CPE Catalog & Events
Erase the Mark: Best Practices in Penalty Abatement
-
Online
2.00 Credits
Member Price: $89
If there is a potential error, the IRS will assess a tax and add a hefty penalty, without even knowing the facts. As a tax professional, you will be exposed to the IRS and their methods of penalizing taxpayers for the smallest of violations. This presentation will focus on the rules and regulations that create the penalty, and the reasons that exist that the IRS will consider to remove those penalties. 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.
AICPA Town Hall Series (Rebroadcast of 10/15/2026)
-
Online
1.00 Credits
Each event is a rebroadcast of the live Town Hall webcast from the previous week. The AICPA Town Hall Series delivers: Timely & Critical Information Interpretation & Analysis Firm and Business Strategies Practitioner Capabilities **Free for AICPA members Not an AICPA or CIMA member? Become one today.
Financial Planning: Auto & Homeowners Insurance
-
Online
1.00 Credits
Member Price: $55
While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs - yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. 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.
Don Farmer's Passive Activity Losses: Navigating Real Estate & K-1 Limitations
-
Online
2.00 Credits
Member Price: $89
This course explores the complex passive activity loss (PAL) rules under §469 with a focus on real estate activities and partnership K-1 reporting. Participants will learn how material participation, real estate professional status, grouping elections, and disposition rules affect the deductibility of losses. Practical examples demonstrate how PAL rules interact with basis, at-risk, and §461(l) limitations.
Common Sense CFO: Dealing with Ever Changing Accounting Standards and Strategy Demands
-
Online
2.00 Credits
Member Price: $89
GAAP is changing at an increasing rate. Every successful organization has a sound strategy. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategic skills are mandatory today. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Taking Another Look At Power BI
-
Online
2.00 Credits
Member Price: $89
Although Power BI has been available for ten years, most business professionals don't fully appreciate all it can do and its easy use. Further, many are intimidated by the platform and continue to use less efficient and effective reporting practices. If this describes you, invest some time in this session to learn how to work with Power BI almost immediately. In this session, you will learn how to use Power BI to create compelling dashboard reports. You will also learn how to optimize these reports to enhance their effectiveness. If you want to improve financial and operational reporting processes, this session is for you! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Five Amazing Business Books in 100 Minutes
-
Online
2.00 Credits
Member Price: $89
If you are efficient and want to learn lessons from the best in a short time, this seminar is for you. Popular speaker Don Minges will review the key lessons from five fantastic business books that will help you become more effective. The topics are; leadership, how to create a valuable business, how to turnaround a business, how to make terrific presentations and how do humans think? These lessons are valuable for every business leader. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Schedule C of Form 1040
-
Online
2.00 Credits
Member Price: $89
Many self-employed or sole proprietors find themselves having to navigate Schedule C in reporting business income. While this attachment to Form 1040 seems straightforward on the surface, there are many traps for the unwary. This course is ideal for CPAs, EAs, or other tax professionals. **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
Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax 26-27
-
Online
2.00 Credits
Member Price: $99
To properly account for estates and non-grantor trusts, an advisor must understand the statutory requirements to account, the proper classification of revenue and expenses in a chart of account and the importance of provisions in the estate planning document. Additionally, the differences and similarities to fiduciary taxation must be understood. Be sure to register for all four parts: Fiduciary Accounting Part 1: Fiduciary Duty Basics & Authority Fiduciary Accounting Part 2: Tools, Rules and Relationship to Tax Fiduciary Accounting Part 3: Special Accounting Elections & Distributions from Entities Fiduciary Accounting Part 4: The New Frontier (Total Return Trusts)Delivery Method: Individual webcastCPE Credit: 2Program Level: Intermediate
Form 706 Preparation Part 2: Reporting Assets 26-27
-
Online
2.00 Credits
Member Price: $99
This section of the 4-part series will cover basic form preparation of Form 706 and help participants develop a solid foundation in preparing the federal estate tax return. This section will cover running the engagement, administration issues and completion of pages 1-4 of the form, including portability election. For examples, worksheets and practice resources will be provided. Form 706 Series: Part 1: Overview Including Portability Part 2: Reporting Assets Part 3: Reporting Deductions Part 4: GST Schedule R, Form 8971, Payments & CreditsDelivery Method: Individual webcastCPE Credit: 2Program Level: Overview
Quality Management: Preparing for Peer Review
-
Online
2.00 Credits
Member Price: $89
With firms now operating under their newly designed and implemented systems of quality management, the next major question is often: What will peer reviewers be looking for? This webcast provides a practical look at how a firm's system of quality management may be viewed in the peer review process as the profession transitions into the first cycle of QM-informed reviews. This session is designed for firms, especially sole practitioners and small- and medium-sized firms, that want to better understand how their system may be evaluated and where they should focus their attention now. You'll explore likely areas of focus in an early QM-era review, including: Documentation, monitoring and remediation activities The identification and evaluation of findings and deficiencies How firms can distinguish between isolated issues and matters that may indicate a broader problem in the system The session will also discuss practical considerations for firms that are still refining their QM processes in real time. Because the first wave of reviews will naturally surface new questions and practice issues, this webcast is intentionally framed around current expectations, likely areas of focus, and practical readiness.This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.
