WICPA CPE & Special Event Catalog
Cryptocurrency Transactions: Navigating Federal Tax Rules
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Online
1.00 Credits
Member Price: $39
As cryptocurrencies like Bitcoin, Ethereum & others become more popular, tax authorities around the world are working to create regulations for their use & transactions. This session will address cryptocurrency tax issues & their complexities & challenges that individuals & businesses face when dealing with the taxation of digital currencies. 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
Accounting Update in a Post COVID-19 World
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Online
2.00 Credits
Member Price: $89
The COVID-19 pandemic has altered corporate & public accounting in ways we could never have imagined. This broad-based course will discuss accounting & auditing implications that have arisen as a result of the pandemic.
Common Financial Statement Disclosures
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Online
2.00 Credits
Member Price: $89
Financial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions. Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk and other concerns. This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities. 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 Incredible Leadership Transformations in Accounting: Ways to Improve Leadership & Communication
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Online
2.00 Credits
Member Price: $99
Successful accounting and finance leaders are in a highly competitive workplace environment. They are a lot like the coaches of winning teams. They may lack the whistle and the playbook, but it's their job to inspire people to give their all. They may not be yelling directions from the sideline; however, they do deal with real-time performance problems, discipline issues and bad attitudes. Leadership is serious business. A high-energy atmosphere at work makes for happier employees, who are in turn more productive. But this culture does not happen by accident. You have to create it. A key component to success comes from eliminating barriers by ensuring the team is not sidetracked by conflict. In addition, the best leaders have a vision and share it. Then along the way, they set goals so the team can move forward. This course will help you transform into a forward-thinking and results-driven strategic accounting leader. You will learn leadership best practices to achieve results and be seen as a credible and trusted leader.
Surgent's Critical Issues Involving Taxation of Construction Contractors
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Online
4.00 Credits
Member Price: $159
Many consider taxation of construction contractors to be the most complex area of the Internal Revenue Code. This industry is subject to many elections and considerations to reduce or defer amounts owed. In this course, we will highlight these areas and discuss potential opportunities for practitioners and their clients. We will also discuss the impact of recent legislation on construction taxation, including changes to net operating losses and the AMT rules. This is a critical presentation tailored for CPAs who work for or represent construction contractors.
Al Capone to Cybercrime: The Journey of IRS Special Agents
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Online
4.00 Credits
Member Price: $149
Since 1919, the Internal Revenue Service had a civil and criminal function in the United States tax system. Little do people know, the IRS has an elite criminal function that started with five United States Postal Inspectors. From its early days in taking down Al Capone to now solving cybercrimes, the IRS special agents are tasked with investigating tax fraud, money laundering and other white collar crimes. This presentation will show you the importance of this law enforcement function, the training, techniques, expertise and actions that cause them to be known as the "world's finest financial investigators." This presentation has been prepared by a 20 year veteran with the IRS-Criminal Investigation. The presenter investigated crimes and trained and mentored other special agents. 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 Excel Essentials For Staff Accountants
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Online
8.00 Credits
Member Price: $250
Staff accountants often face unique challenges when working with Excel & their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap & empower you with the essential skills to maximize efficiency & accuracy. Participate in this dynamic & engaging session & you will learn how to: Summarize data quickly & accurately, Generate stunning, professional reports, Create essential accounting calculations for depreciation, amortization & interest. We start with a quick overview of Excel best practices & dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting & working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a "laptop-friendly" environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills & transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise & take the first step towards mastering Excel today!
2026/27 Not-for-Profit GAAP Update
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Online
1.00 Credits
Member Price: $55
Stay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board Accounting Standards Updates (ASUs) impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The course also introduces the International Non-Profit Accounting Standard (INPAS)-the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. This course is designed to help practitioners, financial leaders and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
IRS Penalties & Abatements
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Online
2.00 Credits
Member Price: $89
Penalty abatement is a technique that tax practitioners can utilize to help their clients reduce penalties and interest they owe to the IRS if the taxpayer can prove "reasonable cause". This informative and insightful webinar will provide you with some insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting refund of paid penalties. 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 Guide & Update to Compilations, Reviews & Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation and review engagements.
