WICPA CPE & Special Event Catalog
Nonprofit Accounting & Financial Reporting Explained
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Online
8.00 Credits
Member Price: $250
This course provides a high-level overview of the most important issues facing nonprofit entities & their auditors. The focus of this course is on explaining the theory behind major issues & trends, enabling professionals to understand the most important aspects of relevant professional & regulatory standards related to reliable financial reporting for nonprofit entities.
LLC's & S Corporations: a Comparative Analysis
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Online
8.00 Credits
Member Price: $239
This course focuses on the most common aspects and tax implications of Limited Liability Companies and S Corporations. It will further compare forms of entities, along with corporate formalities compliance issues of each entity type. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. Highlights of entity specific tax forms will be discussed, as well as accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning and audit strategies. Schedules K-1, K-2, K-3 and effectively connected income will be reviewed in this course as well. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Ethical AI Practices for CPAs: Ensuring Responsible Use
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Online
2.00 Credits
Member Price: $89
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain trust and integrity. 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.
Cost of Capital: What It Is & How to Use It
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Online
2.00 Credits
Member Price: $89
Every business needs capital & capital has a cost. Providers of debt & equity demand a return & the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day & some common ways organizations misuse this number. Who should understand your organization's cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital & its use. The cost of capital allows managers to, Get the biggest bang for the buck. If you want to enhance your corporate finance skills, this session is for you.
Monthly Federal Tax Updates: February 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.
Lease Accounting - Making Sense of the Standard 26-27
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Online
4.00 Credits
Member Price: $175
This program makes sense of the controversial lease standard. The subtleties of the standard make it difficult to implement and monitor. There will be a detailed discussion on what constitutes a lease, how to monitor them and ongoing challenges.
Practical Accounting Update 26-27
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Online
4.00 Credits
Member Price: $175
In this dynamic course, we'll delve into essential updates and equip you with the practical knowledge to navigate the latest changes in the field. Need insights on how the shift from the Statements on Quality Control Standards (SQCSs) to the Statement on Quality Management Standards (SQMSs) will affect your practice" We have you covered. Questions about cybersecurity requirements for CPAs" Arm yourself with practical strategies to protect your clients and firm in an increasingly digital world. From the newest accounting rules to mastering new audit standards, we'll explore the newest developments to help you navigate the changes.
Optimize Your Staff's Performance
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Online
4.00 Credits
Member Price: $149
A chain is only as strong as its weakest link. The same theory applies to departmental performance-- the overall result is only as strong as its weakest contributor. Leave our interactive & entertaining session with insight for developing & sustaining the best team you can possibly assemble. The four elements in this process are (1) development, (2) leadership, (3) hiring & (4) environment. Discuss how to effectively use these elements in your creation of an outstanding organization. Discover the power of the 10 Attributes for Leadership Success & the negative impact of Leadership's Fatal 13. Above all, learn how to combine these four elements as a successful catalyst for sustained high-quality output & results.
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.
