WICPA CPE & Special Event Catalog
Becoming a Fractional CFO: What to Do & How?
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Online
2.00 Credits
Member Price: $89
Are you considering becoming a fractional CFO, or possibly a public CPA firm or consulting practice that wants to offer fractional CFO services or advisory services? Either way, do you truly know what to do and how? Are you aware of the many pitfalls? Becoming a successful fractional CFO is complicated and it is not a trivial career change! Review the lessons learned from experienced fractional CFOs on how to enter, engage and run a thriving fractional CFO practice. Whether you are in public practice, a consultant, or in industry - be prepared for this as a possibility. Many fractional CFOs do not execute their practice as they could and that is why they are not very successful. This discussion includes over fifty (50) recommendations to strengthen your fractional CFO practice. What do clients typically need? Are you better as a solo practitioner or should you join a firm? How to manage the relationship(s)? Every effective organizations make plans and if you want a winning fractional CFO business, come join us and learn how. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fiduciary Taxation Part IIII: Miscellaneous Topics & AMT 26-27
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Online
2.00 Credits
Member Price: $99
The final webcast in this series focuses on the special rules that apply when a fiduciary entity invests in real estate or other passive activity assets, elects the 65-day rule, makes specific bequests to beneficiaries or incurs alternative minimum tax (AMT). The underlying statute for AMT is written for individual taxpayers and the fiduciary or adviser must apply the statute to the special rules and calculations that determine fiduciary taxation. Be sure to register for all courses in this series: Fiduciary Taxation Part I: Introduction to Form 1041 Fiduciary Taxation Part II: Fiduciary Accounting & Simple Trusts Fiduciary Taxation Part III: Complex Trusts & Charitable Deduction Fiduciary Taxation Part IIII: Miscellaneous Topics & AMT
K2's Choosing Your CPA Firm Tech Stack
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Online
2.00 Credits
Member Price: $89
In today's fast-evolving landscape, CPA firms face a flood of new tools promising efficiency & innovation. This course helps practitioners assess the real return on investment (ROI) From their technology stack & -comparing suite-based solutions with best-in-breed applications & examining the latest Agentic AI & Generative AI offerings. Attendees will learn how to evaluate productivity, integration & strategic alignment to maximize firm performance. Whether upgrading your stack or validating your current tools, this session offers practical insights for tech-savvy decision-making & smarter technology investments tailored to the unique needs of accounting professionals.
Cybersecurity & IT Risk for IT Auditors & Financial Auditors
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Online
3.00 Credits
Member Price: $109
This course equips financial & information technology auditors with an understanding of cybersecurity risks & their impact on financial reporting as well as cybersecurity best practices. Participants will learn to identify threats, evaluate controls & assess risk using recognized frameworks, with a focus on audit implications.
Surgent's The Essential Multistate Tax Update
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Online
4.00 Credits
Member Price: $159
With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case, the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.
Fraud Case Studies: 21st Century Professional Misbehavior
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Online
4.00 Credits
Member Price: $149
Savvy accountants pay attention to fraud trends so they can implement preventive and/or detective controls. This course examines novel frauds to explore potential mitigation measures. Participants will see how selected frauds were accomplished so they can consider internal controls that could have foiled the fraudsters' nefarious efforts. We examine broad ethical considerations and specific provisions of the AICPA Code of Professional Conduct. Along the way, we consider dramatic details of several fraud cases to illustrate practical applications that accountants can apply in their 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.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Grow Your Business From Within: Striking the Right Balance Between a CPA Firm's Financial, People & Client Success
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Online
8.00 Credits
Member Price: $250
There are multiple tangible & intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient & value-added business advisors when performing audit & other services. This course provides proven tips & techniques for ensuring your firm has the capacity to grow & expand your "business" From within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people & outstanding client service.
