WICPA CPE & Special Event Catalog
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Online
8.00 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.
Federal Tax Update: Individual Form 1040 26-27
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Online
8.00 Credits
Member Price: $329
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting individual taxation. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.
How Changes in Business Methods Affects Internal Control 26-27
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Online
8.00 Credits
Member Price: $329
New technology, the move toward telecommuting, the widespread adoption of electronic documentation and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organization's internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.
How to Review Financial Statements 26-27
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Online
4.00 Credits
Member Price: $175
In this hands-on workshop, participants will deepen their understanding of the financial statement review process. Designed specifically for small and medium-sized CPA firms, this interactive session combines a comprehensive lecture with ample time for questions and practical case studies. You'll gain valuable insights into best practices for reviewing financial statements, ensuring accuracy and compliance with current standards.
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
-
Online
8.00 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.
Federal Tax Update: Individual Form 1040 26-27
-
Online
8.00 Credits
Member Price: $329
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting individual taxation. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.
How Changes in Business Methods Affects Internal Control 26-27
-
Online
8.00 Credits
Member Price: $329
New technology, the move toward telecommuting, the widespread adoption of electronic documentation and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organization's internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.
Fiduciary Accounting Part III: Special Accounting Elections & Distributions 26-27
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Online
2.00 Credits
Member Price: $99
Trusts are old entities and go as far back as the Crusades when we were an agrarian society and the only asset of any value was the land and what was produced on the land. Therefore, dividing the benefit in a trust between income and principal was logical and worked efficiently for a long time. However, times have significantly changed and trusts are often invested in assets that don't involve land and these assets also have great value. Often, the value lies in their growth rather than their income. New rules have developed in the fiduciary accounting area that provide elections that often result in favorable benefits to the trust and the beneficiaries. This course will explore those elections. Be sure to register for all four parts: Fiduciary Accounting Part I: Fiduciary Duty Basics & Authority Fiduciary Accounting Part II: Tools, Rules and Relationship to Tax Fiduciary Accounting Part III: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part IIII: The New Frontier (Total Return Trusts)
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs 26-27
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Online
2.00 Credits
Member Price: $99
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put ChatGPT to work for you and your clients. It is designed as a "hands-on" course that facilitates your following along with the presenter while applying the features of ChatGPT on your computer. Practice files will be provided so that you don't have to expose your confidential data.
Valuing A Business: What is This Company Worth 26-27
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Online
4.00 Credits
Member Price: $99
What is your company worth" Is business value the single most important metric" This session discusses various business valuation methods for any stage company: start-up, spin-off, or acquisition. Many valuation methods exist. Which method is right" Which is the "best" for a given business or a given situation" CPAs and Corporate Financial Managers cannot afford to miss this course.
Fiduciary Accounting Part IIII: The New Frontier --Total Return Trusts 26-27
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Online
2.00 Credits
Member Price: $99
Because fiduciary accounting has not kept up with the times in relation to finance and economics, it's often tricky for the fiduciary to provide a level of benefit to the income beneficiary without negatively impacting the remainder beneficiaries. In order to modernize fiduciary accounting, new provisions provide for a more modern approach using either the "trustee's power to adjust" or "unitrusts." We will explore these new frontier trusts and their application to your fiduciary clients. Be sure to register for all four parts: Fiduciary Accounting Part I: Fiduciary Duty Basics & Authority Fiduciary Accounting Part II: Tools, Rules and Relationship to Tax Fiduciary Accounting Part III: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part IIII: The New Frontier (Total Return Trusts)
K2's What’s New With QuickBooks 26-27
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Online
1.00 Credits
Member Price: $55
The entire QuickBooks product family continues to evolve at a very rapid rate. Participate in this session to learn about the significant changes affecting QuickBooks Desktop, Online and Enterprise Solutions users.
CalCPA Workplace Wellness 2026 - The Art of Meaningful Choices
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Online
1.00 Credits
Co-hosted by CalCPA President & CEO Denise LeDuc Froemming and CalCPA Health CEO Ron Lang, CalCPA's Workplace Wellness Series offer actionable strategies to support employee wellbeing, and are free to members. Explore how intentional sacrifice, smart prioritization, and realistic expectations can help you grow personally and professionally. This session provides tools like the Eisenhower Matrix and MoSCoW Method to help you focus on what truly matters and make choices that align with your long-term goals. Learn to navigate fear, protect your well-being, and build a support system that keeps you grounded while pursuing what's most important.
Accounting & Tax Ethics: Standards, Issues, & Case Studies 26-27
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Online
4.00 Credits
Member Price: $175
In recent history, even the most prestigious CPA firms have had ethical lapses and oversights that have cost them both financially and, at that moment, clouded their brand. This course will review the AICPA code of ethics for both accounting and tax practitioners and encourage you to examine your firm's policies and choices relative to those standards and common sense through thought-provoking and sometimes humorous Q&A and case studies. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Audits Under Uniform Guidance --Single Audit & NPOs 26-27
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Online
4.00 Credits
Member Price: $175
Audits conducted under the Uniform Guidance for Federal Awards continue to be among the most challenging audit engagements as the number of federally funded programs for not-for-profit organizations continues to increase. This course will provide you with what you need to know to prepare for Single Audits conducted during 2026, including performing the compliance audit and auditor reporting responsibilities.
How AI is Automating Internal Control 26-27
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Online
4.00 Credits
Member Price: $175
Artificial Intelligence (AI) is mainstream and most people have a basic understanding of it, but few know the depth and breadth of its capabilities. AI is making an impact in just about everything in business and our lives. The operation of an internal control system is also changing because of this incredible advancement. This course explains what AI is and how it works and goes into detail about how it can be applied to an internal control system. This course explores changes occurring in today's world as well as what's coming.
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.
Comprehensive FASB & AICPA Update for Tax Professionals 26-27
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Online
6.00 Credits
Member Price: $259
This 6-hour program covers recent promulgations of the FASB and AICPA with broad applicability. In addition, the course includes the 2-hour Tax Basis Financial Statements and 2-hour SSARS Highlight Reel, programs available as stand-alone courses.
Comprehensive Pass-Through Owners: Basis & Distribution Rules 26-27
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Online
8.00 Credits
Member Price: $329
Pass-throughs (S corporations and Partnerships) are the most popular choice of newly formed business entities. However, for years, taxpayers and their preparers have struggled to calculate, update and maintain the pass-through entity owners" tax basis information in each investment correctly. Calculating and accounting for tax basis and adequately reporting the impact of operating and liquidating distributions for these entities are among the most frequently cited audit deficiencies. Taxpayers have also misapplied the tax rules when calculating the gain or loss from the sale of the interest. Recently, the IRS initiated enforcement initiatives designed to audit owners of pass-through entities regarding their calculations of tax basis and their tax treatment of distributions. This course will teach you how to properly account for both items for your clients who own an interest in a partnership or an S-corporation. Learn to identify the most common mistakes and errors and report these items correctly before your client is audited.
Deception, Embezzlement & Fraud 26-27
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Online
8.00 Credits
Member Price: $329
Any corporation or individual can be vulnerable to scams and hoaxes. Learn how to break down the deception into the psychology of the con. We'll review best practices to avoid embezzlement and fraud and case studies of embezzlement, including payroll scams, fraudulent payees, skimming and new technology scams. Fraud can also arise when companies downsize and technology goes missing because there aren't enough gatekeepers on watch. Learn about opportunistic vulnerabilities that stem from having few employees/contractors and using free software.
