WICPA CPE & Special Event Catalog
Profiles in Fraud
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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.
Income Tax Planning for Bond Investments 26-27
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Online
4.00 Credits
Member Price: $175
Clients concerned about market volatility often prefer more conservative fixed-income investment strategies. There are many choices to consider: taxable or tax-exempt bonds; Treasury Bills or inflation-indexed bonds; and direct purchases, exchange-traded funds, or mutual funds. This course will explore the current economic environment, various fixed-income strategies and their taxation. Companion course: Tax Aspects of Stock Investing
Revenue Recognition for Private Entities 26-27
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Online
4.00 Credits
Member Price: $175
Revenue involves significant risks that warrant special consideration during audits. The Financial Accounting Standards Board (FASB) has issued a new standard—"Revenue from Contracts with Customers" that replaces most industry-specific revenue recognition requirements in US GAAP. A new principles-based, five-step revenue recognition model now applies. Recent disclosures of qualitative and quantitative information, significant judgments and changes in judgments are also required. New systems, processes and controls may be needed. Poor design or implementation may pose heightened risks of material misstatement, including those due to fraud.
Advanced Staff Tax Training: Individual 26-27
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Online
8.00 Credits
Member Price: $329
This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities and Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.
How Technology Controls Should Be Developed & Implemented 26-27
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Online
8.00 Credits
Member Price: $329
This webinar gives CPAs a practical look at designing, implementing and maintaining effective internal controls. While many organizations are able to build a solid control framework, too often, the execution falls short'especially when it comes to testing, monitoring and keeping controls up to date. That weakens the entire structure. We'll walk through proven strategies to ensure controls aren't just created, but successfully embedded into day-to-day operations. You'll receive a set of customizable checklists to help maintain and improve your organization's policies and procedures. Most importantly, you'll develop a deeper understanding of why internal controls must evolve alongside changes in business tools and processes'and how to keep yours responsive, relevant and effective.
Preparation, Compilations & Reviews--A Practical Workshop 26-27
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Online
8.00 Credits
Member Price: $329
Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.
Basic Individual Taxation Course
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Online
2.00 Credits
Member Price: $89
Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Build a Custom AI Chatbot & GPT in Plain English
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Online
2.00 Credits
Member Price: $89
Participants will learn to create customized AI chatbots that can enhance client interaction and internal operations-all without coding experience. This course provides a concise overview of specialized, task-oriented AI chatbots and GPT builders, focusing on how these technologies are revolutionizing professional workflows. Through hands-on exploration of platforms like AgentGPT, Claude Projects, Gemini Gems and NotebookLM, participants will learn to design, deploy and manage custom AI assistants tailored to their specific needs. The course emphasizes creating advanced AI apps that can understand context and solve complex problems autonomously. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Investment Scam Losses: How to Get Deductions
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Online
1.00 Credits
Member Price: $39
This program addresses the many issues impacting investment scams. The unique challenges facing practitioners in finding deductions for the horrendous losses many clients experience due to these scams are related to actual practice situations: & then analyzed for their deduction implications. The situations are based on real life experiences of practitioner clients.
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.
Digging Deep With Excel Pivot Tables
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Online
1.00 Credits
Member Price: $39
This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables & various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables.
Navigating IRS: Responding to IRS Notices & Letters
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Online
2.00 Credits
Member Price: $89
This 2-hour course gives tax professionals the tools to understand, interpret & respond appropriately to IRS correspondence. Whether the letter involves audits, collection notices, missing information, or discrepancies, participants will walk away with practical tips for communication, compliance & resolution. Using real-world examples, the session covers common notices like CP2000, CP14, CP75, CP504 & audit letters, as well as IRS timelines & what they expect in a reply. We'll also talk about avoiding missed deadlines, maintaining documentation & using AI tools where appropriate to manage responses efficiently & accurately. 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
Achieving Balance in Work & Life: Part II
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Online
4.00 Credits
Member Price: $149
In trying to achieve life balance, various internal & external obstacles arise. In this course we will look at these obstacles & provide specific ways to overcome them. In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of happiness & your physical health & leisure time pursuits. You will leave this course with powerful methods & a specific plan to move forward in your life in a balanced, healthy & productive manner. Don't forget to take Part 1 of this amazing course.
Supporting Mental Wellness to Thrive in Work & Life
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Online
2.00 Credits
Member Price: $89
In today's fast-paced world, maintaining a healthy work-life balance is essential for mental wellness. This course is designed to provide practical tools and strategies to help you create a balanced, fulfilling life. You'll learn actionable techniques for improving sleep hygiene, incorporating proper nutrition, fostering open communication and managing stress. Whether you're struggling with burnout, seeking better work-life harmony, or simply looking to improve your overall well-being, this course offers valuable insights and tools to help you thrive. Designed to fit into your busy schedule, it delivers the guidance you need to make practical, sustainable changes in your life, starting today. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $39
Appreciation isn't a soft skill-- it's a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships & creating a thriving team culture-- or not. This course introduces a powerful, research-backed framework for understanding how appreciation works-- and how to use it to fuel performance, loyalty & engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman & Dr. Paul White, you'll explore the four core "languages of appreciation" & learn how to recognize & use them in a way that resonates with clients, colleagues & team members. The truth is, everyone wants to feel valued-- but not everyone receives appreciation the same way. In this hands-on session, you'll discover your own appreciation style, learn to spot others' & develop practical tools to build a more energized, connected & committed workplace.
Mining Your Firm Client Database for Revenue
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Online
1.00 Credits
Member Price: $55
Your client database is more than a record of past engagements-it's a goldmine of untapped opportunity. In this practical and forward-thinking session, accounting professionals will learn how to strategically analyze and segment their existing client data to uncover new service opportunities, deepen relationships and drive sustainable revenue growth. From identifying cross-selling potential to leveraging automation tools for proactive outreach, this webinar will equip firm leaders and client managers with actionable strategies to turn dormant data into dynamic business development. Whether you're a solo practitioner or part of a larger firm, you'll walk away with a roadmap for transforming your client list into a revenue-generating engine. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Controllership Series: The Controllers Role in Strategic Thinking & Advising: Part I
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Online
1.80 Credits
Member Price: $89
The strategic controller helps leadership decide what should happen, not just explain what has already been done. The controller often acts as the enterprise translator between strategy, operations & financial outcomes. This can sometimes appear to be accuracy-focused & not necessarily decision useful insight. Controllers must move away From just variance explanation & include performance interpretation. To do this, the controller must understand business models & value drivers, be able to translate strategy into financial growth & align KPIs with strategic priorities. Part of this process includes understanding concepts of root-cause analysis vs. surface-level variance analysis. It also includes understanding correlation vs. causation in financial data. Within this segment we will review all of these concepts & controllers will come away with insightful ideas regarding how to elevate their roles.
Change Management: Your Leadership Role for Aligning Profits & Culture
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Online
2.00 Credits
Member Price: $89
This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating & leading through organizational change. This advanced program focuses on enhancing agility by providing the tools & techniques necessary to manage & adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
Ethical Tax Practice Strategies in a Crisis World
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Online
2.00 Credits
Member Price: $89
This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations: & then analyzed for their ethical implications. Based on real life experiences. This course does not qualify for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Adapting to OBBBA Changes: A Strategic Review
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Online
2.00 Credits
Member Price: $119
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients and their advisors, tax smart and tax prepared for the coming year and beyond. This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.
