WICPA CPE & Special Event Catalog
Hot Topics Audit & Attest Update: 2026
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Online
2.00 Credits
Member Price: $89
Many public accountants desire to have a quick overview of only the most current changes to professional and ethical requirements. This course will provide an executive summary of the major changes in audit and other attest requirements. 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.
Surgent's Home Office Rules
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Online
2.00 Credits
Member Price: $119
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C, Form 1040. The home office deduction includes typical office-connected expenditures such as supplies, postage, computers, printers and all the other ordinary and necessary expenses a person would have in connection with running a home office. The home office tax deduction for the self-employed would cover expenses for the business use of a home, which includes mortgage interest, rent, insurance, utilities, repairs and depreciation. This program discusses many of the most important issues relating to the deductibility of home office-related expenses.
Advanced IT Audit & Real-World Testing
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Online
3.00 Credits
Member Price: $109
This advanced course focuses on executing IT audits in real-world environments. Participants will learn how to perform walkthroughs, design testing procedures, evaluate control effectiveness & prepare audit-ready documentation.
Surgent's Ethical Considerations for the CPA
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Online
4.00 Credits
Member Price: $159
CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. It is vitally important that all CPAs understand their professional responsibilities related to all aspects of their job. This course, which focuses on key components of the AICPA Code of Professional Conduct, reviews a history of the CPA profession and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter, particularly those related to objectivity and independence. PLEASE NOTE: THIS COURSE COVERS GENERAL ETHICS AND IS APPLICABLE IN STATES IN WHICH STATE-SPECIFIC ETHICS IS NOT REQUIRED. This course does not qualify for IRS credit. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Create Measures in Power BI that Define Your Metrics
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Online
4.00 Credits
Member Price: $149
Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks. This course is an invaluable step towards mastering Power BI and making data-driven decisions with confidence. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
What You Can Learn From the Statement of Cash Flows
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Online
2.00 Credits
Member Price: $89
This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements. 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 Fraud In Single Audits
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Online
4.00 Credits
Member Price: $159
With all the planning, procedures and reporting involved in a single audit, sometimes things can slip through the cracks. But what if the thing that slips through is fraud? Compiled from news releases, court records and the thrilling annals of the Federal Audit Clearinghouse, this course tells the tale of seven real-world frauds that seemingly dodged detection in the single audit process. Leveraging the incredible gift of hindsight, this course is designed to raise your awareness and sharpen your focus on the potential for fraud in single audits!
Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know
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Online
4.00 Credits
Member Price: $159
Getting ready for busy season involves not only knowing what's new for the current year but also understanding how the changing limits, phaseouts and other rules apply to current-year returns. With OBBBA enactment over the past few years, the present course will constitute a one-stop "shop" that brings you the essential individual tax information. In addition, this course provides an up-to-date review of important tax form changes, new tax forms, new limitations, key developments as they are reflected in the IRS forms, IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns during busy season.
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.
Tax Implications of Retirement Plan Distributions
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Online
1.00 Credits
Member Price: $55
This session will address the complex rules of retirement distributions, review key provisions of the SECURE Act 2.0 and provide practical strategies of maximizing tax benefits for your client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
There is NO Such Thing as ‘Business Ethics’ featuring John Levy & Don Minges
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Online
1.00 Credits
Member Price: $39
What happens when businesspeople think they can lie & cheat at work, as long as it makes a profit? Some believe that business is like war & there are no rules! Do you really want to behave differently in business than in your personal life? Can, or should, ethics be 'switched on' or off?Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Revenue Recognition: Topic 606 Overview
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Online
1.80 Credits
Member Price: $79
This session is the beginning in a series on the new revenue recognition standard. The standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. This course is designed to provide an overview of the technical guidance & outline the five steps involved in the revenue recognition model. We also explore some concepts to consider within each step & then evaluate some challenges that specific industry's may have when complying with the standard. Future courses will further delve into each step & provide example & scenarios that should be considered to properly apply the step.
Introverts Have Real Power, Why Quiet Leaders are So Successful
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Online
2.00 Credits
Member Price: $89
Leaders were once chosen for their character, but today we live in an age where loudmouthed extroverts seem to take center stage in everything, including business, politics & entertainment. While the talkative, charismatic leader makes the front page of business magazines, recent research shows that successful business leaders tend to be more reserved, pensive & sometimes outright shy. Learn why your desire to spend significant time inside your own head may be your greatest asset. Whether you are introverted or not, you likely work with, manage or are a related to an introvert. We will discuss proven methods to better understand introverts, how to manage them & how to get the most out of their amazing talents. If you want to enhance your leadership skills, this seminar is for you.
