WICPA CPE & Special Event Catalog
Surgent's Anatomy of a Ransomware Event & Incident Response
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Online
2.00 Credits
Member Price: $99
The past two years have ushered in an explosion of ransomware attacks affecting businesses and individuals. Many of us read or hear about these attacks, but there is little understanding of how they occur, how a response is undertaken and how the chances of experiencing one can be reduced. Join us to learn about these topics so you can be prepared with the best response and the knowledge to avoid common mistakes in a ransomware event.
Expand Your Analytical Toolbox More Tools for Success
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Online
4.00 Credits
Member Price: $149
Valuation techniques & cash management activities are two other tool categories that can round out your analytical toolbox. In this course we will initially discuss how to turn your financial plan into a powerful valuation engine. We then will discuss the formation of an efficient cash management program based on solid banker relationships. Finally, we will review Ten Steps for keeping your financial toolbox full.
Building a Better Budget in a Time of Uncertainty
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Online
4.00 Credits
Member Price: $149
Most financial leaders would agree that budgeting is easy when business and the economy are stable. When revenues and expenses are expected to remain the same, the process becomes merely an exercise in carrying over what was done before to the current year. However, what happens when we are not sure about how the market will react to our product? What happens when the competitive landscape changes? In this course, we will discuss budgeting techniques and considerations when business lacks stability. Through a combination of theory and real-world examples, we will explore how to build flexibility into our budget - so that it can inform and drive decision-making when we don't quite know what is ahead. 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 Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling to create compelling charts & graphs? Join our session & transform your data into stunning visualizations that captivate & inform your audience. This isn't just another seminar on basic charts; it's a comprehensive guide to mastering advanced, interactive & dynamic visualizations in Excel. In this session, you'll learn how to create visually appealing charts that are not only informative but also engaging. Discover the secrets to making your data come alive with interactive elements that ensure your audience understands & retains the information you present. Whether you're looking to enhance your communication skills or impress your stakeholders, this seminar is a must-attend. Don't miss out on the opportunity to take your Excel skills to the next level. Sign up now & start creating visualizations that make a lasting impact!
Unlocking the Value: IRS Tax Credits for Businesses & Individuals
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Online
4.00 Credits
Member Price: $149
This course explores federal tax credits available to both individual taxpayers & business entities. Participants will review how tax credits function within the federal tax system & examine eligibility requirements, documentation standards & compliance considerations when claiming credits. The program discusses common credits available to individuals & businesses & reviews how recent legislation & IRS guidance have affected credit opportunities. Through practical discussion & examples, the course addresses strategies for identifying & evaluating credits that may apply to various taxpayer situations. Participants will also review substantiation requirements, audit considerations & common pitfalls that arise when claiming credits. 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
Fringe Benefits & Compensation Planning: Today & Beyond
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Online
8.00 Credits
Member Price: $250
In today's dynamic economic landscape, staying ahead with effective fringe benefit planning is more critical than ever for both businesses & individual clients. With evolving tax laws & shifting market dynamics, understanding the intricacies of fringe benefit planning is essential to ensure financial well-being & compliance. This course offers a comprehensive overview of essential tools & techniques tailored for financial professionals, allowing them to navigate the complexities of fringe benefit planning with confidence & precision. By attending this course, practitioners will gain invaluable insights into various planning tools & techniques essential for meeting fringe benefit planning objectives. From mastering the subtleties of employee benefit planning, including ERISA reporting & disclosure requirements, to unraveling the complexities of IRC 132 fringe benefit options, attendees will enhance their expertise to deliver superior advisory services. The curriculum also delves into the practical aspects of cafeteria plans, flexible spending accounts, group term life insurance plans & strategies for financing retiree medical benefits, among others. With a focus on practical application & real-world scenarios, this course equips participants to tackle fringe benefit planning challenges head-on, providing them with the tools & knowledge needed to optimize benefits for both business & personal needs, now & in the future. 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.
