WICPA CPE & Special Event Catalog
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements & ensuring bank compliance. Compliance: Controllers help ensure compliance with federal & local laws, provisions & financial regulations.
Yellow Book Ethics
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Online
2.00 Credits
Member Price: $89
The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity & professional behavior. This course provides a focused review of these key concepts & their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity & avoiding conflicts of interest to ensure unbiased & professional audits.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
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Online
2.00 Credits
Member Price: $89
Most leadership development focuses on a single direction within the organizational hierarchy: downstream to subordinates. While it is important to be a good boss, leadership is much more than that. The best leaders learn to lead well in all directions. They lead upward to superiors & across among peers throughout the organization. And it all starts with self-leadership. This often overlooked or misunderstood leadership principle is essential to build a thriving & productive culture. This topic is based on Jon's book, Mission-Critical Leadership: How Smart Managers Lead Well in All Directions.
Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
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Online
2.00 Credits
Member Price: $89
This course provides tax & accounting professionals with a comprehensive framework for transitioning From a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial & estate planning. The course addresses both transitioning existing clients & attracting new, higher-value clients while improving efficiency, client value & revenue stability.
Failure to Detect Fraud & the Reasons Why
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Online
2.00 Credits
Member Price: $89
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven't been trained to look for it & two, they don't know what it looks like. I would like to add a third reason: they don't want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where & how to look for them & what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client's operation. What is an indicator in one client's operation may be business as usual in another & you have to know the difference. After viewing this program, chances are you will never look at your client the same way!
Surgent's Starting a Small Business: What Every Trusted Advisor & Entrepreneur Needs To Know
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Online
2.00 Credits
Member Price: $99
Starting and owning a small business remains one of the most powerful ways to build long-term wealth, alongside investing and real estate ownership. But today's business environment is fundamentally different than it was even a few years ago. Entrepreneurs must navigate rapid technological change, artificial intelligence, shifting workforce expectations, evolving regulatory frameworks, fluctuating capital markets and increased federal and state scrutiny in areas such as non-compete agreements, data privacy and employment law. Every large business begins as a small business, yet the risks and complexities of launching and scaling a company have increased. Owners and their advisors must address critical issues including selecting the proper entity, liability protection, financing, intellectual property protection, employment contracts, noncompete, insurance coverage, operations and technology adoption. Decisions made at formation can materially affect a company's long-term value and ability to grow and ultimately sell. This course provides a practical, up-to-date overview of the legal, financial and strategic considerations that business owners and their professional advisors must evaluate in today's environment. Drawing on current research, regulatory developments and real-world trends, the program focuses on helping entrepreneurs build resilient, compliant and scalable businesses in a rapidly changing economy.
Surgent's Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $99
Individual tax planning strategies for 2026 and beyond will take their cue from the many tax advantageous tax law changes enacted in the One Big Beautiful Bill Act (OBBBA). Many of the OBBBA changes are very favorable to individual taxpayers. Taxpayers and their clients now have the opportunity to utilize these new planning strategies. Tax practitioners must know about these new changes and the planning strategies associated with them to maximize the advantages to their clients. This program will cover tax changes from 2025 that impact individuals and provide individuals with significant tax reduction opportunities for 2026.
Viewing A&A Through the Eyes of a Tax Practitioner
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Online
2.00 Credits
Member Price: $89
This session offers insight for tax practitioners beyond merely checking a box to satisfy accounting and auditing requirements for license renewal. We devote significant attention to extracting utility from financial statements to support decision needs of both external financial statement users and internal stakeholders. We explore best practices for cross-functional support within firms that perform tax, accounting solutions, financial statement and consulting services. We also highlight similarities and differences between U.S. GAAP and tax-basis accounting. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Proper Financial Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $149
Although they are the most common entities for small & mid-sized business, financial (book) accounting for partnerships & LLCs are rarely discussed. This course examines the proper financial accounting for these tax-driven entities.
ACPEN Signature 2026: Single Audit & Uniform Guidance Issues Update
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Online
8.00 Credits
Member Price: $250
If you thought applying one set of audit standards is tough enough, how about applying three different sets of audit standards in one "single" audit? That's exactly what happens when the auditor applies GAAS, the Yellow Book & the OMB requirements in a Single Audit. This session will start with a single audit "nuts & bolts" overview before delving into unique aspects & audit issues of the "soon to be closed out" era of pandemic-related funding & of course update any recent changes to the funding programs & compliance supplement issues. Recent changes now effective to the Single Audit & Uniform Guidance rules will also be covered. Join our expert panel of federal, state & local auditors & practitioners to learn what you need to know if you are performing audits under these audit standards & the Uniform Guidance for Federal Awards.
S Corporations: Comprehensive walk through of Form 1120S
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Online
8.00 Credits
Member Price: $239
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income and accurately reporting and allocating income, deductions and credits. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. 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 Adapting to Today’s Changing Accounting Landscape
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Online
1.00 Credits
Member Price: $59
The field of accounting is undergoing rapid evolution in response to a complex interplay of technological advancements, regulatory reforms, economic fluctuations and shifting societal dynamics. In this course, we will explore the major challenges and opportunities currently facing accountants and we will equip you with the knowledge and skills needed to excel in this dynamic environment.
Written Information Security Plans
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Online
1.00 Credits
Member Price: $55
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements and implementation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act and how compliances is enforced through IRS Circular 230, AICPA Statements of Standards, The American Bar Associations and the Federal Trade Commission (FTC). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The New AICPA Statements on Standards for Tax Services
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Online
2.00 Credits
Member Price: $89
The SSTS are tax standards that apply to all members who provide tax services & provide the framework for the AICPA ethical guidance for tax practitioners. This program explores the revised AICPA Statements on Standards for Tax Services, effective January 1, 2024. This program is not approved for IRS credit.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Monthly Federal Tax Updates: December 2026
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Navigating IRS Collections: The Collection Process
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Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionally, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Balance Sheet Management: The Least Understood Risk 26-27
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Online
4.00 Credits
Member Price: $99
Most organizations manage their income statement, but many virtually ignore the balance sheet until balance sheet problems create seemingly insurmountable emergencies. This session discusses how to analyze and manage your financial statements more holistically, allowing you to identify and correct balance sheet issues early. How do you choose whether to raise debt or equity" What are the key considerations and the advantages of each" What is the cost of capital" What are the "hidden" balance sheet risks" We will also examine several crucial ideas you can incorporate into your analyses to enhance performance and reduce risk. If you want to enhance your corporate finance skills, this session is for you.
Ethical Intelligence: Global Case Studies & Standards 26-27
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Online
4.00 Credits
Member Price: $175
Don't fall behind! This course will ensure that you know the current ethical requirements set by standards-setting organizations and legislative action. Real-world cases coupled with analysis by a leading ethics expert will help you better recognize situations that may pose ethical or regulatory risks. Discover the regulatory, legal and ethical responsibilities you have and gain insight into a simple 4-step decision-making process that can strengthen your professional judgment. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
S Corporation Essentials: Review & Update
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Online
4.00 Credits
Member Price: $149
This program addresses the critical issues & special opportunities facing S-corporations, with a focus on reporting shareholder basis & distributions. 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
CalCPA Express Federal Tax Update December 2026
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Online
8.00 Credits
Member Price: $329
Fast, focused, and essential. Get the federal tax updates you need for filing season in one efficient course. With the increasing complexity and ever-changing nature of tax laws and issues, today's accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. This fast-paced session is a comprehensive review of newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses. Each participant will receive a comprehensive manual with the hottest tax topics including Pat Garverick's Quick Reference Chart.
