WICPA CPE & Special Event Catalog
Forms 7217 and 7203
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Online
2.00 Credits
Member Price: $119
IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis, and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.
This Year's Top Tax & Financial-Planning Ideas
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Online
4.00 Credits
Member Price: $199
With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.
Virtual Currency: Keeping Up With The Tax Code
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Online
2.00 Credits
Member Price: $119
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
Current Issues in Accounting & Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $199
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
Surgent's S Corporation, Partnership & LLC Tax Update
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Online
4.00 Credits
Member Price: $199
If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.
Financial Statement Disclosures: A Guide For Small & Medium Sized Businesses
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Online
4.00 Credits
Member Price: $199
A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards.This course will focus on key balance sheet and income statement disclosure as well as accounting standards related to the two largest standard updates in years, revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.
Maximizing Your Social Security Benefits
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Online
4.00 Credits
Member Price: $199
The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
IRS Tax Examinations & Hot Issues
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Online
4.00 Credits
Member Price: $199
The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.
Preparation, Compilation & Review Engagements: Update & Review
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Online
4.00 Credits
Member Price: $199
This course is designed to help those who supervise preparation, compilation, and review engagements adhere to professional standards by informing them of the latest developments and pertinent issues relevant to these engagements. Participants will gain insights into the U.S. business economy, peer review practices, FASB updates, and various aspects that influence preparation, compilation, and review engagements.
Annual FASB Update & Review
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Online
4.00 Credits
Member Price: $199
This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB, including the 12 ASUs issued in 2025, with a concentration on issues of greatest significance to most accounting practitioners. The greatest emphasis on the ASUs will focus on those effective in 2025 and 2026. Specifically, the course will review ASUs addressing financial instruments, disaggregated expenses, government grants, credit losses under ASC 326, and the final stages of the ASC 842 post-implementation review (PIR) report findings. Other hot-button accounting issues, such as what is on the FASB's technical agenda, are also discussed.This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.
Non-GAAP Financial Statement Options: Cash, Modified Cash & Tax Basis
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Online
4.00 Credits
Member Price: $199
For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application in preparing financial statements using common special purpose frameworks such as tax basis and cash or modified cash basis financial statements. You will learn the unique measurement and disclosure requirements of various Special Purpose Framework (SPF) options using example financial statements and illustrative disclosures. The course also includes common practice issues encountered when preparing SPF financial statements, including disclosure and reporting requirements. We will also review recent updates to both audit and SSARS standards that impact engagements performed on SPF financial statements.
Securing a Comfortable Retirement
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Online
4.00 Credits
Member Price: $199
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income will be required and strategizing about how to reach retirement goals.
Ethical Considerations for CPAs
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Online
4.00 Credits
Member Price: $199
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Individual Income Tax Update
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Online
4.00 Credits
Member Price: $199
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation.
The Essential Multistate Tax Update
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Online
4.00 Credits
Member Price: $199
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.
CFO Series: Driving Efficiency
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Online
8.00 Credits
Member Price: $199
This event is a rebroadcast of a live event.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to earn an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. "It's the little things that matter." We are so busy that we sometimes fail to do the fundamental duties as well as we should. How can we get more out of every audit, reduce the pressure, and streamline the process? What lessons can we learn from diabolical and brazen fraud activities? We need to re-examine our internal controls so they will be effective today and will scale to remain effective in the future. Even the Statement of Cash Flows can be made much more effective -- we will show you how. These 'little things' can and do have an outsized impact. We will review today's best practices. We can all learn from the mistakes made by others so we will be even more efficient. Module 1: Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with ConfidenceIf the word "audit" makes your team groan -- you are not alone. Whether it is an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs, and what you can do to make the audit process smoother, less stressful, and more productive? You will learn what to expect during each phase of the audit -- planning, fieldwork, and reporting --and walk away with practical strategies to improve your communication, documentation, and overall preparedness. Whether you are supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence, and professionalism. We will show you how to streamline the audit process -- so it is easier for you and for the auditors which saves time and money. Module 2: Internal Controls That Matter: Protection with Simple, Smart, and Scalable PracticesInternal controls don't have to be complicated -- but they must be effective and intentional. In many organizations, especially small to mid-sized ones, internal controls are informal or incomplete, exposing teams to unnecessary risk. This discussion helps finance and accounting professionals understand what internal controls really are, why they matter, and how to build systems that actually work - without overwhelming your people or processes. We'll discuss how to design, implement, and monitor core controls -- across financial reporting, operations, and compliance -- using real-world examples that scale to fit your organization. Whether you're starting from scratch or tightening what’s already there, this seminar will help you put the right checks and balances in place to protect your resources, your people, and your reputation.Module 3: Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better DecisionsThe cash flow statement is one of the most confusing financial reports -- yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king and queen! This session explores how to present, interpret, and communicate cash flows effectively to help CEOs, boards, and decision-makers drive smarter results. By using the Sources and Uses format, professionals can make the statement more intuitive and actionable. Learn how to simplify cash flow information and focus discussions on what matters most: how cash is generated and deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood, and we will show you how to fix that.Module 4: Amazingly Crazy Fraud Cases - Fraud So Wild It Shouldn't Be RealSome fraud cases are so unbelievable, they sound like Hollywood scripts, but they are all real and we can learn a lot from them. In this fast-paced, story-driven discussion, we will review some outrageous fraud cases -- from forged financials and luxury lifestyles to deepfakes and fake companies that fooled the smartest people in the room. You will hear the stories, spot the red flags, and walk away with practical takeaways to help you strengthen your professional skepticism, identify fraud warning signs, and build a better fraud prevention mindset. If you enjoy a relevant story with a side of financial insight -- you’re in the right place. We all can learn valuable lessons from these outrageous and real frauds.
