WICPA CPE & Special Event Catalog
Family Law : Common Issues in Property Apportionment
Available Until
Online
1.00 Credits
Member Price: $49
This session will discuss the key areas that the family law practitioner and forensic accountant should be aware of when dealing with the apportionment of property. While the primary focus will be a discussion related to key areas to understand when dealing with the apportionment of real estate, the session will also discuss various other areas of property apportionment that the family law practitioner and forensic accountant should be aware of. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Law: Common Issues in Support
Available Until
Online
1.00 Credits
Member Price: $49
Our team of experts will discuss the distinctions and issues related to the calculation of temporary and FC Section 4320 spousal support and will provide a brief summary of the statutory changes regarding guideline child support and child support add-ons. The discussion will include the determination of income available for support and common pitfalls in support software usage, from input mistakes to the characterization of specific entries. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Law: Tracing & Post-Separation Accounting
Available Until
Online
1.00 Credits
Member Price: $49
Our panel of experts will discuss how to tackle complex cases that involve tracing and/or post-separation accounting. They will discuss common pitfalls and best practices, with a special focus on case management, the Marriage of Simonis Case and real-world examples to provide practical perspectives. This conference is tailored to equip CPAs and attorneys with the expertise to navigate family law cases effectively. Focused on the critical role of CPAs in managing intricate financial matters during divorce, child support and asset division. This session was recorded at the 2024 Family Law Virtual Conference on October 17, 2024.
Family Tax Planning
Available Until
Online
24.00 Credits
Member Price: $589
While the nuclear family remains the center point of society, today it is under tremendous economic and social pressure. This course is designed to cover "hot" topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero.
Federal Tax Update: Individual Form 1040
Available Until
Online
8.00 Credits
Member Price: $199
Get up to speed on the major 2025 federal tax changes shaping Form 1040. This course covers the latest legislation, including the One Big Beautiful Bill Act, new deductions and credits, updated SALT rules, Trump Accounts, vehicle-related provisions, crypto reporting, IRS modernization and key court decisions. Packed with examples and planning insights, this update prepares practitioners for the 2025 filing season.
Federal Tax Update: Legal Changes, Legislative Gaps & IRS Enforcements
Available Until
Online
2.00 Credits
Member Price: $69
Edward Zollars, CPA, explores key shifts in the tax landscape, from the IRS Direct File program's rollout and its cost-effectiveness debate to heightened scrutiny of ERC claims. He emphasizes audit preparedness, accurate documentation and evolving IRS guidance. Zollars also examines the Loper Bright case's impact on agency regulation interpretation and the Express Scripts decision's implications for software-related deductions, equipping professionals to navigate today's complex, rapidly changing tax environment.
Financial Planning: Much Closer Than You Think
Available Until
Online
1.00 Credits
Member Price: $49
Offering financial planning services to clients improves relationships and outcomes. When clients understand how your advice is tailored to their best interests, it is easier to implement the strategies you know are in their best interest. A deeper understanding of how to benefit their companies and families is just a few steps away.
Financial Planning Trends & Opportunities for Clients
Available Until
Online
2.00 Credits
Member Price: $69
We all know what we would like to do and achieve, but how realistic are those expectations? Are your clients' goals and objectives truly attainable? Do you feel like you can help your clients accomplish their financial planning goals. This session focuses on developing real-world applications in a new era: The Roaring 20s. This past year, we've experienced swings in the market and other critical financial issues that have impacted our clients. Being prepared is crucial! Similar comparisons have been made to the Roaring 20s of the last century. The economic game may change positively and negatively during the decade and it is more important than ever to help us relay the importance for our clients to stay focused.
Financial Resilience: Managing Cash Flow Before, During & After a Crisis
Available Until
Online
4.00 Credits
Member Price: $99
Financial resilience is essential for businesses facing crises like natural disasters and IT failures. Bruce Pounder, MBA, CPA and Jeremy Thompson, MS, co-founders of Resilogy LLC, explore tactical cash flow modeling, emphasizing a 13-week forecasting approach to manage liquidity before, during and after disruptions. They also discuss establishing a war room for crisis management, identifying cash flow vulnerabilities and implementing proactive financial strategies to enhance corporate survival and stability. Please note that this product will expire either on 04/30/2027 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.
