WICPA CPE & Special Event Catalog
Taxation of Non-fungible Tokens (NFTs)
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Online
2.00 Credits
Member Price: $89
Non-fungible Tokens (NFTs), unique, identifiable digital assets based on blockchain technologies, have become a fast-growing industry. This course will provide a background on how NFTs came into the mainstream marketplace. These materials will assist the practitioner to understand the tax implications of the creation, purchase & sale of these 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.
Entertainment, Meals & Travel Expenses: Review & Update
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Online
2.00 Credits
Member Price: $89
This program reviews the statutory and regulatory guidance as they relate to fringe benefits. There will be an emphasis on entertainment, meals and business transportation expenses, including qualified employer-provided parking, with a focus on planning opportunities. Recent federal tax legislation, cases and rulings will also be addressed. 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.
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Online
4.00 Credits
Member Price: $149
This course is designed for accounting & finance professionals who desire financial reporting flexibility for small- & medium-sized entities (SMEs). We examine special-purpose frameworks (SPFs) that may offer simplification while enhancing the usefulness of financial reporting for SMEs. Our discussion offers practical ways to align financial reporting with the decision-making needs of users & other stakeholders. Real-world examples & case discussions will help attendees confidently prepare, review & interpret SMEs' financial statements.
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
Business Partnerships: Managing Supplier Relationships
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Online
1.00 Credits
Member Price: $55
As financial leaders, CPAs are often tasked with managing organizational risk. In this respect, the supplier relationship can be a tricky one. It is often one of the more familiar and comfortable business relationships we have, yet it may also be the one that presents the most significant risk to our company. In this course, we will explore how to manage the supplier relationship from onboarding to termination. Through case studies and best practices, we will discuss how to continue being a good partner to our suppliers while also understanding where potential risks exist. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical Tax Practice Strategies in a Crisis World
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Online
2.00 Credits
Member Price: $89
This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations: & then analyzed for their ethical implications. Based on real life experiences. This course does not qualify for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Ethics of Uncertain Tax Positions
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Online
2.00 Credits
Member Price: $79
The concept of "tax uncertainties" seems to have a life of its own & the old notion of "clear reflection of income"seems to be getting less clear each year. Meanwhile, the AICPA Code of Professional Conduct requires compliance with standards. This webinar considers these tax-related ethics issues & considers real world cases involving disclosure of tax uncertainties.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Retirement Planning: Next Stage for You or Your Client
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Online
2.00 Credits
Member Price: $89
If you or your clients are facing that stage of life where careers are passing into the background and a new "to be determined" life is emerging, then you are entering what is called "retirement". Some people are excited, some are scared and most are both. There are many issues and questions people face at this time - what to do with time, financial, relationships, health, identity and more. This program summarizes the key research studies, provides stories from those who have made this work and offers thoughtful, practical exercises from my award winning book NEXT STAGE. It will help you (or your clients) address key issues and develop a Master Plan for the transition. If not now, when? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CPAs & Addictions: Finding Hope & Healing
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Online
2.50 Credits
Member Price: $99
Substance abuse & mental health issues among CPAs has become of great concern among many state boards & the AICPA in recent years. This program will cover the factors that push CPAs to unhealthy behaviors, the prevalence of drug & alcohol abuse & possible options in addressing the situation. We will also discuss steps that friends & family can take to support their struggling CPA find hope & healing.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Construction Contractors: Accounting & Financial Reporting Issues
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Online
4.00 Credits
Member Price: $159
Accounting and financial reporting for construction contractors may be the most difficult area to comply with the various standards. Construction engagements are, in many instances, more complicated than most lines of business due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting is so complex and examine the relationship between the contractor and the surety, both from an underwriting and a claims perspective. We will also explore what the surety looks for to maximize potential bond credit.
Surgent's Managing People Through Motivation
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Online
4.00 Credits
Member Price: $159
Whether your employees report in every day to the floor or from an off-site network, the success of your organization depends a great deal on the motivation they bring to the job. This program helps identify specific methods you can use to improve employee motivation. You'll learn how to use observation tools to find out what motivates your employees and you'll study classic motivational theories. The results will help you influence the behaviors of others and tweak your own behavior to improve your bottom line.
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer
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Online
4.00 Credits
Member Price: $149
Have you ever wanted to reduce the number of financial statement review points you receive? Are you curious about a reviewer's thought process? This hands-on session will answer these questions by helping you understand the role of an engagement quality control reviewer. Not only will you develop an appreciation for the role of an engagement quality control reviewer, but this interactive session will allow you to step into the reviewer's shoes by performing a quality control review during the class session. You will leave with an understanding of best practices for minimizing your exposure to critique by reviewers.
Forensic Accounting: Crafting Expert Reports
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Online
4.00 Credits
Member Price: $149
When forensic accountants are hired to conduct an analysis and investigations, they are commonly expected to write a report. This report can be short or long, depending on the circumstances. This presentation is how to write an effective expert report that will withstand scrutiny of both parties of litigation and the court. The presentation will also include best practices, ethics and components of an effective report. 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.
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.
Surgent's Compilations, Reviews & Preparations: Engagement Performance & Annual Update
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Online
8.00 Credits
Member Price: $299
Specifically designed for preparation, compilation and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-26 by the ARSC. In addition to SSARS 26, the entire suite of quality management standards is discussed. However, knowing the standards is not enough. You need to be able to effectively apply them. To support this, the course will review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARS requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform these types of engagements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21-26 services in compliance with professional, ethical and technical requirements.
Surgent's Technical Business Practice Issues & Tax Forms for Experienced Practitioners
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Online
8.00 Credits
Member Price: $279
Don't let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff focus on the essential amidst the cacophony of IRS and legislative changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs and partnerships.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
