continuing to be filed at a steady pace with the United States Equal Employment Opportunity Commission, state agencies and the courts, it is more important than ever to understand how to prevent and avoid harassment in the workplace.
World-Class Cost Accounting: A Practical Application Part I
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Online
4.00 Credits
Member Price: $149
Gain an invaluable skill set to advance your career by learning how to design & apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct & indirect manufacturing costs for each product, link direct costs to their base drivers & recognize fluctuating variable & semi-fixed costs that are actually direct in nature. You'll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable & apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
The Successful Family Business
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Online
4.00 Credits
Member Price: $149
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business & will help the participant navigate delicate issues while learning to provide counsel that will grow: or protect: the family business & non-family staff.
Multistate Taxation: Issues & Planning Opportunities
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Online
8.00 Credits
Member Price: $250
Join our course on Multistate Taxation: Issues & Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations & audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity & interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks & ensure compliance with multistate taxation. Join us & navigate the complexities of finance confidently. 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.
Federal Tax Updates for Individuals
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Online
8.00 Credits
Member Price: $239
Tax developments have been in the forefront of the news and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications and the latest tax legislation. The remaining time will be spent on IRS procedure and other issues. This course will provide a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Online
2.00 Credits
Member Price: $89
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. 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 AI: Better Prompts, Better Results
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Online
1.00 Credits
Member Price: $39
Generative AI is revolutionizing the business world & savvy professionals are embracing this cutting-edge technology. Why? Generative AI offers unparalleled opportunities to boost efficiency & productivity. But to truly harness its power, you need to master the art of crafting effective AI prompts. Join our session to discover the best practices for issuing AI prompts. Discover how to ask the right questions to obtain the information you need quickly & efficiently. Say goodbye to inefficient & ineffective prompts & hello to streamlined, productive interactions with your AI platforms. Don't miss out on this opportunity to elevate your AI game & achieve greater gains in your business. Sign up now & learn the secrets to getting the most out of your AI tools!
Accountants & Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
Member Price: $89
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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.
Cost of Capital: What It Is & How to Use It
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Online
2.00 Credits
Member Price: $89
Every business needs capital & capital has a cost. Providers of debt & equity demand a return & the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day & some common ways organizations misuse this number. Who should understand your organization's cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital & its use. The cost of capital allows managers to, Get the biggest bang for the buck. If you want to enhance your corporate finance skills, this session is for you.
AI-Enhanced Business Consulting for CPAs: Strategies & Tools
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Online
4.00 Credits
Member Price: $149
Does your firm have an interest in expanding its services beyond traditional CPA services? Do you have staff with the expertise to compete against non-CPA firms? Welcome to a course that will lead you through the maze of creating a successful Consulting Business Practice for your CPA firm. The course will help you understand where consulting business opportunities exist, what are the firm's professional responsibilities, how to recognize the needs of the client & how the practice can be leveraged using AI.
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.
Tax Implications of Retirement Plan Distributions
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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.
White-Collar Crime: What Every CPA Should Know
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Online
2.00 Credits
Member Price: $89
According to the FBI, "white-collar crime is ... synonymous with the full range of frauds committed by business & government professionals ... characterized by deceit, concealment, or violation of trust .... The motivation behind these crimes is financial-- to obtain or avoid losing money, property, or services or to secure a personal or business advantage." CPAs can & should play a crucial role in preventing & detecting white-collar crime, as well as in prosecuting the perpetrators. This session will explore whether we are up to this challenge, heighten awareness regarding the CPA's role as a front-line defender of the public interest & assess whether we are deserving of the public trust we enjoy.
New Client Ethical Challenges: The CPAs Guide
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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.
