WICPA CPE & Special Event Catalog
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
2026 AICPA Regulatory Ethics Update: VA-Approved
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Online
2.00 Credits
Member Price: $89
Stay informed-and ahead of the curve-with this VBOA-approved ethics course tailored to meet Virginia's annual ethics requirement while bringing you the latest updates From the AICPA's Professional Ethics Executive Committee (PEEC). The pace of change in ethics regulation has accelerated & PEEC has been especially active with new interpretations, revised guidance & key modernization projects. In this interactive session, we'll unpack the most significant developments shaping the profession today, including new standards on recruiting, CPE programs & tax advisory services. You'll gain practical clarity on how these changes affect both public practitioners & industry professionals. We'll also take a forward look at projects on PEEC's horizon, giving you early insights into wha's coming next-and how to position yourself for compliance success in a rapidly evolving ethical landscape.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
Securing Your Data with a Password Management App: Updated
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. 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 Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Member Price: $109
This course provides an overview of the Quality Management standards & the requirements under SQMS 1. The AICPA requires CPA firms with accounting & auditing practices to implement a system of quality management, including firms performing preparation & compilation engagements. While the objective is to improve quality within the profession, implementation may seem overwhelming. To assist, the AICPA has developed practice aids to guide firms through the development & documentation process. In this webcast, Jeff walks through where to find the practice aids, how to use them, required documentation, use of the risk assessment template & development of final documentation. Practical guidance is provided throughout to simplify implementation.
Estates & Trusts: Executor Duties & Tax Responsibilities in Estate Administration
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Online
4.00 Credits
Member Price: $149
This course reviews the legal, fiduciary & federal tax responsibilities of an executor or personal representative during the administration of a decedent's estate. Participants will examine the executor's duties From initial appointment through final distribution, including identifying & managing estate assets, settling creditor claims & administering distributions to beneficiaries. The course also reviews filing requirements for the decedent's final Form 1040, the estate's Form 1041 & the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) & basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices & recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations & maintaining proper estate accounting records & documentation to support compliance with federal tax requirements. 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
K2’s Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
Member Price: $149
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting & business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks & inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks & how to implement them effectively. Join our session to learn about the four common types of internal controls & how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit From strong internal controls & this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation & ensure your business is safeguarded against risks. Sign up now & take the first step towards a more secure & efficient QBO environment!
Form 1040 Individual Income Tax Prep
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Online
8.00 Credits
Member Price: $250
This course provides a comprehensive introduction to preparing individual income tax returns using Form 1040. Designed as a basic-level program, it walks participants through the core components of the individual return in a clear & practical manner. Participants will learn filing requirements, filing statuses & how to determine dependents. The course covers common types of income, including wages & basic investment income, along with adjustments to income, standard versus itemized deductions & commonly used tax credits. In addition, the course introduces basic reporting for self-employment & rental activity, focusing on how these items flow to the individual return. Preparer responsibilities, due diligence requirements & taxpayer rights under IRS rules are also covered to provide a strong foundational understanding of individual tax preparation. 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
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.
Let's End Business Ethics
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Online
2.00 Credits
Member Price: $89
Most ethics courses focus on unethical individuals & their terrible misdeeds. We don't need another course on lessons From Enron or individuals committing fraud. Most unethical failures result From unethical individuals. Instead, this session will focus on how good people can do better, why there is no such thing as business ethics & why we only need one rule to lead ethical lives.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Control: Testing for Operating Effectiveness
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Online
2.00 Credits
Member Price: $89
Properly designed and effectively operating internal control over financial reporting is critical for preventing, or detecting and correcting, material misstatement. This course describes how to satisfy the audit requirements related to taking a control reliance strategy by testing the operating effectiveness of internal controls, while promoting an effective and efficient financial statement 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 Raising Financially Capable Children
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Online
2.00 Credits
Member Price: $99
This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients and their clients' children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children. Often, clients' first contact is with their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege. This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client and likely each child and grandchild. By working with their clients' descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection. With new and updated information and tactics, professionals can learn best practices to engage clients and their children.
Surgent's 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.
Individual Income & Tax Compliance Annual Update
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Online
3.50 Credits
Member Price: $125
The most pressing tax matters affecting individuals, estates and trusts. With so many tax developments that come up during the year, it's hard to stay on top of every salient issue. In this all-new course, you'll review a tailored list of updates highlighting the most pertinent issues affecting individuals, estates and trusts from the past year, including relevant regulatory updates related to H.R. 1, commonly referred to as OBBBA. Matters that specifically affect tax practitioners (such as changes in the tax regulatory environment) are also covered. Topics include: Inflation adjustments U.S. Tax Court cases Regulatory and sub-regulatory guidance Insights to study before, during and after tax season Materials inform you of the latest legal and regulatory tax matters affecting individuals, estates and trusts, helping you effectively complete tax planning and compliance engagements. Course materials point out tax planning opportunities and provide practice tips to help you serve clients with confidence.
Surgent's Mastering Accounting for Income Taxes
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Online
4.00 Credits
Member Price: $159
Since its inception nearly 30 years ago, many have continued to struggle with applying the current model for accounting for income taxes, ASC 740. But this does not have to be you. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and the use of exercises, this course will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements. We will also explore some specialized areas of income tax accounting, such as intraperiod allocations of income tax expense, global minimum tax developments and the financial reporting impact of the One Big Beautiful Bill Act (OBBBA) signed into law in July 2025 and review finalized and emerging updates to ASC 740, including expanded disclosure requirements under ASU 2023-09. In summary, this course is the place to be to enhance your accounting for income taxes IQ.
Yellow Book Independence & Single Audit Fundamentals
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Online
4.00 Credits
Member Price: $149
This CPE course explains Yellow Book independence including the general requirements, requirements for auditors providing non-audit services and documentation requirements. This course also explains the basic elements of a Uniform Guidance compliance audit, including an overview of requirements, major program determination with examples, an understanding of compliance requirements and related internal control over compliance, sampling and single audit reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Qualified Business Income (QBI) Deduction (199A): The Ins & Outs
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Online
8.00 Credits
Member Price: $300
The Tax Cuts & Jobs Act (TCJA) was a major overhaul of our tax system that lowered the income tax rates for individual & corporate taxpayers & introduced the new 20% qualified business income (QBI) deduction for sole proprietors & pass-through entities. The cornerstone of this course is the comprehensive discussion of the 20% QBI deduction final regulations under IRC 199A. 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
Noble Leadership: An Ethical Approach
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Online
2.00 Credits
Member Price: $89
Research tells us that leaders, supervisors and managers have more impact on an employee than does a therapist and/or life partner. Being a leader is a huge opportunity and privilege and requires introspection and personal growth. This webinar is infused with values of fairness, compassion, respect and more and will be of most value to individuals who believe that everyone, regardless of circumstance, deserve "certain general conditions that are ...equally to everyone's advantage" (John Rawls). The Noble leader believes in people. The Noble leader is curious and humble and invites challenge and feedback into his/her/ world. The Noble leader is a true believer in seeing the good in others, helping them to be their best which in turn helps the Leader grow as well. The Noble leader does not shy away from confronting bad behavior/performance in a respectful and clear way while believing in the inherent dignity of each individual This workshop based on ethical principles offers a glimpse into what it takes to become a Noble Leader and how one can journey through for increased self awareness and skill development. 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.
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.