Corporate Transparency Act Developments
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen ("NSB") that the CTA is unconstitutional. This course will discuss the CTA's provisions and the court's decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics Based Leadership for Women
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Online
2.00 Credits
Member Price: $89
Glantz and Associates is pleased to offer "Ethics Based Leadership for Women," a webinar designed to empower any woman who wishes to consider the privileges, responsibilities and challenges of holding leadership positions. We believe that leadership and ethics are intrinsically connected and will explore women in leadership through an ethics-based lens. The reality is, despite women representing approximately half of our world's population, they are significantly underrepresented in the workforce and most notably in leadership positions. In fact, not only do women have to cross more hurdles to advance into leadership positions, but when they do, they are burning out at a much faster rate than their male counterparts. In this course, we will discuss both the external societal barriers as well as the internal barriers that sabotage women from moving into leadership positions. We will examine common believes ("I should be nice," "I am an imposter", etc.) as well as behaviors that can hold women back and then offer suggestions for moving forward. We will provide tools to enhance one's self-awareness, create openings for self-reflection as well as provide opportunities to take on new perspectives. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Preparing to be a Forensic Accountant: Focus on Computer Forensics: Part II (Cryptology)
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Online
1.00 Credits
Member Price: $39
This is a continuing part of our series on forensic accounting. Within this segment we discuss the concepts that are part of computer forensics known as cryptology. The term cryptography is From Ancient Greek & means "hidden secret". It is the practice & study of techniques for secure communications in the presence of adversarial behavior. Cryptography is about constructing & analyzing protocols that prevent third parties or the public From reading private messages. Cryptography starts with secrets. Various aspects in information security such as data confidentiality, data integrity, authentication & non-repudiation (where a statement's author cannot successfully dispute its authorship) are central to modern cryptography.
Leases Accounting under Topic 842: Answers to FAQ After Implementation
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Online
2.00 Credits
Member Price: $89
Lease accounting under FASB ASC 842 is now fully effective for all entities. Transitioning to new GAAP always leads to implementation issues & concerns. This course will answer the most common questions asked related to the latest lease accounting & financial reporting requirements after adoption & transition.
Cybersecurity: Protecting Your Firm's Data & Reputation
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Online
2.00 Credits
Member Price: $89
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Introduction to Governmental Accounting 103
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Online
2.00 Credits
Member Price: $89
Intro to Governmental Accounting 103 is the natural follow up course to the first two Intro to Governmental Accounting courses, 101 & 102 & will take a dive into more complex issues surrounding the reporting of capital assets & long-term debt, investment accounting & a little introduction to grant accounting & reporting.
Surgent's Nuts & Bolts of Cryptocurrency Taxation & 1099-DAs
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Online
2.00 Credits
Member Price: $99
With over 40 percent of Americans owning digital assets and a single bitcoin now valued at over $100K, cryptocurrency is no longer a niche subject, yet few tax professionals understand how to help individuals and businesses who are dealing with digital assets. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients dealing in digital assets. We will also cover current developments surrounding this topic, such as Form 1099-DAs, the updated version of the digital assets question on Form 1040 and a series of chief counsel memorandums related to digital assets and tax planning opportunities.
Surgent's Trump Accounts Created by OBBBA: A Comprehensive Guide for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $119
Many clients are asking their advisors about Trump Accounts, one of the most anticipated yet misunderstood provisions of the One Big Beautiful Bill Act (OBBBA). This program will provide practitioners with the background to be able to advise their clients regarding how Trump Accounts operate. The course will also discuss the comparison between Trump Accounts and other accounts, such as 529 Plans and Roth IRAs. In addition, coverage will be provided on how the pilot program will function to give $1,000 to newborns.
Public Speaking Secrets That Wow Audiences
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Online
4.00 Credits
Member Price: $149
In this course, you'll learn why being able to do public speaking well is a major advantage in becoming successful in your career. You'll learn how to write a good talk, how to present it well & how to use your new found ability to get more clients and/or a promotion. In addition, you'll learn how to overcome your nervousness & how to overcome stress in less than a minute.
Fundamentals of Form 1040: Individual
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Online
4.00 Credits
Member Price: $149
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting and deductions. The session will also cover preparer responsibilities, due diligence and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Improve Spreadsheets by Building Controls in Excel
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Hold Your Horses! Could Tighter Reins Have Prevented a Landmark Fraud?
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Online
2.00 Credits
Member Price: $89
What can we learn From one of the largest municipal frauds in U.S. history? Rita Crundwell stole nearly $54 million From the citizens of Dixon, Illinois over the course of two decades. This course examines circumstances that allowed this landmark fraud to occur. We will explore internal control deficiencies & other circumstances that hindered prevention or timely detection of Rita's scheme.
