CPE Catalog & Events
CFO Solutions to IRS Problems
-
Online
4.00 Credits
Member Price: $149
Many CPAs are becoming full-time or fractional CFOs for small businesses. In that position, they are the resident expert in finances, cash flow planning, and budgeting. But what about dealing with the IRS? The IRS has broad powers to administer the assessment and collection of taxes. From removing penalties to criminal prosecutions, this presentation focuses on how CFOs can prevent problems with the IRS and how to develop winning strategies if the IRS knocks on the door. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Applying the Uniform Guidance in Your Single Audits
-
Online
8.00 Credits
Member Price: $319
Performing efficient single audits You will learn how to be more efficient and effective at planning and performing audits in accordance with the Uniform Guidance. Highlights include: Performing a compliance audit under the Uniform Guidance Auditee and auditor responsibilities Federal assistance and nonfederal entities' major programs Internal control over compliance Reporting your findings
Financial & Tax Accounting for S Corporations & Partnerships
-
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.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Surgent's A Complete Guide to the Yellow Book
-
Online
8.00 Credits
Member Price: $279
A thorough understanding of the Yellow Book is essential for anyone working with governments and not-for-profits. This course provides comprehensive coverage of Yellow Book requirements while building confidence and proficiency in performing Yellow Book audits. The course uses a highly illustrative and engaging format, featuring more than 25 focused exercises designed to strengthen practical application and enhance working knowledge.Delivery Method: Individual webcastCPE Credit: 8Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals
-
Online
8.00 Credits
Member Price: $279
The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Delivery Method: Individual webcastCPE Credit: 8Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Surgent's Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations
-
Online
8.00 Credits
Member Price: $279
The course provides a comprehensive, hands-on, pencil pushing understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course uses the basic concepts underlying the two main types of business returns: 1120S and 1065 as building blocks for more complex concepts tax preparers should be aware of. The theoretical concepts get illustrated in comprehensive examples that incorporate the most up-to-date law changes and provisions.Delivery Method: Individual webcastCPE Credit: 8Program Level: BasicThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
The Best Federal Tax Update Course by Surgent
-
Online
8.00 Credits
Member Price: $299
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.Delivery Method: Individual webcastCPE Credit: 8Program Level: UpdateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.
Integrate ChatGPT into Your Client Advisory Services-Updated
-
Online
2.00 Credits
Member Price: $89
Two of the hottest topics in the CPA profession today are CAS (client advisory services) and ChatGPT. This course will explain how to bring these two worlds together by integrating ChatGPT and other generative AI applications into your client advisory services. John Higgins, a leading advisor to the profession on ChatGPT and a seasoned client advisor on technology based solutions, will show you how you can position your firm and yourself as a "go to" advisor on how to embrace this technology in virtually any type of business. John will address how to use this technology as a research and writing assistant in your client services and how to advise your clients on this revolutionary technology and all benefits and "gotchas" that come with it. If you want to step up your advisory game, this course is a "must take." This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Controls to Secure the Growing Digital Footprint
-
Online
4.00 Credits
Member Price: $149
The amount of electronic content that business organizations contend with is growing at incredible rates. Terms like "Big Data" and "Information Overload", are being used by overwhelmed information workers on a daily basis. Additionally, because of the move to a much larger telecommuter footprint, electronic data is now even more prevalently utilized. This session discusses the places that businesses keep digital information and addresses the importance of securing corporate electronic data. The material effectively shows ways to achieve high security standards for content stored in fixed locations, on mobile devices and in the cloud. Participants in this session will gain an understanding of the concepts needed to improve the way they, and their companies secure digital information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Relationship Networking: The Art Of Conversation
-
Online
1.00 Credits
Member Price: $39
In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business. During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Maintaining a Harmonious Working Environment
-
Online
1.00 Credits
Member Price: $39
