WICPA CPE & Special Event Catalog
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.
Untying the Knot: Taxes & Divorce
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Online
8.00 Credits
Member Price: $239
Divorce brings emotional and financial challenges and navigating the tax implications can be one of the most complex aspects. This in-depth, 8-credit webinar, Untying the Knot: Taxes and Divorce, is designed to equip tax professionals with the knowledge and strategies needed to guide clients through the intricate tax issues that arise during and after divorce. What You'll Learn: This comprehensive session will cover critical topics, including: Filing Status: Determining the correct filing status during and after divorce, Qualified Domestic Relations Orders (QDROs): Tax implications of dividing retirement accounts, Back Taxes: Strategies for addressing unpaid tax liabilities during and after divorce, Offers-in-Compromise & Installment Agreements: Resolving tax debts with the IRS. Currently-Not-Collectible Status: Understanding when and how to use this option, Innocent Spouse & Injured Spouse Relief: Protecting clients from unfair tax liabilities, Lien Discharges & Subordinations: Managing IRS liens on property during divorce, Reasonable Compensation: Evaluating fair compensation in divorce-related business valuations. Case Studies: Explore unusual and complex tax issues in divorce through real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
How to Audit: Property, Plant & Equipment
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Online
2.00 Credits
Member Price: $89
Property, Plant, & Equipment is often one of the largest balances on the financial statements. This course will cover the foundation of auditing PP&E, including the related audit assertions, risks, & threats to the PP&E balance. During this course, we will also highlight the various substantive auditing procedures that staff should perform and also walk through some real-world examples. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
2026/27 Single Audit Update
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Online
1.00 Credits
Member Price: $39
Stay current on significant developments affecting Single Audits with this focused update on recent regulatory & professional guidance. This course reviews the 2024 Uniform Guidance overhaul, including the increase in the Single Audit threshold to $1 million & other changes impacting audit planning & execution. The course also examines Appendix B of the 2025 GAS/Single Audit Guide issued by the AICPA, highlighting updates that affect audit efficiency & compliance considerations. In addition, participants will receive updates on recent guidance issued through Office of Management & Budget (OMB) memoranda, as well as reporting-related changes, including the transition From the Federal Audit Clearinghouse's prior systems to SAM.gov-based reporting. This course is designed to help auditors understand how these developments affect Single Audit requirements & what to watch for as expectations continue to evolve.
Creating Terrific Equity Compensation Plans: Beware of the Pitfalls
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Online
2.00 Credits
Member Price: $89
In today's business world, there is a war for talent & organizations with the best talent will win. We clearly need to motivate talented personnel. Equity compensation plans are useful to retain, reward & recruit. The GAAP & tax accounting for equity compensation plans is not static & decisions that you make during plan set-up can have major consequences to your organization's bottom line & your management team's personal tax situations. We will review nuances & details that impact proper accounting. Whether you are the CFO or CEO who has not been happy with prior equity compensation plans or the accountant who performs the intricate analysis & detailed accounting for these plans: this session will help you understand the issues & get it right the first time.
Monthly Federal Tax Updates: January 2027
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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.
Accounting & Auditing Update 26-27
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Online
4.00 Credits
Member Price: $175
This annual update covers activities of the FASB and Private Company Council (PCC) and reviews new SAS and SSARS. Stay current on new standards related to financial accounting and attest and assurance services including compilations, review and auditing. You'll learn the specific requirements of the standards and their potential impact on financial statements and we will review the pipeline of proposed standards. This years' update will cover induced conversions of convertible debt, stock compensation accounting and disclosure, income tax disclosures, crypto currency accounting, joint venture accounting and updates to the accounting for government grants. We will cover new audit standards including group audit standards and new fraud, evidence and materiality standards. We'll do a deep dive into SAS 145 and the new quality management standards. Note: SEC reporting requirements and public company audit requirements will not be covered.
Accounting & Tax Ethics: Standards, Issues, & Case Studies 26-27
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Online
4.00 Credits
Member Price: $175
In recent history, even the most prestigious CPA firms have had ethical lapses and oversights that have cost them both financially and, at that moment, clouded their brand. This course will review the AICPA code of ethics for both accounting and tax practitioners and encourage you to examine your firm's policies and choices relative to those standards and common sense through thought-provoking and sometimes humorous Q&A and case studies. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Fraud --How to Find, How to Prevent 26-27
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Online
4.00 Credits
Member Price: $175
Participants will review how to maintain a heightened awareness of fraud with clients and gain a better understanding of how to detect fraud. This interactive workshop, designed for practitioners in small and medium-sized CPA firms, will include a lecture with generous time for questions and case studies to reinforce the concepts.
K2's Data Analytics For Accountants & Auditors 26-27
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Online
4.00 Credits
Member Price: $175
Data analytics is among the most widely discussed topics in business circles today. In this session, you will learn about the four types of data analytics, tools for generating data analytics measures and how to interpret and use data analytics results.
Financial & Tax Accounting for Partnerships & LLCs
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Online
4.00 Credits
Member Price: $149
This program compares & contrasts the financial accounting for partnerships & LLCs, as well as discusses the tax accounting for these entities, with a thorough discussion of the important differences between financial accounting for partnership capital accounts & the tax accounting for partnership capital accounts. Financial accounting for operations of a partnership will also be addressed. This course does not qualify for IRS credit.
Ethical Intelligence for Artificial Intelligence
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Online
2.00 Credits
Member Price: $89
Organizations and individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention and other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting and provides suggested best practices. 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.
Microsoft 365 Application Lightning Round Review-Updated
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Online
1.00 Credits
Member Price: $55
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Embracing Neurodiversity in the Workplace
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Online
1.00 Credits
Member Price: $39
This webinar will explore embracing & supporting neurodiversity in the workplace, promoting inclusivity & creating a more diverse & dynamic environment.
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.
Crypto, Blockchain & Taxes
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Online
2.00 Credits
Member Price: $89
For accounting & tax professionals, understanding the inner workings of blockchain & cryptocurrency is no longer just an advantage-- it's a necessity. This course provides an in-depth look into the mechanics of digital currencies & revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits & risks effectively. Special emphasis is placed on the tax implications for both individuals & estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning & asset management. This offering is more than just a learning experience; it's an investment in one's professional growth. By understanding the tax complexities & estate planning challenges posed by digital assets, participants will be able to offer valuable insights & strategic solutions. They will emerge From this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional From the average. Join today & step into a role as a leader in finance for the digital age.
Ethical Intelligence for Artificial Intelligence
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Online
2.00 Credits
Member Price: $89
Organizations & individuals enticed by the siren song of artificial intelligence cannot ignore ethical considerations. Professionals must consider accuracy of information, data privacy, independence, source citations, organizational policies, security, data retention & other ethical matters. This course discusses ethical issues associated with the utilization of AI in a professional setting & provides suggested best practices.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Google Gemini Deep Dive Hands-on Bootcamp for CPAs 26-27
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Online
2.00 Credits
Member Price: $99
Google Gemini has emerged as a top leader in the generative AI competition. Due to the extraordinary size of the Google user base, it a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will provide a comprehensive review and demonstration of how to put Google Gemini AI to work for you and your clients. It is designed as a "hands-on" course that facilitates you following along with the presenter to apply the features of Gemini on your computer. Practice files will be provided so that you don't have to expose your confidential data.
Introduction to Governmental Budgeting
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Online
2.00 Credits
Member Price: $89
The introduction to governmental budgeting course is an overview of the typical timeline and process a government uses when creating their annual budget. Topics covered include the basics of governmental budgeting, establishing priorities for the budget, the common steps and timeline of the budget process, what, when and how we should be monitoring the budget throughout the year and how long-term budgets fit in with the annual budget process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Fundamentals of the 1040 Business Income & Reporting
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Online
4.00 Credits
Member Price: $149
This course is designed for practitioners in their first through fifth years of practice. Through a theoretical & practical study of Form 1040 & selected accompanying schedules, the course reviews the fundamental rules governing the preparation of individual income tax returns. Participants will examine taxpayer filing requirements & filing status, dependency determinations, reporting different types of income & adjustments to income & the distinction between business income & hobby income. The course also reviews itemized deductions & the standard deduction, common refundable & nonrefundable income tax credits & documentation requirements for Earned Income Tax Credit (EITC) due diligence. In addition, the program addresses preparer responsibilities, ethical considerations in tax return preparation & confidentiality, privacy & disclosure requirements. 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
