WICPA CPE & Special Event Catalog
2025-2026 Federal Tax Updates: Business Entities
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Online
8.00 Credits
Member Price: $239
The tax landscape is constantly changing, challenging tax practitioner to stay abreast of these developments. This eight hour program will cover issues unique to business entities, including new court decisions, recent IRS publications and the latest tax legislation that will impact businesses and individuals. The remaining time will be spent on IRS procedure and other issues. This course will provide 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.
K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business environment, internal controls are more crucial than ever, especially for small organizations. However, many small businesses face significant challenges in implementing effective internal control structures. Our comprehensive program is designed to help you evaluate, develop & implement a robust internal control system tailored to the unique needs of small businesses. Join us to learn how to assess risks & implement preventive, detective, deterrent & compensating controls to mitigate these risks, even in the absence of proper segregation of duties. Our program also covers technology-focused techniques for preventing & detecting fraud, securing information systems & protecting sensitive data. Don't let the complexities of internal controls overwhelm you. Our expert-led sessions will provide you with the insights & tools necessary to design, implement & monitor effective internal controls, security measures & anti-fraud strategies. Ensure your small business is safeguarded against risks & positioned for success.
The Best Federal Tax Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.
Using ChatGPT with Excel
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Online
2.00 Credits
Member Price: $89
In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI's powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How AI Is Automating Internal Control
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Online
4.00 Credits
Member Price: $149
The term "artificial intelligence" (AI) has become mainstream and while most have a layperson's understanding of AI, few know the depth and breadth of this technology's capability. AI is affecting just about everything in business and in people's personal lives. The operation of an internal control system is also changing because of this incredible advancement. This session explains what AI is and how it works and then goes into detail about how it can be applied to a system of internal control. The material speaks about changes occurring in today's world as well as what's coming in the not-too-distant future. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Sticky Ethical Choices, featuring Bob Mims & Don Minges
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Online
1.00 Credits
Member Price: $39
If ethics were easy, then why do so many professionals have a Code of Conduct? Some Ethical decisions are easy, others are not. We will discuss several thorny ethical issues & the ramifications. What are the considerations & evaluation criteria to use? The need to carefully deliberate alternatives: is paramount. Be aware.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Global Internal Audit Standards (GIAS): Overview & Contrast to 2017 International Professional Practices Framework (IPPF)
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Online
1.60 Credits
Member Price: $79
In May 2023, the IIA released a draft of the new Global Internal Audit Standards. The intent was to provide more effective standards for Internal Audit globally. 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
Ethics for CPAs: The Practical & the Possible
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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.
Ethical Intelligence for Artificial Intelligence
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Online
2.00 Credits
Member Price: $89
Organizations & individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention & other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting & provides suggested best practices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Inventory Accounting GAAP, Software & Recognizing Variances
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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.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Steps to Stop External Fraud
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Online
2.00 Credits
Member Price: $89
Until recently, a percentage of organizations discounted the risk related to external fraud attempts. Most were only concerned with protecting physical assets such as inventory or fixed assets. However, because of the many highly publicized corporate hacking events, such as the ones that affected the Colonial Pipeline and JBS Meats, more attention is being paid to external fraud risk of all types. In this session, we look at what is included in a definition of external fraud and then delve into specific control issues that can give rise to increased risk. We then discuss measures that organizations can employ to help reduce exposure to external attacks. 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 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships & LLCs
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Online
2.00 Credits
Member Price: $99
When a purchaser buys an existing partner's partnership interest or the interest of a member of a limited liability corporation (LLC) taxed as a partnership, the amount paid becomes the basis for the purchaser's partnership interest (outside basis). If the partnership's assets have appreciated sufficiently, the difference between the new partner's inside and outside basis can be substantial. This disparity can deprive the new partner of depreciation deductions and inflate his or her share of the gain from subsequent property dispositions unless a Section 754 election is in effect. The Section 754 election can also apply when a partnership makes a distribution of property and the basis of the distributed property to the partnership and the basis the partner/distributee will take in the distributed property are not equal. In this case, a partnership can recover basis it would otherwise lose if the 754 election were not in effect.
