WICPA CPE & Special Event Catalog
Surgent's Working Remotely: Best Practices, Challenges & Opportunities
Available Until
Online
2.00 Credits
Member Price: $89
Working from home presents both benefits and challenges for professionals. For employees, working from home provides opportunities to be more productive and gain time that would otherwise be spent commuting to and from the office. Employers who utilize remote work enjoy fewer fixed costs, more efficiency and greater employee satisfaction. Without proper planning, professionals who work remotely may experience increased anxiety and disorganization. They may also jeopardize data privacy. However, when executed properly, working remotely can help organizations become more efficient and profitable, while at the same time improving employee morale. This webinar looks at how firms and companies have successfully implemented work from home programs and discusses mistakes that can be avoided through proper planning. Note: This is an on-demand webcast self-study course.
Surgent's Work-Life Balance: Maximizing Productivity & Understanding Related Tax Issues
Available Until
Online
2.00 Credits
Member Price: $49
Working as a financial professional is an accomplishment that offers the potential for a good salary with long-term growth. Despite being a sought-after career, studies show that being overworked is the greatest source of anxiety and dissatisfaction among financial professionals. Left unchecked, a life centered exclusively around the demands of work can be both physically and emotionally detrimental. Establishing a work-life balance is difficult in any profession, yet financial professionals confront unique challenges that make this goal seem even more elusive. Technology results in being "always on," with no true time to disconnect and genuinely enjoy family, exercise, or hobbies. Lack of balance comes with costs, including poor health and lower productivity. Why are some professionals able to establish a successful balance between career demands and family while others are not? How are some firms able to achieve both high employee satisfaction and strong productivity? This webinar looks at research, surveys and simple anecdotal information to provide a better understanding of how to achieve a realistic work-life balance in the modern world. We also discuss the tax consequences that arise when professionals seek balance by working from home in one state while their employer is located in a different state. Note: This is an on-demand webcast self-study course.
Surgent's Workplace Etiquette for Young Professionals
Available Until
Online
1.00 Credits
Member Price: $49
Understanding the nuances of workplace protocol facilitates effective interactions within the office as well as at external business functions. In this class you will learn how to cultivate your executive presence as well as how to conduct yourself in a variety of business settings. The work environment extends beyond the walls of the office into client sites, business events and conferences. You will be provided with the tools to navigate every situation with confidence and grace. Although the workplace is an evolving structure, the general rules of etiquette such as kindness, respect, cooperation and effective communication have not shifted.Note: This is an on-demand webcast self-study course.
Surgent's Yellow Book & Single Audits: How to Stay in Good Graces & Out of Bad Places with Your Peer Reviewer
Available Until
Online
4.00 Credits
Member Price: $129
If you perform Yellow Book audits and/or single audits, it is a given that a peer reviewer will be looking at your work on those engagements! Why fret and sweat about what peer reviewers are going to be looking for? In this course, we will explore the key audit requirements that peer reviewers focus on, how the auditor complies with those requirements and common pitfalls seen in Yellow Book and single audits. This course will help you proceed and succeed in your Yellow Book and single audits!Note: This is an on-demand webcast self-study course.
Sustainable Strategy
Available Until
Online
1.50 Credits
Member Price: $59
To maintain a competitive advantage for your business, understand why effective planning is needed for both "red oceans" (or well-known market spaces) and "blue oceans" (the unknown). Business models must adapt to changes that are sustainable, feasible and accessible as part of their business strategy. In this course, you will learn strategic optimization and how it helps with sustaining successful and business performance.
Taking Advantage of Array Formulas in Excel
Available Until
Online
2.00 Credits
Member Price: $69
This intensive 2-hour course is designed to unlock the potential of array formulas in Microsoft Excel. Array formulas are a vital tool in Excel for their unique ability to perform multiple calculations on one or more items within an array, making them indispensable for complex data analysis and calculations. They enable users to write fewer, more powerful formulas, leading to cleaner and more efficient spreadsheets. This course is tailored to enhance your data analysis and spreadsheet management skills by delving into the advanced aspects of array functions.
