WICPA CPE & Special Event Catalog
Navigating IRS Collections: Overview of Form 433 & Offer in Compromise
-
Online
2.00 Credits
Member Price: $89
This two-hour course covers the IRS collection process, detailing each step From the initial notice to enforced collection actions & payment options. You'll gain a thorough understanding of how the IRS initiates collections, what taxpayers should expect as the process unfolds & the various options for settling debts. We will review when Form 433-A or 433-B is required & discuss the specific criteria for submitting an Offer in Compromise (OIC) to settle tax debt for less than the full amount owed. This session is designed to provide tax professionals with the tools to guide their clients through the IRS collection process, ensuring compliance & presenting the best possible payment solutions. We'll also review key scenarios where Forms 433 & OIC are necessary, providing practical insight for resolving tax liabilities. 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
Forensic Accounting: Finding Hidden Treasure in Tax Returns
-
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.
K2’s Excel Essentials For Staff Accountants
-
Online
8.00 Credits
Member Price: $250
Staff accountants often face unique challenges when working with Excel & their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap & empower you with the essential skills to maximize efficiency & accuracy. Participate in this dynamic & engaging session & you will learn how to: Summarize data quickly & accurately, Generate stunning, professional reports, Create essential accounting calculations for depreciation, amortization & interest. We start with a quick overview of Excel best practices & dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting & working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills & transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise & take the first step towards mastering Excel today!
Federal Tax Updates for Individuals
-
Online
8.00 Credits
Member Price: $239
Tax developments have been in the forefront of the news and tax practitioner can find it challenging to remain up-to-date with these changes. This 8 hour program will cover tax issues relating to individuals, including new court decisions, recent IRS publications and the latest tax legislation. 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.
Common Financial Statement Disclosures
-
Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Sense CFO: Dealing With Ever Changing Accounting Standards & Strategy Demands
-
Online
2.00 Credits
Member Price: $89
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth & profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills & practical insights needed to effectively manage the complexities of ever-changing accounting standards & upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will.
K2’s Taking Another Look At Power BI
-
Online
2.00 Credits
Member Price: $89
Although Power BI has been available for ten years, most business professionals don't fully appreciate all it can do & its easy use. Further, many are intimidated by the platform & continue to use less efficient & effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately. In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial & operational reporting processes, this session is for you!
Five Amazing Business Books in 100 Minutes
-
Online
2.00 Credits
Member Price: $89
If you are efficient & want to learn lessons From the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons From five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations & how do humans think? These lessons are valuable for every business leader.
Tax Update: "One Big Beautiful Bill"
-
Online
2.00 Credits
Member Price: $89
This course provides a focused analysis of the individual and small business provisions in Pub. L. 119-21 (H.R.1), "One Big Beautiful Bill." Tailored for tax professionals working with Form 1040 filers, the course explores impactful updates, from the no-tax-on-tips provision to enhanced bonus depreciation. Designed to inform planning strategies and compliance for the 2025 tax year and beyond. Participants will gain actionable insight into newly proposed deductions and expanded credits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Master the Art of CPA Communication: Boost Your Influence!
-
Online
4.00 Credits
Member Price: $149
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Retirement Advising: Accumulation & Decumulation Strategies 26-27
-
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.
Google Gemini AI for Accountants
-
Online
2.00 Credits
Member Price: $89
This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Behavioral Finance Biases
-
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.
Mastering Form 7217: A Guide to Partnership Property Distribution
-
Online
1.00 Credits
Member Price: $39
This program will address the complex rules for partnership distribution of property with a focus on liquidation of a partner's interest, Section 751 & how to complete the Form 7217. OBBBA of 2025 update for property distributions is included. 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
Providing Ethical Leadership: Learning to be the Best Version of Yourself
-
Online
1.20 Credits
Member Price: $39
This course will examine certain qualities a leader must exhibit to set an ethical tone From the top.
Global Internal Audit Standards (GIAS) Domain V: Part I
-
Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Introduction to Risk Assessment
-
Online
2.00 Credits
Member Price: $89
Effective risk assessment is foundational to designing an appropriate audit response. This course introduces the audit risk model and provides an overview of the risk assessment procedures performed during engagements. Participants will review the components of the audit risk model and examine common risk assessment procedures, including inquiries, analytical procedures and observation and inspection techniques. Emphasis is placed on understanding how risk assessment drives engagement planning and supports the development of appropriate audit responses. Designed for auditors seeking a structured introduction or refresher, this course builds foundational knowledge necessary for effective engagement planning and execution. 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 Advanced Excel
-
Online
8.00 Credits
Member Price: $250
Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: Collaborating seamlessly with other users & securing your workbooks, Utilizing tables to analyze & report data efficiently, Integrating & manipulating data From external sources with ease, Creating & auditing complex formulas, Harnessing advanced data analysis tools for deeper insights, Employing visualization techniques to communicate information effectively. Drawing From over thirty years of experience in delivering Excel training to accountants & business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient & proficient in Microsoft Excel, the go-to tool for accounting & financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate & transform your Excel skills!
Get started with Power BI
-
Online
2.00 Credits
Member Price: $89
Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service and Power BI Report Server. In the first part of the course, participants will be introduced to the fundamentals of Power BI. This includes an overview of Power BI's interface, key features and its seamless integration with Excel. The course will cover Excel's Power BI tools - Power Pivot, for advanced data modeling and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools. Here, participants will explore Power BI Desktop for creating complex data models and sophisticated reports, Power BI Service for cloud-based collaboration and sharing and Power BI Report Server for on-premises report deployment. This part of the course will focus on the unique features and strengths of these standalone tools, providing attendees with the skills to leverage Power BI in a variety of business contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Cryptocurrency Transactions: Navigating Federal Tax Rules
-
Online
1.00 Credits
Member Price: $39
As cryptocurrencies like Bitcoin, Ethereum & others become more popular, tax authorities around the world are working to create regulations for their use & transactions. This session will address cryptocurrency tax issues & their complexities & challenges that individuals & businesses face when dealing with the taxation of digital currencies. 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
