WICPA CPE & Special Event Catalog
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of business transactions requires a deep understanding of tax & estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios & practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities & safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer & tax implications, gifting strategies & the utilization of various trusts & partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax & estate planning. Join us & immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. 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.
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.
Surgent's Audits of 401(k) Plans: New Developments & Critical Issues
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Online
8.00 Credits
Member Price: $299
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.
Public Procurement Basics: Protecting the People's Money
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Online
2.00 Credits
Member Price: $89
Procurement is a critical component of successful government operations. While there are challenges in public procurement, there are a number of guidelines and requirements that will help lead you to success. This course will offer guidance on how governments can meet complicated procurement needs and develop best practices that protect public and Federal funds. 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 Single Audit Update
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Online
1.00 Credits
Member Price: $39
Stay current on significant developments affecting Single Audits with this focused update on recent regulatory & professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million & other changes impacting audit planning & execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency & compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management & Budget (OMB) memoranda, as well as reporting-related changes, including the transition From the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements & what to watch for as expectations continue to evolve.
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.
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Not-For-Profit Organizations: Financial Overview 26-27
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Online
4.00 Credits
Member Price: $175
Not-for-profit organizations always need volunteers as treasurers or members of the financial oversight committee! CPAs are often asked to fulfill these roles. This course highlights the financial accounting needs of such organizations. Along with covering the status of the not-for-profit organizations, an update on recent ASC updates affecting nonprofit entities is covered. This course is geared toward hands-on, or future hands-on, treasurers of service clubs and similar not-for-profit organizations.
Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $149
This program compares & contrasts the financial accounting for partnerships & LLCs, as well as discusses the tax accounting for these entities, with a thorough discussion of the important differences between financial accounting for partnership capital accounts & the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed. This course does not qualify for IRS credit.
Federal Tax Update: Business Comprehensive 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 all business entity types, including S corporations, Partnerships, C corporations and Sole Proprietorships. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.
Internal & External Fraud: Underst&ing It & Working to Control It 26-27
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Online
8.00 Credits
Member Price: $329
Regardless of size, all organizations must be aware of the risks associated with intentionally fraudulent acts. Fraud can be executed from within an organization, by external parties, or both. Therefore, a primary method to thwart fraud is understanding how and why it occurs. First, understand why internal and external intentional defalcations take place. Discuss the difficulty in understanding the motives driving those who undertake fraud. Finally, review measures organizations can implement to stop fraud and add security to the enterprise.
K2’s QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved & thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants & business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model & learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements & seamlessly migrate From QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using & excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
Fraud Busters: Controls to Prevent & Detect Fraud
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Online
2.00 Credits
Member Price: $89
This course investigates actual real-world fraud schemes and discusses what controls could have prevented the fraud from occurring and what controls could detect and curtail the fraud scheme. The instructor speaks from experience, finding multiple frauds very early in her career leading to a career-long focus on fraud prevention and detection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Volume to Value: A New Era of Precision Hiring in Accounting
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Online
1.00 Credits
Member Price: $55
Volume to Value: A New Era of Precision Hiring in Accounting examines how accounting firms are shifting from high-volume recruiting models to "precision hiring" as AI adoption accelerates and talent scarcity continues. Participants will explore why traditional hiring processes often overemphasize technical accounting knowledge while under-assessing the competencies that most impact performance-critical thinking, professional communication and AI ethics awareness. The course explains how AI-enabled recruiting tools can support candidate screening, assessment and retention forecasting and why firms that do not modernize their hiring approach may struggle to compete for top talent. Participants will leave with practical approaches to competency-based assessment, ethical guardrails for AI use in hiring and a high-level implementation roadmap with metrics to evaluate quality of hire, performance and retention. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Crypto, Blockchain & Taxes
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Online
2.00 Credits
Member Price: $89
For accounting & tax professionals, understanding the inner workings of blockchain & cryptocurrency is no longer just an advantage-- it's a necessity. This course provides an in-depth look into the mechanics of digital currencies & revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits & risks effectively. Special emphasis is placed on the tax implications for both individuals & estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning & asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities & estate planning challenges posed by digital assets, participants will be able to offer valuable insights & strategic solutions. They will emerge From this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional From the average. Join today & step into a role as a leader in finance for the digital age.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation & utilization of budgets. Seasoned accountants will benefit From a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning & control.
Ethical Standards in Tax Practice: Circular 230 & Compliance
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Online
2.00 Credits
Member Price: $89
This instructor-led course offers an in-depth analysis of ethical challenges that tax professionals face, focusing on the provisions of Circular 230 & how they apply to real- world scenarios. Through the discussion of key issues such as conflicts of interest, confidentiality, diligence, contingent fees & the handling of amended returns, participants will learn how to apply ethical principles in their practice while maintaining professional standards. Participants will gain a comprehensive understanding of how to handle ethical dilemmas, manage client pressures & ensure compliance with regulatory expectations, all while safeguarding their professional integrity. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
Tax Procedure
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Online
2.00 Credits
Member Price: $89
This seminar will introduce the process From filing a tax return to the IRS audit, IRS Appeals, Collections & litigation at courts of original jurisdiction. We will discuss the options taxpayers have at any point in the process with reference to real-life stories From the trenches. 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.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business environment, internal controls are more crucial than ever, especially for small organizations. However, many small businesses face significant challenges in implementing effective internal control structures. Our comprehensive program is designed to help you evaluate, develop & implement a robust internal control system tailored to the unique needs of small businesses. Join us to learn how to assess risks & implement preventive, detective, deterrent & compensating controls to mitigate these risks, even in the absence of proper segregation of duties. Our program also covers technology-focused techniques for preventing & detecting fraud, securing information systems & protecting sensitive data. Don't let the complexities of internal controls overwhelm you. Our expert-led sessions will provide you with the insights & tools necessary to design, implement & monitor effective internal controls, security measures & anti-fraud strategies. Ensure your small business is safeguarded against risks & positioned for success.
