WICPA CPE & Special Event Catalog
Tax Elections & Procedural Risks What Every CPA Must Know
Available Until
Online
5.00 Credits
Member Price: $109
Tax professionals must navigate a complex landscape of tax elections and procedural requirements to ensure compliance and minimize risks for their clients. Overlooking an election or procedural rule can lead to adverse tax consequences, missed opportunities and even malpractice claims. This course provides a comprehensive overview of critical tax elections and procedural issues that CPAs must understand. Participants will explore key tax elections, their implications and potential pitfalls. Additionally, the course delves into essential tax procedures, including IRS return due dates, statutes of limitations, taxpayer claims for refunds and various relief provisions. By mastering these areas, CPAs can proactively manage risk, ensure compliance and effectively represent clients in tax matters.
Tax-Exempt Organization & Form 990 Essentials
Available Until
Online
1.00 Credits
Member Price: $49
This course is designed for CPAs seeking to deepen their understanding of federal tax-exempt status and the complexities of Form 990. Participants will explore the core form and schedules, gaining insights into public support requirements, compensation disclosures and governance policies. The course covers critical topics such as direct and grassroots lobbying, private benefit and inurement and special rules for activities like advertising and bingo. Attendees will also examine the implications of the Tax Cuts and Jobs Act (TCJA) and recent regulatory updates, including mandatory e-filing requirements. By the end, learners will be equipped to ensure accurate, compliant filings and effectively navigate the nuances of tax-exempt organization reporting.
Tax Issues for Real Estate & Homebuilding
Available Until
Online
4.00 Credits
Member Price: $99
Tax issues in real estate development and homebuilding have grown increasingly complex with the permanent provisions of the Tax Cuts and Jobs Act (TCJA) and the One Big Beautiful Bill Act (OBBBA) of 2025. This course offers a comprehensive and practical analysis of tax accounting methods and compliance requirements that impact developers and homebuilders, including the capitalization of costs under IRC Section 263A, timing rules under IRC Section 461 and revenue recognition considerations for unit sales. You'll explore critical areas, including depreciation and expensing, business interest limitations, small business taxpayer exemptions, entity structuring, related-party transactions, compensation issues and the economic performance test. Real-world examples and court cases are used to illustrate how the IRS scrutinizes costing practices, intercompany charges and ordinary vs. capital gain classifications. By the end of the program, attendees will be equipped with strategies to comply with complex rules, avoid common audit pitfalls and achieve the most favorable tax results for real estate developers and homebuilders.
Tax Planning for Seniors
Available Until
Online
4.00 Credits
Member Price: $99
Seniors face issues that complicate return preparation and planning. When to apply for social security? How is it taxed? What if they continue to work? Will an increased standard deduction affect charitable planning? Will downsizing affect interest and property tax deductions and payments? How to help children or grandchildren pay for a home or a college education? We'll explore these questions and more.
Tax Reform & Expiring Provisions: Navigating the 2025 Deadline
Available Until
Online
2.00 Credits
Member Price: $69
It's no secret that elections are consequential for a variety of reasons. One key area that experts are watching in light of the 2024 election is tax policy. Kasey Pittman, Director of Tax Policy, at Baker Tilly, walks viewers through the provisions which are set to expire at the end of 2025. She provides her insights regarding potential avenues for tax reform, highlighting the reconciliation process and its limitations. Pittman delves into the impact of a Republican unified government and what that could mean for tax reform, such as in the state and local tax arena. She also explores the challenges that tax advisors and businesses may face in 2025 and how those advisors can best support their clients.
Testifying with Confidence: Direct Examination Strategies
Available Until
Online
1.00 Credits
Member Price: $49
This course equips CPAs and financial experts with practical strategies to deliver clear, confident and defensible testimony during direct examination. You'll learn how to prepare effectively, structure your testimony and communicate complex financial analysis in a way that judges and juries can understand. Topics include advance case preparation, file documentation and privilege awareness, scripting direct testimony, using courtroom graphics and managing credibility under legal scrutiny. Real-world examples and best practices are shared to help you strengthen your effectiveness, maintain independence and avoid common pitfalls in litigation testimony.
The 5-Year Exit Runway: Strategic Preparation for a Successful Business Sale
Available Until
Online
3.00 Credits
Member Price: $89
Business succession is not just a legal transition, it's a financial turning point. In this practical session, veteran business attorney Jason B. Meyer, Esq. outlines the governance, structural and planning steps that help protect enterprise value and prevent costly disruption. Designed for CPAs, CFOs and financial advisors, this course focuses on strengthening charter documents, mitigating continuity risks, preparing for due diligence and coordinating legal and tax strategy to support smooth ownership transitions — whether to family, employees, or external buyers.
The 990 Schedules: An In-Depth Discussion
Available Until
Online
0.00 Credits
Member Price: $49
This course dives deep into key supplemental schedules of IRS Form 990, giving you clear insights into public support tests, lobbying activities and essential financial and compensation disclosures. Learn the rules, spot common mistakes and discover practical planning strategies to strengthen your nonprofit's reporting and stay compliant. This session was recorded on May 29, 2025, for CalCPA's Not-for-Profit Organizations Conference.