An Ethical Approach to Mental Health Issues at Work
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Online
2.00 Credits
Member Price: $89
In the past talking about mental issues in the workplace was taboo. Not anymore!!! So many of us suffer with mental health issues at some point in our lives. Poor mental health impacts, from a work perspective, productivity, absenteeism, retention and more. On a personal level it often causes personal distress and hopelessness. The Society of Human Resource Management (SHRM) is addressing mental illness as a critical factor for the wellbeing of organizations. Additionally, the EEOC is cracking down on mental health discrimination. It is a very important topic for any functional business! This ethics-based webinar will bring awareness to this issue and offer suggestions on managing mental health issues in ethical, compassionate and healthy ways. It will offer suggestions on managing mental health issues for leaders, managers and all staff to create and environment of safety and belonging. This webinar will also address the topic of suicide talking about warning signs and resources. 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.
Cash Flow Clarity: Effectively Communicate Cash Flows for your Board & C-Suite
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Online
2.00 Credits
Member Price: $89
The cash flow statement is one of the most confusing financial reports-- yet it has the potential to deliver the essential keys to understand business performance. After all, cash is still both king & queen! This session explores how to present, interpret & communicate cash flows effectively to help CEOs, boards & decision makers drive smarter results. By using the Sources & Uses format, professionals can make the statement more intuitive & actionable. Learn how to simplify cash flow information & focus discussions on what matters most: how cash is generated & deployed? We will demonstrate how to confidently present this powerful financial statement to non-financial leaders. The cash flow statement is misunderstood & we will show you how to fix that & include some amusing videos to drive the points home. We will use the Apple Corporation as an example company in presenting.
Surgent's Governing Agentic AI: Cybersecurity, Data & Risk
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Online
2.00 Credits
Member Price: $119
As accounting firms and financial institutions deploy agentic AI, they face significant governance challenges. This course focuses on cybersecurity, data governance and risk management practices essential for the safe and effective use of autonomous systems. Participants will examine frameworks such as NIST AI RMF and the CSA's red-teaming guidelines, as well as case studies on AI-powered cyber incidents. The course equips professionals to assess agentic system vulnerabilities, implement controls and integrate risk insights into enterprise compliance strategies. This course equips CPAs to fulfill their oversight responsibilities in safeguarding financial data and ensuring the reliability of autonomous systems within the enterprise's control environment.
How to Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Member Price: $109
This course provides an overview of the Quality Management standards & the requirements under SQMS 1. The AICPA requires CPA firms with accounting & auditing practices to implement a system of quality management, including firms performing preparation & compilation engagements. While the objective is to improve quality within the profession, implementation may seem overwhelming. To assist, the AICPA has developed practice aids to guide firms through the development & documentation process. In this webcast, Jeff walks through where to find the practice aids, how to use them, required documentation, use of the risk assessment template & development of final documentation. Practical guidance is provided throughout to simplify implementation.
Estates & Trusts: Executor Duties & Tax Responsibilities in Estate Administration
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Online
4.00 Credits
Member Price: $149
This course reviews the legal, fiduciary & federal tax responsibilities of an executor or personal representative during the administration of a decedent's estate. Participants will examine the executor's duties From initial appointment through final distribution, including identifying & managing estate assets, settling creditor claims & administering distributions to beneficiaries. The course also reviews filing requirements for the decedent's final Form 1040, the estate's Form 1041 & the federal estate tax return, Form 706, along with the treatment of income in respect of a decedent (IRD) & basis adjustments. Participants will also examine IRS procedural requirements, including obtaining an EIN for the estate, responding to IRS notices & recognizing potential audit risks. Emphasis is placed on practical estate administration procedures, executor liability considerations & maintaining proper estate accounting records & documentation to support compliance with federal tax 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
Forensic Accounting: Investigating Divorce Cases
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Online
4.00 Credits
Member Price: $149
With over 50% of marriages ending in divorce, forensic accountants are frequently used in uncovering hidden income and assets. It is not uncommon for one spouse to hide money from another, sometimes for nefarious reasons. As a CPA, your services are valued by high-net-worth individuals who hire attorneys in their divorce proceedings. In this course, you will learn the art of financial investigations and how to uncover the truth in divorce cases, whether from offshore accounts to lifestyle analysis. Step by step, the course will teach you the valuable skills necessary in finding, analyzing, evaluating and presenting your findings to your client and if needed, ultimately in divorce court. 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 Implementing Internal Controls In QuickBooks Online Environments
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Online
4.00 Credits
Member Price: $149
The QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting & business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks & inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks & how to implement them effectively. Join our session to learn about the four common types of internal controls & how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit From strong internal controls & this session will show you how. Don't miss this opportunity to strengthen your QuickBooks Online implementation & ensure your business is safeguarded against risks. Sign up now & take the first step towards a more secure & efficient QBO environment!