Contract & Procurement Fraud
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Online
2.00 Credits
Member Price: $89
This session will focus on the most common types of fraud in the procurement & contracting arena, with a focus on fraud in construction. The session will examine fraud vulnerabilities in the four key phases of the procurement process: Presolicitation. Negotiation. Performance. Closeout & Claims. Within each phase, "red flags" will be discussed. These are the indicia of possible fraud that managers should be alert for. Also, within each phase, the most common fraud schemes will be highlighted & discussed. Finally, the session will describe the generally accepted safeguards or controls that should be established to prevent the various fraud schemes that can occur. This part of the program will make extensive use of actual fraud case studies designed to demonstrate fraud risks & fraud detection strategies.
World-Class Cost Accounting: A Practical Application Part I
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Online
4.00 Credits
Member Price: $149
Gain an invaluable skill set to advance your career by learning how to design & apply a comprehensive cost accounting system modeled on a real company. This course shows you how to precisely identify all direct & indirect manufacturing costs for each product, link direct costs to their base drivers & recognize fluctuating variable & semi-fixed costs that are actually direct in nature. You'll also learn how to trace certain fixed costs to products, distinguish which fixed costs are directly assignable & apply budgeting techniques to establish accurate standard costs. It's highly recommended to take Part 1 before Part 2 as several foundational principles in Part 1 carry forward throughout Part 2.
Business Ethics: Cases From the Real World
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Online
4.00 Credits
Member Price: $149
Being consistently ethical is a challenge. Most of us have had to make tough choices. This session will discuss real world cases involving thorny ethical dilemmas & how to resolve them. Being ethical is not the same as complying with the law & ethical issues are not always black & white. This session will review different professional ethical standards. What does integrity mean in the office? If you want to learn lessons From the best in a short time, this session is for you. Participate in engaging dialogue about how to prepare for the inevitable ethical situations. These lessons are valuable for every business leader.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Multi Year Failure to File: Getting into Compliance
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Online
8.00 Credits
Member Price: $239
This comprehensive program equips CPAs with the knowledge and practical tools to handle clients who have failed to file tax returns for multiple years. The course covers every stage of the process-from client onboarding and transcript analysis to risk assessment, ethical considerations and resolution strategies. Participants will learn how to manage cases involving individuals, married couples, businesses, payroll taxes and S corporations, including situations with missing records and potential criminal exposure. Real-world examples, IRS references and best practices are integrated throughout to ensure confidence and compliance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics, Spirituality, Love & Belonging in the Workplace
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Online
2.00 Credits
Member Price: $89
This webinar invites participants to explore the powerful intersection of ethics, spirituality, love and belonging in the workplace. By shifting from transactional interactions to values-driven communities, organizations can cultivate cultures that honor human dignity while enhancing productivity. This is a heart centered and practical webinar emphasizing how love, belonging and spirituality shape ethical choices. Through a blend of practical strategies for personal and organizational growth and research- based insights, the session demonstrates that these elements are not optional "nice-to-haves." Instead, they are essential drivers of organizational success; shaping environments where people feel valued, connected and inspired to contribute their best. 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.
How to Choose the Right Business Entity for Your Client
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Online
2.00 Credits
Member Price: $89
Tax rates, personal liability, operations: these are all factors to be weighed when advising clients about their choice of entity decision. This session provides a comparison of the multiple entity choices to start the discussion with clients & selecting the best tax efficient option for them. 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
CFO Series: Diversification: Risky or Risk Averse Strategy?
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Online
2.00 Credits
Member Price: $89
Some believe that diversification is a proven method to reduce risk, but - does diversification actually increase risk? The intention for diversification is critical. Most organizations misuse diversification and the blunders have been staggering. What lessons can we learn? How can diversification be implemented to achieve the intended goals? One key is to use a holistic approach, which we will elaborate and explain. Only then will diversification be advantageous. Leaders, the Board, auditors and team members must be aware of the myriad issues of diversification. Done right - diversification is a boon. We will explain what to do, how to do it properly and what not to do!