Tax Advice & CPA Privileges: Navigating Professional Standards
Available Until
Online
4.00 Credits
Member Price: $99
This course provides a comprehensive overview of two critical aspects of tax practice: the professional standards that govern the provision of tax advice and the legal privileges that protect certain taxpayer communications. Participants will explore the statutory, regulatory and professional requirements imposed on CPAs when advising clients, including how to effectively communicate tax positions and comply with applicable standards. In addition, the course examines the scope and limitations of confidentiality privileges available to CPAs, including protections under Internal Revenue Code Section 7525, the work product doctrine and the Kovel doctrine. Through this combined focus, tax professionals will gain a deeper understanding of both their ethical responsibilities and the legal considerations that impact their client relationships.
Taxation of the Construction Contractor
Available Until
Online
4.00 Credits
Member Price: $99
The taxation of construction contractors has become increasingly complex under the Tax Cuts and Jobs Act (TCJA) and the One Big Beautiful Bill Act (OBBBA) of 2025, which have permanently reshaped the rules for depreciation, Section 179 expensing, interest limitations, qualified business income deductions and long-term contract accounting. This course provides a practical guide to navigating these rules, covering percentage-of-completion, completed contract, income recognition, cost allocation, lookback requirements and key exemptions for small and home construction contracts. With real-world examples, case studies and planning strategies, you'll learn how to achieve favorable tax outcomes while staying fully compliant with IRS regulations.
Tax Elections & Procedural Risks What Every CPA Must Know
Available Until
Online
5.00 Credits
Member Price: $109
Tax professionals must navigate a complex landscape of tax elections and procedural requirements to ensure compliance and minimize risks for their clients. Overlooking an election or procedural rule can lead to adverse tax consequences, missed opportunities and even malpractice claims. This course provides a comprehensive overview of critical tax elections and procedural issues that CPAs must understand. Participants will explore key tax elections, their implications and potential pitfalls. Additionally, the course delves into essential tax procedures, including IRS return due dates, statutes of limitations, taxpayer claims for refunds and various relief provisions. By mastering these areas, CPAs can proactively manage risk, ensure compliance and effectively represent clients in tax matters.
Tax-Exempt Organization & Form 990 Essentials
Available Until
Online
1.00 Credits
Member Price: $49
This course is designed for CPAs seeking to deepen their understanding of federal tax-exempt status and the complexities of Form 990. Participants will explore the core form and schedules, gaining insights into public support requirements, compensation disclosures and governance policies. The course covers critical topics such as direct and grassroots lobbying, private benefit and inurement and special rules for activities like advertising and bingo. Attendees will also examine the implications of the Tax Cuts and Jobs Act (TCJA) and recent regulatory updates, including mandatory e-filing requirements. By the end, learners will be equipped to ensure accurate, compliant filings and effectively navigate the nuances of tax-exempt organization reporting.
Tax Issues for Real Estate & Homebuilding
Available Until
Online
4.00 Credits
Member Price: $99
Tax issues in real estate development and homebuilding have grown increasingly complex with the permanent provisions of the Tax Cuts and Jobs Act (TCJA) and the One Big Beautiful Bill Act (OBBBA) of 2025. This course offers a comprehensive and practical analysis of tax accounting methods and compliance requirements that impact developers and homebuilders, including the capitalization of costs under IRC Section 263A, timing rules under IRC Section 461 and revenue recognition considerations for unit sales. You'll explore critical areas, including depreciation and expensing, business interest limitations, small business taxpayer exemptions, entity structuring, related-party transactions, compensation issues and the economic performance test. Real-world examples and court cases are used to illustrate how the IRS scrutinizes costing practices, intercompany charges and ordinary vs. capital gain classifications. By the end of the program, attendees will be equipped with strategies to comply with complex rules, avoid common audit pitfalls and achieve the most favorable tax results for real estate developers and homebuilders.
Tax Planning for Seniors
Available Until
Online
4.00 Credits
Member Price: $99
Seniors face issues that complicate return preparation and planning. When to apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? Will downsizing affect interest and property tax deductions and payments? How to help children or grandchildren pay for a home or a college education? We'll explore these questions and more.
