WICPA CPE & Special Event Catalog
Depreciating & Expensing Business Assets
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Online
2.00 Credits
Member Price: $89
This course will address recent tax legislation, rules & developments related to capitalization & depreciation; Section 179 & 168(k) 100 % bonus deduction; Depreciation of automobiles, including new luxury auto limits; ADS depreciation for electing farm & real estate business. 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
Metrics Management: Dashboards, Performance Tools & Open-Book Management
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Online
2.00 Credits
Member Price: $89
Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Resolve Ethical Conflicts: Do the Right Thing & Keep Your Job
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Online
2.00 Credits
Member Price: $89
At some point in their career, every financial manager will face the choice of doing the right thing or taking the easy way out. Skillful handling of an ethical conflict can make a big difference in your career's trajectory. Learn how to correct your boss's bad behavior & actually strengthen the relationship.Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Surgent's Guide & Update to Compilations, Reviews & Preparations
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Online
4.00 Credits
Member Price: $159
Specifically designed for preparation, compilation and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation and review engagements.
Comprehensive Accounting & Financial Reporting Update
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Online
4.00 Credits
Member Price: $149
This course covers recently issued accounting and financial statement reporting standards from the Financial Accounting Standards Board. Key implementation challenges and experiences from public company filings will be identified. 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 Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Member Price: $149
Are you using Word, Outlook & PowerPoint to their full potential? Many professionals rely on these essential tools but often overlook their best features. If you find yourself using "brute force" methods & spending too much time on tasks, it's time to upgrade your skills. Join our four-hour session designed to transform how you work with Microsoft Office. You'll learn how to harness the power of Word, Outlook & PowerPoint to achieve better results in less time. Our expert instructors will guide you through the most efficient techniques, ensuring you gain practical skills that you can apply immediately. Don't miss this opportunity to enhance your productivity & streamline your workflow. Sign up now & take the first step towards mastering Microsoft Office!
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Online
8.00 Credits
Member Price: $300
With the increasing complexity & ever-changing nature of tax laws & issues, today's accountant needs a one-day update course focusing on business income tax issues with an emphasis of newly enacted income tax legislation. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities & pitfalls. This is a "must-attend" course for all tax practitioners who want to be up to speed quickly & have a successful Federal business income tax filing season. 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
Financial & Tax Accounting for S Corporations & Partnerships
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Online
8.00 Credits
Member Price: $239
This program compares and contrasts the financial and tax accounting differences of partnerships, LLCs and S corporations, as well as discuss the tax accounting for these entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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.
Shortcuts that Excel Users Love
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Online
2.00 Credits
Member Price: $89
Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Revenue Recognition: Determine the Transaction Price: Part I
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Online
1.20 Credits
Member Price: $39
The new revenue recognition 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. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
Accounting for Construction Contractors
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Online
2.00 Credits
Member Price: $89
This course covers authoritative GAAP for construction contractors as addressed in FASB ASC 910 & the AICPA Guide for Construction Contractors. Jeff explains the unique aspects of accounting within the construction industry & how the applicable standards & guidance address those issues. The course includes practical examples to support understanding of key concepts, including revenue recognition & contract-related issues. Jeff presents the material in an engaging manner to help reinforce learning & maintain focus.
Self-Rental Real Estate: Passive Activity & Section 199A
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Online
2.00 Credits
Member Price: $89
This program presents a detailed analysis of the self-rental passive activity rules, including forms reporting examples and integrates them with the flow-through entity rules related to self-rental. 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 A Guide to Gig Economy Tax Issues
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Online
2.00 Credits
Member Price: $99
The IRS defines the "gig economy" as people earning income providing on-demand work, services, or goods on either a part-time or full-time basis. The economic times we live in are changing and accounting and finance professionals must learn how the rules apply in this new gig economy. The tax rules that apply to gig workers challenge traditional ideas of who is an employee and who is an independent contractor and accounting and finance professionals must have the knowledge to make this determination. This program addresses federal and state tax issues accounting and finance professionals must address with clients and their own workers.
Surgent's Business Writing: Professional & Effective Emails
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Online
2.00 Credits
Member Price: $99
Good writing is good business. Studies show that the average business worker receives 121 emails per day. That's a lot of emails. Are your emails effective? Are they being read? Are they professional and tone-smart? In this course, you will learn techniques and skills to get your emails to stand out and improve their effectiveness and professionalism.
Surgent's Unique Tax Attributes of Different Entity Types
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Online
2.00 Credits
Member Price: $99
When putting together a financial plan, it is important to remember that the tax situation of the business and the individual are often intertwined. Therefore, decisions about entity type are vitally important. Practitioners need to understand not only how different entities are taxed, but also which taxes will have the greatest impact on the individual owner. In this course, we will explore when self-employment taxes apply to business income, as well as some of the lesser-known taxes that apply to flow-through entities. We will even explore when a PTE election could be helpful to a small business owner.
Deep Dive Into Common Auditing Deficiencies
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Online
4.00 Credits
Member Price: $149
This course will review common deficiencies identified by the AICPA and state boards of accountancy. It features discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment. We will review the areas of concern and how you can overcome them by employing 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.
Estate Planning Strategies: Advanced Techniques & Tools
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Online
8.00 Credits
Member Price: $250
As the new administration proposes changes to tax policies, estate planning strategies must adapt to evolving laws & regulations. This course equips financial professionals with advanced tools & techniques to address complex estate planning issues, including the latest legislative & regulatory updates. Participants will gain insights into tax-efficient wealth transfer strategies, charitable giving techniques & the impact of recent tax law changes on estate & gift taxation. With a focus on real-world application, this course provides practical strategies for leveraging closely held stock, split-interest trusts & life insurance in estate planning. Attendees will explore how to maximize tax benefits while ensuring compliance with changing regulations, ultimately helping clients achieve their financial & legacy goals. Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab & submit to kori.herrera@acpen.com
A&A Update for Nonprofits & Single Audit: 2026
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Online
8.00 Credits
Member Price: $239
This course provides a high-level overview of the most important accounting, financial reporting, compliance and audit issues facing nonprofit entities and their accountants. The focus is on explaining the basis behind major issues and trends in executive summary (yet practical) form, enabling professionals to understand the most important aspects of relevant standards and the basis for any potential changes on the horizon. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
