WICPA CPE & Special Event Catalog
Excel Power User Module 5: Date & Text Functions
Available Until
Online
2.00 Credits
Member Price: $69
Explore functions that operate on and return date values and text strings. You'll continue to integrate these features as we proceed throughout the series. This is part 5 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 6: Time-Saving Techniques
Available Until
Online
2.00 Credits
Member Price: $69
Apply numerous features and functions examined in previous sessions in a variety of time-savings techniques. Continue to integrate these features as we proceed throughout the series. This is part 6 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 7: Introduction to PivotTables
Available Until
Online
2.00 Credits
Member Price: $69
This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable. This is part 7 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 8: PivotTable vs. Formula-Based Reports
Available Until
Online
2.00 Credits
Member Price: $69
This session begins by comparing the formula-based reports we built previously to PivotTables. Dig into the details between these two report types so you are comfortable with applying them to specific workbooks. Create two versions of many reports, one version with formulas and the other with PivotTables so you become comfortable replacing formula-based reports with PivotTables when appropriate. This is part 8 of a 10-part series: Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Excel Power User Module 9: PivotTable Wrap-Up & Web Data
Available Until
Online
2.00 Credits
Member Price: $69
This session concludes the PivotTable discussion by examining various ways to present report values; discussing the subtly of properly sorting a recurring-use PivotTable; and covering numerous filtering options, including slicers. Next you'll explore the look-up function designed specifically to retrieve values from PivotTables. The session concludes by transitioning to data acquisition techniques and you'll retrieve data from perhaps the largest external data source of all the Internet. This is part 9 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data
Expert Deposition 101: Essential Strategies for Success
Available Until
Online
1.00 Credits
Member Price: $49
This foundational course provides essential strategies and tactics for CPAs and financial professionals serving as expert witnesses in depositions. Led by Brian Peter Brinig, JD, CPA/ABV, ASA, an experienced forensic expert with over 600 depositions and 300 trial appearances. The course outlines the expert's ethical and professional responsibilities, the civil discovery process and the critical role of depositions in litigation. You'll learn the difference between percipient and expert witnesses, understand the legal framework of opinion evidence and gain actionable guidance on preparing for and performing effectively in depositions. Key content includes the "Ten Commandments for Expert Testimony," strategic insights into the adversarial nature of litigation and how to avoid common pitfalls that can undermine credibility. By the end of the course, you'll be equipped with the tools to protect your professional opinions, remain composed under pressure and navigate depositions with integrity and precision.
Exploring the Corporate Transparency Act: Beneficial Ownership Reporting
Available Until
Online
2.00 Credits
Member Price: $69
Jess LeDonne, Director of Policy and Legislative Affairs at The Bonadio Group, discusses the Corporate Transparency Act (CTA) and its impact on businesses. Effective January 1, 2024, the CTA requires many companies, especially smaller ones, to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN) to enhance transparency and combat illicit activities. LeDonne emphasizes that while larger corporations may be exempt, smaller entities must comply to avoid severe penalties. She outlines key aspects of the reporting requirements and advises that straightforward filings can often be managed using FinCEN's resources, but complex situations may require legal counsel.
Family Law: Case Law Update
Available Until
Online
1.00 Credits
Member Price: $49
This 75-minute session will provide an in-depth analysis of pivotal court decisions and their practical implications, ensuring you are well-equipped with the knowledge needed to make informed decisions in your practice. The conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. It is focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Law : Common Issues in Property Apportionment
Available Until
Online
1.00 Credits
Member Price: $49
This session will discuss the key areas that the family law practitioner and forensic accountant should be aware of when dealing with the apportionment of property. While the primary focus will be a discussion related to key areas to understand when dealing with the apportionment of real estate, the session will also discuss various other areas of property apportionment that the family law practitioner and forensic accountant should be aware of. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Law: Common Issues in Support
Available Until
Online
1.00 Credits
Member Price: $49
Our team of experts will discuss the distinctions and issues related to the calculation of temporary and FC Section 4320 spousal support and will provide a brief summary of the statutory changes regarding guideline child support and child support add-ons. The discussion will include the determination of income available for support and common pitfalls in support software usage, from input mistakes to the characterization of specific entries. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Law: Tracing & Post-Separation Accounting
Available Until
Online
1.00 Credits
Member Price: $49
Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Tax Planning
Available Until
Online
24.00 Credits
Member Price: $589
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover "hot" topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.
