WICPA CPE & Special Event Catalog
Surgent's Taking Advantage of Installment Sales
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Online
2.00 Credits
Member Price: $99
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as an "installment sale." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.
K2’s Excel Best Practices
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Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest & best techniques. Join our comprehensive program & dive deep into the best practices for creating, editing & auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others & effectively report data. Today's Excel best practices are a far cry From those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel & elevate your skills to new heights.
Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of estate & trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities & the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional's role in estate & trust administration, emphasizing practical insights & strategies for managing assets, addressing the legitimacy of debts & creditors & ensuring the proper distribution of assets. 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.
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $250
A comprehensive review of the newest version of the U.S. Government Accountability Office's Government Auditing Standards, otherwise known as "the Yellow Book." The standard will affect all auditors who perform audits of government & nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.
S Corporations: Comprehensive walk through of Form 1120S
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Online
8.00 Credits
Member Price: $239
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income and accurately reporting and allocating income, deductions and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Money Laundering Awareness for Accountants
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Online
2.00 Credits
Member Price: $89
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making and how examiners and auditors can assist criminal investigators in countering money laundering. 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.
Building & Maintaining an Engaged Remote Team
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Online
1.00 Credits
Member Price: $39
Building a remote team is no longer just a perk- it's a strategic advantage for CPA firms that want to attract top talent, improve retention & scale sustainably. This session will explore how to intentionally design a remote work environment that balances flexibility with accountability. Attendees will learn how to structure communication, meetings & leadership touchpoints so remote staff stay engaged, aligned & productive. This session will provide practical systems CPAs can implement immediately.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Expense Reporting Automation
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Online
2.00 Credits
Member Price: $89
Managing & auditing employee spending on personal & corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation & approval processes are tedious & repetitive & are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies & features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement & artificial intelligence-based validation to automate & eliminate the tedium. Attend this session & learn how to use automation & cure the expense reporting blues for you & your employees.
Advanced Excel: Hidden Secrets & Gems
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Online
2.00 Credits
Member Price: $89
This course dives into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets From a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Like-Kind Exchanges
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Online
2.20 Credits
Member Price: $89
Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal "shelters" available to those buying & selling real property. We will be covering the basic structure of a LKE & ways a taxpayer can utilize qualified third party intermediaries (QI), tenancy-in-common structures including Delaware Statutory Trusts (DST). We will also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. 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
How to Audit Accounting Estimates
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Online
2.00 Credits
Member Price: $89
When auditing management's accounting estimates, increased professional skepticism is necessary as there is always the potential for bias in areas of increased subjectivity & complexity. This course will demonstrate procedures to test the process used by management to develop estimates, as well as walk through common examples of accounting estimates that are included in the financial statements. It includes the updated requirements in SAS 143. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Monthly Federal Tax Updates: September 2026
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Profiles in Fraud
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Online
2.00 Credits
Member Price: $89
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mastering the Art of Conflict: CPA Transformative Strategies
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Online
4.00 Credits
Member Price: $149
Unlock the secrets to transforming workplace and client conflicts into opportunities for growth and innovation. As accounting professionals play an increasingly influential role in organizational decision-making, the ability to transform conflict into opportunity is paramount. In this course, learn how to elevate your conflict resolution skills with methods grounded in "Crucial Conversations," "Fierce Conversations," and "Leading with Questions." Discover how to build stronger client and colleague relationships and model constructive communication behaviors. This class breaks down transformative strategies into actionable steps that every CPA can master. 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.
Executive Presence, Personal Brand: Structure Your Narrative
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Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Current & Upcoming FASB Issues
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Online
2.00 Credits
Member Price: $89
Keeping up with FASB changes. You'll explore changes in accounting, including: Relevant pronouncements Exposure drafts Projects Additionally, you'll be able to identify recently issued FASB standards and guidance that cover broad and narrow issues, as well as understanding how to apply them. You'll also learn about upcoming standards that will be effective in the near future.
A Practical Guide to Trusts
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Online
8.00 Credits
Member Price: $250
This course provides financial professionals with a comprehensive understanding of trusts & their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals & explore strategies to maximize tax efficiency. The course covers various trust structures & their potential to reduce income, estate & generation-skipping taxes at both federal & state levels. Additionally, it delves into trustee responsibilities & the benefits of irrevocable life insurance trusts & dynasty trusts. With a focus on practical applications & real-world scenarios, this course equips CPAs, EAs, attorneys, bankers & financial planners with the expertise to navigate probate avoidance, streamline asset distribution & manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations. 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
K2’s Excel PivotTables For Accountants
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Online
8.00 Credits
Member Price: $250
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting & financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic & engaging session, you'll master how to: Build PivotTables From scratch, Group data inside PivotTables, including options for fiscal periods, Create user-defined calculations in your PivotTables. We start with the fundamentals & quickly move to advanced techniques, including: Building PivotTables that consolidate data From multiple ranges, Connecting PivotTables dynamically to external databases & financial accounting systems, Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query & Power Pivot. This seminar is a must for anyone eager to enhance their Excel skills & transform their workflow. With guidance & coaching From your K2 instructor, you'll be ready to use PivotTables to analyze & report on extensive data sets in a fraction of the time you spend completing such tasks.
The Leadership Skills of Tomorrow: Delegate & Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
