CPE Catalog & Events
Surgent's Guide to Partner Capital Account Reporting
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Online
2.00 Credits
Member Price: $99
Accounting and finance professionals are responsible for presenting partner capital accounts on the tax basis. But what does this mean and how have rules changed in recent years regarding partner capital accounts? This webinar covers exactly that. For accounting and finance professionals preparing partnership 1065 forms, this course explains these complex rules in practical and understandable terms.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 Navigating AI Compliance: The EU AI Act for U.S. Finance and Accounting Leaders
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Online
2.00 Credits
Member Price: $119
This course provides U.S.-based accounting and finance professionals with an in-depth understanding of the EU Artificial Intelligence (AI) Act, the first comprehensive AI regulation in the world. It explores the Act's key provisions, including its risk classification framework, compliance requirements for high-risk systems, and transparency obligations. Participants will gain insight into how the Act affects organizations operating internationally and how to prepare for compliance challenges. Interactive activities are integrated throughout the course to reinforce key concepts.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 New and Expanded Tax Benefits Associated with Section 1202 – Qualified Small Business Stock
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Online
2.00 Credits
Member Price: $99
This program reviews and analyzes the important changes made by the One Big Beautiful Bill Act (OBBBA) to qualified small business stock (QSBS) covered under Section 1202. Effective for stock issued after July 4, 2025, there are important changes that make Section 1202 much more appealing to clients willing to run the risks associated with doing business as a C corporation. These enhanced provisions could potentially lead to exclusion of capital gains if very strict compliance rules are followed. Section 1202 application is particularly attractive for start-ups and entrepreneurial endeavors. For taxpayers willing to confront the technical challenges of this provision, Section 1202 may produce impressive tax advantages.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.
The Art of Engaging in Difficult Conversations
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Online
2.00 Credits
Member Price: $89
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies and tactics to engage in productive conversations which address challenges and deepen relationships. They will understand where and why they are avoiding having difficult conversations. 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.
Enhancing Performance Through Effective Coaching
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Online
4.00 Credits
Member Price: $149
This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support and elevate your coaching practice. You'll explore the key differences and similarities between coaching and managing, uncover the most important skill every coach should master, and learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you’ll discover how to use performance gap analysis to identify and bridge gaps, ensuring the success and growth of the individuals you coach. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Impact of OBBBA 2025 on the Individual Taxpayer
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Online
6.00 Credits
Member Price: $189
This program covers all of the major individual provisions of the OBBA of 2025 (H.R. 1), including detailed examples of provisions which were extended, made permanent with substantial changes, and new for 2025 and beyond. A comprehensive case study will apply many of these provisions to illustrate the impact of these provisions on the individual taxpayer. Other current individual tax issues, including dependent care and student loan reporting, will also be review. *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 terri.storer@acpen.com Delivery Method: Individual webcast CPE Credit: 6Program Level: Intermediate
Preparing and Reviewing Workpapers – Essential Tips for Avoiding Deficient Audit and Other Attest Engagements
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Online
8.00 Credits
Member Price: $250
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement. This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet efficient, nature. Delivery Method: Individual webcast CPE Credit: 8Program Level: Basic
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.
Cybersecurity: Protecting Your Firm's Data and Reputation
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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.
K2’s Getting Control Of Your OneDrive Account
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Online
1.00 Credits
Member Price: $39
Many professionals use OneDrive but don't realize-or use-its full capabilities. Whether you have a business or personal account-or both-OneDrive offers features to enhance productivity and improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage and collaboration. In it, you will learn how to manage relevant risks and integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency and security. Sign up now and unlock the full potential of OneDrive for you and your team. Delivery Method: Individual webcast CPE Credit: 1Program Level: Update
What If Your Client Didn't Take Reasonable Compensation
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Online
1.00 Credits
Member Price: $55
Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing this common scenario: "My S Corp client didn't take reasonable compensation last year. Now what?" Knowing that reasonable compensation isn't just a tax obligation, but a strategic financial decision, you need to be armed with expert knowledge to help your client navigate this situation. Join us to discuss IRS regulations, understand preventive measures, and address challenges within the year. 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.
Productivity Hacks for Working Remote
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Online
1.20 Credits
Member Price: $39
In this course, we will share tips and tricks for working remotely. You will learn what to do/what not to do in a virtual working environment, strategies for leading teams remotely, employee engagement ideas, and techniques and tools for teleworking. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Update
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
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Online
2.00 Credits
Member Price: $89
This is part 3 of a 4 part series. In this session, we finish our PivotTable discussion by examining various ways to present report values, discussing the subtly of properly sorting a recurring-use PivotTable, and covering numerous filtering options, including slicers. Next, we explore the lookup function, which is designed specifically to retrieve values from PivotTables. The webcast concludes by transitioning to data acquisition techniques, and we'll retrieve data, including stock quotes from perhaps the largest external data source of all, the World Wide Web.
What's Behind the Data?
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Online
2.00 Credits
Member Price: $89
We are bombarded with information continually. So how do we determine what is valid and what isn't? This course points out common pitfalls inherent in data interpretation and gives practical tips to overcome those pitfalls by using real life examples. The course incorporates information from key thought leaders including Adam Grant, Alex Edmans, and Hans Rosling. 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.
New Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers
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Online
2.00 Credits
Member Price: $89
U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) imposed a new reporting requirement that went into effect on January 1, 2024. Millions of businesses may have to file a Beneficial Ownership Information (BOI) Report. In a surprise turn of events, the Federal District Court from the Northern District of Alabama ruled on March 1, 2024 in National Small Business United v. Yellen (“NSB”) that the CTA is unconstitutional. This course will discuss the CTA’s provisions and the court’s decision in NSB. Also covered will be future implications for business entities and steps to consider given the recent ruling. We will also discuss recent proposed rulemaking by FinCen with respect to nonfinanced purchases of residential real estate and gratuitous transfers so that businesses can prepare for any additional reporting burdens that might arise. **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
LLC's & S Corps -- A Comparative Analysis
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Online
4.50 Credits
Member Price: $169
This course provides an in-depth comparative analysis of Limited Liability Companies (LLCs) and S Corporations, focusing on their tax implications, compliance requirements, and operational structures. Participants will explore key aspects of entity formation, tax treatment, and compliance with corporate formalities. Topics include electing Subchapter S status, mechanics of Form 2553, and relief options for late filings under Rev. Proc. 2022-19. The course also highlights entity-specific tax forms, accountable plans, taxable fringe benefits, officer reasonable compensation, estate planning, business continuation planning, and audit strategies. Additionally, participants will review Schedules K-1, K-2, K-3, and effectively connected income for both entity types. *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: 4.5Program Level: Intermediate
101 Tax Planning Ideas 26-27
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Online
8.00 Credits
Member Price: $329
The need for individual tax planning has never been greater. After passage of the One Big Beautiful Bill (OBBB), exclusions from income, above-the-line deductions, and credits will play a critical role in tax planning, but the changes to business, itemized, and exemption deductions must also be considered. This course reviews the different types of planning and essential planning techniques. Examples of these approaches are illustrated as scores of tax strategies are presented.Delivery Method: Individual webcastCPE Credit: 8Program Level: Overview
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
K2's Technology For CPAs - Don’t Get Left Behind 26-27
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Online
8.00 Credits
Member Price: $329
Technology changes daily, so it's essential to stay up-to-date with critical developments to effectively leverage today's technologies. Join us for this session to explore key technological developments impacting accounting and financial professionals.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate