WICPA CPE & Special Event Catalog
Staff Retention Keep the Best People
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Online
3.00 Credits
Member Price: $109
The COVID pandemic changed the way many people worked, yet others have had remote teams for decades & little changed. Many organizations trying to bring people back to the office have experienced significant turnover. Some practices have changed forever while some principles will always remain the same. Keeping your people happy equals keeping your best people. Learn the changes you should make now & the things you should do forever!
Corporate Finance Technology Selection: Practical Frameworks
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Online
1.00 Credits
Member Price: $55
Finance technology decisions (ERP, FP&A, AP/expense automation, close/consolidation, bank integrations and AI-enabled tools) can dramatically improve close speed, forecasting and control execution-but vendor demos and "AI" marketing often hide integration complexity, data readiness gaps, governance risk and long-term total cost. This course provides a practical, vendor-neutral approach for CPAs and finance leaders to evaluate and implement corporate finance technology with an audit-ready mindset. Participants learn how to cut through AI claims using an AI capability framework, apply a weighted vendor evaluation scorecard focused on controls and assurance, build a five-year total cost model that captures hidden and ongoing costs and follow an implementation roadmap with checkpoints and red flags to reduce failure risk and improve ROI realization. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Transforming Strategic & Financial Management With ChatGPT: Insights for CPAs, CFOs & Controllers
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Online
2.20 Credits
Member Price: $89
"Transforming Strategic & Financial Management with ChatGPT: Insights for CPAs, CFOs & Controllers" is a comprehensive 2-hour CPE course designed by Jim Lindell of Thorsten Consulting Group, Inc. This course delves into the revolutionary impact of ChatGPT on financial & strategic management, offering a blend of theoretical insights & practical applications tailored for financial professionals. Through an exploration of ChatGPT's capabilities in research, communication enhancement, benchmarking, risk analysis & more, participants will learn how to leverage this advanced AI technology to streamline operations, enhance decision-making & foster innovation in their practices. The course not only highlights the current applications but also provides a glimpse into the future of AI in financial management, encouraging professionals to embrace technology for competitive advantage.
Drive Results With Metrics
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Online
2.00 Credits
Member Price: $89
Many organizations struggle to keep budgets current in an ever-changing business climate. Twenty-first century performance metrics focus on determining what budgets should be rather than what they were in the past. Using performance metrics effectively reduces work, reduces politics, provides flexibility & substantially improves the performance management process. This session will show you powerful techniques to drive your organization's performance.
The Art of Engaging in Difficult Conversations
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Online
2.00 Credits
Member Price: $89
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. 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 Representing a Client in an IRS Audit
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Online
3.00 Credits
Member Price: $169
The Inflation Reduction Act of 2022 called for delivering nearly $80 billion to the IRS over 10 years to allow the IRS to purchase new technology and hire employees. This funding would have provided the IRS with new equipment and new employees, possibly to handle more audits, many of them involving very complex tax issues. The Trump Administration has reversed this with prospects for a reduction in IRS employees and less money to fund the purchase and development of new software. This program discusses the current state of IRS audits. Trump administration changes will of course have enormous impacts on these audits going forward.
Ethics: Critical Thinking, Case Studies & Fraud
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Online
4.00 Credits
Member Price: $139
While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers and to the public. This course will explore the basic tenets of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations, with special focus on the AICPA Code of Professional Conduct and AU-C Section 315. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Preparing & Writing Findings in Yellow Book & Single Audits
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Online
4.00 Credits
Member Price: $159
Reporting findings under the Yellow Book and single audit standards comes with unique rules - but mastering them is easier than you think. This course gives you the tools and techniques to prepare, write and present findings that meet the GAO and OMB requirements while sparking meaningful improvements for your clients. You'll learn exactly what to report, how to report it and where to report it so you can deliver results with clarity, compliance and impact.
Surgent's Required Minimum Distributions: Compliance & Planning
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Online
4.00 Credits
Member Price: $159
Required minimum distributions (RMDs) from employer retirement plans and IRAs must be made or steep penalties will be incurred. Planning opportunities exist in certain situations to minimize distributions. Also, special rules exist for inherited retirement funds. Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions.
S Corporation Essentials: Review & Update
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Online
4.00 Credits
Member Price: $149
This program addresses the critical issues & special opportunities facing S-corporations, with a focus on reporting shareholder basis & distributions. 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
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Tax Planning S Corporations: Tax Staff Essentials
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Online
7.50 Credits
Member Price: $279
Intricacies of the S corporation form. S corporations represent a special tax structure with unique rules and limitations. For those who've mastered the basics of the S corporation form, this course delves into advanced matters related to the ever-popular form: Basis in S corporation stock Compensation planning Use of qualified subchapter S subsidiaries S corporations in estate planning Updated for recent developments, including H.R. 1 It's important to stay current on legislation and IRS publications that affect S corporations, including H.R. 1, commonly referred to as OBBBA. Learners also gain insight into instances in which the IRS has permitted cures of a defective S corporation election or an involuntary S termination. The course also includes: Recently released revenue procedures New private letter rulings Other key pronouncements that are crucial to providing quality services to S corporation clients Part of Tax Staff Essentials Level 4 This self-study online course is part of Tax Staff Essentials Level 4, a comprehensive learning program that provides tax managers, directors and partners with the advanced technical training required to work with their most sophisticated clients.
Comprehensive S Corporation Taxation Form 1120S 26-27
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Online
8.00 Credits
Member Price: $329
This course comprehensively reviews the laws and regulations impacting S corporations. Get updated on the IRS' compliance campaign that targets the improper reporting and calculations of stock basis and distributions. Learn to calculate and report critical S corporation tax items that generate most IRS audit adjustments correctly. Topics cover issues include S corporation qualifications, making and keeping the S election, reasonable compensation, taxation of distributions, the use of Qualified Subchapter S Subsidiaries, allocation of annual operating income and loss, tax reporting elections and learning the proper method to calculate the basis of stock and debt amounts.
How Changes in Business Methods Affects Internal Control 26-27
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Online
8.00 Credits
Member Price: $329
New technology, the move toward telecommuting, the widespread adoption of electronic documentation and a wide range of other factors have significantly and forever changed the way business is conducted. It should go without saying that changes in tools and methods lead to upheaval in any organization's internal control system. In this session, we look at all the changes that are occurring and discuss what's coming in the not too distant future. The material then looks at how internal controls have been affected and what other updates are on the horizon. Anyone trying to use controls to keep their organization efficient and secure should consider this session because the rate of change to both operational methods and control processes has been and will continue to be incredible.
Pension & Profit-Sharing Plan Strategies 26-27
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Online
8.00 Credits
Member Price: $329
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze.
Surgent's Preparing Individual Tax Returns for New Staff & Paraprofessionals
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Online
8.00 Credits
Member Price: $279
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.
Surgent's The Complete Guide to Payroll Taxes & 1099 Issues
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Online
8.00 Credits
Member Price: $279
Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099 and related compliance issues.
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.
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.
Controls to Secure the Growing Digital Footprint
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Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.