WICPA CPE & Special Event Catalog
Surgent's Individual & Financial-Planning Tax Camp
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Online
8.00 Credits
Member Price: $299
Each year brings its own set of tax planning challenges and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: 2026 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2027 course release.
Ethics, Tax Practice & Understanding Circular 230
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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.
The Role of Internal Control in the Risk-Based Audit
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Online
4.00 Credits
Member Price: $149
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
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Online
1.00 Credits
Member Price: $39
As organizations rapidly adopt cloud platforms, traditional audit approaches often fail to identify the risks that matter most. This webinar explores common audit blind spots in modern cloud environments, including misconfigurations, identity sprawl, excessive permissions & ineffective continuous monitoring. Attendees will learn why checklist-based audits fall short in dynamic cloud environments & how leveraging Cloud Security Posture Management (CSPM) & risk-based audit techniques can significantly improve assurance. Practical examples will illustrate how auditors & risk professionals can enhance visibility, prioritize findings & provide stronger assurance to leadership.
Data Science for Accountants: Business Analytics
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Online
2.00 Credits
Member Price: $89
In today's environment of constant volatility & complexity, organizations are inundated with data yet often lack meaningful insights. The finance & accounting function has a unique opportunity to harness Big Data & the full spectrum of analytics-- descriptive, diagnostic, predictive & prescriptive-- to enhance decision-making. However, collecting & reporting data is not the same as analyzing it to extract actionable intelligence. Compared to fields like marketing, sales & supply chain management, finance has been slower to adopt advanced analytics. This course explores how CFOs & finance leaders can close that gap & transform their function into a true driver of strategic insight.
AI & Accounting in Manufacturing
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is reshaping financial oversight in the global manufacturing sector. With factories evolving into digital ecosystems powered by intelligent automation, predictive analytics and edge computing, the role of accounting and finance professionals is rapidly transforming. Participants will explore how AI technologies intersect with core financial functions-cost accounting, audit, tax compliance and financial planning-while enabling real-time reporting, fraud detection and predictive decision-making. Drawing on current global trends and real-world case studies, the course offers actionable insights into integrating AI into financial operations, elevating the strategic role of accounting in manufacturing enterprises. 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 A Guide to Gig Economy Tax Issues
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Online
2.00 Credits
Member Price: $99
The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and accounting and finance professionals must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor and accounting and finance professionals must have the knowledge to make this determination. This program addresses federal and state tax issues accounting and finance professionals must address with clients and their own workers.
Surgent's Forms 7217 & 7203
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Online
2.00 Credits
Member Price: $119
IRS Form 7217 is an IRS tax form required for partners receiving distributions of property from partnerships. Starting for tax years beginning in 2024, a partner who receives property from a partnership must file Form 7217 with his or her annual income tax return. Form 7217 is filed by any partner receiving a distribution of property from a partnership to report the basis of the distributed property, including any basis adjustment to such property as required by Section 732(a)(2) or (b). This new IRS form is part of the IRS's general concern regarding basis shifting in favor of high marginal tax rate related partners. Form 7217 is now required and details the types of property distributed, the aggregate basis and the allocation of basis to the distributed property. Form 7203 is designed to assist in tracking an S corporation shareholder's stock and debt basis. Form 7203 is a significant improvement from the worksheets the IRS provided formerly and over time will serve to help partners and partnerships keep track of their stock and debt basis. The course covers the structure and organization of Form 7203 as well as how an S corporation shareholder's stock and debt basis are calculated.
OBBA 2025 Unpacked: Impact for Taxpayers & Business Owners
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Online
4.00 Credits
Member Price: $149
Whether you asked for it (or not) & its here! The One Big Beautiful Bill Act was signed on July 4. This program will dig into the meat of the Act that will matter to your clients, including No Tax on Tips, No Tax on Overtime, increased Section 199A Deduction, 100% Section 168(k) Bonus & much, much more! 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
Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code & Regulations
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Online
4.00 Credits
Member Price: $149
As part of the Tax Cuts & Jobs Act (TCJA), IRC 199A was added. This Internal Revenue Code section allows certain pass-through entities the ability to has made it deduct up to 20% of their qualified business. Although practitioners have had over three years of "experience" utilizing IRC 100A, many practitioners still do not feel comfortable with this part of the Internal Revenue Code. The purpose of this presentation is to provide the practitioner with an understanding of the rules of IRC 199A as well as an understanding of the IRC 199A regulations. 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.
