WICPA CPE & Special Event Catalog
Partnership & LLC (Form 1065)--Formation to Liquidation 26-27
-
Online
8.00 Credits
Member Price: $329
With tax laws growing more complex and evolving by the minute, CPAs need more than just a surface-level understanding of partnership and LLC taxation. This course takes a lifecycle approach'from formation through growth and operations to eventual liquidation'focusing specifically on closely held entities. Through case-driven instruction, you'll tackle real-world tax issues at both the partnership and partner level. We'll break down key concepts with practical examples and scenarios you're likely to encounter in the field. Attendees will leave with a comprehensive reference manual packed with practice aids, actionable guidance and fully developed case studies you can put to work immediately.
Reasonable Compensation for S Corps
-
Online
2.00 Credits
Member Price: $89
Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of 'Reasonable Compensation for S Corp's out of the shadows and placed it forefront as a priority issue for CPA's, EA's, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
Resistance to Resilience: Strive for Tech Change Acceptance
-
Online
1.00 Credits
Member Price: $55
Technology adoption often comes with resistance, but it's possible to transform this challenge into an opportunity for growth. This course explores the journey from resistance to resilience in embracing new technologies, focusing on overcoming barriers and ensuring successful implementation. Participants will examine cutting-edge audit technologies, including AI, data analytics and automation and learn how to align these innovations with both organizational and personal goals. Through case studies, insights into the Technology Acceptance Model (TAM) and practical discussions, participants will gain the tools and strategies to foster acceptance, driving seamless integration of new technology into both individual tasks and team workflows. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
-
Online
1.00 Credits
Member Price: $39
This webinar aims to provide HR professionals with a comprehensive understanding of mental illness & depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice & address common challenges.
Global Internal Audit Standards (GIAS) Domain II: Part II
-
Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
Creative Strategies for Buying, Selling, or Gifting a Business
-
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.
ChatGPT & IRS Taxation Law Research
-
Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Executive Presence, Personal Brand: Structure Your Narrative
-
Online
1.00 Credits
Member Price: $55
Professional credibility is communicated, not assumed. In this 1-CPE session (Professional Development), participants examine structured approaches to articulating their professional identity. Drawing directly from the course framework, the session covers development of an elevator pitch, a professional value proposition and a concise executive biography. Participants will analyze how credibility is established through clarity, relevance and alignment with audience needs. The course emphasizes service-centered communication rather than self-promotion and provides structured guidance for refining professional messaging in leadership and client-facing contexts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics for CPAs: The Practical & the Possible
-
Online
2.00 Credits
Member Price: $89
Award winning discussion leader, former AICPA Council Member & former state accountancy board member Mark Hugh will review the AICPA Code of Professional Conduct & its interpretations; discuss new developments in regulation at the national & state level; & discuss examples of best practices, case studies & disciplinary actions.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's A Guide to the 401(k): Concepts & Strategies
-
Online
2.00 Credits
Member Price: $99
This course delivers a comprehensive, practitioner-focused analysis of 401(k) plans, emphasizing rules, planning opportunities and common execution risks faced by employees, executives and business owners. Participants will develop a detailed understanding of plan mechanics, contribution limits, testing requirements and timing rules, with particular attention to avoiding overfunding, coordinating multiple plans and maximizing employer benefits. The course examines employee and employer contribution structures, including elective deferrals, catch-up contributions, after-tax contributions, matching and profit-sharing formulas and special coordination issues for executives, multiple employers and solo 401(k) plans. Participants learn how to identify and implement advanced strategies such as Roth vs. traditional optimization, mega Roth planning, in-plan conversions and effective use of employer stock through net unrealized appreciation (NUA). Distribution planning is a core focus, including tax treatment, early distribution penalties, rollover mechanics and basis tracking across pre-tax, Roth and after-tax sources. The course emphasizes practical decision-making when evaluating lump sum vs. annuity options, executing rollovers correctly, managing withholding and tax payments and applying penalty exceptions. Special scenarios, including inherited 401(k) accounts, trust beneficiaries and Roth-specific timing rules, are also addressed.
Surgent's Guide to Understanding the At-Risk Basis Rules & Forms 6198 & 7203
-
Online
2.00 Credits
Member Price: $99
Many tax clients with losses from their S corporations, partnerships and multiple-member LLCs treated as partnerships will want to use these losses to offset their other income from other sources. This program explains when, why and how the at-risk rules apply to allow or to prevent the owner of a pass-through entity from taking a loss from a pass-through entity and using it to offset other income. This program is extremely helpful for anyone with pass-through entity clients.
Financial & Tax Accounting for Partnerships & LLCs
-
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.
Leadershift: Drive Results Through Ethical Performance Mgmnt
-
Online
4.00 Credits
Member Price: $149
Do you find yourself challenged to achieve the results you want? While leading employees can be one of the most challenging activities, it is also one of the most impactful leadership skills few seem to master. Inspirational leadership looks like lifelong employees reaching their full potential AND impactful business results that are repeated year after year. Striking the balance between these two critical aspects does not have to be rocket science. In this power-packed course, the formula to be an Inspirational leader has been masterfully developed and covers the soft skills of Inspirational leadership and the Results Model: Goal Setting + Coaching + Follow Up with proven results from dozens of both large and small companies. These cornerstones are simple but can be hard to execute because it is HOW you do it first, then WHAT you do second. This exciting course is designed to ignite your leadership skills by putting theory into practice; drilling into real live examples and experiencing first-hand what excellence sounds like through role-playing and building your action plan. Get ready to become an inspirational leader and learn the steps required to get the results you really want. 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.
Profiles in Fraud
-
Online
2.00 Credits
Member Price: $89
Nobody is immune to fraud risk. This course opens with stories of real fraud perpetrators then examines the similarities between the fraud perpetrators, discovering that they all have many common traits. It finishes with techniques accountants can use to deter these behaviors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Taxation of the Cannabis Industry
-
Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements and market trends. 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 Ethical Considerations for the CPA
-
Online
4.00 Credits
Member Price: $159
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Calculating the Retirement Need
-
Online
1.00 Credits
Member Price: $55
For most people, funding their own retirement is the largest expense they will ever have. Due to advances in medical technology and overall healthier lifestyles, it is not unusual for someone to live 30 years or more in retirement. In this course, we will discuss how to quantify and calculate the retirement needs of the client. We will talk about time value of money concepts, how to help clients quantify their retirement goals and even how to address risk perceptions. By doing this, we will allow practitioners to be able to better address client questions and frame trade-offs when necessary. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
A Strategic Approach to Understanding Compensation Structures
-
Online
1.50 Credits
Member Price: $79
Understanding the principles & practices of compensation is essential for creating a motivated & satisfied workforce. In this webinar, we'll explore how these crucial elements drive fairness & engagement in HR practices. This program is designed for HR professionals & business leaders seeking to enhance their compensation strategies.
The Psychology of Fraud
-
Online
1.50 Credits
Member Price: $79
We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals & examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.