All About Fraud: Examples, Prevention & Auditing
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Online
4.00 Credits
Member Price: $149
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the 2026 Report to the Nations issued by the Association of Certified Fraud Examiners, along with key characteristics commonly observed among fraud perpetrators. The course then explores practical approaches organizations use to prevent and deter fraud, highlighting controls, policies and cultural factors that can reduce fraud risk. Participants will also review recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. The course concludes with a discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Future of Audit: Technology, Talent & Transformation
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Online
1.00 Credits
Member Price: $55
The audit profession stands at a critical inflection point, facing unprecedented challenges from technological disruption, evolving regulatory landscapes and workforce transformation. This comprehensive course, based on the Pennsylvania Institute of CPAs' groundbreaking research report "The Future of the Audit: Building Relevance and Sustaining Quality," provides auditors with essential insights and actionable strategies to navigate these seismic shifts. Through expert perspectives from industry leaders including PCAOB board members, Big Four executives and audit committee chairs, participants will explore how artificial intelligence, blockchain and data analytics are fundamentally reshaping audit practices while creating new opportunities for value creation and risk assessment. Beyond technology adoption, this course addresses the pressing talent crisis facing the profession and offers practical solutions for building a future-ready workforce. Participants will learn how to leverage emerging technologies to enhance audit quality, understand the implications of regulatory modernization including the concept of "regulatory sandboxes," and develop strategies for attracting and retaining top talent in an increasingly competitive market. Whether you're a partner in a small firm, a manager in a large organization, or an audit professional seeking to future-proof your career, this course provides the roadmap for maintaining relevance, ensuring quality and thriving in the evolving audit landscape. You'll leave with concrete action steps for immediate implementation and a clear vision for transforming your audit practice to meet the demands of tomorrow's financial ecosystem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Tax Practice Ethical Challenges & Circular 230
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Online
2.00 Credits
Member Price: $89
This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative & regulatory rules impacting every accounting & tax professional. Best practices & guidance provided by the AICPA's Code of Professional Conduct will be discussed. 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.comNote: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
FASB Update & Review
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Online
2.00 Credits
Member Price: $89
Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements & revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda.
Form 7203: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $89
Starting with tax year 2021, Form 7203, S Corporation Shareholder Stock & Debt Basis Limitation, may be required to accompany shareholders' Individual Income Tax Returns (Form 1040). This form is essential for reporting a shareholder's outside basis & debt basis to properly apply loss limitations under I.R.C. 461 & at-risk limitations. This course will provide a detailed overview of Form 7203, including its mechanics & strategies for completing it accurately. Additionally, strategies for reconstructing shareholder basis when it has not been maintained in the past will be discussed, helping practitioners handle these scenarios effectively. 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
Surgent's Information Security & Privacy
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Online
2.00 Credits
Member Price: $99
In today's interconnected world, safeguarding information systems is crucial. This course offers a deep dive into information security and privacy principles with a focus on modern cybersecurity threats tied to cloud environments, Internet of Things (IoT) and mobile technologies. The course will also cover data protection during application development. Taking this course will equip accounting professionals with the knowledge to lead in cybersecurity strategy.
The Current & Future Landscape of Audit Technology
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Online
2.00 Credits
Member Price: $89
Explore the transformative impact of technology on the audit profession in this forward-looking course. Gain practical insights into cutting-edge tools and trends, including data analytics, artificial intelligence (AI) and automation and discover how these advancements are revolutionizing audit methodologies and improving audit quality. Through engaging demos, case studies and actionable tips, you'll learn how to navigate the evolving audit landscape with confidence and adaptability. This session is designed to equip CPAs with the knowledge to embrace innovation and stay ahead in a rapidly changing profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
IT Controls & SOC Reporting in Financial Audits
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Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls & SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness & determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas & alignment with Complementary User Entity Controls (CUECs).
Proper Financial Accounting for S Corporations
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Online
4.00 Credits
Member Price: $149
Proper financial accounting for S corporations involves adhering to specific accounting principles & tax regulations designed for this unique business structure. This course examines the proper financial accounting for S Corporations.
Multistate Taxation: Issues & Planning Opportunities
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Online
8.00 Credits
Member Price: $250
Join our course on Multistate Taxation: Issues & Planning Opportunities designed for financial professionals. Learn about crucial topics like nexus implications, state taxable income calculations & audit defense strategies. Gain practical insights to integrate these considerations into client financial plans effectively. From deciphering complex formulas to understanding state-specific regulations, this course equips you with actionable knowledge to excel in finance. Explore multistate business activities, choice of business entity & interstate commerce clauses. By course completion, you'll be ready to identify common pitfalls, mitigate risks & ensure compliance with multistate taxation. Join us & navigate the complexities of finance confidently. 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.
The Single Audit From Beginning to End Update
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Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state & local governments & not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