Finding Errors in Excel Spreadsheets
Available Until
Online
2.00 Credits
Member Price: $69
This intensive two-hour course addresses the critical need for accuracy and efficiency when developing spreadsheets using Microsoft Excel. Recognizing that even minor errors can have significant implications, this course delves deep into strategies and skills required to detect and correct errors in Excel. By the end of this course, participants will have a comprehensive understanding of how to efficiently identify and correct errors in Excel spreadsheets, enhancing their overall productivity and accuracy in their professional roles.
Foreign Information Returns: Key Forms
Available Until
Online
2.00 Credits
Member Price: $69
To excel as a tax practitioner in an increasingly global marketplace, you must familiarize yourself with the preparation of tax forms for clients conducting foreign transactions or with assets in international accounts. Gain a thorough understanding of foreign information return reporting requirements and valuable techniques to determine whether or not your clients may encounter foreign income tax problems. Attain a working knowledge of IRS and Department of Treasury foreign information returns to represent clients and comply with Circular 230 effectively. All essential concepts will be discussed in light of the resurrected IRS foreign voluntary disclosure program, which reduces the foreign information return burden.
Foreign Tax Essentials for U.S. Practitioners - Exclusions, Credits & Reporting
Available Until
Online
3.00 Credits
Member Price: $89
Global mobility is now routine, and so are the foreign tax surprises that come with it. In Foreign Tax Essentials for U.S. Practitioners: Exclusions, Credits and Reporting Requirements, you'll gain practical, real-world guidance on applying the Foreign Earned Income Exclusion and Foreign Tax Credit, avoiding costly compliance missteps and confidently navigating key reporting rules such as FBAR, FATCA and expatriation filings. Through clear explanations, planning insights and practical examples, you'll strengthen your ability to advise U.S. taxpayers abroad, minimize double taxation and know when complex situations require specialized expertise.
Forensic Accounting Expert Witness Certificate
Available Until
Online
6.00 Credits
Member Price: $300
The Forensic Accounting Expert Witness Certificate equips CPAs and financial professionals with the advanced skills required to serve as credible and effective expert witnesses in litigation. This specialized program focuses on the practical and ethical dimensions of expert testimony, guiding you through every stage of the litigation process from developing defensible expert opinions to presenting findings with clarity and confidence in court. Through six integrated courses, you'll gain insights into expanding your practice into forensic services, mastering deposition and courtroom communication and maintaining professional integrity under cross-examination. Led by nationally recognized forensic expert Brian Peter Brinig, JD, CPA/ABV, ASA, the program emphasizes real-world readiness and professional credibility. Participants learn to bridge technical expertise with persuasive communication, ensuring their analyses withstand legal scrutiny and support just outcomes. Ideal for CPAs engaged in litigation support, valuation, or forensic analysis, this certificate prepares professionals to deliver testimony that is not only technically sound but also clear, confident and compelling.
FP&A Modeling Part IV: Contractor Analysis
Available Until
Online
1.00 Credits
Member Price: $49
CFI's FP&A Modeling Pt.4: Contractor Analysis course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs in FP&A models. This course will also include a summary of the company's cost of goods sold (COGS) and selling, general & administrative (SG&A) for the income statement.
FP&A Modeling Part V: Debt & Capex Analysis
Available Until
Online
1.50 Credits
Member Price: $49
CFI's FP&A Modeling Pt.5: Debt and Capex Analysis course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company's capital expenditure. This course will also include detailed instructions about how to install a revolving line of credit and set it up as the lender of last resort in the model.
FP&A Modeling Part VI: Financial Statement Aggregation
Available Until
Online
1.00 Credits
Member Price: $49
CFI's FP&A Modeling Pt.6: Financial Statement Aggregation course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.
FP&A Modeling Part VII: Dashboard Visualizations
Available Until
Online
1.50 Credits
Member Price: $49
CFI's FP&A Modeling Pt.7: Dashboard Visualizations course will help you understand how to configure FP&A data to visualize on a dashboard. We will also review some Excel skills used to create rich charts and graphs.
FP&A Variance Part I: Build & Configuration
Available Until
Online
1.00 Credits
Member Price: $49
CFI's FP&A Variance Pt.1: Build & Configuration course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.
FP&A Variance Part III: Protection & Presentation
Available Until
Online
4.50 Credits
Member Price: $99
CFI's FP&A Variance Pt.3: Protection & Presentation course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also review best-in-class approaches to printing & presenting model results to important stakeholders.
FP&A Variance Part II: Roll Forward & Analysis
Available Until
Online
1.50 Credits
Member Price: $49
CFI's FP&A Variance Pt.2: Roll Forward & Analysis course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.
