CPE Catalog & Events
The Best Federal Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
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: On-Demand WebcastCPE Credit: Taxes (8)Program 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.
The Best Individual Income Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
12.00 Credits
Member Price: $219
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Delivery Method: DownloadCPE Credit: Taxes (12)Program 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.
The Best Individual Income Tax Update Course by Surgent
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs. This course is continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFTU.Delivery Method: On-Demand WebcastCPE Credit: Taxes (8)Program 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.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until Apr. 30, 2027
Online
12.00 Credits
Member Price: $219
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Delivery Method: DownloadCPE Credit: Taxes (12)Program 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.
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. In addition, this course will discuss current trends and emerging issues, helping practitioners stay informed about relevant and significant topics that may impact their clients. Continually updated to reflect enacted legislation.Delivery Method: On-Demand WebcastCPE Credit: Taxes (8)Program 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.
Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies On Demand
Available Until Jul. 13, 2027
Online
2.00 Credits
Member Price: $89
This course provides an advanced analysis of Schedule A planning strategies in a post-TCJA environment. Participants will examine the SALT deduction limitation, alternative minimum tax (AMT) interactions, charitable contribution timing, and medical expense planning. Through real-world examples, the course emphasizes how to optimize itemized deductions using bunching strategies, state tax workaround considerations, and timing techniques for high-income taxpayers. Please note: After registering, you will receive a separate email with instructions on how to access the course. You will also be able to access via MyCPE on vspca.com. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit.
Don Farmer's Corporate & Pass-Through Returns Forms On Demand
Available Until Jul. 14, 2027
Online
2.00 Credits
Member Price: $89
This intermediate-level course provides a focused review of federal income tax reporting for C corporations, S corporations, and partnerships. Participants will examine key reporting mechanics of Forms 1120, 1120-S, and 1065, including Schedule K-1 preparation, book-to-tax reconciliation, and entity-level versus owner-level reporting distinctions. Emphasis is placed on common compliance risks, basis considerations, and areas of frequent IRS scrutiny. The course is designed to strengthen accuracy and consistency in business entity return preparation and review. Please note: After registering, you will receive a separate email with instructions on how to access the course. You will also be able to access via MyCPE on vspca.com. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit.
Don Farmer's Passive Activity Losses: Navigating Real Estate & K-1 Limitations On Demand
Available Until Jul. 24, 2027
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. Please note: After registering, you will receive a separate email with instructions on how to access the course. You will also be able to access via MyCPE on vspca.com. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit.
Don Farmer's Partnership Basis Deep Dive: Inside vs. Outside Basis On Demand
Available Until Aug. 21, 2027
Online
2.00 Credits
Member Price: $89
This course provides an in-depth examination of partnership basis concepts, focusing on the distinction and interaction between inside and outside basis. Participants will analyze contributions, allocations, distributions, liabilities, and basis adjustments that commonly lead to reporting errors. Emphasis is placed on reconciling partner capital accounts, K-1 reporting, and tax basis schedules. Please note: After registering, you will receive a separate email with instructions on how to access the course. You will also be able to access via MyCPE on vspca.com. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit.
Don Farmer's Trusts, Estates & Gift Tax Forms On Demand
Available Until Sep. 4, 2027
Online
2.00 Credits
Member Price: $89
This intermediate-level course provides a focused review of federal income and transfer tax reporting for trusts, estates, and taxable gifts. Participants will examine key reporting requirements and filing mechanics for Forms 1041 and 709, including income distribution deductions, Schedule K-1 reporting, and taxable gift calculations. The course emphasizes fiduciary accounting considerations, compliance risks, and common preparation errors. Practical examples reinforce accurate reporting and documentation standards in fiduciary and gift tax return preparation. Please note: After registering, you will receive a separate email with instructions on how to access the course. You will also be able to access via MyCPE on vspca.com. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit.
Don Farmer's Top 10 Partnership Return Issues & How to Avoid Them On Demand
Available Until Sep. 11, 2027
Online
2.00 Credits
Member Price: $89
Partnership taxation remains one of the most complex and high-risk areas of federal tax compliance. From basis calculations and allocation rules to disguised sales, debt allocations, and partnership audit exposure, even experienced CPAs can encounter technical pitfalls that create significant financial and professional risk. This two-hour program examines the top 10 partnership tax issues most frequently encountered in practice. Designed specifically for CPAs advising partnerships and partners, the course provides practical guidance to identify, analyze, and avoid common compliance errors under Subchapter K. Through real-world examples and application of current tax law, participants will strengthen their technical proficiency and improve the quality of client advisory services. Please note: After registering, you will receive a separate email with instructions on how to access the course. You will also be able to access via MyCPE on vspca.com. This course contains review questions and a final test to assess knowledge of course objectives. Successful completion of the final test is required to receive CPE credit.