2026 Tax Season Update With Steve Dilley
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Online
8.00 Credits
Member Price: $250
Gear up for tax season with Steve Dilley's annual update! This program provides an update to the latest tax developments, rules & regulations affecting both business & individual taxpayers, including a review & integration of 2025-26 legislation & substantial update of OBBBA provisions. 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
Managing Current Fraud Trends in a Shifting Environment
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Online
8.00 Credits
Member Price: $239
As our business environment shifts, so do trends with fraud schemes and perpetrators. This course will give you the absolutely latest information with how to identify and mitigate shifting fraud risks in any entity. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
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Online
8.00 Credits
Member Price: $250
This course equips practitioners with the knowledge needed to help clients navigate complex tax & financial challenges. It addresses difficult client situations including divorce, bankruptcy, debt issues & other personal & business matters that create significant tax consequences. The course provides key insights into the tax implications associated with these situations & highlights planning considerations practitioners should evaluate when advising clients. Participants will explore the tax treatment of divorce-related matters, including filing status, support obligations & property division. The course also examines bankruptcy, debt cancellation, business dissolution & other financial hardships that may affect a taxpayer's reporting & obligations. Through practical discussion & analysis, participants will gain strategies to help clients make informed decisions while understanding the related tax implications. 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
Invest in Your Mental Health & Avoid Burnout
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Online
2.00 Credits
Member Price: $89
For the ambitious female finance professional, working hard and going above and beyond are necessary for success. Sadly, taking time to care for themselves can be seen as counter-productive to meeting their career goals. Over ninety percent of women executives are feeling significantly higher levels of stress that they attribute to increased responsibilities and priorities outside the workplace compared to life before the pandemic. Burnout is a syndrome resulting from chronic workplace stress that causes exhaustion, negativity toward one's job and reduced professional efficacy. It has become so pervasive that it's now recognized as an occupational phenomenon by the World Health Organization. To reignite your enthusiasm at work, you don't necessarily need to find a new job or time for a spa day or bubble bath. You need concrete strategies to invest in your mental health without compromising your ability to rise to the next level in your career. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Build Better Budgets: Fundamental Techniques
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Online
2.00 Credits
Member Price: $89
This session provides insights for enhancing the preparation and utilization of budgets. Seasoned accountants will benefit from a refreshed awareness of popular techniques. Budding financial professionals will obtain novel insight regarding fundamental budgeting concepts. All participants will develop an appreciation for the holistic nature of budgeting as an integral tool for planning and control. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Form 706 Preparation Part III: Reporting Deductions 26-27
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Online
2.00 Credits
Member Price: $99
This section of the four-part series will cover the fundamentals of Form 706 and provide numerous examples of how to properly report deductions on the estate tax return, including marital and charitable deductions. Form 706 Series: Part I: Overview Including Portability Part II: Reporting Assets Part III: Reporting Deductions Part IIII: GST Schedule R, Form 8971, Payments & Credits
Treasury Circular 230 for EAs & Other Tax Preparers
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Online
2.20 Credits
Member Price: $89
Please join us for a discussion on Treasury Circular 230 & other ethical issues faced by enrolled agents & other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) & common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure & maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. 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.
Vows Made Visible: Ethics & the Call of the Profession 26-27
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Online
4.00 Credits
Member Price: $175
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Vows Made Visible: Ethics & the Call of the Profession 26-27
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Online
4.00 Credits
Member Price: $175
Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more. Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement.
Estate Planning Strategies Using Irrevocable Trusts 26-27
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Online
6.00 Credits
Member Price: $259
Many of our clients are looking for techniques to transfer wealth to their loved ones while minimizing gift and estate taxes. Irrevocable trusts take advantage of the currently high exclusion amount to freeze their estates. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), intentionally defective grantor trusts (IDGTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs) and dynasty trusts.
AI 101 for CPAs: Core Concepts & Practical Applications
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Online
2.00 Credits
Member Price: $89
New to AI? Start here. This beginner-friendly course explains how generative AI works, what terms like "LLM" and "agentic AI" really mean and how CPAs can safely put these tools to use. You'll leave with a solid understanding of AI fundamentals and how they apply to accounting, tax and finance. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The SECURE Act 2.0: Planning Opportunities for Employers
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Online
1.00 Credits
Member Price: $39
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. 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.
2026/27 Yellow Book Update
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Online
1.00 Credits
Member Price: $55
Stay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The course also addresses the GAO's implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. In addition, the course includes an overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single 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.
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.