WICPA CPE & Special Event Catalog
GASB 96 –SBITA, GASB 94 P3 & GASB 87 Leases (Year 2)
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Online
2.00 Credits
Member Price: $89
This is a 2 hour webcast that will focus on the similarities between all three of these GASB accounting standards that deal with contractual arrangements such as leases, Subscription-Based Information Technology Arrangements (SBITA) & P3s. Compare & contrast these standards as you prepare for implementation this year of GASB 94 & GASB 96 & review the implementation efforts of Leases in Year 2.
Cash Conversion Cycle: Tool & Techniques
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Online
2.00 Credits
Member Price: $89
How well do you understand your organization's cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure & manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs & creates financial flexibility in your organization.
Everyday Ethics at Work: Don't be the Next News Story!
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Online
2.00 Credits
Member Price: $89
When asked, most people would say they are an ethical person. So why is it that every month there are reports of ethical breaches at major companies? The concept of ethics is easy to understand, easy to talk about, but incredibly hard to implement on a consistent basis. In this course, we will discuss current ethical issues and walk-through a nine-step ethical decision-making model. 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.
Section 25F Scholarship Granting Tax Credit: Planning & Compliance Strategies
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a focused overview of the Section 25F scholarship granting tax credit & its application in client planning. Participants will examine eligibility requirements, qualifying contributions, credit limitations & interaction with other tax provisions. The course also addresses state-specific considerations, including variations in eligibility, conformity & planning opportunities across jurisdictions. Participants will learn to evaluate client eligibility, maximize available credits & ensure compliance while avoiding common pitfalls. 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
Surgent's Engaging & Managing Young Professionals
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Online
2.00 Credits
Member Price: $99
Younger professionals comprise a significant part of the accounting and finance workforce. Whether you are an owner of a small accounting practice or a manager in a multinational accounting firm, it is important to understand the characteristics and expectations of this large segment of the workforce. Research reveals that many of the common stereotypes surrounding young professionals are unfounded and counterproductive. This course provides an understanding of who young professionals are in comparison to their predecessors, the Gen-Xers and baby boomers. Equally important, the presentation will look at common myths regarding young professionals and why understanding this class of employees provides opportunities for your organization to grow and succeed.
The CFO Who Went to Prison
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Online
2.00 Credits
Member Price: $89
Joshua, a CFO from Chicago, did not go to prison for stealing the $2 million in liquid cash he had access to on a daily basis. Instead, Joshua ended up in prison by rationalizing that he was entitled to a few small perks of the profession. This course explores Joshua's story and covers how and why executives with high annual incomes make short-sighted decisions that can cost them their job and freedom. 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.
Ask Me No Questions & I Will Tell You No Lies
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Online
3.00 Credits
Member Price: $109
As a parent, could you tell when your young children were lying to you? Most of you will say of course I could! How? Was it their words they said or how they acted when they were lying to you? Most of you will say, by the way they acted. We call that body language. Remember, words lie but the body always tells the truth...... without saying a word. At what age does a child learn to lie? When they are about six months old. We teach them & we are really good at it! (We'll talk about it.) As a rule, when an individual tells a lie, they know it's wrong & as result it causes stress. That stress manifests itself in many ways. The individual that is lying wants to get rid of the stress by saying or doing certain things. We call these stress indicators & they can be verbal or nonverbal. It's particularly important to observe what the subject is talking about when the stress indicator appears. If an interviewer is aware of the verbal & nonverbal stress indicators, they can read a person like a book. Remember, words lie but the body always tells the truth. In this session, we will discuss the types of individuals that lie, why they lie & both the verbal & nonverbal indicators of stress. In addition, we will discuss how to get them to tell the truth & make them feel good about it.
More Money: Strategic Ways to Improve Cash Flow
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Online
4.00 Credits
Member Price: $149
Cash flow management is often the most important task of any CFO or financial leader. Regardless of whether one works in start-ups or established companies, non-profit or for-profit entities, cash flow makes our organizations run. Have you ever wondered whether you are optimizing your company's cash flow? In this course, we will explore how to improve your company's cash flow using analysis and financial theories in the context of real-world situations. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
An Exhaustive Look At Fraud & Ways To Control It
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Online
8.00 Credits
Member Price: $239
Fraud activities can be executed from within an organization, by parties outside an entity, or by both. Importantly, as the business world becomes more technological, the way fraud is carried out is changing. There must be an increased focus on understanding where new fraud vulnerabilities exist. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses the new ways fraud is being actuated and looks at the factors driving those that undertake fraud. We spend time examining measures that can be implemented in order to stop fraud via the deployment of added security across the enterprise. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
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Online
8.00 Credits
Member Price: $299
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.
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.
Depreciating & Expensing Business Assets
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Online
2.00 Credits
Member Price: $89
This course will address recent tax legislation, rules & developments related to capitalization & depreciation; Section 179 & 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm & real estate business. 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
Group Audits: Who is Responsible for What?
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Online
2.00 Credits
Member Price: $89
Financial statement audits often involve audits of components of a larger entity. This course will focus on the responsibilities for both the group auditor & component auditor, including implementation of SAS No. 149 relate to group audits.
Current Cybersecurity Risk Management Trends
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Online
2.00 Credits
Member Price: $89
One of the top concerns of any organization's leadership is how to mitigate the risk of cybersecurity threats, along with the prevention and detection of fraud. This course will focus on the most common cybersecurity vulnerabilities and fraud trends and best practices for managing them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Vows Made Visible: Ethics & the Call of the Profession 26-27
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Online
4.00 Credits
Member Price: $175
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Vows Made Visible: Ethics & the Call of the Profession 26-27
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Online
4.00 Credits
Member Price: $175
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
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.
Schedule K-1: What is it & What do I do with it?
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Online
2.00 Credits
Member Price: $89
This seminar offers a practical and in-depth exploration of IRS Schedule K-1, a critical reporting document issued to taxpayers with interests in pass-through entities such as Partnerships, S Corporations and Estates or Trusts. Participants will gain a clear understanding of how to interpret and accurately report Schedule K-1 data on Form 1040, with emphasis on common income, deduction and credit items. The course also demystifies the Qualified Business Income (QBI) Deduction, including eligibility criteria, reporting mechanics and integration with K-1 data. Key compliance topics-such as basis and loss limitations, material participation rules and passive activity considerations-will be addressed through practical examples. In addition, attendees will be briefed on recent developments affecting Schedules K-2 and K-3, ensuring they are equipped to navigate evolving international reporting requirements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