AI Foundations
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $200
Artificial intelligence is changing how we work, but professionals need to understand the fundamentals before they can harness its potential. This series introduces key concepts like NLP and machine learning, explains the use of tools like Copilot, and tackles the ethical and risk considerations every accountant and finance leader should know. Episodes in this learning path include: How AI Actually Works: A Primer on Machine Learning and GenAI OpenAI's Former Head of Go To Market on the Optimistic Future of AI Copilot Prompting Natural Language Processing: How Machines Learn to Understand Us From Science Fiction to Your Living Room: The Invention of Amazon Alexa Asking the Tough Questions: Ethics and Biases in AI After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
AI in Strategic Finance
Available Until Apr. 30, 2027
Online
7.50 Credits
Member Price: $150
Artificial intelligence is helping finance teams move beyond automation to deliver faster analysis, stronger insights and greater strategic impact. These episodes explore how AI can be applied across financial planning, risk analysis, treasury, financial modeling and M&A to improve decision-making and business performance. Episodes in this learning path include: The Finance Leader's Guide to AI-Driven Impact An AI Playbook for Modern Risk Analysis AI's Strategic Role in Treasury An AI Success Case in Financial Impact Modeling How Generative AI is Transforming M&A After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Audit Nightmares
Available Until Apr. 30, 2027
Online
9.00 Credits
Member Price: $180
Join LumiQ's resident auditors as they investigate real world case studies of audits gone wrong. Whether it's negligence or fraud committed with the intention to mislead, these episodes break down the key assertions that were at risk and what auditors need to know so that they don't repeat these mistakes. Episodes in this learning path include: Audit Nightmares: Expenses Audit Nightmares: Revenue Recognition Audit Nightmares: Bank Confirmations Audit Nightmares: Inventory Counts Audit Nightmares: Related Party Transactions After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Business Transformation in Practice
Available Until Apr. 30, 2027
Online
9.50 Credits
Member Price: $190
Through real-world business case studies, this learning path illustrates how organizations navigate disruption, changing markets and strategic inflection points. You'll uncover the decisions, challenges and leadership lessons that determine whether a company successfully reinvents itself or falls behind. Episodes in this learning path include: Rebuilding LEGO: The Innovation Comeback What Really Killed Kodak? Disney's Acquisition of Pixar Driving Success: Liberty Media's Acquisition of Formula 1 After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Client Advisory Services: Level 2
Available Until Apr. 30, 2027
Online
6.50 Credits
Member Price: $130
Client Advisory Services (CAS) is broken out into three components: accounting, controllership and CFO-level services. In this Level 2 Learning Path, we take a deep dive into accounting-level services through transaction accrual accounting. In conversation with leaders in the CAS industry, we walk through select financial statement accounts that have specific nuances and complexities when booking their related accruals and share best practices for CAS teams. Episodes in this learning path include: Episode #1 — Working Capital Accruals Episode #2 — Fixed Asset Accounting Episode #3 — Payroll Process Episode #4 — Debt Accounting Episode #5 — Inventory Accounting After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Client Advisory Services: Level 3
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $160
Client Advisory Services (CAS) is broken out into three components: accounting, controllership and CFO-level services. In this Level 3 Learning Path, we take a deep dive into moving your practice from an outsourced accounting function into a true advisor to clients. In conversation with leaders in the CAS industry, we walk through client management best practices, growing your practice and enhanced reporting. Episodes in this learning path include: CAS Level 3: Episode #1 — Shifting the Practice from Compliance to Advisory CAS Level 3: Episode #2 — Client Management CAS Level 3: Episode #3 — Supporting Audit and Tax Engagements CAS Level 3: Episode #4 — Enhanced Reporting and KPIs CAS Level 3: Episode #5 — Budgeting After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
C-Suite Lessons
Available Until Apr. 30, 2027
Online
10.50 Credits
Member Price: $250
Understand the mindset of the C-Suite and hear first hand stories from some of the world's largest companies in this learning path, covering topics such as leadership, strategy and guiding a business after an unexpected setback. Episodes in this learning path include: Sitting Courtside: Former CEO of Nike Talks Leadership Exploring Shopify's Biggest Strategic Decisions with their Former CFO Unpacking Airbnb's Ethical Dilemmas A Decade Leading Dunkin': Managing Financials, Franchises, Employees & Owners How Former Starbucks President Fosters Independent Thinking Equifax's Cybersecurity Comeback: Emerging as a Leader Post-Breach An Olympian's Lessons for Improving Teamwork After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
M&A Essentials
Available Until Apr. 30, 2027
Online
6.00 Credits
Member Price: $120
Understand the process of buying and selling a business from preparation all the way to closing the deal. Episodes in this learning path include: Selling a Business Part 1: Preparing for the Sale Process Selling a Business Part 2: Managing Buyer Relationships Selling a Business Part 3: Closing the Deal Buying a Business Part 1: Preparation & Market Outreach Buying a Business Part 2: Closing the Deal After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.
Private Equity
Available Until Apr. 30, 2027
Online
9.50 Credits
Member Price: $190
Step inside the world of private equity and discover how firms turn capital into performance. From sourcing deals and structuring buyouts to optimizing operations and navigating exits, plus the accounting and tax rules that shape every decision. Episodes in this learning path include: Fund Structure, Economics & Lifecycle Deal Sourcing & Due Diligence Leveraged Buyouts Value Creation with Operational Levers Exit Strategies Tax Complexities of PE Structures Navigating ASC 946: Investment Companies After purchasing this product package, you will receive an email from LumiQ with instructions for accessing the learning path on your web, iOS or Android applications. Learn while you listen. This package includes a series of podcast episodes featuring expert insights, real-world examples and timely discussions on key topics affecting CPAs and business professionals. Listen anytime, anywhere, then complete a brief assessment to earn CPE credit.