WICPA CPE & Special Event Catalog
2025 Tax Conference: Day 1 Morning Sessions
Available Until
Online
3.60 Credits
Member Price: $119
Sessions covered in this On-Demand replay of the Tax Conference: 2025 Federal Tax Update: Unpacking OBBBA Part I Whether you asked for it or not, the OBBBA is here -- and it's not simple taxation! This session will address the meat of the bill that matters the most to your clients, including critical TCJA extensions, a new senior deduction, SALT cap changes, the "no tax on tips" deduction, and more. 2025 Federal Tax Update: Unpacking OBBBA Part II This session will delve deeper into the key aspects of the OBBBA, including changes to the Section 199A deduction, doubled Section 179 deduction, the 100% bonus depreciation under Section 168(k), research expenses, and the early termination of Inflation Reduction Act green tax credits. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Tax Conference: Day 2 Afternoon Sessions
Available Until
Online
4.20 Credits
Member Price: $139
Sessions covered in this On-Demand replay of the Tax Conference: One Big Beautiful Bill Act: Its Effect on Life Insurance Policies in Estate PlanningIn the past three decades, the estate exemption has changed multiple times, disappeared altogether, and will now reset again on Jan. 1, 2026. In this session, you will learn what to do with policies that are no longer needed-- whether in an estate planning, survivorship or buy-sell context. This session will cover life insurance policy valuation, the transfer-for-value rules and their exceptions, and why life settlements are so important in today's estate planning environment. SALT Essentials: Making Sense of State & Local TaxationThis training session will provide a comprehensive overview of key state and local tax concepts and best practices for businesses. You will gain an understanding of nexus and the states' authority to impose taxation, including income, franchise and other business taxes. The session will also address IRC conformity, highlighting how states adopt or decouple from federal tax provisions and the resulting impact on state tax filings. Additional topics include recent developments in state tax legislation, compliance challenges, and practical strategies for managing state tax obligations. This session is designed to equip tax professionals with the knowledge needed to navigate the evolving SALT landscape and optimize their organization's state tax position. The One Big Beautiful Bill: 8 Key Takeaways for Estate PlannersThe passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, and more. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Tax Conference: Day 2 Morning Sessions
Available Until
Online
4.90 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Tax Conference: Wisconsin Tax UpdateIn this session, you will get the latest updates on Wisconsin case law as well as recent legislative and administrative developments that have occurred in the past year. Wisconsin Department of Revenue Income, Sales & Excise Tax UpdateThe session will include a summary of upcoming changes to 2025 Wisconsin income tax returns, updates on DOR administrative and procedural initiatives affecting tax practitioners, and various other topics. International Tax Changes in the Big Beautiful Bill: Bye-Bye, QBAI and Welcome Back, Credits!The session will focus on changes in international tax provisions in the OBBBA, which includes sourcing rules for increased foreign tax credits, the new net CFC tested income regime to end the deferral of foreign income, and the enhanced foreign derived deduction eligible income regime to reduce tax on exports. The Candidate Experience: Your Employment Brand in ActionJoin this interactive discussion on strategies surrounding the overall candidate experience throughout the lifecycle of hiring. From the early stages of interviewing through long-term retention strategies, dive into your employment brand and market data around recruiting. In this session, you will learn why people leave their jobs so that you can better focus on how to provide a positive candidate experience from day one. Bonus content:Pathways to CPA Legislation UpdateTammy Hofstede, President & CEO, WICPAGet a brief update on the status of WICPA legislation that will introduce a third pathway to CPA licensure in Wisconsin. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
The One Big Beautiful Bill: 8 Key Takeaways for Estate Planners (Free to Members)
Available Until
Online
1.80 Credits
The passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, and more. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Accounting & Auditing Conference: Afternoon Sessions
Available Until
Online
4.60 Credits
Member Price: $199
Sessions covered in this On-Demand replay of the Accounting & Auditing Conference: Why CPAs Lose Clients to Financial Advisors & How to Prevent ItConsumers today are seeking proactivity, not just compliance. While the CPA is often viewed as the most trusted advisor, that paradigm is shifting to financial advisors. Consumers want more sophisticated strategies, a proactive approach, and a plan that connects all the dots between tax, legal, investments, risk management, and family governance. This session will provide you with actionable items to help you increase collaboration with other professionals, achieve better outcomes for clients, and improve retention and business development AI & Excel: Practical Tools & Insights for AccountantsAI-focused headlines are everywhere, but what does it really mean for the work of accountants today? This session will cut through the hype and focus on what matters most. You will learn how AI and Excel can work together to save time, reduce errors, and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice. The Onboarding Experience: Making a Lasting ImpressionIn this interactive session, you will learn and share best practices for developing or refining an impactful onboarding experience. Using practical insights, relevant statistics, and a focus on balancing a positive new hire experience with internal efficiency, you will participate in a hands-on exercise and leave with a takeaway document that incorporates your organization's core values. Hot Tax Practice & Procedure & Ethics Issues & Their Impact on the PractitionerThis engaging session will include a discussion on timely tax and ethics issues that every tax practitioner should know. You will learn about the latest "hot" IRS practice and procedure and ethics issues, along with the blunders and mistakes practitioners should avoid. This session is particularly relevant, given the recent changes at the IRS and the Wisconsin Department of Revenue. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Accounting & Auditing Conference: Morning Sessions
