WICPA CPE & Special Event Catalog
Grow Your Business From Within: Striking the Right Balance Between a CPA Firm's Financial, People & Client Success
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Online
8.00 Credits
Member Price: $250
There are multiple tangible & intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient & value-added business advisors when performing audit & other services. This course provides proven tips & techniques for ensuring your firm has the capacity to grow & expand your "business" From within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people & outstanding client service.
2025-2026 Federal Tax Updates: Business Entities
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Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide 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.
Surgent's Advanced Critical Tax Issues for S Corporations
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Online
8.00 Credits
Member Price: $279
This course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses, you will learn something new in this course.
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $119
Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes from 2025 that impact individuals and provide individuals with significant tax reduction opportunities for 2026.
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
Member Price: $39
The Uniform Guidance identifies COSO & the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework, including its 2013 update & explores its application to the Green Book. Attendees will learn to recall the five components & 17 principles of internal control, understand the benefits of adopting internal control frameworks & recognize the rationale behind the COSO 2013 update & its impact on auditing practices. Additionally, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls.
Behavioral Finance Biases
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Online
1.00 Credits
Member Price: $55
If you have been a practitioner for any length of time, you know that there is often a difference between what clients should do and what they actually do. Have you ever wondered why that is? In this course, we will explore how we make decisions with less-than-perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Be the Sun, Not the Salt, featuring Harry Cohen & John Daly
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Online
1.00 Credits
Member Price: $39
What if being nice, or specifically being a positive best version of yourself, made you a more effective leader? Ethical leadership, is effective leadership. That's what Dr. Cohen, noted psychologist, transformational speaker, executive coach & author of Be The Sun, Not The Salt, has been teaching organizations to do for years. Dr. Cohen's work is based on scientific studies of human behavior broken down into simple, easily digestible pillars structured around the Heliotropic Effect. In this webcast we will discuss Dr. Cohen's path to this work, what the Heliotropic Effect is & how Be The Sun, Not The Salt is the perfect reminder to Do More of That every day.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848 & Form 8821: 2 hrs
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Online
2.00 Credits
Member Price: $89
This two-hour course provides a comprehensive overview of the IRS collection process, guiding tax professionals through each stage, From the initial notice to enforced collection actions. Participants will gain insights into taxpayer expectations during the collection process, as well as strategies for resolving tax debts. The course highlights when to use Form 433-A or 433-B, the documentation needed & the criteria for submitting an Offer in Compromise (OIC) to settle tax debts for less than the full amount owed. Attendees will also learn about the various payment options available & practical approaches to advising clients. 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
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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 Ethics & Technology 26-27
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Online
4.00 Credits
Member Price: $175
Ethics issues in the field of technology continue to increase. Examples include software licensing, copyright issues, fraud, work-life balance and a growing digital divide. Participate in this session to learn more about the ethical challenges associated with technology.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Lease Implementation for Private Entities 26-27
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Online
4.00 Credits
Member Price: $175
The Financial Accounting Standards Board (FASB) has issued a new accounting standard for leases. This new standard—ASC Topic 842'replaces the existing ASC Topic 840, changes the accounting for operating leases (requiring capitalization in the financial statements) and upgrades many other lease accounting and reporting aspects.
Planning for Small Business Success
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Online
4.00 Credits
Member Price: $149
Strategic Planning for SMEs
Accounting Fraud 26-27
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Online
8.00 Credits
Member Price: $329
Gain an understanding of the concept of fraud, the Fraud Triangle theory, fraud risk, fraud detection and prevention. Learn about best practices in fraud detection and fraud deterrence. This course includes real-world cases of fraud, how they were perpetrated and how they were detected.
Retirement Advising: Accumulation & Decumulation Strategies 26-27
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Online
8.00 Credits
Member Price: $329
This course offers an in-depth look at retirement needs models, their flaws and ways to overcome associated drawbacks. You'll explore holistic retirement planning while reviewing threats to a successful retirement. You'll also hear about recent retirement planning changes, including the elimination of the "Stretch IRA" by the SECURE Act and the new SECURE Act 2.0 changes. We'll address key questions to plan a comfortable retirement and discuss strategies to draw down retirement assets over an extended period.
Retirement Distributions: Planning Options 26-27
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Online
8.00 Credits
Member Price: $329
Retirement accounts may be the largest financial asset your client has. Learn to provide valuable retirement planning input rather than mere RMD calculations. Congress has been changing things: witness Secure and Secure 2.0. Beneficiary rules changed in 2019 but final regulations became effective in 2025. Retirement benefits will be paid to beneficiaries much earlier than was required for pre-2020 deaths. Improper choices and faulty distribution calculations can result in penalties or unnecessary taxes. Retirement plans may be overhauled based on recent legislative changes and IRS interpretations; this effects self-employeds and employees. Course materials contain regulations governing plan distributions and copies of appropriate IRS forms and rulings, updated with the latest cases, rulings, regulations and legislation.
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.
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $89
The current environment could be having an enormous impact on accounting & financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty & going concern for nonprofits.
Best Practices: Conducting Meaningful Walkthroughs
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Online
2.00 Credits
Member Price: $89
This course will serve as an introduction to conducting effective walkthroughs to gain an understanding of the client's transaction processes as well as identifying internal controls within each process. This course will review the procedures, questions to ask and documentation requirements of walkthroughs. It will also include real-world examples of the red flags that may arise while executing a walkthrough. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Triple Your Memory, Prevent Dementia & Halve Your Stress: Part I
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun & practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia & halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health & wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now & in the future by making sure you know the best ways to remember information, handle stress & keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency & improve your overall quality of life.
