WICPA CPE & Special Event Catalog
Surgent's Preparation & Compilation Engagements Under the SSARS
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Online
4.00 Credits
Member Price: $159
Be the go-to person on financial statement compilation and preparation engagements. Specifically designed for those performing preparation and compilation engagements, this course will provide you with a hands-on application for performing preparation and compilation engagements under AR-C Section 70 and 80, respectively. You will learn the ins and outs of relevant sections of the SSARS related to preparation and compilation engagements with a focus on how recently issued updates to SSARS No. 21 impact these engagements. More importantly, you will be provided practical examples and illustrations to help you effectively and efficiently perform those engagements, including a detailed discussion of the reporting requirements under AR-C 80 related to compilation engagement. Lastly, the course will review recent peer review feedback on these types of engagements, highlighting areas where you can improve engagement quality.
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Peer Review Deficiencies & How to Avoid Them
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Online
2.00 Credits
Member Price: $89
Required Peer Reviews are an important element for ensuring high quality audit & attest services are being offered by CPAs. This course will explore the most common deficiencies identified through the Peer Review program, so that CPAs know what potential problems to avoid.
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
Hot Topics Accounting Update: 2026
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Online
2.00 Credits
Member Price: $89
Many accountants desire to have a quick overview of only the most current issues in accounting and financial reporting. This course will provide an executive summary of the most important changes in U.S. GAAP. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Ethics & Professional Skepticism
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Online
2.00 Credits
Member Price: $89
Ethics and professional skepticism are a cornerstone of public accounting. This course will review the Code of Ethics for Professional Accountants that practitioners must adhere to. This course will outline the pressures, opportunities and rationalizations that lead to instances of fraud. In addition, this class will walk through some interactive examples to illustrate various scenarios of noncompliance during engagements. 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.
Surgent's Taxation of Tips & Overtime Under OBBBA
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Online
2.00 Credits
Member Price: $119
Arguably the most discussed topics to come out of the One Big Beautiful Bill Act (OBBBA) are the taxation of tips and overtime. Practitioners need to understand these provisions now, as they are effective for 2025 tax returns. This program provides practitioners with the background currently available to advise clients regarding these two important tax developments. Both employers and employees need to understand these timely changes to taxation.
The Controllership Series: Financial Statement Preparation
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Online
2.60 Credits
Member Price: $99
One of the important roles of any member of the financial team. Including the controller, may be involvement in the preparation of the company's financial statements. Even if that responsibility falls within the office of the CFO, the controller & other finance personnel must understand how their transitions recorded impact the financial statements. Financial statements (or financial reports) are formal records of the financial activities & position of a business, person, or other entity. Relevant financial information is presented in a structured manner & in a form which is easy to understand. They typically include four basic financial statements accompanied by a management discussion & analysis: A balance sheet or statement of financial position reports on a company's assets, liabilities & owners' equity at a given point in time. An income statement may have varying names including profit & loss report (P&L report), statement of comprehensive income, or statement of revenue & expenses. These report on a company's income, expenses & profits over a stated period. A profit & loss statement provides information on the operation of the enterprise. These include sales & the various expenses incurred during the stated period. A statement of changes in equity or "statement of equity" also called "statement of retained earnings" reports on the changes in equity of the company over a stated period. A cash flow statement reports on a company's cash flow, particularly its operating, investing & financing activities over a stated period. A balance sheet represents a single point in time, where the income statement, the statement of changes in equity & the cash flow statement each represent activities over a stated period. For large corporations, these statements may be complex & may include an extensive set of footnotes to the financial statements, management discussion & analysis & supplementary information. The notes typically describe each item on the balance sheet, income statement & cash flow statement in further detail. Notes to financial statements are considered an integral part of the financial statements.
Are You Ready for Your Peer Review?
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Online
3.00 Credits
Member Price: $109
Be ready for your peer review! The peer review process is an effective way to monitor practice quality, ensuring that your firm meets high standards while protecting the public interest. Gain a better understanding of the overall peer review process and learn how to fully prepare for your triennial review. This webcast will help you: Understand and compare the system and engagement review processes Address recently issued peer review guidance and quality control requirements Learn how both guidance and requirements affect your firm You'll also discover the most common areas of noncompliance with professional standards and how to avoid them well before your review is due. Participants will leave this session with the resources and tools to enhance their firm's peer review quality.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Nonprofit Accounting & Financial Reporting Explained
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Online
8.00 Credits
Member Price: $250
This course provides a high-level overview of the most important issues facing nonprofit entities & their auditors. The focus of this course is on explaining the theory behind major issues & trends, enabling professionals to understand the most important aspects of relevant professional & regulatory standards related to reliable financial reporting for nonprofit entities.
Take Command of your Time
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Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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 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!
Addressing Common Documentation Deficiencies
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Online
2.00 Credits
Member Price: $89
The Enhancing Audit Quality Initiative has identified inadequate or nonexistent audit documentation as one of the most significant issues facing the profession today. Over half of the engagements reviewed by the AICPA failed to meet the requirements of AU-C 230, highlighting a critical need for improvement. This course addresses common misconceptions about audit documentation & provides actionable strategies to overcome these deficiencies. Attendees will learn best practices to ensure compliance with professional standards, enhance audit quality & mitigate risks associated with poor documentation. Whether you are an experienced professional or new to auditing, this course will help you strengthen your documentation practices & uphold the highest standards of the profession.
Business Ethics
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Online
2.00 Credits
Member Price: $89
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules and strategies to avoid common pitfalls in wage and hour audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Risk Assessment Under SAS No. 145
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Online
2.00 Credits
Member Price: $89
Get familiar with SAS No. 145. In October 2021, the AICPA Auditing Standards Board issued Statement on Auditing Standards (SAS) No. 145, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. SAS No. 145 does not fundamentally change the key concepts underpinning audit risk. Rather, it clarifies and enhances certain aspects of the identification and assessment of the risks of material misstatement to drive better risk assessments and, therefore, enhance your audit quality. Hear from members of the Auditing Standards Board's risk assessment task force as they help you learn to navigate SAS No. 145 and examine new and updated concepts including: A new definition of significant risk New guidance on maintaining professional skepticism Revised requirements to evaluate the design of certain controls Separately assessing inherent risk and control risk Revised requirements regarding audit documentation New guidance on scalability
Surgent's Home Office Rules
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Online
2.00 Credits
Member Price: $119
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C, Form 1040. The home office deduction includes typical office-connected expenditures such as supplies, postage, computers, printers and all the other ordinary and necessary expenses a person would have in connection with running a home office. The home office tax deduction for the self-employed would cover expenses for the business use of a home, which includes mortgage interest, rent, insurance, utilities, repairs and depreciation. This program discusses many of the most important issues relating to the deductibility of home office-related expenses.
Surgent's The Accounting Leaders’ Survival Guide - Strategies for Managing Organizational Change
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Online
2.00 Credits
Member Price: $99
Our country and our accounting methods have undergone huge changes in the previous few years, most of it challenging. Individuals and entire businesses have been left reeling by new tax regulations, doing more with less and employment restructuring. Organizations must adjust quickly; notwithstanding how painful these changes have been. This course instructs accounting managers on how to deal with change and stress in the workplace. Before it affects them in a negative way, the accounting professional will learn how to best manage the changing work environment and the stress that comes with it. "The first wealth is health," remarked Ralph Waldo Emerson, but for many of us, stressful jobs are putting our health at jeopardy.
From Numbers to Narratives: Mastering Data Analysis for CPAs
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Online
2.00 Credits
Member Price: $89
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive. This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.