Common Deficiencies in SSARS Engagements
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Online
4.00 Credits
Member Price: $149
Preparation, compilation and review engagements continue to receive heightened attention in peer review, even years after the issuance of SSARS No. 21. This course examines the most common deficiencies identified in peer reviews of SSARS engagements, with an emphasis on practical compliance and engagement quality. Participants will explore frequent problem areas in preparation, compilation and review engagements and discuss why these deficiencies occur. The course focuses on understanding the root causes of noncompliance, rather than simply listing technical errors and highlights practical approaches firms can use to improve consistency, documentation and overall engagement performance. Designed for practitioners performing SSARS engagements, this course helps participants strengthen compliance while maintaining an efficient and practical approach to engagement execution. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
1065: Understanding Partnerships Tax Returns
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Online
2.00 Credits
Member Price: $89
Form 1065 is the tax return filed by partnerships, which is one of the most common forms of business organizations in the United States. This course provides an in-depth understanding of the preparation & filing of Form 1065. The course will cover the basics of partnership taxation, including how partnerships are taxed, the different types of partnerships & the tax obligations of partners. It will also discuss the importance of keeping accurate financial records, the role of the partnership agreement in tax reporting & the filing deadlines for Form 1065. Participants will gain a comprehensive understanding of the various sections of Form 1065, including the Schedule K-1, which reports each partner's share of the partnership's income, deductions & credits. The course will also cover how to report partnership income, expenses & deductions, as well as the tax implications of buying & selling partnership interests. In addition, the course will provide an overview of common errors & omissions made when preparing Form 1065 & how to avoid them. It will also cover recent changes in tax laws that affect partnership taxation. Overall, this course is designed for tax professionals, accountants, business owners & individuals who need to understand the intricacies of partnership taxation & the preparation & filing of Form 1065. Upon completion of the course, participants will have a solid understanding of partnership taxation & will be able to prepare & file Form 1065 with confidence. 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.
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.
The AI Revolution in 2026: What CPAs Should Know
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Online
2.00 Credits
Member Price: $89
AI is reshaping accounting, tax and finance. This update surveys the state of AI technology in 2026: core concepts, software tools, risks/controls and practical CPA use cases. You will leave with an expanded AI vocabulary, a current view of the AI landscape and actionable talking points for staff, clients and service providers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How Fraud Can Affect Smaller Organizations
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Online
4.00 Credits
Member Price: $149
Many small to medium sized companies do not properly address the risk that arises related to fraud because these organizations do not have the resources needed to mitigate this risk or because owners or those in top level management underestimate the scope of the issue. All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts and know that a significant and effective fraud scheme could even create going concern issues for some entities. In this session, we delve into the reasons that fraud takes place. The material discusses the types of defalcations that are often executed against smaller entities and then explores measures that organizations can implement to help stop fraud activities and add security. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CPA to CFO: Essential Competencies for Finance Leaders
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Online
1.00 Credits
Member Price: $55
The path from CPA to CFO has evolved dramatically in recent years, with only 43% of S&P 1000 CFOs holding CPA licenses in 2022, down from 55% a decade earlier. This comprehensive course, based on groundbreaking research from the Pennsylvania Institute of CPAs surveying over 320 CEOs and hiring executives, reveals what today's leaders truly seek in CFO candidates and provides a roadmap for CPAs to secure their seat at the executive table. Participants will discover the five critical competencies that distinguish successful CFO candidates: forward-looking financial acumen that goes beyond traditional reporting, strategic leadership skills including critical thinking and strategy creation, the evolving role of emotional intelligence, industry-specific expertise requirements and the balance between technical proficiency and visionary leadership. Through practical frameworks, real-world examples and actionable strategies, attendees will learn how to transform their CPA foundation into a comprehensive skill set that meets the dynamic demands of modern CFO roles, whether in high-growth companies, nonprofits, or traditional corporations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethics, Tax Practice & Understanding Circular 230
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Online
2.00 Credits
Member Price: $89
This course provides a comprehensive overview of the ethical standards and principles governing tax practice, as outlined in IRS Circular 230. Participants will explore the importance of ethics in the tax preparation industry, review IRS rules and examine common ethical violations and their associated penalties. The course emphasizes procedures that promote compliance with ethical guidelines, equipping tax practitioners to navigate complex ethical dilemmas confidently. Real-world scenarios will be used to demonstrate the application of ethical principles in tax preparation and representation. 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.
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.
AICPA Statements on Standards for Tax Services: Ethical Considerations
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Online
2.00 Credits
Member Price: $89
The AICPA revised the Statements on Standards for Tax Services, providing the framework for the AICPA ethical guidance for tax practitioners. This program will review the new standards that apply to all members who provide tax services, effective January 1, 2024. This course does not quality for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
