WICPA CPE & Special Event Catalog
CFO Solutions to IRS Problems
-
Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Advanced Cost Accounting: Eliminate Calculation Distortions
-
Online
2.00 Credits
Member Price: $89
Organizations that use primitive costing methods make predictable mistakes, allocating too much cost to easy, high-volume "gravy" products & too little cost to difficult, low-volume "dog" jobs, putting an organization with inferior information at a significant competitive disadvantage. The secret to being the "smart competitor" is learning how to deal with overhead. This session will show you how to assign 16 key overhead categories. Whether you work in a wholesale, retail, healthcare, service or manufacturing business, you will find this session invaluable. Get your cost right & you will be able to give the "dogs" to your competitors & keep the "gravy" for yourself.
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing & Monitoring Your Sub-Awards
-
Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring & management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring & managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount & subaward agreements to strengthen oversight & prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution.
Surgent's Elder Fraud
-
Online
2.00 Credits
Member Price: $119
When we leave our jobs, we also leave the protection our employer provides us with regards to internet and Wi-Fi security. Hired people may be able to help with the newest applications, but they may not understand the security risks posed. This session will cover some basic information about cybersecurity weaknesses and some of the scams that target older, retired people. Many times, the perpetrator is someone close and someone who we think we can trust. In this course, you will learn some basic tools to protect against those who wish to perpetrate fraud.
Surgent's Ethics for Tax Professionals
-
Online
2.00 Credits
Member Price: $99
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Understanding S Corporation Taxation: Compensation Issues & Entity-Level Taxes
-
Online
2.00 Credits
Member Price: $99
Even though they have been around for several years, the tax laws pertaining to S corporations remain some of the more difficult areas of the Internal Revenue Code. In this course, we will examine how S corporations break away from the normal tax rules for flow-through entities. We will explore which employee benefits are disallowed for S corporation shareholders, as well as which taxes are assessed at the entity level. Finally, we will discuss how state level taxation may have changed permanently with the addition of PTE elections.
Take Command of your Time
-
Online
2.00 Credits
Member Price: $89
Manage distractions, decrease stress and improve productivity. This training is designed to help business professionals improve their productivity and work performance by learning how to prioritize time, decrease distractions and lower stress. 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 International Tax Challenges & Opportunities for U.S. Filers
-
Online
3.00 Credits
Member Price: $149
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.
The Role of Internal Audit in Enterprise-Wide Risk Management
-
Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization & ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk & uncertainty to accept through the application of COSO's Enterprise Risk Management Framework.
Retirement Planning Issues: Where We Stand Now
-
Online
4.00 Credits
Member Price: $149
This course is designed to equip CPAs, EAs, attorneys & tax professionals with the essential knowledge & strategies needed to navigate the latest developments. Explore innovative approaches to maximize retirement savings, discuss tax- efficient retirement plan options & align estate planning techniques with current trends. Gain a thorough understanding of altered rules for Required Minimum Distributions (RMDs) & discover how to optimize estate plans in response to changing regulations. This update is tailored for professionals seeking practical insights in the realm of contemporary retirement planning. 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.
Impact of OBBBA 2025 on the Individual Taxpayer
-
Online
6.00 Credits
Member Price: $189
This program covers all of the major individual provisions of the OBBA of 2025 (H.R. 1), including detailed examples of provisions which were extended, made permanent with substantial changes & new for 2025 & beyond. A comprehensive case study will apply many of these provisions to illustrate the impact of these provisions on the individual taxpayer. Other current individual tax issues, including dependent care & student loan reporting, will also be review. 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
Estate Planning for Today & Beyond
-
Online
8.00 Credits
Member Price: $250
Estate planning continues to evolve & staying informed about the latest trends & strategies is crucial for professionals in the field. This forward-looking course delves into the intricacies of estate planning, with a specific focus on current issues. Participants will explore cutting-edge techniques, emerging legal considerations & industry developments to ensure they are equipped with the knowledge & skills to create effective estate plans that withstand the test of time & safeguard their clients' legacies. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
A&A Update for Nonprofits & Single Audit: 2026
-
Online
8.00 Credits
Member Price: $239
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards and the basis for any potential changes on the horizon. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Selected Ethics Topics 2025: 2026
-
Online
2.00 Credits
Member Price: $89
This course will help you to stay current on recent changes to the AICPA Code of Professional Conduct, as well as keep you abreast of emerging trends in ethics standards and regulatory initiatives and their potential impact on your practice. We will also explore frequent practitioner ethics compliance challenges, including competence, due professional care, audit quality and independence. 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.
