WICPA CPE & Special Event Catalog
Revenue Recognition Topic 606: Identify the Contract Part I
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Online
1.20 Credits
Member Price: $39
On May 28, 2014, the Financial Accounting Standards Board (FASB) & International Accounting Standards Board (IASB) issued converged guidance on recognizing revenue in contracts with customers (ASC 606). The objective of the guidance is to establish principles to report useful information to users of financial statements about the nature, amount, timing & uncertainty of revenue From contracts with customers. The new guidance provides several benefits to financial statement users. This is one in a series of courses that outline the updated revenue recognition standard.
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues With 360 Insight
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Online
2.00 Credits
Member Price: $89
You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component & human component. We can resolve some of our budget issues by exploring the process' human aspect. Understanding what makes you & others operate can enhance your understanding of the entire organization & build upon the respect & influence needed to navigate & lead the budgeting cycle. This session includes a case study that measures an individual's personality type & then explores how to use our strengths & weaknesses to create a better budget process & quite frankly maybe a better you. This is a great & fun course on its own, but is also part three of a four part series on budget mastery.
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $89
Just because Microsoft Teams is no longer a new tool doesn't mean it hasn't evolved & it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more From Teams & enhance your ROI on the platform. In this session, you will learn about the core options available in Teams & how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features & integration with Microsoft's Copilot platform. If you use Teams & want a deeper understanding of the platform, don't miss your opportunity to participate in this session.
Surgent's Client Advisory Services: A Guide to the Variety of Offerings Professionals Can Provide
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Online
2.00 Credits
Member Price: $99
According to a 2020 AICPA survey, advisory and consulting services were considered the greatest unmet needs of clients. The recent growth in Client Advisory Services (CAS) has led many to ask what is included in this broad category as well as how to develop the services for clients. With so much focus on the recent success of CAS offerings, now is the time to learn how the services differ from what you currently offer, which of your clients would benefit most and what you need in place to add a quality CAS program to your firm's menu of services.
Surgent's Ethics for Tax Professionals
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Online
2.00 Credits
Member Price: $99
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Key Roth IRA & Roth 401(k) Rules for Funding & Tax-free Distributions
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Online
2.00 Credits
Member Price: $99
How much can clients contribute to a Roth IRA, Roth 401(k), Roth SEP IRA, or Roth SIMPLE IRA? When do enhanced (super) catch-up contributions apply and when must those catch-up contributions be made on a Roth basis? How does a Roth distribution qualify as tax-free? How did SECURE Act 1.0 and SECURE Act 2.0 fundamentally change Roth funding and distribution rules? These are among the core Roth questions advisors must be able to answer with confidence. As Roth accounts continue to play an increasingly central role in retirement savings strategies — and as contribution rules become more layered and complex — Roth proficiency is no longer optional. In addition, new rules governing age-based enhanced catch-up contributions and the Roth mandate for certain higher-income participants have added a new level of coordination between tax planning, payroll and retirement plan design. In this course, Denise Appleby simplifies the critical rules that govern Roth funding and Roth distributions across Roth IRAs, Roth 401(k)s and related employer plans. Emphasis is placed on understanding how the rules interact, where advisors commonly make mistakes and how recent legislative changes affect real-world planning.
The CPA's 2026 Guide to Cryptocurrency & Blockchain
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Online
2.00 Credits
Member Price: $89
We have passed the 15 year anniversary of the start of the cryptocurrency market with the release of Bitcoin in 2010. It is estimated today that 1 in 5 people in the U.S. trade in cryptocurrency. With the recent changes in the legislative landscape, this number is poised for substantial growth. In addition, there will be natural evolution towards "smart contracts" powered by AI and the integration of cryptocurrency as the payment mechanism. For these reasons, it is important for every CPA to have a baseline understanding of the cryptocurrency marketplace and the technology it is built on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Just Ask Why: Searching for Answers: Generating Solutions
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Online
4.00 Credits
Member Price: $149
Breaking the Wall of blind acceptance; avoiding habitual complacency & Yoking the dots between cause & effect.
Triple Your Memory, Prevent Dementia & Halve Your Stress: Part I
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun & practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia & halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health & wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now & in the future by making sure you know the best ways to remember information, handle stress & keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency & improve your overall quality of life.