Surgent's Food, Beverage, and Entertainment Expensing
-
Online
2.00 Credits
Member Price: $99
The IRS has issued final regulations regarding the Tax Cuts and Jobs Act's (TCJA) elimination of the deduction for expenditures related to entertainment, amusement, or recreational activities and provided guidance to determine whether an activity is considered to be entertainment. The final regulations also address the 50% limitation on the deduction of food and beverage expenses and when the 50% limitation does not apply. To effectively advise clients, it is imperative for tax practitioners to understand these rules and be updated on the latest IRS guidance related to meals and entertainment. Delivery Method: Individual webcastCPE Credit: 2Program 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 Hiring New Workers and Payroll Taxes
-
Online
2.00 Credits
Member Price: $99
When a new employee is hired, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed, training lined up, and the new hire breakfast planned, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course, we will explore the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms, we have you covered if you are a new practitioner or new business owner. We will even discuss the surprisingly difficult-to-navigate world of unemployment insurance.Delivery Method: Individual webcastCPE Credit: 2Program 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.
Just Ask Why - Searching for Answers: Generating Solutions
-
Online
4.00 Credits
Member Price: $149
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
K2’s Excel Best Practices
-
Online
8.00 Credits
Member Price: $250
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest and best techniques. Join our comprehensive program and dive deep into the best practices for creating, editing, and auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others, and effectively report data. Today's Excel best practices are a far cry from those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel and elevate your skills to new heights. Delivery Method: Individual webcast CPE Credit: 8Program Level: Advanced
AI in Action: Your First Steps to Smart Adoption
-
Online
1.00 Credits
Member Price: $49
This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.This course is being offered by a 3rd party vendor and will not be accessible from your My CPE page. Access information will be emailed directly to you by AICPA.
Cybersecurity: Protecting Your Firm's Data and Reputation
-
Online
2.00 Credits
Member Price: $89
Cybersecurity protection of digital data continues to be a top priority for CPAs. The cyber threats continue to increase and are becoming more sophisticated with the advent of AI technology. The first step is to understand what the primary threats are, the potential damage they can inflict, and, most importantly, how to mitigate the risks. This course will prepare you have informed conversations with your IT service providers to ensure you are employing best practices in cybersecurity protection. 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 Current Issues in Accounting and Auditing: An Annual Update
-
Online
4.00 Credits
Member Price: $159
Designed for accounting, auditing, and attestation practitioners at all levels in public accounting and business and industry, this course provides a detailed review of the multitude of FASB and AICPA standards and reports issued over the past few years, including a discussion of the FASB's Stage 3 PIR report on ASC 606. It also provides an overview of recent PCAOB inspection report findings and SEC rulemaking activity. Through hands-on examples and illustrations, this course will help you apply the guidance in practice. We further discuss other important A&A practice matters to be aware of, including an update on the quality management standards and soon-to-be-effective requirements for engagement quality reviews.Delivery Method: Individual webcastCPE Credit: 4Program 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.
Coping With the Growth of Online Fraud
-
Online
4.00 Credits
Member Price: $149
Just about every company, no matter its size or the types of activities it undertakes, is at greater risk because of all the types of fraud that can be be carried out electronically. Potential perpetrators can be operating internally or externally and the scope of the damage that occurs is almost never limited to cyber-assets. While threat awareness is improving, there are still too many owners or top level executives that underestimate the scale of the issue. In this session, we delve into the types and the nature of many electronic defalcation schemes. The material then explores measures that organizations can implement to help stop these activities and add additional layers of security. 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 Data Security: Best Practices to Protect Your Business and Yourself
-
Online
1.00 Credits
Member Price: $59
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.Delivery Method: Individual webcastCPE Credit: 1Program 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.