A harmonious working environment is one in which people feel safe, seen, heard, and respected. Critical to maintaining it are that employees have high self-esteem, are treated with respect, and work in a safe, non-violent setting. This course provides practical knowledge and scripts on how to take appropriate action and deal effectively with discriminatory comments, sexual harassment, and threats and acts of violence, such that personal and employer liability is avoided. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Digital Resilience: Building Stronger, Smarter Organizations
-
Online
1.00 Credits
Member Price: $39
In an era of unrelenting technological disruption-where cyberattacks, AI-driven risks, and digital transformations collide-resilience is no longer a luxury; it's a strategic imperative. This session will explore how organizations can build digital resilience, leveraging technology not just to survive disruptions but to emerge stronger and more adaptive. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Coaching Leaders to Handle Sensitive Employee Relations Situations
-
Online
1.20 Credits
Member Price: $39
This session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, “Reset the Clock,” that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders: “You should have anticipated this” after an avoidable legal claim. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
VSCPA Tax Essentials Series (Replay of 10/22/26)
-
Online
2.00 Credits
Member Price: $59
This is a replay of the live webcast originally held on 10/22/26. A presenter will not be available during this rebroadcast. The VSCPA Tax Essentials Series helps you stay current in a constantly changing tax environment with timely updates on federal and Virginia developments affecting individuals and businesses. Each webinar provides: Updates on significant tax developments and emerging issues. A review of recent legislation, guidance and regulatory changes. Insights into developments that may impact compliance, reporting and planning. A concise, practical overview designed for busy tax professionals. Stay informed on the issues shaping today's tax landscape — all in a focused, 100-minute webinar.
Applying the New Expected Credit Loss Model
-
Online
2.00 Credits
Member Price: $89
All entities are subject to the new expected credit loss model established by recent GAAP. This course will provide highlights of the latest requirements for measurement, presentation, and disclosure. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Revenue Recognition in an Environment of Uncertainty
-
Online
2.00 Credits
Member Price: $89
Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Form 1120S - Preparation and Analysis
-
Online
2.00 Credits
Member Price: $89
This course is designed for financial professionals looking to understand Form 1120S. It covers the essential aspects of S corporation taxation, including the preparation of Form 1120S, determining taxable income, and accurately reporting and allocating income, deductions, and credits. Participants will also learn how to calculate shareholder basis and understand the strategic advantages and limitations of an S corporation. *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 and submit to kori.herrera@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
OBBA of 2025: Business Overview
-
Online
2.00 Credits
Member Price: $89
THE ONE BIG BEAUTIFUL BILL IS NOW THE ONE BIG BEAUTIFUL ACT!!! (Signed into law on July 4, 2025!) This program provides a summary of the major business provisions of the OBBA of 2025 (H.R. 1), focusing on provisions that have been extended and/or made permanent without changes and those provisions which had major changes or are new for 2025 and beyond. *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 and submit to kori.herrera@acpen.com Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Forgotten Managerial Accounting Tools for CPAs
-
Online
2.00 Credits
Member Price: $89
This session revisits managerial accounting techniques that you may not have considered for many years, even though they could be invaluable for CPAs in both business and public accounting. You will appreciate a fresh perspective of concepts you may not have considered since your college days. We will illustrate concepts with practical examples that you can immediately bring back to the office! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.This course is being offered by a learning partner and will not be accessible on your My CPE page. Access information will be emailed directly to you by CPA Crossings.
Surgent's Guide to Calculating S Corporation Shareholder Stock and Loan Basis
-
Online
2.00 Credits
Member Price: $99
This program discusses, in a practical way, how an S corporation shareholder calculates their stock and loan basis on Form 7203. Form 7203 is the IRS Form on which a shareholder is sometimes required to calculate their stock and loan basis. This topic is particularly important when an S corporation has a loss and the shareholders wish to know whether they are entitled to fully utilize the loss that has been allocated to them against their other income.Delivery Method: Individual webcastCPE Credit: 2Program Level: IntermediateThis course is being offered by a learning partner. You may access the Surgent platform through the My CPE page on vscpa.com after purchase.