The Accountants Guide to Divorce & Alternative Dispute Resolution
Available Until
Online
2.00 Credits
Member Price: $69
Divorce is not only a legal process, but also a life-changing financial event. There are three forums for divorce: mediation, collaboration and traditional litigation. Alternative dispute resolution (ADR) methods like mediation and collaboration offer confidential and discreet ways to resolve issues without traditional litigation. A divorce financial planner can help navigate the process and provide expert advice on financial and tax decisions. Lili Vasileff, President of Wealth Protection Management, joins this segment to discuss the various forums of divorce, compare forms of alternative dispute resolution and explore top trends.
The Association Between Audit Office Team Diversity & Audit Quality
Available Until
Online
1.00 Credits
Member Price: $49
Surveys and field studies find that diverse teams are high-performing teams. Diverse teams value different perspectives and encourage the participation of team members through psychological safety, leading to higher team performance. Team diversity is an office-level characteristic, that is distinguishable from other characteristics studied in prior auditing literature, that has an incremental effect on audit quality. The positive association between team diversity and audit quality is robust to controlling other audit office and client characteristics. This positive association is even stronger for more complex and non-routine audit engagements.
The Association between Auditor Provided Tax Planning & Tax Compliance Service
Available Until
Online
1.00 Credits
Member Price: $49
This study examines associations between auditor provided tax compliance and tax planning services and tax avoidance and tax risk. Collectively, our results suggest that companies paying their auditors for tax planning advice are more effective tax planners (in terms of higher tax avoidance and lower tax risk) than firms that do not engage their auditor for tax work. Our tax avoidance results are more pronounced for clients of auditors with more tax expertise and longer tenure, as well as for firms with higher tax and operational complexity. We also find that our tax avoidance results hold only when firms also engage their auditors for tax compliance work, which is consistent with auditors seeking to minimize reputation threats. Our study's unique hand-collected panel dataset provides a more precise and nuanced perspective on the role auditors play in tax outcomes.
The Basics of Form 1041 Preparation
Available Until
Online
2.00 Credits
Member Price: $69
Preparing fiduciary income tax returns can be daunting, even for experienced practitioners. Form 1041 (federal) and Form 541 (California) share similarities with individual income tax returns, but fiduciary rules introduce important complexities. This course offers a practical, step-by-step approach to Form 1041/541 preparation, covering everything from obtaining an EIN and understanding governing documents to reporting income, deductions, elections and distributions. Designed for those preparing their first fiduciary return or seeking a solid refresher, this course equips participants to navigate fiduciary taxation with confidence.
The Best Federal Tax Update Course by Surgent
Available Until
Online
16.00 Credits
Member Price: $279
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Note: This is a downloadable self-study course.
The Best Federal Tax Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.Note: This is an on-demand webcast self-study course.
The Best Individual Income Tax Update Course by Surgent
Available Until
Online
12.00 Credits
Member Price: $219
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Note: This is a downloadable self-study course.
The Best Individual Income Tax Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Note: This is an on-demand webcast self-study course.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
Available Until
Online
12.00 Credits
Member Price: $219
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Note: This is a downloadable self-study course.
The Best S Corporation, Limited Liability & Partnership Update Course by Surgent
Available Until
Online
8.00 Credits
Member Price: $199
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Note: This is an on-demand webcast self-study course.
The Business of Forensic Accounting: Expanding Your Existing Practice
Available Until
Online
1.00 Credits
Member Price: $49
This practical and forward-looking course introduces accounting professionals to the specialized field of forensic accounting, with a focus on how to strategically expand an existing practice into litigation support and investigative services. Designed and presented by Brian Peter Brinig, JD, CPA/ABV, ASA, this course walks you through the full landscape of forensic accounting from foundational distinctions between investigative and litigation tracks, to the technical, ethical and marketing strategies needed to succeed in this high-demand profession. You'll learn how to identify profitable niches, navigate the adversarial litigation environment, apply professional standards and avoid common pitfalls such as conflicts of interest and overstepping professional boundaries. With emphasis on real-world implementation, this course provides essential tools to launch and grow a respected forensic practice grounded in objectivity, credibility and compliance.
The CPA's Guide To Ethical Leadership
Available Until
Online
4.00 Credits
Member Price: $99
Are you ready to strengthen your accounting practice through ethical leadership? In this engaging 4-hour course, you'll learn how to build a successful, resilient practice by mastering the key principles of ethical intelligence. You'll discover how to hire and retain high-performing team members who embody honesty, accountability, care and courage. You'll apply the principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair and Care, to enhance your practice's financial health and long-term stability. We'll also explore the power of gratitude in creating a positive work environment, reducing turnover and strengthening client relationships. Plus, you'll confront "zombie" myths that can undermine your practice and learn how to protect your business from financial and ethical risks. Through practical tools and interactive exercises, you'll ensure your practice is ethical, resilient and financially secure for the long term. Who knew a 4-hour ethics course could be so practical and fun? This course offers NASBA-approved non-technical (behavioral) ethics credit and counts toward your 80-hour CPE requirement; however, it does not satisfy the California Board of Accountancy's four-hour technical (regulatory) ethics requirement. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.