CPE Catalog & Events
Online: Don Farmer's 2026 Individual Income Tax Workshop
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Online
8.00 Credits
Member Price: $309
Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you'll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas practitioners face each year. You’ll leave with clear guidance, actionable planning ideas, and greater confidence as you head into tax season.
Richmond: Don Farmer's 2026 Individual Income Tax Workshop
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Glen Allen
8.00 Credits
Member Price: $309
Major legislative changes and recurring compliance challenges make preparation essential for the 2026 filing season. In this workshop, you'll get a comprehensive review of the latest developments affecting individual taxpayers, along with practical planning strategies and real-world examples. The program covers new law changes as well as common problem areas practitioners face each year. You’ll leave with clear guidance, actionable planning ideas, and greater confidence as you head into tax season.
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.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.
K2’s Office Scripts – The New Macros
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Online
2.00 Credits
Member Price: $89
Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel and other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform and device that supports Office on the web. With its modern and intuitive interface, you can easily create, edit, and share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps and Power Automate, enabling you to streamline processes and boost productivity like never before. Say goodbye to repetitive tasks and hello to efficiency with Office Scripts in Excel and beyond! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Beyond the Numbers: Success Strategies for Female CPAs
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Online
2.00 Credits
Member Price: $89
Women finance leaders face challenges that traditional corporate training and mentoring rarely prepare them to overcome. For example, you've demonstrated yourself as an excellent tactician, you know how to get the job done, and do it very well on your own. Yet, what got you to your current level of success won't get you to the next level. It's time to change the way you think and operate in your role. You need to move from doer to leader. You're familiar with the saying that if you want to go fast, go alone, if you want to go far, go together. In this workshop, you'll learn key strategies that are unique and critical to women to be successful in their careers. These strategies will help you grow, expand and elevate yourself professionally. 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.
Mastering the Excel Lookup Functions
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Online
2.00 Credits
Member Price: $89
In today's data-driven world, Microsoft Excel has become an essential tool for professionals in any organization. To harness the full potential of Excel, it is crucial to understand and master its lookup functions. This course is designed to equip participants with the knowledge and skills needed to effectively utilize Excel's lookup functions and enhance their data analysis capabilities. Throughout this comprehensive course, participants will dive deep into the world of lookup functions and gain experience through practical exercises and real-world scenarios. Whether you're a seasoned Excel user looking to fine-tune your skills or a beginner eager to unlock Excel's full potential, this course is tailored to meet your learning needs. 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.
Navigating IRS Correspondence: Responding to IRS Letters
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Online
2.00 Credits
Member Price: $89
Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation. 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.
Strategic CFO – Strategic Financial Communications
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Online
2.00 Credits
Member Price: $89
Financial professionals are expected to do more than report numbers-they must explain them in ways others understand and trust. This session focuses on improving financial communication by addressing financial literacy gaps, simplifying complex accounting concepts, and building compelling narratives around data. Participants will learn how to use stories, visuals, and language effectively to communicate strategy, performance, and risk. Through examples and interactive discussion, this session helps CPAs and CFOs become clearer, more confident communicators in both live and virtual environments. Also, some video clips will be used to add to the learning materials and research. Don't worry, they are pretty entertaining. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Surgent's Critical Skills for CFOs and Controllers: Budgeting and Forecasting Strategies for Today’s World
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Online
2.00 Credits
Member Price: $119
The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.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.
Surgent's Government and Nonprofit Frauds and Controls to Stop Them
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Online
4.00 Credits
Member Price: $159
The cost of fraud, dearly paid by governments and nonprofits, is too severe to not learn from past experiences. This course examines real-world fraud cases to uncover the lessons they provide and translate them into practical, preventive controls. Using a highly illustrative and innovative format, the course engages participants with over 15 focused exercises designed to build a strong working knowledge of fraud risks and effective anti-fraud controls. Whether you are an auditor or an industry professional, you'll gain actionable strategies to strengthen oversight, reduce vulnerabilities, and safeguard your organization.Delivery Method: Individual webcastCPE Credit: 4Program 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.
