WICPA CPE & Special Event Catalog
Achieving Balance in Work & Life: Part I
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Online
4.00 Credits
Member Price: $149
Due to the constant stress of a fast paced life, overwork & family demands, it's easy to feel one's life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities & goals, overcoming stress & deciding what's most important to you, you can achieve new levels of balance & greater results. Having more balance in your life will allow you to do less of what you don't want & more of what is truly important to you.
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.
Ethics: Critical Thinking, Case Studies & Fraud
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Online
4.00 Credits
Member Price: $149
In today's fast-paced financial environment, the line between right & wrong can often seem blurred. This course serves as a beacon for financial professionals, guiding them through the complexities of ethical decision making with clarity & practicality. Designed for those with a foundational understanding of finance ethics, this program leverages real-world case studies to dissect & understand ethical dilemmas, ensuring participants can apply these insights directly to their professional lives. Engaging content & persuasive delivery make it not just an educational investment but a crucial step towards safeguarding one's professional integrity & the trust of those they serve. Why attend? The course offers a unique opportunity to deepen your understanding of ethical behavior's critical role within the financial industry. You will gain a comprehensive understanding of the professional code of ethics & conduct, including the new AICPA Ethics Codification & explore the significant impact ethical & unethical conduct has on the profession. By the end, participants will be equipped with the tools to identify & rectify critical thinking errors related to ethical dilemmas, ensuring they are not just following the rules but leading with integrity.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
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Online
8.00 Credits
Member Price: $300
This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations & distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships & limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s & how it affects the basis calculations. 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
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.
The Leadership Skills of Tomorrow: Delegate & Listen
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Online
2.00 Credits
Member Price: $89
Mastering two leadership skills will decrease your stress and give you room to enjoy your career. Delegating and listening are key essential skills to hone to elevate your career. You were born with two ears and one mouth. And yet, good listeners aren't born. World-class listeners deliberately practice this skill, even when their audience is challenging. This is a skill which can be learned. Participants will gain awareness into their blind spots to listening, strategies to regain focus, how to stop interrupting and demonstrate to their audience they are listening. How often have you said, "It would just be easier if I did this myself?" or "Nobody can do this task as well as I can, so I'll just do it myself." If this sounds like you, then it's time to start working on your delegation skills. Delegation is not only important as a means to save you time, but it is also about developing the next generation of leaders. 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.
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams & streamlined operations. This course provides accounting professionals with practical guidance on implementing & optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models & client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation & reporting platforms. It offers insights into best practices for managing client expectations & delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS & identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance & compliance in providing CAS to ensure ethical & professional service delivery.
Employees Today & Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $89
Employees drive the written & unwritten culture at your organization. Understanding the key workplace issues & how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce & discuss multiple practical solutions that will enhance your leadership & growth. How can we realize the most From our staff?
Monthly Federal Tax Updates: August 2026
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Balance Sheet Management: The Least Understood Risk 26-27
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Online
4.00 Credits
Member Price: $99
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity" What are the key considerations and the advantages of each" What is the cost of capital" What are the "hidden" balance sheet risks" We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
Firm Ethics -- A Practical Approach 26-27
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Online
4.00 Credits
Member Price: $175
In this course, you'll review what ethics means for a CPA firm and how to use the rules. The interactive workshop is designed for practitioners in small and medium-sized CPA firms and includes generous time for questions and case studies. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2's Internal Controls in QuickBooks Online Environments 26-27
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Online
4.00 Credits
Member Price: $175
Internal control issues often arise in QuickBooks Online environments. However, that need not be the case! In this session, you will learn about internal control features that can help you maximize your QBO experience while simultaneously reducing risk.
Preparation, Compilation & Review Services 26-27
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Online
4.00 Credits
Member Price: $175
SSARS 21 significantly changed the way CPA services are being offered. There is still confusion about CPA responsibilities and procedures. The course will discuss differences between bookkeeping, preparation and compilation engagements and how they differ. It will also discuss financial statement frameworks and how they influence the engagement as well as analytical procedures in review engagements.
Staff Tax Training: Partnerships & LLCs—Form 1065 26-27
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Online
16.00 Credits
Member Price: $589
This two-day training course provides a comprehensive understanding of the Federal income tax laws applicable to partnerships, limited liability companies (LLCs) and limited liability partnerships (LLPs) and their owners. The cornerstone of this course is the integration of the most recent tax laws and theories into real-world case scenarios that teach the preparation and review of IRS tax forms and schedules. Attendees will receive a comprehensive partnership/LLC income tax reference manual that includes practice aids, real-world examples, new Federal income tax forms and schedules and Pat Garverick's Quick Reference Chart.
Money Laundering Awareness for Accountants
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Online
2.00 Credits
Member Price: $89
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making and how examiners and auditors can assist criminal investigators in countering money laundering. 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 Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition: Determine the Transaction Price: Part I
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Online
1.20 Credits
Member Price: $39
The new revenue recognition 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. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
The Motives & Mystery of Ethics-Understanding the Why
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Online
2.00 Credits
Member Price: $89
Our guidance on ethics comes From the AICPA & other groups, but it does not fully address the "why" behind ethics. This session will examine & define what ethics is & what it means to varying people in the workplace. Understanding what motivates people & understanding those people are key to both solving ethical dilemmas & workplace issues that can lead to greater job satisfaction & efficiency. To correct an issue, you need to delve into the root cause: the why?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
The Ethic of Teamwork
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Online
2.00 Credits
Member Price: $89
"No one cares how much you know until they know how much you care." To be a part of a team, a team that truly cares for its people, is to be granted an opportunity for growth and inclusion and a sense of belonging. It doesn't get better than that! This ethics-based webinar examines the essence of what constitutes teams that are high functioning and highly collaborative. One essential component is the balance between content (getting the job done!) and process (how we get things done...how we treat each other). This webinar will offer concrete practical suggestions for teams both for content and process effectiveness. It will also offer opportunities for self-reflection and actions to take to enhance team performance. 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.
