WICPA CPE & Special Event Catalog
Individual Income & Tax Compliance Annual Update
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Online
3.50 Credits
Member Price: $125
The most pressing tax matters affecting individuals, estates and trusts. With so many tax developments that come up during the year, it's hard to stay on top of every salient issue. In this all-new course, you'll review a tailored list of updates highlighting the most pertinent issues affecting individuals, estates and trusts from the past year, including relevant regulatory updates related to H.R. 1, commonly referred to as OBBBA. Matters that specifically affect tax practitioners (such as changes in the tax regulatory environment) are also covered. Topics include: Inflation adjustments U.S. Tax Court cases Regulatory and sub-regulatory guidance Insights to study before, during and after tax season Materials inform you of the latest legal and regulatory tax matters affecting individuals, estates and trusts, helping you effectively complete tax planning and compliance engagements. Course materials point out tax planning opportunities and provide practice tips to help you serve clients with confidence.
Lease Accounting - Making Sense of the Standard 26-27
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Online
4.00 Credits
Member Price: $175
This program makes sense of the controversial lease standard. The subtleties of the standard make it difficult to implement and monitor. There will be a detailed discussion on what constitutes a lease, how to monitor them and ongoing challenges.
Know Your Cost: Double Your Profit 26-27
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Online
8.00 Credits
Member Price: $329
Companies with poor cost information make bad decisions about products that are not "average.— Poor information causes companies to overprice easy, high-volume "gravy" products and underprice difficult, low-volume "dog" products. Regardless of whether your company sells goods or services, learn how to double your profit by giving the dogs to your competitor and keep the gravy for yourself.
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.
K2’s Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $250
Unlock the full potential of Excel & transform your operational & financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions & Power Pivot, you can create powerful summaries & schedules in record time. Combine these with Excel's legacy features & you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query & how it seamlessly links data into Excel data models, enabling more efficient & insightful reporting. Learn to incorporate Key Performance Indicators, Slicers & Timelines into your reports to enhance data analytics & understandability. Plus, master best practices for quickly & efficiently formatting your spreadsheets, giving them a polished & professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills & stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session.
Exercise Your Ethics: Techniques to Improve Ethical Response
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Online
2.00 Credits
Member Price: $89
Many courses highlight ethical failures - this course goes beyond that. This course identifies the many barriers to ethical behavior, focuses on habits and techniques that improve ethics and offer ways to practice so that the ethical "muscle" is ready for any dilemma. This course incorporates ideas from leading ethical authors and includes data from the ACFE Report to the Nations. 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.
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.
Federal Disasters: How to Deduct Personal Casualty Losses
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Online
1.00 Credits
Member Price: $39
Literally thousands of individual taxpayers may have increased deductions or exclusions From gross income as a result of the Disaster Relief Act of 2023 & OBBBA of 2025. Casualty provisions are retroactive to December 19, 2019 through late 2025. Both low & high-income taxpayers may benefit From RETROACTIVE AND CURRENT deductions. There are also exclusions of payments received as compensation for wildfire damages -- retroactive to 2014! This course will review these provisions which can bring substantial tax savings to clients. 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
Resolving Ethical Dilemmas—You Make the Call
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Online
1.50 Credits
Member Price: $79
By now, we should all understand the ethical obligations we have as CPAs. So, theoretically, if we just all agree to remain ethical, we should not have CPA ethical violations. But, of course, our professional ethics committees still have plenty of cases to investigate. This session will examine several ethical frameworks, including the AICPA's Code of Professional Conduct's & the GAO Yellow Book's Threats & Safeguards approach to remaining ethical & resolving ethical dilemmas. The session will present several ethical case studies that illustrate the complexities of & challenges to staying ethical. By exercising our "ethical muscles", we should be better positioned to effectively deal with the ethical dilemmas that we will inevitably encounter.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Managing Generational & Cultural Variances
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Online
1.60 Credits
Member Price: $79
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming & remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits & Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.
Self-Rental Real Estate: Integrating the Passive Activity Rules With the Flow-Through Entity Deduction Rules
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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 & integrates them with the flow-through entity rules related to self-rental. 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
CFO & Controller Critical Skills: Budgeting & Forecasting
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Online
2.00 Credits
Member Price: $89
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Internal Audit in The Future
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Online
2.00 Credits
Member Price: $99
As organizations face accelerating change-- AI adoption, cyber threats, regulatory expansion,ESG scrutiny, geopolitical instability-- the role of internal audit is evolving rapidly. The future of internal audit is not about doing more audits. It's about delivering forward-looking insight, strategic alignment & intelligent risk coverage. Organizations, their environments & ways of working have evolved rapidly & in ways that had not been previously envision. IA must look within to determine how to stay relevant & add value in this changing & emerging environment.
