CPE Catalog & Events
Forensic Accounting: Finding Hidden Treasure in Tax Returns
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Online
4.00 Credits
Member Price: $149
Almost every business and individual has to file tax returns, which can be a great treasure trove of information for forensic accountants. Whether in a divorce, partnership dispute, recreating books and records, or bankruptcy proceeding, analyzing tax return information should be an initial step in uncovering income and assets. The IRS retains a large amount of information, both from taxpayers and 3rd parties who report financial transactions. This course will be your guide in gathering, analyzing, and evaluating tax return information, so that you have a full picture of the financial investigation. Your presenter is a 20 year veteran with IRS-Criminal Investigation, who used this information as a basis for his federal criminal investigations. 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.
Federal Tax Update: Business Comprehensive 26-27
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Online
8.00 Credits
Member Price: $329
This course is a comprehensive overview of critical Federal tax law updates resulting from changes to current laws, regulations and court cases impacting all business entity types, including S corporations, Partnerships, C corporations and Sole Proprietorships. We will also review recent modifications to tax forms, small business tax law and administrative updates, retirement plan changes and tax practice and procedures.Delivery Method: Individual webcastCPE Credit: 8Program Level: Update
Real Estate Taxation Full Circle 26-27
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Online
8.00 Credits
Member Price: $329
We're all impacted directly or indirectly by the laws of real estate taxation, possibly as an owner, investor, landlord, developer, or real estate professional. This course explores the key principles of real estate taxation from all these perspectives. We'll discuss personal residences, vacation homes, credits, passive losses, qualified business income, installment sales, involuntary conversions, like-kind exchanges, real estate investment trusts (REITs), and the One Big Beautiful Bill's enhancement of depreciation deductions.Delivery Method: Individual webcastCPE Credit: 8Program Level: Basic
S Corporations: Comprehensive walk through of Form 1120S
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Online
8.00 Credits
Member Price: $239
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. Electing Subchapter S status as well as reviewing the mechanics of electing Subchapter S status will be discussed. It will further compare the S Corporation to other forms of entities, along with compliance with corporate formalities. Highlights of Form 1120S will be discussed, including build-in capital gains, accountable plans, taxable fringe benefits, officer reasonable compensation 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.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.
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Explaining the misunderstood The S corporation form is unique and often misunderstood. You'll learn how to assist your clients with the most misconstrued areas of S corporation taxation and how they can use S status to their advantage. Updated for recent legislation, including H.R. 1 The world of taxation is never static. H.R. 1, commonly referred to as OBBBA and passed in 2025, affected virtually every type of taxpayer, including S corporations. Refreshed materials discuss the H.R. 1 provisions that affect S corporations and their shareholders, including the qualified business income deduction and Section 179 expensing. The course has also been updated for legislative and regulatory developments related to: Inflation Reduction Act SECURE 2.0 SECURE 1.0 Weighing the pros and cons S corporation status doesn't suit every business. Throughout the course, you'll learn when it is advantageous or disadvantageous to be taxed as an S corporation. Making the model work You'll be exposed to methods of effectively communicating with potential business clients and existing shareholders about how you can make the S corporation business model work for them. Part of Tax Staff Essentials Level 1 This self-study online course is part of Tax Staff Essentials Level 1, a comprehensive learning program that provides tax staff with the technical training required to support their teams.
The Best Federal Tax Update Course by Surgent
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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.
Taxation of the Cannabis Industry
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Online
2.00 Credits
Member Price: $89
This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends. 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.
Using Psychology Secrets to Love your life and Get More Done
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Online
4.00 Credits
Member Price: $149
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you’ll learn how to not only be happier, but help your clients be happier in working with you. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Understanding Internal Control Constructs
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Online
4.00 Credits
Member Price: $149
Organizations of all sizes often fail to successfully install needed foundational components of an internal control system. Whether large or small, entities must view policies, procedures, and all controls in a wholistic manner in order to develop a system of controls that will keep the entity on its intended course. Moreover, those that design policies and procedures benefit by knowing why control measures are necessary. This session sets forth internal control concepts and explains the importance of strong internal control policies. It provides an understanding of the interrelated nature of all controls created by any organization. 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.
