WICPA CPE & Special Event Catalog
Fraud’s Greatest Hits!
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Online
3.00 Credits
Member Price: $109
Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future. In addition to the cases, Jeff will cover various aspects, both authoritative & guidance, related to fraud to further improve your awareness & skills. He will also cover a couple of other significant fraud cases as well as a couple of interesting historical notes. The entire presentation is packaged into Jeff's unique blend of teaching with humor. Each case has its own "Greatest hit", a song parody to help you remember the case as well as other surprises along the way to keep your interest. If you are looking for a course that will keep awake & engaged & will better prepare you for detecting fraud, then this course is a must.
K2’s Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat & other PDF tools to make working with PDF files a breeze. Join our course & discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word & Excel files & electronic signatures. You'll also learn how to create & apply tick marks, build indices, catalogs & portfolios & secure your PDF documents to the fullest. As the popularity & usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session & learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration & hello to efficiency!
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.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Emerging Risks & Resilience: How Accounting & Finance are Leading the Way: Part IIII: Managing Supply Chain Risks, Data Analytics & Business Co
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Online
2.00 Credits
Member Price: $89
This is Part 4 in our 5 part series on Emerging Risk & Resilience: How Accounting & Finance is Leading the Way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
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.
Surgent's Understanding S Corporation Taxation: Compensation Issues & Entity-Level Taxes
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Online
2.00 Credits
Member Price: $99
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.
Master the Art of CPA Communication: Boost Your Influence!
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Online
4.00 Credits
Member Price: $149
Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Professional Ethical Considerations for CPAs
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Online
2.00 Credits
Member Price: $89
Every CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation. CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence. This course will provide an overview of the core principles from which the CPA profession is built upon. 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.
Surgent's Applying the Yellow Book to a Financial Statement Audit
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Online
4.00 Credits
Member Price: $159
A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of the Yellow Book financial auditing requirements and prepares you to excel in applying the standards. The course uses a highly illustrative and engaging format, featuring 15 focused exercises designed to strengthen practical application and enhance working knowledge.
Surgent’s Weekly Expert Hour
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Online
1.00 Credits
Member Price: $59
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax and advisory firms is differentiating between changes that are relevant to our practice and our clients and changes that are new but totally irrelevant. Distinguishing between the two is difficult and time-consuming. Mike Tucker and a team of experts are pleased to present a weekly series designed to eliminate the clutter and get you what you need to stay up-to-date and perform for your clients. Mike and his co-presenters will dispense news on current events impacting taxes, finance and industry. The subject matter will differ each week and intermittently include topics such as Social Security and Medicare. The panelists will discuss personal and corporate tax matters as well as other late-breaking news related to practitioners' personal finances and those of their clients. Every financial professional will benefit from this series. This is a cost-effective way for accountants to fulfill their compulsory continuing education because this weekly series will include almost 40 one-hour presentations. Sign up today — your clients and your bottom line will thank you.
There is NO Such Thing as ‘Business Ethics’ featuring John Levy & Don Minges
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Online
1.00 Credits
Member Price: $39
What happens when businesspeople think they can lie & cheat at work, as long as it makes a profit? Some believe that business is like war & there are no rules! Do you really want to behave differently in business than in your personal life? Can, or should, ethics be 'switched on' or off?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
Emerging Risks & Resilience: How Accountants & Finance are Leading the Way: Part V: Governance, Culture & Regulatory Risk Pressures
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Online
2.00 Credits
Member Price: $99
This is Part 5 in our series of Emerging Risks & Resilience: How Accountants & Finance are Leading the Way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This five-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
Financial Acumen for Today's HR Leader
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Online
2.00 Credits
Member Price: $89
Financial Acumen for the HR Professional is a part of the series "The HR Professional's Guide to Evolving Business Strategy, Finance & Development." This course identifies how HR Professionals can increase their financial understanding to participate more effectively with management as well as understand the financial results & implications for the business.
Accountants & Malpractice: Can We Get Sued for This?
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Online
2.00 Credits
Member Price: $89
This seminar reviews situations in which a CPA or accounting professional may be in danger of being sued. We cover common law causes of action, such as negligence and the relevant standards and case law defining what constitutes reasonable practitioner behavior. This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel. 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.
Surgent's Contract Law for Accounting & Finance Professionals
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Online
2.00 Credits
Member Price: $99
Accounting and finance professionals routinely encounter a broad range of legal issues while advising clients or performing routine job functions. Contract law tops the list as the most frequent issue that intersects with the accounting and finance professions. As trusted advisors, it is wise to understand the fundamentals of contract law for both personal and professional benefit. This course provides a broad overview of contract law basics geared specifically toward the accounting and finance professions. From contract formation to enforceability, this course offers an interesting look at how contract law intersects with accounting and finance. Participants should walk away with a better understanding of common issues that arise when reviewing contracts.
How to Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Member Price: $109
This course provides an overview of the Quality Management standards & the requirements under SQMS 1. The AICPA requires CPA firms with accounting & auditing practices to implement a system of quality management, including firms performing preparation & compilation engagements. While the objective is to improve quality within the profession, implementation may seem overwhelming. To assist, the AICPA has developed practice aids to guide firms through the development & documentation process. In this webcast, Jeff walks through where to find the practice aids, how to use them, required documentation, use of the risk assessment template & development of final documentation. Practical guidance is provided throughout to simplify implementation.
Enterprise-Wide Risk Management in Accounting & Finance
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Online
4.00 Credits
Member Price: $149
Organizations are challenged with identifying, evaluating and responding to a wide variety of risks. This course will discuss tips and best practices for enterprise-wide risk management for accounting and finance professionals. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
