WICPA CPE & Special Event Catalog
SSARS Codification: Preparation, Compilation & Review 26-27
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Online
8.00 Credits
Member Price: $329
This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 27. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards. SSARS 27 modifies the applicability of AR-C 70 when engaged to prepare financial statements.
Multistate Taxation: Tax Staff Essentials
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Online
8.00 Credits
Member Price: $349
Do you know where your clients' businesses have nexus? The rapidly evolving area of multistate taxation should be on the radar of business tax professionals.
State Tax Nexus: Frequently Awkward Questions
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Online
2.00 Credits
Member Price: $79
Award winning discussion leader Mark Hugh discusses both nexus basics and new developments in the dynamic, ever changing world of state income and sales tax nexus. This valuable course answers your frequently asked questions, reviews key factors in examining potential nexus consequences, takes a tour through the rules in states comprising 50% of the US and identifies free, online multistate resources. *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 and submit to kori.herrera@acpen.com
Form 1120S: Preparation & Analysis
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Online
2.00 Credits
Member Price: $79
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income and accurately reporting and allocating income, deductions and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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 and submit to kori.herrera@acpen.com
Ethics: A Line in the Sand; Implications for Daily Business
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Online
4.20 Credits
Member Price: $129
Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics: A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
A Practical Guide to Trusts
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Online
8.00 Credits
Member Price: $245
This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts. With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers and financial planners with the expertise to navigate probate avoidance, streamline asset distribution and manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients' financial well-being across generations. *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 and submit to kori.herrera@acpen.com
Working Through Grief & Loss: How to Build a Supportive Workplace
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Online
1.00 Credits
Member Price: $39
Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs.
Ethics in Communicating & Reporting
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Online
1.00 Credits
Member Price: $79
This course on ethics in communication and reporting covers essential topics to ensure integrity and professionalism in our interactions. We begin with the fundamentals of ethical communication, emphasizing the importance of honesty, transparency and respect. We then explore four must-have communication skills crucial for effective and ethical exchanges. The session also provides practical application steps on how to improve these ethical communication skills in daily practice. Finally, we discuss the problems associated with unethical behavior in reporting and communication, highlighting the potential consequences and the importance of maintaining ethical standards to build trust and credibility.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
ChatGPT for Tax: Updated Guide to Fast Accurate Tax Research
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Online
2.00 Credits
Member Price: $109
Effective tax research is essential for both accuracy and efficiency -- helping you leave the office on time and avoid late-night stress over unresolved tax questions. Explore how to streamline your tax research process by integrating artificial intelligence with traditional research tools, identifying the right starting point for different scenarios and using advanced strategies to quickly locate and verify key tax information.
Cost & Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $79
If sales increase, so should profits. Yet, the opposite result often leaves executive's scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services.
Managing Your Money in Retirement
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Online
3.00 Credits
Member Price: $99
You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a veteran financial educator talk about money management and planning issues for this phase of your life.
K2's Case Studies In Fraud & Technology Controls 26-27
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Online
4.00 Credits
Member Price: $175
The fraud epidemic persists, resulting in billions of dollars in annual losses. Participate in this session to learn how most fraud occurs and what controls you should implement to reduce fraud risks.
10 Keys to Outstanding Service & More Referrals
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Online
4.00 Credits
Member Price: $129
In a competitive economy, CPA's and their firms need a way to stand out. The best way to do this is to give outstanding service to your clients. In this experiential workshop, you'll learn skills that lead to dramatic client satisfaction. In addition, you'll learn several specific ways to guarantee you'll get a lot of word of mouth referrals that will lead to a dramatic increase in your number of clients.
101 Tax Planning Ideas 26-27
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Online
8.00 Credits
Member Price: $329
The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions and credits will play a critical role in tax planning, but the changes to business, itemized and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.
Passive Activities & Rental Real Estate Income Tax Issues 26-27
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Online
8.00 Credits
Member Price: $329
This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469 and how and when the 3.8% net investment income tax under §1411 applies. Each attendee will receive the most comprehensive passive activity reference manual with numerous practice aids and real-world examples.
SSARS Codification: Preparation, Compilation & Review 26-27
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Online
8.00 Credits
Member Price: $329
This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 27. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards. SSARS 27 modifies the applicability of AR-C 70 when engaged to prepare financial statements.
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $99
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades and little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now and the things you should do forever!
Ethical Leadership: Guiding Principles When Others Falter
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Online
2.00 Credits
Member Price: $79
This is a compelling course designed to strengthen the ethical foundations of experienced accountants in leadership roles. This course delves into the challenges and responsibilities of maintaining high ethical standards in complex and pressure-filled business environments. Participants will explore key concepts of ethical decision- making, the impact of leadership on organizational integrity and strategies for fostering an ethical culture even when external behaviors fall short of these standards. Through engaging lectures, dynamic discussions and real-world scenarios, this course equips leaders with the skills necessary to act as ethical pillars within their organizations, ensuring their actions influence positive change and uphold the highest standards of professional conduct.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
SSARS 27 - Alternative Preparations 26-27
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Online
2.00 Credits
Member Price: $99
Recently issued SSARS 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement, will significantly change the way public accounting firms assist in the preparation of financial statements. This program will discuss the practical implications of the standard, how it can affect the need to adhere to SSARS standards, peer review applicability and how CPAs can help businesses using the Consulting Standards instead of SSARS.
Tax Practice Standards
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Online
2.00 Credits
Member Price: $79
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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 and submit to kori.herrera@acpen.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