Conducting a Remote Audit
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Online
4.00 Credits
Member Price: $139
Auditing for today's world Remoting auditing is happening everywhere you turn. Understanding the considerations for a remote audit and the specific techniques for performing the engagement will help you integrate remote auditing into your practice. You will learn how to: Leverage the benefits of remote auditing Manage the team, client, and audit process remotely Identify engagement-wide procedures from client acceptance through report issuance when remote auditing Identify and obtain audit evidence for generally material accounts
Operations Level Internal Control
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Online
4.00 Credits
Member Price: $149
Many leaders in business organizations of all sizes view the system of Internal Control almost purely as a protective security measure. A well-designed internal control system can and will drive all entity objectives which includes successful operations. This session uses information gathered from years of creating internal control systems as well as concepts from well-respected authoritative pronouncements and frameworks to illustrate the power of a strong and well supported control system as well as actions that can help establish such a system. Those that work with internal controls who are tasked with developing ways to improve operation level capabilities should strongly consider this session. 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.
Comprehensive Update: FASB, AICPA (SAS, SQMS, SSARS & Ethics) 26-27
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Online
8.00 Credits
Member Price: $329
Join us for a comprehensive annual update of promulgations of the FASB and AICPA and will include the latest ASU, SAS and Ethics interpretations.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
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
IRAs—Traditional, Roth, SEP & SIMPLE 26-27
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Online
8.00 Credits
Member Price: $329
This comprehensive training is designed to get you quickly up to speed with the different types of Individual Retirement Accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules to the Traditional, Roth, Simplified Employee Pension (SEP) and Savings Incentive Match Plan for Employees (SIMPLE) IRAs. The course will also discuss the basics of the Health Savings Account (HSA) as well as any newly enacted tax legislation related to IRAs.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
Financial & Tax Accounting for S Corporations & Partnerships
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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.
Individual Tax Fundamentals - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $319
Basic, but not boring Newcomers to tax return preparation are exposed to the many topics that encompass individual taxation. Topics, discussed in an approachable format, include: Filing requirements and dependents Gross income inclusions and exclusions Adjustments to income Standard and itemized deductions Refundable and nonrefundable tax credits Tax computations Penalties Taking advantage of present opportunities for your clients' futures Tax planning involves understanding a client's current situation to anticipate areas of future tax savings. You'll review common individual tax planning topics to help clients prepare for their futures. Decoding recent legislative changes for individual taxpayers H.R. 1, commonly referred to as OBBBA, has created new tax planning opportunities for individual clients across the income and activity spectrums. You'll be able to provide your clients with the most current tax planning and tax-saving strategies for their tax plans. Course materials include discussions of the major H.R. 1 provisions affecting individual taxpayers, further informed by IRS guidance. This course has also been updated for IRS guidance related to other recent legislation, including SECURE (1.0 and 2.0) and the Inflation Reduction Act. 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.
Surgent's Audits of 401(k) Plans: New Developments and Critical Issues
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Online
8.00 Credits
Member Price: $299
One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Through this course, auditors will obtain an understanding of the rules and regulations unique to employee benefit plans and obtain practical guidance on applying them. Auditors will enhance their knowledge of the performance and reporting requirements through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don't trigger a DOL inspection by conforming to all applicable rules and regulations.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 Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
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Online
8.00 Credits
Member Price: $279
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.Delivery Method: Individual webcastCPE Credit: 8Program 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.
Claude Fundamentals for Accountants (2026 Update)
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of Claude and its growing role as an AI-powered productivity, analysis, and workflow platform for accounting professionals. Participants will learn how Claude differs from traditional search engines, spreadsheets, and chatbots, and how it can be used to accelerate drafting, research, document review, data analysis, and client communications while maintaining professional skepticism and accountability. The course explores practical prompting techniques, document and spreadsheet analysis, projects, artifacts, connectors, Microsoft 365 integrations, automation capabilities, and emerging AI workflows. Special emphasis is placed on confidentiality, privacy, ethics, verification, and professional judgment. By the end of the course, participants will understand how to integrate Claude into their daily accounting workflows to improve efficiency, strengthen decision-making, and support higher-value advisory services. The course is based on the Claude platform ecosystem, including Chat, Projects, Artifacts, Connectors, Microsoft Office integrations, Voice Mode, Design, Code, and Cowork capabilities. 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.