WICPA CPE & Special Event Catalog
Surgent's Technical Individual Practice Issues & Tax Forms for Experienced Practitioners
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Online
8.00 Credits
Member Price: $279
Don't let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively. This course discusses the topics that experienced staff, managers and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with "filled-in" forms provided with the complete answers.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
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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.
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.
Compilation, Preparation & Review Basics & Peer Reviews
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Online
2.00 Credits
Member Price: $89
Cover the basic requirements for performing preparation, compilation and review engagements under Statements on Standards for Accounting and Review Services (SSARS), including the new SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions. Review common issues found on SSARS engagements in connection with peer reviews and the impact of various findings on the results of a peer review. Identify key issues to consider during SSARS engagements and determine how to incorporate quality control recommendations and tips for performing high-quality SSARS engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics Aren't for the Byrdes in Ozark
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Online
1.00 Credits
Member Price: $39
Professional codes of ethics provide guidance to professionals who are frequently required to choose between doing the right thing & the wrong thing. Sometimes, professionals violate their ethical code & do the wrong thing for what they rationalize is the right reason. This session uses the popular television show "Ozark" & its multiple examples of seemingly good people doing bad things for the right reason to define ethics as well as explore why people make unethical choices & how they justify those choices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Business Tax Update: OBBA & Recent Developments
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Online
2.00 Credits
Member Price: $89
A discussion of the latest tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics: Court Orders, Confidentiality & Compliance
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Online
2.00 Credits
Member Price: $89
This course examines the ethical & legal responsibilities of tax professionals when responding to court orders, summonses & other legal demands for taxpayer information. Participants will review the statutory & regulatory framework governing confidentiality & disclosure, including IRC 7216 & 6713, Circular 230 & the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted, restricted, or prohibited under federal law & professional standards. Through practical analysis & scenario-based discussion, participants will examine common situations involving divorce proceedings, mediation settings & conflicting client interests. Emphasis is placed on evaluating disclosure requests, applying ethical decision-making frameworks, maintaining proper client consent & scope limitations & protecting taxpayer confidentiality while complying with legal mandates. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
International Cross Border Transactions
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Online
2.20 Credits
Member Price: $89
Please join us for an introductory course in international cross border transactions. We will discuss typical situations in which a cross-border transaction arises & how a taxpayer can utilize the rules to potentially decrease an entities effective tax rate. Other issues, such as documentation & IRS audit risk will also be covered. These rules will be illustrated by a hypothetical US- Canada transaction. 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 leighanne.conroy@acpen.com.
Surgent's Depreciation Rules for Bonus & Section 179 Expensing
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Online
2.00 Credits
Member Price: $99
Thanks to the One Big Beautiful Bill Act (OBBBA) passed in 2025, 100% bonus depreciation is now permanently available for new and used assets. OBBBA has restored 100% bonus depreciation and increased the depreciation that can be taken under Section 179. OBBBA also provided a new, important depreciation topic — qualified production property. These topics, covered extensively in the program, are vital for tax practitioners advising business taxpayers.
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Online
2.00 Credits
Member Price: $99
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.
Surgent's Taking Advantage of Installment Sales
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Online
2.00 Credits
Member Price: $99
When real property is sold for a gain, we always try to find ways to defer recognizing income so that it won't be necessary to send a check to Uncle Sam. There is a provision within the Internal Revenue Code that allows the taxpayer to defer recognition of immediate taxable gain in the year of sale known as an "installment sale." Knowing how and when to utilize this provision makes the Accounting and Finance Professionals very valuable to either their client or the entity they work for. We will also discuss recent proposals that could impact the future of this provision. Please Note: due to overlap with the ISL4 course, customers should not take both.
K2’s Excel Best Practices
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Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest & best techniques. Join our comprehensive program & dive deep into the best practices for creating, editing & auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others & effectively report data. Today's Excel best practices are a far cry From those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel & elevate your skills to new heights.
Comprehensive Estate Planning: Administration & Postmortem Strategies
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of estate & trust administration is a vital skill for professionals, who play an integral role in the administration team. This comprehensive course is designed to equip professionals with a thorough understanding of their responsibilities & the processes involved in estate administration, enhancing their ability to address estate settlement issues effectively. Participants will be provided with a detailed overview of the professional's role in estate & trust administration, emphasizing practical insights & strategies for managing assets, addressing the legitimacy of debts & creditors & ensuring the proper distribution of assets. 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.
The Yellow Book: From Beginning to End
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Online
8.00 Credits
Member Price: $250
A comprehensive review of the newest version of the U.S. Government Accountability Office's Government Auditing Standards, otherwise known as "the Yellow Book." The standard will affect all auditors who perform audits of government & nonprofit organizations who receive federal funds, or where application of GAO standards is required by law, regulation or contract. It does not address the standards applicable to performance audits.
S Corporations: Comprehensive walk through of Form 1120S
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Online
8.00 Credits
Member Price: $239
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income and accurately reporting and allocating income, deductions and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Building & Maintaining an Engaged Remote Team
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Online
1.00 Credits
Member Price: $39
Building a remote team is no longer just a perk- it's a strategic advantage for CPA firms that want to attract top talent, improve retention & scale sustainably. This session will explore how to intentionally design a remote work environment that balances flexibility with accountability. Attendees will learn how to structure communication, meetings & leadership touchpoints so remote staff stay engaged, aligned & productive. This session will provide practical systems CPAs can implement immediately.
Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic & Don Minges
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Online
1.00 Credits
Member Price: $39
Ethical situations occur more often than many realize. We must stay vigilant. Sometimes a seemingly simple situation may seem innocuous at first, but it can lead to large complications in the near future. In today's competitive environment, one error posted on social media can damage a reputation forever. Social media posts can cause havoc.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
K2’s Expense Reporting Automation
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Online
2.00 Credits
Member Price: $89
Managing & auditing employee spending on personal & corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation & approval processes are tedious & repetitive & are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies & features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement & artificial intelligence-based validation to automate & eliminate the tedium. Attend this session & learn how to use automation & cure the expense reporting blues for you & your employees.