Federal Tax Update: Individual Form 1040
Available Until
Online
8.00 Credits
Member Price: $199
Get up to speed on the major 2025 federal tax changes shaping Form 1040. This course covers the latest legislation, including the One Big Beautiful Bill Act, new deductions and credits, updated SALT rules, Trump Accounts, vehicle-related provisions, crypto reporting, IRS modernization and key court decisions. Packed with examples and planning insights, this update prepares practitioners for the 2025 filing season.
Federal Tax Update: Legal Changes, Legislative Gaps & IRS Enforcements
Available Until
Online
2.00 Credits
Member Price: $69
Edward Zollars, CPA, explores key shifts in the tax landscape, from the IRS Direct File program's rollout and its cost-effectiveness debate to heightened scrutiny of ERC claims. He emphasizes audit preparedness, accurate documentation and evolving IRS guidance. Zollars also examines the Loper Bright case's impact on agency regulation interpretation and the Express Scripts decision's implications for software-related deductions, equipping professionals to navigate today's complex, rapidly changing tax environment.
Financial Planning: Much Closer Than You Think
Available Until
Online
1.00 Credits
Member Price: $49
Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.
Financial Planning Trends & Opportunities for Clients
Available Until
Online
2.00 Credits
Member Price: $69
We all know what we would like to do and achieve, but how realistic are those expectations? Are your clients' goals and objectives truly attainable? Do you feel like you can help your clients accomplish their financial planning goals. This session focuses on developing real-world applications in a new era: The Roaring 20s. This past year, we've experienced swings in the market and other critical financial issues that have impacted our clients. Being prepared is crucial! Similar comparisons have been made to the Roaring 20s of the last century. The economic game may change positively and negatively during the decade and it is more important than ever to help us relay the importance for our clients to stay focused.
Financial Resilience: Managing Cash Flow Before, During & After a Crisis
Available Until
Online
4.00 Credits
Member Price: $99
Financial resilience is essential for businesses facing crises like natural disasters and IT failures. Bruce Pounder, MBA, CPA and Jeremy Thompson, MS, co-founders of Resilogy LLC, explore tactical cash flow modeling, emphasizing a 13-week forecasting approach to manage liquidity before, during and after disruptions. They also discuss establishing a war room for crisis management, identifying cash flow vulnerabilities and implementing proactive financial strategies to enhance corporate survival and stability. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
Finding Errors in Excel Spreadsheets
Available Until
Online
2.00 Credits
Member Price: $69
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.
Foreign Information Returns: Key Forms
Available Until
Online
2.00 Credits
Member Price: $69
To excel as a tax practitioner in an increasingly global marketplace, you must familiarize yourself with the preparation of tax forms for clients conducting foreign transactions or with assets in international accounts. Gain a thorough understanding of foreign information return reporting requirements and valuable techniques to determine whether or not your clients may encounter foreign income tax problems. Attain a working knowledge of IRS and Department of Treasury foreign information returns to represent clients and comply with Circular 230 effectively. All essential concepts will be discussed in light of the resurrected IRS foreign voluntary disclosure program, which reduces the foreign information return burden.
Foreign Tax Essentials for U.S. Practitioners - Exclusions, Credits & Reporting
Available Until
Online
3.00 Credits
Member Price: $89
Global mobility is now routine, and so are the foreign tax surprises that come with it. In Foreign Tax Essentials for U.S. Practitioners: Exclusions, Credits and Reporting Requirements, you'll gain practical, real-world guidance on applying the Foreign Earned Income Exclusion and Foreign Tax Credit, avoiding costly compliance missteps and confidently navigating key reporting rules such as FBAR, FATCA and expatriation filings. Through clear explanations, planning insights and practical examples, you'll strengthen your ability to advise U.S. taxpayers abroad, minimize double taxation and know when complex situations require specialized expertise.