Available Until
Online
3.90 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Accounting & Auditing Conference: Economic & Financial Market Outlook: Trends Beneath ChaosUncertainty is high worldwide. Washington's federal fiscal policies on taxing, spending, regulation and foreign trade have been shifting sharply and often. The Federal Reserve's independence in setting interest rates is under challenge, and its policies have changed. Can inflation decline and stay low? Will interest rates fall or rise? Have stock prices reached the "irrationally exuberant" level from which a bear market decline has become inevitable? Will federal deficits diminish or remain a threat to future living standards? Explore what the most reliable indicators predict for 2026 and beyond. Planning Opportunities with the New Tax LawThis session will provide an overview of H.R. 1, commonly known as the One Big Beautiful Bill Act, and dive into the key provisions affecting businesses and individuals. Stay Ahead of the Curve: FASB Updates That MatterAccounting standards never stand still -- and neither should you. This session will break down the most important FASB updates, what's coming next, and how these changes could impact your financial reporting. . NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Stay Ahead of the Curve: FASB Updates That Matter (Free to Members)
Available Until
Online
1.20 Credits
Accounting standards never stand still -- and neither should you. This session will break down the most important FASB updates, what's coming next, and how these changes could impact your financial reporting. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Accounting Technology Conference Afternoon Sessions
Available Until
Online
3.70 Credits
Member Price: $179
Sessions covered in this On-Demand replay of the Accounting Technology Conference: From Numbers to Narratives: Mastering Data Analysis for CPAsIn today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers; they must also serve as insightful interpreters of data. In an era where data is king, this session is your gateway to becoming a savvy data analyst with a competitive edge in your field. This session will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all-important data analysis process flow that will take you from collecting data to making insightful decisions. It's not just about learning a tool -- it's about enhancing your professional identity as a forward-thinking accounting professional. Power BI in Practice: Building End-to-End Analytics SolutionsThis session takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. Learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights. The session also focuses on utilizing advanced features of Power BI services to move beyond basic data models and create advanced solutions tailored to real-world business needs. By the end of the session, you'll be able to synthesize all your Power BI skills to design and deliver powerful analytics solutions tailored to any audience. Ask the Experts: Panel Discussion on Emerging TechnologiesIn this unique panel-style session, you'll have the opportunity to get your burning questions answered by leading experts on all things related to emerging CPA technologies. The session will also include a series of online polling questions to identify key technological challenges facing CPAs and ways to address them. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
2025 Accounting Technology Conference Morning Sessions
Available Until
Online
4.20 Credits
Member Price: $199
Sessions covered in this On-Demand replay of the Accounting Technology Conference: Technology Update: Emerging Trends That MatterDive into the pivotal technology trends reshaping the accounting profession. This session will cover an extensive range of topics, including cloud computing, big data, data analytics, artificial intelligence (AI), cryptocurrency, blockchain technology and the metaverse. You will also get an update on the current market for cloud-based accounting/ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients, and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. Microsoft 365: Supercharging CPA ProductivityUnlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. AI-Powered Excel: Transforming Workflows With CopilotThis session provides a comprehensive overview of how Copilot transforms traditional Excel workflows into dynamic, AI-driven processes, enabling you to accomplish tasks faster, more accurately, and with less manual effort. Whether you're a seasoned Excel user or just beginning your journey, this session will guide you through practical applications and best practices to make the most of Copilot's capabilities. Through hands-on demonstrations and real-world examples, you will see how Copilot can save time, improve decision-making, and elevate your analytical skills to new heights. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Microsoft 365: Supercharging CPA Productivity (Free to Members)
Available Until
Online
1.50 Credits
Unlock the full potential of Microsoft 365 in this dynamic breakout session tailored for CPAs across diverse specialties, including tax, auditing, technology, wealth advising, and more. You will learn to uncover the hidden gems of Microsoft 365 that can elevate your productivity and streamline your processes. Learn practical tips and innovative strategies to leverage the suite's powerful tools more effectively, ensuring you get the most out of your daily software use. Whether you're looking to enhance collaboration or optimize task management, this session will equip you with the knowledge to transform your practice. NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