Enhancing Performance Through Effective Coaching
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Online
4.00 Credits
Member Price: $149
This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support & elevate your coaching practice. You'll explore the key differences & similarities between coaching & managing, uncover the most important skill every coach should master & learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you'll discover how to use performance gap analysis to identify & bridge gaps, ensuring the success & growth of the individuals you coach.
Creative Strategies for Buying, Selling, or Gifting a Business
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Online
8.00 Credits
Member Price: $250
Navigating the complexities of business transactions requires a deep understanding of tax & estate planning strategies. In this comprehensive course tailored for financial professionals, participants will explore the intricacies of creative approaches to buying, selling, or gifting a business. Through real-world scenarios & practical insights, attendees will gain invaluable expertise in identifying tax risks, minimizing liabilities & safeguarding assets. From evaluating valuation methods to exploring the details of stock versus asset purchases, this course equips you with the essential tools to provide informed counsel to clients. Discover the potential for strategic success as you master topics including estate transfer & tax implications, gifting strategies & the utilization of various trusts & partnerships. Whether you're a CPA, EA, attorney, or financial planner, this course offers indispensable knowledge to elevate your practice. With a recommended 8 credit hours of Continuing Professional Education (CPE), this intermediate-level course is designed for professionals with a foundational understanding of business tax & estate planning. Join us & immerse yourself in a journey towards mastery in the vibrant landscape of business transactions. 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.
Criminal Tax: How CPAs Bring Value to Defense Attorneys
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Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions and probe possible weaknesses in criminal tax investigations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Overcoming Tech Adoption Challenges in CPA Firms
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Online
1.00 Credits
Member Price: $55
The accounting profession stands at a critical inflection point where artificial intelligence and emerging technologies are reshaping how firms operate, serve clients and compete in the marketplace. This course, based on the 2025 CPA Firm Tech Report, provides expert guidance on overcoming the five key challenges that prevent firms from successfully adopting transformative technologies: decision paralysis from overwhelming choices, leadership resistance to change, difficulty proving ROI, growing cybersecurity risks and critical skills gaps. Through real-world case studies and insights from industry leaders, participants will learn practical strategies for evaluating AI solutions, implementing change management frameworks and building a technology-forward culture that enhances both efficiency and client value. Participants will explore the CPA Firm Digital Maturity Model to assess their firm's readiness for transformation, examine the evolving AI ecosystem specifically designed for accounting applications and discover how leading firms are leveraging AI to move beyond traditional compliance work toward high-value advisory services. The course addresses critical considerations for firms of all sizes, from solo practitioners to large regional firms, providing actionable frameworks for prioritizing technology investments, measuring success beyond traditional ROI metrics and developing the hybrid talent needed to thrive in an AI-enhanced future. Whether you're a firm leader hesitant about technology adoption or a forward-thinking professional ready to champion change, this course equips you with the knowledge and tools needed to navigate the technology revolution transforming the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Virtual Currency: Keeping Up With The Tax Code
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Online
2.00 Credits
Member Price: $119
Whether you are an experienced veteran or new to the industry, one of the toughest parts of being a tax practitioner is keeping up with all of the changes in tax legislation. This course takes a look at recent changes to tax law from a practitioner perspective. In this session, we will explore the nuances of virtual currency and the new Form 8300 reporting requirements.
Data Analytics: Practical Insights for Today's Accountant
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Online
2.00 Credits
Member Price: $89
This session explores tools & techniques that can enhance the efficiency & effectiveness of client engagements & business processes using data analysis tools. We will introduce some of today's popular & software tools & examine the AICPA's Five-step approach to incorporating data analytics into public accounting engagements.
Leading Risk Management Practices in a Dynamic Risk Environment: Part I
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Online
2.00 Credits
Member Price: $89
This session explores how leaders can elevate risk management From a compliance-driven exercise to a strategic capability that enhances resilience & performance. Participants will examine how to establish clear risk governance & appetite, implement continuous risk sensing & prioritize risks based on impact, velocity & interconnectedness. The program emphasizes integrating risk considerations into strategic planning, capital allocation & operational decisions, rather than treating risk as a standalone process. Through practical frameworks & real-world examples, attendees will learn how to assign clear ownership for key risks, design effective response strategies & use meaningful key risk indicators (KRIs) alongside performance metrics. The session also highlights the importance of learning & adaptation-- using scenario analysis, stress testing & post-event reviews to continuously refine assumptions & adjust strategy in a rapidly changing risk landscape. By the end of the program, leaders will be equipped to guide their organizations with confidence through complexity, uncertainty & ongoing disruption.
