WICPA CPE & Special Event Catalog
Guide to Deducting Travel, Meals & Entertainment Expenses
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Online
4.00 Credits
Member Price: $149
This program will explain the new rules for deducting travel, meals & entertainment expenses & the TCJA disallowance of business entertainment expenses. Documentation requirements & planning opportunities related to travel, entertainment & automobile expenses will also be addressed. 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
Year-End Tax Planning: Thinking Outside the Box
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Online
4.00 Credits
Member Price: $149
Tax planning is more than an estimated tax calculation, it's a process. Where are we now & what can we change? This timely program will highlight significant 2022-23 tax developments & discuss key tax planning ideas for your clients as you prepare for the upcoming tax season. Don't wait until late December to start planning for your clients! 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.
2026/27 Annual Update for Accountants & Auditors
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud and SAS No. 149 addressing group audits. Designed for preparers, auditors and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. 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 Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat & other PDF tools to make working with PDF files a breeze. Join our course & discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word & Excel files & electronic signatures. You'll also learn how to create & apply tick marks, build indices, catalogs & portfolios & secure your PDF documents to the fullest. As the popularity & usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session & learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration & hello to efficiency!
Impact of OBBBA 2025 on the Individual Taxpayer
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Online
6.00 Credits
Member Price: $189
This program covers all of the major individual provisions of the OBBA of 2025 (H.R. 1), including detailed examples of provisions which were extended, made permanent with substantial changes & new for 2025 & beyond. A comprehensive case study will apply many of these provisions to illustrate the impact of these provisions on the individual taxpayer. Other current individual tax issues, including dependent care & student loan reporting, will also be review. 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
S Corporation Preparation, Basis Calculations & Distributions: Form 1120S Schedule K & K-1 Analysis
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Online
8.00 Credits
Member Price: $300
This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation & preparation issues as well as a complete understanding of calculating a shareholder's stock & debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K & K-1 & how these items affect the shareholder's Federal individual income tax return. 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
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.
2026 Tax Season Update With Steve Dilley
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Online
8.00 Credits
Member Price: $250
Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules & regulations affecting both business & individual taxpayers, including a review & integration of 2025-26 legislation & substantial update of OBBBA provisions. 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
Introduction to Yellow Book: 8-Credit Boot Camp
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Online
8.00 Credits
Member Price: $239
This course is designed for accountants in public practice and industry who focus on nonprofit and governmental entities. We will cover the basics needed to understand what makes nonprofit and governmental accounting & auditing unique. The course starts with the key financial reporting differences for governmental and nonprofit entities and then switches focus to review the fundamentals of Yellow Book and Uniform Guidance audits. This foundational course is perfect for those getting started in the nonprofit and governmental arena and those looking for a refresher. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Schedule K-1: What is it & What do I do with it?
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Online
2.00 Credits
Member Price: $89
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Nonprofit A&A Series Part I: Financial Statement Presentation & Disclosure 26-27
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Online
2.00 Credits
Member Price: $99
Part I of a 2-part series is an overview of GAAP requirements for nonprofit organizations and will help you become proficient in nonprofit financial reporting. This webcast focuses on presentation and disclosure unique to nonprofit organizations. Be sure to register for the next in the series: Nonprofit A&A Series Part II: Revenue Recognition.
The CPA's 2026 Guide to Cryptocurrency & Blockchain
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Online
2.00 Credits
Member Price: $89
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit Expenses & Payables
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Online
2.00 Credits
Member Price: $89
It is imperative that audit staff understand the fundamentals of expenses & payables. This course will cover the basics of auditing expenses, accrued liabilities and other payables, including the related audit assertions, risks, & threats to the expenses & payables balances. 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.
Ethics Is Everyone’s Business: The Cost of Looking the Other Way
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Online
1.00 Credits
Member Price: $39
As responsible, licensed professionals, we cannot 'look the other way.' We have a duty to the public & that responsibility is crystal clear. "All that is necessary for evil to triumph is for good men to do nothing" is attributed to Edmund Burke. We must take appropriate actions & stand for what is right. Looking the other way has a cost & that cost is high. Sometimes doing the right thing is difficult, but not doing the right thing has an even higher penalty. What can we do to remain ethical? Ethics is not a single event, being ethical is the best & only way we should live. We must proactively engage in society to combat evil & promote good.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Member Price: $79
Financial forecasting is an important part of any successful business. It enables businesses to plan for the future & anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue & income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing & how they must adjust to these changes. There are many types & methods of financial forecasting. This course will review the most prevalent forecasts & relative methods being used.
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
2026 AICPA Regulatory Ethics Update: VA-Approved
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Online
2.00 Credits
Member Price: $89
Stay informed-and ahead of the curve-with this VBOA-approved ethics course tailored to meet Virginia's annual ethics requirement while bringing you the latest updates From the AICPA's Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated & PEEC has been especially active with new interpretations, revised guidance & key modernization projects. In this interactive session, we'll unpack the most significant developments shaping the profession today, including new standards on recruiting, CPE programs & tax advisory services. You'll gain practical clarity on how these changes affect both public practitioners & industry professionals. We'll also take a forward look at projects on PEEC's horizon, giving you early insights into wha's coming next-and how to position yourself for compliance success in a rapidly evolving ethical landscape.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
From Numbers to Narrative: Effectively Presenting Your Budget & Reporting
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Online
2.00 Credits
Member Price: $89
Perhaps the most important element of the budget process is its communication. If management does not understand the budget: there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations & will identify key problems in how people often communicate financial plans. Presenting your budget & reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable & educational.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
