WICPA CPE & Special Event Catalog
Financial & Tax Accounting for S Corporations
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Online
4.00 Credits
Member Price: $149
This program addresses the many complex financial & tax accounting issues that are common in S corporation transactions, with discussion of common pitfalls & the AICPA "small" GAAP accounting standards. This course does not qualify for IRS credit.
CFO Solutions to IRS Problems
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Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. 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 Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $250
Unlock the full potential of Excel & transform your operational & financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions & Power Pivot, you can create powerful summaries & schedules in record time. Combine these with Excel's legacy features & you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query & how it seamlessly links data into Excel data models, enabling more efficient & insightful reporting. Learn to incorporate Key Performance Indicators, Slicers & Timelines into your reports to enhance data analytics & understandability. Plus, master best practices for quickly & efficiently formatting your spreadsheets, giving them a polished & professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills & stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
Erase the Mark: Best Practices in Penalty Abatement
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Online
2.00 Credits
Member Price: $89
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty and the reasons that exist that the IRS will consider to remove those penalties. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
No Tax on Overtime: Payroll Compliance
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Online
2.00 Credits
Member Price: $89
This course provides tax and accounting professionals with a comprehensive overview of overtime requirements under the Fair Labor Standards Act (FLSA). Participants will explore the statutory definition of overtime, exemptions and the calculation of the "regular rate of pay." Through practical examples and compliance-focused scenarios learners will gain the skills to identify risks, properly compute overtime pay and advise clients or employers on best practices. The course emphasizes regulatory compliance, accurate application of rules and strategies to avoid common pitfalls in wage and hour 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 Current Issues in Accounting & Auditing: An Annual Update
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Online
4.00 Credits
Member Price: $159
Designed for accounting, auditing and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.
Managerial Accounting: Your Prescription for Better Decision
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Online
4.00 Credits
Member Price: $149
This session revisits useful, but potentially underutilized, managerial accounting techniques. You will appreciate a fresh look at concepts you may not have considered since your college days. We will illustrate practical ways you can immediately implement managerial accounting analysis in your professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Promote Internal Whistleblowing & Succeed in Creating a Strong Speak Up Culture
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Online
1.00 Credits
Member Price: $39
The Department of Justice updated guidance regarding their evaluations of Corporate Compliance Programs in March 2023: "Prosecutors should assess whether the company's complaint-handling process includes proactive measures to create a workplace atmosphere without fear of retaliation, appropriate processes for the submission of complaints & processes to protect whistleblowers." This course offers recommendations for employers to consider when developing or augmenting an internal complaint handling process. Organizations benefit when whistleblowers trust the process & choose to promptly report their concerns internally. The measures offered promote a strong speak up culture & align with the Department of Justice's guidance.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation & utilization of budgets. Seasoned accountants will benefit From a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning & control.
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.
Surgent's Features & Benefits of SEP IRAs & SIMPLE IRAs
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Online
2.00 Credits
Member Price: $99
A challenge for many small business owners is choosing the 'right' type of retirement plan for their businesses. Many hesitate to adopt retirement plans for their businesses because they are intimidated by the governing rules. In those cases, SEP and SIMPLE IRAs are reasonable solutions because they are easy to establish, maintain and communicate with employees; have minimal administrative costs; and are practical and efficient ways to start a retirement plan. These IRA-based plans - SEP IRAs and SIMPLE IRAs - have low maintenance costs and are easy to communicate to employees. With IRA-based employer plans, employer contributions are sometimes discretionary, giving business owners the choice of whether to fund every year. Despite the simplicity of these plans, employers must ensure that applicable compliance requirements are met to avoid penalties. To that end, this course will cover some key provisions of SEP and SIMPLE IRAs.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mary Jane Hourani’s Federal Tax Update: Business
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Online
4.00 Credits
Member Price: $149
This course provides a practical review of recent federal tax law changes affecting businesses. It covers enacted & proposed tax legislation, IRS regulations & rulings, recent tax-related court cases & updates to IRS procedures. The course focuses on how these developments impact business entities & common tax positions. Participants will work through real-world scenarios & examples to apply current law to business tax situations, including the use of deductions, credits & other available tax benefits. Emphasis is placed on applying new guidance in practice while maintaining compliance with current IRS rules & procedures. 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
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
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Online
2.00 Credits
Member Price: $89
Microsoft 365 is one of the most widely used business applications software suites used in business today. Microsoft Copilot is the generative AI application that is integrated directly into the Microsoft 365 ecosystem. If your firm or business is a Microsoft 365 user, this course will teach you how to use Copilot AI to optimize the use of your Microsoft 365 apps. This course will provide a comprehensive review and demonstration of how to put Microsoft Copilot AI to work for you and your clients. It is designed as a "hands-on" course that facilitates following along with the presenter to apply the features of Microsoft Copilot on your computer. Practice files will be provided so that you don't have to expose your confidential data. 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 Choose the Right Business Entity for Your Client
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Online
2.00 Credits
Member Price: $89
Tax rates, personal liability, operations: these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of the multiple entity choices to start the discussion with clients & selecting the best tax efficient option for them. 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
ChatGPT & Advanced Accounting Research
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence, particularly ChatGPT and other AI tools, is transforming accounting research methodologies and practices. Students will explore the shift from traditional search engine-based research to AI-driven insights, learning how to leverage various AI platforms for enhanced financial analysis, regulatory compliance and strategic decision-making. The course emphasizes practical applications of AI in accounting contexts while addressing critical considerations such as data verification, ethical usage and professional judgment. 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 NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration & internal workflows using AI-enhanced systems & integrated portals. Learn how new-generation ("NextGen or NGX") paperless ecosystems combine security, automation & accessibility to streamline client communications & approvals. The session will review leading document management & workflow tools, portal features & how integration across accounting, tax & client service platforms drives productivity & compliance. Attendees will leave equipped to evaluate & implement modern document systems that enhance client experience while maintaining robust security & compliance controls.
The AI Revolution in 2026: What CPAs Should Know
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Online
2.00 Credits
Member Price: $89
AI is reshaping accounting, tax and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape and actionable talking points for staff, clients and service providers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Prevalent Is Retaliation Within Your Culture?
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Online
1.00 Credits
Member Price: $39
Does your organization encourage timely reporting? Does your organization provide substantive protection for those who report? Organizations should be aware of characteristics indicative of a retaliatory culture: one in which bad actors are provided ample opportunity & cover to retaliate.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $89
This session explores tools & techniques that can enhance the efficiency & effectiveness of client engagements & business processes using data analysis tools. We will introduce some of today's popular & software tools & examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
