WICPA CPE & Special Event Catalog
Fundamentals of Form 1040: Business
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Online
4.00 Credits
Member Price: $149
This course builds on the foundational knowledge from Part 1, Fundamentals of the 1040 - Core Concepts. It expands into business income taxation and additional reporting requirements. Participants will learn how to accurately report self-employment income, income from pass-through entities on Form 1040. This course covers Schedule C, Schedule E and essential forms such as Form 7203 and Form 7217 to ensure accurate tax preparation for clients with business activities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Big Picture Mega-Trends, Big Data & World We Now Face
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Online
2.00 Credits
Member Price: $89
It is easy for us to get caught up in our work, but it is better to examine the 'big picture' by studying the outside factors that impact our business beyond our internal processes & day to day responsibilities. We are sometimes so busy with our tasks that we miss new developments until the developments have a profound impact on us & the organization. This session is designed to review many of these current trends, while thinking & discussing how these trends can impact our organizations & us. This is a fun & lively session that is intended to be interactive with participants either live, virtual or both. Our ever-changing world is evolving more than many realize.
Forgotten Managerial Accounting Tools for CPAs
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Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Independence Requirements for Auditors
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Online
2.00 Credits
Member Price: $89
Independence is a foundational requirement for CPAs in public practice & is critical to maintaining public trust in the profession. This course provides a practical overview of independence concepts & requirements as outlined in the AICPA Code of Professional Conduct, with an emphasis on real-world application. Participants will review key independence principles & common areas of risk, along with recently issued ethics interpretations From the Professional Ethics Executive Committee (PEEC) that impact independence requirements. The course focuses on how these interpretations apply in practice & discusses practical approaches firms & practitioners can use to implement & maintain compliance. Designed for auditors performing attest engagements, this course helps participants better understand independence requirements & navigate evolving guidance with confidence.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Partnership/LLC Taxation: Tax Basis Capital Accounts
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Online
2.00 Credits
Member Price: $89
This program addresses the most recent developments impacting partnerships operating as LLCs, with a focus on legislative, administrative and tax form changes. Emphasis will be placed on partners "tax basis" capital accounts, now required for tax form reporting. 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 Anatomy of a Ransomware Event & Incident Response
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Online
2.00 Credits
Member Price: $99
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $149
Valuation techniques & cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Building a Better Budget in a Time of Uncertainty
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Online
4.00 Credits
Member Price: $149
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. 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 Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
Taxation of Property Transactions: Tax Staff Essentials
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Online
4.00 Credits
Member Price: $139
A practical guide to business property transactions. A fundamental understanding of the taxation of business property transactions is essential to any tax practice. This course prepares tax professionals to handle the tax effects of common property transactions. Topics include: Depreciation recapture Exchange transactions Dispositions of business property Updated for the effects of H.R. 1, commonly referred to as OBBBA, this learning provides a current view of these essential topics. Tips for achieving an optimal tax result on property transactions Professionals are exposed to important business property-related timing issues and planning opportunities that can lower a client's tax liability. Strategies laid out in the course empower practitioners to consider the timing of recognizing gain and loss to achieve tax savings. Part of Tax Staff Essentials Level 2 This self-study online course is part of Tax Staff Essentials Level 2, a comprehensive learning program that provides experienced tax staff with the technical training required to gain independence.
Unlocking the Value: IRS Tax Credits for Businesses & Individuals
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Online
2.00 Credits
Member Price: $149
This course explores federal tax credits available to both individual taxpayers & business entities. Participants will review how tax credits function within the federal tax system & examine eligibility requirements, documentation standards & compliance considerations when claiming credits. The program discusses common credits available to individuals & businesses & reviews how recent legislation & IRS guidance have affected credit opportunities. Through practical discussion & examples, the course addresses strategies for identifying & evaluating credits that may apply to various taxpayer situations. Participants will also review substantiation requirements, audit considerations & common pitfalls that arise when claiming credits. 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
Fringe Benefits & Compensation Planning: Today & Beyond
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Online
8.00 Credits
Member Price: $250
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses & individual clients. With evolving tax laws & shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being & compliance. This course offers a comprehensive overview of essential tools & techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence & precision. By attending this course, practitioners will gain invaluable insights into various planning tools & techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting & disclosure requirements, to unraveling the complexities of IRC 132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans & strategies for financing retiree medical benefits, among others. With a focus on practical application & real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools & knowledge needed to optimize benefits for both business & personal needs, now & in the future. 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.
2026 Tax Season Update With Steve Dilley
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Online
8.00 Credits
Member Price: $250
Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules & regulations affecting both business & individual taxpayers, including a review & integration of 2025-26 legislation & substantial update of OBBBA provisions. 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
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $250
This course equips practitioners with the knowledge needed to help clients navigate complex tax & financial challenges. It addresses difficult client situations including divorce, bankruptcy, debt issues & other personal & business matters that create significant tax consequences. The course provides key insights into the tax implications associated with these situations & highlights planning considerations practitioners should evaluate when advising clients. Participants will explore the tax treatment of divorce-related matters, including filing status, support obligations & property division. The course also examines bankruptcy, debt cancellation, business dissolution & other financial hardships that may affect a taxpayer's reporting & obligations. Through practical discussion & analysis, participants will gain strategies to help clients make informed decisions while understanding the related tax implications. 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
Invest in Your Mental Health & Avoid Burnout
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Online
2.00 Credits
Member Price: $89
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Form 706 Preparation Part III: Reporting Deductions 26-27
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Online
2.00 Credits
Member Price: $99
This section of the four-part series will cover the fundamentals of Form 706 and provide numerous examples of how to properly report deductions on the estate tax return, including marital and charitable deductions. Form 706 Series: Part I: Overview Including Portability Part II: Reporting Assets Part III: Reporting Deductions Part IIII: GST Schedule R, Form 8971, Payments & Credits
Treasury Circular 230 for EAs & Other Tax Preparers
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Online
2.20 Credits
Member Price: $89
Please join us for a discussion on Treasury Circular 230 & other ethical issues faced by enrolled agents & other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) & common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure & maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. 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.
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.