2026/27 Annual Update for Accountants & Auditors
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting and auditing developments affecting accountants and auditors across industries. The course combines recent standard-setting activity issued by the Financial Accounting Standards Board with major audit and attestation updates from the AICPA, providing a well-rounded view of changes impacting financial reporting and engagement performance. Participants will begin with an overview of recently issued and upcoming Accounting Standards Updates (ASUs), including standards effective for December 31, 2026 year-ends for public companies, private entities and not-for-profit organizations. The course also highlights issued ASUs with future effective dates and provides high-level insight into recent exposure drafts to support implementation planning. The course then shifts to auditing and attestation developments, including the next phase of quality management with a focus on monitoring and remediation requirements. Participants will also review recent and proposed standards affecting audit, attestation and consulting engagements, including SSAE No. 24, SSARS No. 26, exposure drafts related to confirmations and fraud and SAS No. 149 addressing group audits. Designed for preparers, auditors and firm professionals, this course helps participants understand how recent accounting and auditing changes intersect-and what to watch for as standards and expectations continue to evolve. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Not-for-Profit Accounting & Auditing Update
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Online
4.00 Credits
Member Price: $149
This comprehensive annual update brings together key accounting, auditing & compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity, audit & attestation updates & Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting & oversight. Participants will begin with an overview of accounting developments affecting not-for-profit organizations, including recently issued Accounting Standards Updates (ASUs) From the Financial Accounting Standards Board & an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose & structure of INPAS & how it compares conceptually to U.S. GAAP requirements for NFPs. The course then shifts to auditing & attestation developments From the AICPA, including the next phase of quality management with a focus on monitoring & remediation responsibilities. Participants will also review recent & upcoming standards affecting audit, attestation & consulting engagements, including updates related to SSAEs, SSARSs, exposure drafts on confirmations & fraud & changes affecting group audits.
A&A Update for Nonprofits & Single Audit: 2026
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Online
8.00 Credits
Member Price: $239
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards and the basis for any potential changes on the horizon. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CFO Solutions to IRS Problems
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Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Financial Planning: Auto & Homeowners Insurance
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Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Financial Close Process
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Online
1.50 Credits
Member Price: $79
A common challenge for the controller role is in closing the month-end & period-end books in preparation to issue financial statements. This duty requires precision, timing & efficiency. In today's digital world, many organizations have access to financial accounting software that will assist with the steps in the financial close. However, even with this aid it is critical the accountant understand the various steps for the close process & how they inter-relate to other accounting processes. This course gives you an insight into the inter-relationships between many processes that impact the financial close. The closing process has traditionally been a slow one with many companies taking two weeks to close its subsidiary's books & another two to three weeks to roll up & consolidated the results. With the introduction of technology much has been done to help accelerate that process with integrated enterprise resource planning systems & general ledger & consolidate software. Within this segment we will discuss the elements of the financial close & also important concepts to assist the controller in accelerating their close timeline. This includes addressing all functional areas of the close including payroll, invoicing, payables, inventory, cash & the general ledger. We will also discuss important concepts of ensuring your financial close is accurate by discussing bank reconciliations, overhead allocations, bad debt reserves, unpaid wages & accruals for vacation time, account reconciliations, deprecation & overall financial statement review. Note: This course does not address utilizing technology in the financial close. Its focus is to understand the varied procedures involved in the financial close whether or not technology is utilized.
Business Tax Update 2026: Compliance & Planning
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Online
2.00 Credits
Member Price: $89
This course addresses the most recent legislative & regulatory developments impacting business taxpayers, with a focus on important OBBBA 2025 provisions, rules & concepts to apply when preparing client returns. 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 & submit to terri.storer@acpen.com
Mastering the Excel Lookup Functions
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
New Corporate Transparency Act Developments & Proposed FinCen Reporting Requirements for Real Estate Sellers
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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 & the court's decision in NSB. Also covered will be future implications for business entities & 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 & gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. 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 & submit to kori.herrera@acpen.com.
Accounting & Auditing for the Construction Industry 26-27
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Online
4.00 Credits
Member Price: $175
The construction industry faces many unique challenges to survive and remain profitable. These include specific accounting and reporting aspects for construction contracts and estimating project costs and profitability. Analyze revenue recognition under the percentage of completion method (including comparing current standards to the new FASB revenue standard) by exploring the underlying details. Reduce potential errors made using established concepts, including the shortfalls of the "cost to cost" method. Take a focused look at construction contractors' accounting, reporting and auditing. Discuss techniques and examples that provide a realistic audit approach for the contractor, including detailed auditing procedures for many types of contracts.
Advanced Staff Tax Training: Individual 26-27
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Online
8.00 Credits
Member Price: $329
This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.
