WICPA CPE & Special Event Catalog
Construction Contractors: Auditing Considerations
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Online
4.00 Credits
Member Price: $139
Overcoming the challenges of auditing contracts. Construction makes up a large portion of the economy. As such, a growing number of accounting and finance professionals may need to be aware of the accounting and auditing guidance for the construction industry. You'll delve into the audit considerations related to construction contracts, covering various topics, including: Audit planning and substantive auditing procedures The core knowledge necessary to succeed Key issues affecting construction auditing, including auditing under the new revenue recognition and leases guidance Audit risks and risk assessment
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Partnership & LLC (Form 1065)--Formation to Liquidation 26-27
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Online
8.00 Credits
Member Price: $329
With tax laws growing more complex and evolving by the minute, CPAs need more than just a surface-level understanding of partnership and LLC taxation. This course takes a lifecycle approach'from formation through growth and operations to eventual liquidation'focusing specifically on closely held entities. Through case-driven instruction, you'll tackle real-world tax issues at both the partnership and partner level. We'll break down key concepts with practical examples and scenarios you're likely to encounter in the field. Attendees will leave with a comprehensive reference manual packed with practice aids, actionable guidance and fully developed case studies you can put to work immediately.
Understanding & Creating an Internal Control System 26-27
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Online
8.00 Credits
Member Price: $329
Successful organizations understand the importance of effective internal controls and develop a system to stay on the intended course. Those who design policies and procedures benefit by knowing why control measures are necessary. First, we'll examine critical concepts and the importance of strong internal control policies. Then, we'll look at why standards are needed and control creation methods. Finally, discuss strategies to implement policies and procedures.
Building Security & Efficiency With Internal Control
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Online
8.00 Credits
Member Price: $239
A well-designed internal controls system can and will drive all entity objectives. Too many times control creators focus too much on security. It is important to properly balance protection-based measures with those designed to enhance efficiency. This session works to illustrate the power of a strong and well supported control system. It also discusses steps to take in order to establish such a system. This material is becoming more and more beneficial as companies strive to address many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in governmental and industry-based regulation. Those that desire a balanced and workplace enhancing control system should strongly consider this session. 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 QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved & thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants & business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model & learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements & seamlessly migrate From QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using & excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
The Best Individual Income Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.
About the TIGTA: Who Watches the IRS?
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Online
2.00 Credits
Member Price: $89
This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations and inspections and evaluations to promote integrity, economy and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws and upholding ethical standards in the accounting profession. 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.
Coping With the Growth of Online Fraud
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Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA's clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity's environment, the entity's internal controls & assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples & language.
Crypto, Blockchain & Taxes
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Online
2.00 Credits
Member Price: $89
For accounting & tax professionals, understanding the inner workings of blockchain & cryptocurrency is no longer just an advantage-- it's a necessity. This course provides an in-depth look into the mechanics of digital currencies & revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits & risks effectively. Special emphasis is placed on the tax implications for both individuals & estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning & asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities & estate planning challenges posed by digital assets, participants will be able to offer valuable insights & strategic solutions. They will emerge From this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional From the average. Join today & step into a role as a leader in finance for the digital age.
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $89
This session explores tools & techniques that can enhance the efficiency & effectiveness of client engagements & business processes using data analysis tools. We will introduce some of today's popular & software tools & examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
Fraud Risk Management
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Online
2.00 Credits
Member Price: $89
The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023). It has quickly gained acceptance as the set of best practices for preventing, detecting & thus deterring fraud. The fraud landscape is constantly changing & evolving. The FRMG sets out a rigorous set of principles & leading practices for managing fraud risk for forward-thinking organizations to follow. It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design & implement fraud control activities. How to establish reporting mechanisms & investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed. All anti-fraud & accountability professionals will benefit From this session's focus on effective fraud risk management.
Progressive Management Accounting
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Online
2.00 Credits
Member Price: $89
Traditional managerial accounting has often been criticized as ineffective & in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis & performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels & customers. In addition, ABC empowers organizations to reduce costs & improve productivity by reporting unit costs that track trends & benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic & financial advantages.
Smart Formula Selection in Excel: What to Use When
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Online
2.00 Credits
Member Price: $89
Excel gives you multiple ways to solve the same problem - but which formula is the right one? This course teaches a decision-based approach to function selection, helping you confidently choose between similar and competing functions. Through real-world examples and side-by-side comparisons, you'll learn when IFS or SWITCH is cleaner than nested IFs, how SUMPRODUCT can help with complex summarizing data, how to use LET in place of defined names and much more. Ideal for professionals who want to make smarter, faster formula choices that are easier to maintain and audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions & Selling Shares
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Online
2.00 Credits
Member Price: $99
S corporation taxation has a lot of pieces. There are helpful elections you can make that can potentially save your client money, but there are also rigid rules to adhere to. For example, if there is more than one class of stock, it can terminate the S corporation election. Learning how to successfully navigate these rules can make all the difference. In this course, we will discuss some of the more common specialty areas experienced by practitioners — late filing relief for S corporation elections, disproportionate distributions and selling S corporation shares. While these items may not come up on every single Form 1120-S, you will be able to add more value to clients when they do.
Cybersecurity & IT Risk for IT Auditors & Financial Auditors
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Online
3.00 Credits
Member Price: $109
This course equips financial & information technology auditors with an understanding of cybersecurity risks & their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls & assess risk using recognized frameworks, with a focus on audit implications.
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.
Hands-On Tax Return Workshop: Partnerships & LLCs (Form 1065)
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Online
8.00 Credits
Member Price: $300
This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of partnership, limited liability company (LLC) & limited liability partnership (LLP) taxation. A cornerstone of this course is the preparation of the Form 1065 using a fairly complex trial balance common to most partnership, LLP & LLC income tax returns. 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 terri.storer@acpen.com
Avoiding the Most Misapplied Audit Concepts
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Online
8.00 Credits
Member Price: $239
Recent new auditing standards are designed to improve overall audit quality. The course will address the most common misapplied audit concepts in planning and performing effective and efficient financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