Tax Reform & Expiring Provisions: Navigating the 2025 Deadline
Available Until
Online
2.00 Credits
Member Price: $69
It's no secret that elections are consequential for a variety of reasons. One key area that experts are watching in light of the 2024 election is tax policy. Kasey Pittman, Director of Tax Policy, at Baker Tilly, walks viewers through the provisions which are set to expire at the end of 2025. She provides her insights regarding potential avenues for tax reform, highlighting the reconciliation process and its limitations. Pittman delves into the impact of a Republican unified government and what that could mean for tax reform, such as in the state and local tax arena. She also explores the challenges that tax advisors and businesses may face in 2025 and how those advisors can best support their clients.
Testifying with Confidence: Direct Examination Strategies
Available Until
Online
1.00 Credits
Member Price: $49
This course equips CPAs and financial experts with practical strategies to deliver clear, confident and defensible testimony during direct examination. You'll learn how to prepare effectively, structure your testimony and communicate complex financial analysis in a way that judges and juries can understand. Topics include advance case preparation, file documentation and privilege awareness, scripting direct testimony, using courtroom graphics and managing credibility under legal scrutiny. Real-world examples and best practices are shared to help you strengthen your effectiveness, maintain independence and avoid common pitfalls in litigation testimony.
The 5-Year Exit Runway: Strategic Preparation for a Successful Business Sale
Available Until
Online
3.00 Credits
Member Price: $89
Business succession is not just a legal transition, it's a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence and coordinating legal and tax strategy to support smooth ownership transitions — whether to family, employees, or external buyers.
The 990 Schedules: An In-Depth Discussion
Available Until
Online
0.00 Credits
Member Price: $49
This course dives deep into key supplemental schedules of IRS Form 990, giving you clear insights into public support tests, lobbying activities and essential financial and compensation disclosures. Learn the rules, spot common mistakes and discover practical planning strategies to strengthen your nonprofit's reporting and stay compliant. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
The Accountants Guide to Divorce & Alternative Dispute Resolution
Available Until
Online
2.00 Credits
Member Price: $69
Divorce is not only a legal process, but also a life-changing financial event. There are three forums for divorce: mediation, collaboration and traditional litigation. Alternative dispute resolution (ADR) methods like mediation and collaboration offer confidential and discreet ways to resolve issues without traditional litigation. A divorce financial planner can help navigate the process and provide expert advice on financial and tax decisions. Lili Vasileff, President of Wealth Protection Management, joins this segment to discuss the various forums of divorce, compare forms of alternative dispute resolution and explore top trends.
The Association Between Audit Office Team Diversity & Audit Quality
Available Until
Online
1.00 Credits
Member Price: $49
Surveys and field studies find that diverse teams are high-performing teams. Diverse teams value different perspectives and encourage the participation of team members through psychological safety, leading to higher team performance. Team diversity is an office-level characteristic, that is distinguishable from other characteristics studied in prior auditing literature, that has an incremental effect on audit quality. The positive association between team diversity and audit quality is robust to controlling other audit office and client characteristics. This positive association is even stronger for more complex and non-routine audit engagements.
The Association between Auditor Provided Tax Planning & Tax Compliance Service
Available Until
Online
1.00 Credits
Member Price: $49
This study examines associations between auditor provided tax compliance and tax planning services and tax avoidance and tax risk. Collectively, our results suggest that companies paying their auditors for tax planning advice are more effective tax planners (in terms of higher tax avoidance and lower tax risk) than firms that do not engage their auditor for tax work. Our tax avoidance results are more pronounced for clients of auditors with more tax expertise and longer tenure, as well as for firms with higher tax and operational complexity. We also find that our tax avoidance results hold only when firms also engage their auditors for tax compliance work, which is consistent with auditors seeking to minimize reputation threats. Our study's unique hand-collected panel dataset provides a more precise and nuanced perspective on the role auditors play in tax outcomes.
The Basics of Form 1041 Preparation
Available Until
Online
2.00 Credits
Member Price: $69
Preparing fiduciary income tax returns can be daunting, even for experienced practitioners. Form 1041 (federal) and Form 541 (California) share similarities with individual income tax returns, but fiduciary rules introduce important complexities. This course offers a practical, step-by-step approach to Form 1041/541 preparation, covering everything from obtaining an EIN and understanding governing documents to reporting income, deductions, elections and distributions. Designed for those preparing their first fiduciary return or seeking a solid refresher, this course equips participants to navigate fiduciary taxation with confidence.