Independence for Auditors: AICPA, PCAOB, GAO & DOL
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Online
4.00 Credits
Member Price: $149
Independence requirements are foundational to audit quality, yet they vary depending on the applicable regulatory and professional framework. This course provides a practical overview of auditor independence rules and highlights key similarities and differences across major standard setters and oversight bodies. Participants will review independence requirements issued by the AICPA, Government Accountability Office (GAO), Department of Labor (DOL) and the Public Company Accounting Oversight Board / SEC. The course emphasizes common areas of confusion, nuanced differences among the frameworks and considerations auditors should keep in mind when performing attest services for different types of clients. This overview course is designed to help auditors recognize which independence rules apply in various engagement scenarios and better position themselves to meet applicable independence requirements. 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.
S Corporation (Form 1120S): Formation to Liquidation
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a S corporation course focusing on the birth, growth, maturity & death of a closely held S corporation. This case driven course will deal with S corporation income tax laws From formation to liquidation. 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
The Single Audit From Beginning to End Update
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Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state & local governments & not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
Untying the Knot: Taxes & Divorce
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Online
8.00 Credits
Member Price: $239
Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: Filing Status: Determining the correct filing status during and after divorce, Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts, Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce, Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. Currently-Not-Collectible Status: Understanding when and how to use this option, Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities, Lien Discharges & Subordinations: Managing IRS liens on property during divorce, Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Understand Yours & Other People's Styles: Meet Them in the Middle & Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $39
Understanding your own & the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive & avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity & how to understand your team's functionality (or more likely dysfunctionality).
Workforce Transformation & Talent Management in 2025
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Online
1.00 Credits
Member Price: $55
The accounting profession faces unprecedented workforce challenges that demand a fundamental rethinking of traditional firm structures. This course examines why the century-old pyramid practice model is becoming obsolete and presents the inverted pentagon framework as a sustainable alternative. Based on comprehensive research showing that 52% of firms expect to shrink by 20% or more in the next five years, participants will learn how to restructure their firms to thrive with fewer entry-level staff while expanding specialized expertise. The course explores the "6 Ps of Business Model Transformation" - Precision Hiring, Proactive Retention, Practical Technology Implementation, Pricing Expertise, Practice Area Expansion/Focus and People Acceleration. Drawing from success stories in manufacturing, healthcare and technology industries, attendees will discover proven strategies for accelerating staff development, implementing effective knowledge transfer programs and building sustainable talent pipelines in an era of technological disruption and demographic shifts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fraud Evaluations: A Guide for The Compliance Professional
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Online
2.00 Credits
Member Price: $85
The topic of fraud continues to be on the radar of investors, shareholders & regulators. Despite a Kroll Advisors survey showing a decrease of corporate fraud incidents in recent years, new fraud methods are continually being devised & identified thanks in large part to advances in technology & IT infrastructure. Compliance professionals & auditors are not expected to have the expertise of forensic investigators but should have working knowledge of the aspects of fraudulent activities & maintain a skeptical mind when it comes to reviewing potential violations. This course provides a practitioner's perspective of what your company should include in their internal audit programs & processes to mitigate & avoid fraud. We'll cover: The psychology of fraud & connection to the fraud triangle & fraud diamond The International Professional Practices Framework (IPPF) for internal auditors Employing the COSO 2013 towards fraud Rightsizing the internal audit team's responsibilities Risk assessment considerations Reporting procedures
CFO Series: How to Survive an Audit & Avoid Pitfalls!
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Online
2.00 Credits
Member Price: $89
If the word "audit" makes your team groan, you're not alone. Whether it's an internal review, a regulatory exam, or a full-blown financial audit, most finance and accounting teams face scrutiny from multiple directions. This seminar helps participants understand what auditors are really looking for, how to align your goals with theirs and what you can do to make the audit process smoother, less stressful and more productive. You'll learn what to expect during each phase of the audit-planning, fieldwork and reporting and walk away with practical strategies to improve your communication, documentation and overall preparedness. Whether you're supporting an external audit, prepping for compliance testing, or working with internal auditors, this session will help your team respond with clarity, confidence and professionalism. We will show you how to streamline the audit process so it is easier for you and for the auditors, which saves time and money.
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.