Overcoming Tech Adoption Challenges in CPA Firms
-
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.
Emotional Intelligence for Professionals: Mastering the Human Side of Success
-
Online
1.00 Credits
Member Price: $39
Technical expertise may get you in the door-- but emotional intelligence (EQ) is what builds trust, earns loyalty & sustains lasting success. For CPAs, attorneys, financial professionals, bankers & insurance agents, your ability to navigate emotions-- your own & others'-- is often the difference between a good client interaction & a great one, between a team that functions & a team that thrives. This interactive course goes beyond theory & dives into real-world application. You'll uncover what emotional intelligence really is, why it matters more than ever in today's professional world & how to strengthen your EQ to improve performance, strengthen relationships & manage stress with confidence. You'll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust & drive results-- while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight & strategies to make it happen.
Accounting for Digital Assets Under US GAAP: Specialized Accounting, Fair Value & Stablecoins
-
Online
1.50 Credits
Member Price: $69
Guidance on how to account for digital assets: Accounting for stablecoins may not be stable: Though the use of digital assets is rapidly expanding, accounting guidance has not kept pace. As a result, accounting for digital assets can feel shaky. The AICPA can help: The AICPA practice aid on accounting and auditing for digital assets and this webcast can help you answer the question of what to do when you or your client accounts for stablecoins. You'll be helped to understand how to account for other transactions and investments involving crypto and digital assets under U.S. GAAP. You'll also learn more about what the AICPA is doing to lend clarity and guidance to this murky but increasingly important field. Learn how you can add more value: Whether you're a CPA with attest clients or an industry accountant responsible for corporate accounting policy, this guidance will give you a clear path to help your clients or firm by applying the most up-to-date accounting policy. Detailed examples and use cases will demonstrate real-world application of this guidance. Note: FASB issued ASU No. 2023-08, Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets, which is effective for all entities for fiscal years beginning after December 15, 2024. This ASU is not yet reflected in this webcast.
CFO Series: Accounting for People: Trends, Costs & Talent
-
Online
2.00 Credits
Member Price: $89
Do you truly feel qualified to manage HR? Leaders are increasingly responsible for the human resources function, despite limited formal training in people management. This seminar explores how to account for people as a valued asset rather than an expense. Managing the costs, trends and risks associated with today's ever-changing workforce has changed. From recruiting and retention, to engagement and compensation alternatives. The modern finance leader must understand how employee-related decisions drive both performance and profitability. This session will examine the financial implications of HR trends, workforce planning and the evolving role of talent strategy. We'll also explore how to influence investments in people through accounting and reporting tools. Successful organizations have moved employees to the left side of their balance sheet. Have you?
IRS Penalties & Abatements
-
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.
Strategic CFO: Strategic Cash Management
-
Online
2.00 Credits
Member Price: $89
Cash is the lifeblood of every organization, yet many leaders struggle to explain, manage & plan for it effectively. This session focuses on strategic cash management, capital structure decisions & financing options available to organizations at different stages of growth. Participants will explore how CFOs balance today's cash needs with long-term strategy, evaluate debt & equity decisions & communicate cash flow concepts to non-financial stakeholders. The session emphasizes practical frameworks, real-world examples & modeling approaches that support better cash decisions. A few negotiation videos will be displayed to bring humor & effectiveness to the key points.