A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach
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Online
1.00 Credits
Member Price: $39
Most productivity planners could have been made in 1975. However, we have learned more about the brain in the last 5 years than in the last 500! If productivity involves filtering out distractions, focusing, and executing on what is most important, shouldn’t there be a brain-based approach that incorporates the new science to help your organization fight distractions and find time? Yes, there should be, and now there is! It is time for a new productivity for the new world. In this course, you will learn science-based whole brain approach to help people across your organization boost focus, energy, and motivation toward what matters most so they can increase their opportunity to achieve your organizations most important goals. Delivery Method: Individual webcast CPE Credit: 1Program Level: Advanced
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
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Online
1.00 Credits
Member Price: $39
Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourself consistently taking care of your customers, your family, and your friends, and you are left with no time to take care of yourself? In this session, we will explore controlling your chaos and managing your energy. Make no mistake, this isn't your parent's time management class. It's an energy management class developed on behalf of and with tired, frustrated, and burned-out Professionals like yourselves! If you find yourself drained and drinking far too much coffee and approaching burnout, this is the session for you! Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Revenue Recognition Topic 606 Contract with Customers - Identify the Contract Part 2
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes and accounting treatment when a contract does not exist. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
The Future of Work - The Landscape of Work Today
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Online
1.20 Credits
Member Price: $39
The world of work today has never before faced so many simultaneous changes. From rising turnover and rising employee disengagement to the changing psychology of the workforce, the world of work is changing fast. In order to understand how to thrive in this complex landscape - we must begin by understanding the key drivers of change. What is changing in the world of work, why are these changes happening, and what can we expect will continue to change and what may not change. These are the elements we will explore in this class. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
Cryptocurrencies for the CFO: Explaining Blockchain
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Online
2.00 Credits
Member Price: $89
What exactly is cryptocurrency and its cousin named blockchain? Are they here to stay? This session will provide a big picture examination of the technologies and currencies by explaining how we got here. We discuss the systems and technical aspects of cryptocurrencies and blockchain. What is the broad view of the technologies that currently do, and will continue to, impact our workplace and lives? Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Leaders Eat Last. Why? The Characteristics of Great Leaders
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Online
2.00 Credits
Member Price: $89
If a great leader is someone we are willing to sacrifice for – what do those leaders do that makes us want to do more? Many of us work in dysfunctional organizations that want followers, but have no leaders that lead. What makes a leader effective? True leaders sacrifice, they are trustworthy and they empathize. We discuss the steps to take so you can become a true leader: including, integrity, humility, communication, self-control and self-awareness. With diligence, you can become a better leader and we will discuss how. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets To Value
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Online
2.00 Credits
Member Price: $89
This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling. From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Collaboration – Best Platforms And Practices
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Online
2.00 Credits
Member Price: $89
Collaboration remains one of today's hottest topics. Technology has fueled today's collaboration options, and work-from anywhere environments virtually demand collaboration platforms. In this session, you will learn today's best tools and practices to facilitate more effective collaboration in your organization. In this session, you will learn about today's mainstream collaboration platforms & Microsoft 365, Google Workspace, and Zoho - and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Become a Data Analysis Expert
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Online
2.00 Credits
Member Price: $89
In today's rapidly evolving business landscape, accounting professionals are expected to be more than just number crunchers, they are expected to be insightful interpreters of data. In an era where data is king, this course is your gateway to becoming a savvy data analyst, giving you a competitive edge in your field. We will guide you through the intricacies of making complex data analysis approachable and engaging. You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. It's not just about learning a tool; it's about enhancing your professional identity as a forward-thinking accounting professional. 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.
Estimates, Contingencies and Going Concern
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Online
2.00 Credits
Member Price: $89
This course covers a broad range of topics involving uncertainty in accounting and auditing. It addresses accounting standards related to going concern, contingencies, guarantees, and credit losses, along with auditing standards applicable to auditing accounting estimates and evaluating going concern. The course provides a practical overview of how these areas are addressed under current standards and how they impact financial reporting and audit procedures. Jeff presents the material in an engaging manner to reinforce key concepts and maintain focus. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients
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Online
2.00 Credits
Member Price: $89
Some customers are unprofitable from an economic or time perspective – but many organizations do not differentiate or know the difference. When an organization has a unique, well-differentiated service or product, understanding value from the customer’s perspective becomes a crucial factor in profitable pricing. We must take the time to fully understand what our customers value - from the customer’s point of view. What is value? Why do brand, value, and customer focus matter? Developing a deep understanding of our customers is vital. Our most important customer might be someone we have not yet recognized. Understanding both external clients and internal stakeholders - including the evolving role of the finance department, is critical to long-term success. Using humorous video clips, memes, and vetted research, your understanding of customer bases will improve. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate