WICPA CPE & Special Event Catalog
Mastering Multistate Taxation Nexus, Withholding & the Convenience Rule
Available Until
Online
2.00 Credits
Member Price: $69
Mastering multistate taxation is more critical than ever for accounting and tax professionals navigating the evolving landscape of nexus, withholding and the convenience rule. Our expert-led course, featuring Mark Klein, Partner at Hodgson Russ, unpacks the latest developments in economic nexus standards, the impact of remote employees on tax obligations and the complexities of state tax compliance. Equip yourself with the knowledge to help businesses and clients navigate the intricate world of multistate taxation confidently. Don't miss this opportunity to elevate your expertise and safeguard your organization from costly tax liabilities!
Mastering Retirement Plan Audits: Compliance
Available Until
Online
2.00 Credits
Member Price: $69
Mastering retirement plan audits is essential for plan sponsors to ensure compliance with Department of Labor (DOL) regulations, protect participant assets and uphold fiduciary responsibilities. Amanda Goar, CPA, Principal at Baker Tilly, highlights key changes to audit triggers, such as focusing on participants with account balances and applying the 80-120 rule, while emphasizing the importance of proactive preparation. She stresses maintaining accurate plan documentation, reconciling census data, ensuring timely contributions and addressing common challenges like vesting provisions, participant elections, rollovers, loans and forfeitures.
Measuring Accounting Fraud & Irregularities Using Public & Private Enforcement
Available Until
Online
1.00 Credits
Member Price: $49
Most accounting studies use only public enforcement actions (SEC cases) to measure accounting fraud. However, private cases (securities class actions) also play an important enforcement role. We discuss the legal standards and processes for both public and private enforcement regimes, emphasize the importance of screening cases for credible fraud allegations and show both yield credible fraud measures. We'll also demonstrate these research design choices affect inferences from prior research and a hypothetical research setting. Finally, we show common measures of accounting irregularities using Audit Analytics to proxy for fraud result in significant false positives and negatives and develop a fraud prediction model for use in future research. We recommend using both public and private enforcement with appropriate screening when examining accounting fraud to reduce Type I and II errors, or reporting the sensitivity of findings across regimes. This is particularly important given the reduction in accounting-related enforcement after 2005.
Mental Health Impacts at Work
Available Until
Online
0.00 Credits
Member Price: $49
Mental Health Impacts at Work addresses the growing need for workplace mental health support. Discover strategies to overcome stigma, improve communication and create a culture that prioritizes employee well-being. Learn actionable steps to implement effective mental health initiatives, identify available resources and empower your team to thrive.
Mind the GAAP: NFP Edition
Available Until
Online
2.00 Credits
Member Price: $69
Phil Marciano, partner at Citrin Cooperman, outlines the most frequent financial statement pitfalls he encounters while reviewing not-for-profit organizations. He highlights improper classification of assets and lease items, mishandling of conditional versus unconditional contributions, board-designated versus donor-restricted net assets, errors in functional expense and cash-flow presentations and overlooked non-cash gifts. Marciano stresses robust internal controls, staff training and vigilant board oversight to avoid these GAAP violations.
Minimizing Estate & Gift Tax Penalties: Key Compliance Strategies
Available Until
Online
2.00 Credits
Member Price: $69
Minimizing estate and gift tax penalties is important for preserving wealth and ensuring compliance with tax regulations. Beth Kaufman and Melissa Wiley, Partners with Lowenstein Sandler in Washington DC, join this segment to discuss best practices and compliance strategies with respect to estate and gift taxes. This includes discussion of reasonable cause and willful neglect, building a persuasive case for reliance on tax professionals and understanding penalties for appraisers under IRC Section 6695A. They also discuss strategies to manage late filing and payment penalties, how to leverage the Internal Revenue Manual for penalty abatement/reasonable cause statements and considerations when applying first-time abatement (FTA).
Motivating Yourself & Others
Available Until
Online
2.00 Credits
Member Price: $69
Self-improvement and the ability to motivate others is a cornerstone of great leadership. Learn about the importance of good feedback, recognition and rewards; explore the need to lead authentically by getting past simple labels to understand people as unique individuals; and understand the role of status differentials and how leaders must break down perceived communication barriers. The webcast was originally broadcast on May 30, 2013. Note: There is a minimum passing rate of 70% for this course.
Navigating Art Assets: Investment, Valuation & Estate Planning
Available Until
Online
2.00 Credits
Member Price: $69
Accountants advising clients with valuable art collections must navigate the complexities of the evolving art market to optimize financial outcomes, ensure proper estate planning and mitigate risks. Wendy Battleson, Private Banker at Bank of America, explains key strategies for managing art assets, focusing on the importance of provenance and clear title, effective use of auction guarantees and leveraging art collections to minimize capital gains taxes through mechanisms like step-up in basis. She also emphasizes the critical role of open communication between accountants and clients about art assets, addressing the unregulated nature of the art market and the necessity of proper documentation and appraisal to safeguard investments.
Navigating PTET, NIIT & SECA for Pass-Through Entities
Available Until
Online
2.00 Credits
Member Price: $69
Understanding Pass-Through Entity Tax (PTET), Net Investment Income Tax (NIIT) and Self-Employment Contributions Act (SECA) tax is important for identifying strategies to minimize tax liabilities for owners and partners of pass-through entities. David Kirk, Tax Partner and leader of the Private Tax Group of Ernst & Young LLP's National Tax Department, joins this segment to discuss key tax issues for PTEs and explains the differences between credit and corporate taxation models for PTET, state-specific rules and the impact of default elections. This includes discussion of how pro rata allocation affects deductions and credits, potential S Corporation status issues and the role of grantor trusts.