2025 Business & Industry Fall Conference: Afternoon Sessions
Available Until
Online
4.40 Credits
Member Price: $209
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference: Navigating Crosscurrents: Policy, Markets & Themes in the Age of Trump In a hyper-politicized economic environment, investors are confronted with greater analytical challenges than ever before in both complexity and volatility. This session will distill major macro movements into investable opportunities while navigating these challenging times. Solving Staffing Shortages & Work Exhaustion in the CPA Profession Explore the systemic causes of burnout in accounting and actionable strategies to overcome them. You will learn how to reimagine client segmentation, pricing models and operational efficiency to reclaim time, drive profitability and deliver greater impact - especially in leadership roles like controllers and CFOs. This session will empower financial leaders to build scalable, sustainable practices while elevating both team well-being and organizational performance. What's Really Changing in Manufacturing: 9 Truths That Matter Digital transformation isn't just a buzzword, it's reshaping how manufacturers sell, serve and grow. This session will unpack nine key truths that are changing the way modern industrial organizations do business, from shifting buyer behavior to the impact of AI and automation. Backed by data and real-world examples, this session is designed to give leaders new ways of thinking, practical questions to bring back to their teams and a clearer sense of what to prioritize in a fast-moving, competitive market. Hot Tax Practices & Procedures & Ethics Issues & Their Impact on the Industry Practitioner This engaging session will include a discussion on timely tax and ethics issues that every industry 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. This session qualifies for 1.2 ethics credits toward fulfilling the ethics CPE requirement for CPA license renewal 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.
2025 Business & Industry Fall Conference: Morning Sessions
Available Until
Online
3.40 Credits
Member Price: $169
Sessions covered in this On-Demand replay of the Business & Industry Fall Conference: Demystifying AI for Organizational Results Step into the future of work and leadership with this dynamic session that will simplify the complexities of AI and its transformative power for business. This session will cover the latest breakthroughs, actionable strategies and best practices for leaders and workers to harness AI effectively to help you drive innovation, efficiency and growth in your organization. Cybersecurity From the Trenches to the Board Room Cybersecurity is a topic that can consume a 15-week, multi-credit graduate-level course. This session will dial the topic down from 15 weeks to an exciting and interesting hour of the latest trends and news from the "trenches" of professional services, specifically addressing what keeps CEOs and board members awake at night as we all fight the current cyber battle and look to defend against emerging AI threats. Tax Update: Key Legislative Developments & Planning Implications As the details of a new federal tax bill begin to emerge, accountants need to be prepared for the practical implications of what could be the most sweeping changes in recent years. As the expiration of key provisions from the Tax Cuts and Jobs Act approaches, finalized legislation - or a near-final version - is expected to impact individuals, businesses and estate planning strategies heading into 2026. This session will provide a detailed overview of the latest tax policy developments, including finalized provisions or negotiated compromises in the proposed legislation. Topics include changes to business deductions, pass-through taxation, energy-related incentives, and estate and gift tax thresholds. It will also explore how these changes may affect year-end planning strategies and outline the broader implications for advisory and compliance work as accountants help clients adapt to a changing tax environment. 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.
Demystifying AI for Organizational Results (Free to Members)
Available Until
Online
1.20 Credits
Step into the future of work and leadership with this dynamic session that will simplify the complexities of AI and its transformative power for business. This session will cover the latest breakthroughs, actionable strategies and best practices for leaders and workers to harness AI effectively to help you drive innovation, efficiency and growth in your organization. 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 Not-for-Profit Accounting Conference: Afternoon Sessions
Available Until
Online
4.50 Credits
Member Price: $189
Sessions covered in this On-Demand replay of the Not-for-Profit Accounting Conference: Generative AI for CPAsGenerative AI is transforming how we work -- are you using it yet? This engaging session will cover the basics of generative AI, explore its capabilities, and discuss practical ways to integrate it into your work to save time and spark creativity. The Federal Budget ProcessThe federal fiscal landscape is constantly in the news, ranging from budget deficits and ballooning debt to budget cuts and spending bills. But how does it all work together? Or does it? And why should you care? This eye-opening session will provide a brief overview of the federal budget process and examine how this process works at the department level. It will also give you a better appreciation of federal fiscal processes, help you understand some of the challenges facing Congress and the executive branch, and provide best practices for governmental and non-governmental entities. Essential Knowledge for Nonprofit Boards & ExecutivesThe knowledge of nonprofit boards and executives is essential because it directly affects the organization's effectiveness in maximizing its mission impact. This session will discuss effective leadership and how it fosters transparency and accountability, which builds trust with donors and the community. Current Issues in Business EthicsWhat ethical challenges are CPAs facing today? This session will analyze real-world case studies and review rules applicable to CPAs. This session qualifies for 1 ethics credits toward fulfilling the ethics CPE requirement for CPA license renewal 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.