Navigating Tax Changes in Construction: New Rules, Credits & Strategies
Available Until
Online
1.00 Credits
Member Price: $49
The construction industry faces unique challenges when adapting to changes in tax laws. This session will explore recent federal and California tax developments, including the Inflation Reduction Act's green construction incentives, bonus depreciation updates and key changes affecting the Qualified Business Income Deduction (Section 199A). We'll also examine strategies for tax credit maximization and proactive tax planning tailored to the commercial construction sector. This session was recorded on March 25, 2025 for CalCPA's Construction Management Conference.
Negotiation Skill Building
Available Until
Online
0.00 Credits
Member Price: $69
Today's competitive environment requires CPAs to be strong negotiators. This course will teach you to ask for the business and close the deal. Topics emphasize negotiation skill-building, effective communication, telephone techniques and the negotiation process. It also covers the importance of the "human" side of negotiations, including empathy, ego, and needs. The webinar was originally broadcast on April 21, 2017. Resource update: March, 2026.
New & Exciting Family Law 2026 Tax Updates
Available Until
Online
1.00 Credits
Member Price: $49
Stay up to date on key federal and California tax changes shaping today's family law landscape. This session highlights recent income and reporting updates, California tax considerations for alimony and a practical refresher on Family Code 4055, with insights into how these developments impact divorce and support matters. The topics covered include the One Big Beautiful Bill income changes, the Secure 2.0 Act, California taxes related to alimony, the 1099 threshold changes and a refresher on Family Code 4055. This session was recorded on February 12, 2026 for CalCPA's Tax Issues in Divorce Mini-Conference.
New Manager Series: Are You Managing or Leading
Available Until
Online
2.00 Credits
Member Price: $69
The third in a four-part series takes a deeper dive into the keys to becoming an effective leader. You'll understand the components of self-awareness, understanding who you are, how others perceive you and how to course-correct when necessary. We'll also cover the ability to effectively communicate and influence others, how to drive achievement and results and learn about the willingness and the ability to develop others.
New Manager Series: Balancing Leadership & Likeability
Available Until
Online
2.00 Credits
Member Price: $69
Second in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness, understanding who you are, how others perceive you and how to course-correct when necessary. Cover the ability to effectively communicate and influence others. To drive achievement and results. Learn about the willingness and the ability to develop others. Identify your reactive leadership tendencies and how they show up, especially under pressure. Recognize what is driving your desire to be liked and where you're giving away your power. Learn the importance of building trust and relationships with team members and develop tools to get started. Learn steps to gain influence with your team to generate results.
New Manager Series: The How To's of Leading
Available Until
Online
2.00 Credits
Member Price: $69
Fourth in a four-part series, take a deeper dive into the keys to becoming an effective leader. Understand the components of self-awareness, knowing who you are, how others perceive you and course-correct when necessary. Cover the ability to effectively communicate and influence others, to drive achievement and results. Learn about the willingness and the ability to develop others. Understand the basics of employee engagement. Identify what gets in your way when it comes to Delegation. Learn the four steps to using delegation as a development and engagement tool. Learn how to effectively provide feedback, both formally and informally.
New Market Growth Strategies
Available Until
Online
1.50 Credits
Member Price: $59
Organizations try to stay successful in the expansion of operations. To do this, business models must adapt as part of the business growth strategy. In this course, you will learn how to use Porter's diamond models to analyze global growth strategies and select the best action plan to implement them.
Nonprofit Revenue Recognition: Back to the Basics
Available Until
Online
0.00 Credits
Member Price: $49
This practical course demystifies revenue recognition for nonprofits. You'll learn how to confidently distinguish between exchange transactions and contributions, master the five-step process for recognizing exchange transactions and get clear guidance on accounting for contributions. Real-world examples will help you apply these principles with ease and accuracy. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Nonprofit Risk Mitigation from an Operational Point of View
Available Until
Online
0.00 Credits
Member Price: $49
This course equips you with practical strategies to boost your organization's resilience by pinpointing, assessing and minimizing operational risks. You'll dive into six critical risk areas from processes and people to technology and compliance and explore real-world case studies, proven internal controls and tools to build a strong risk-aware culture. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
Not-for-Profit: Common Errors in NP Financial Statements
Available Until
Online
0.00 Credits
Member Price: $49
This bonus conference session enhances a CPA's understanding of financial reporting within not-for-profit organizations. Gain actionable insights to navigate disclosure requirements, revenue recognition challenges and compliance hurdles, ensuring your organization maintains transparency and fiscal integrity. This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.
Not-for-Profit: FASB Update
Available Until
Online
0.00 Credits
Member Price: $49
This course provides CPAs with a comprehensive overview of the latest updates from the Financial Accounting Standards Board (FASB) relevant to not-for-profit organizations. In this session, the FASB's lead staff person for not-for-profits will guide you through recent and potential upcoming changes to GAAP affecting not-for-profits. We'll focus on some recent ASUs (including ones on common control leases and on crypto assets), implementation matters on the new credit losses (CECL) standard and some noteworthy current FASB projects (including ones on software costs and on environmental credit programs). This session was recorded on May 30, 2024 at the 2024 Not-for-Profit Conference.