CPE Catalog & Events
Navigating IRS Collections: The Collection Process
-
Online
2.00 Credits
Member Price: $89
This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain indepth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Additionall, participants will leand strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection. 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.
Treasury Circular 230 for EAs and Other Tax Preparers
-
Online
2.20 Credits
Member Price: $89
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners. **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: 2.2Program Level: Basic
Data Analytics & Journal Entry Testing for Auditors
-
Online
3.00 Credits
Member Price: $109
This course provides a practical understanding of IT controls and SOC reporting within financial audits. Participants will learn how to interpret SOC reports, evaluate control effectiveness, and determine reliance strategies. Real-world examples will demonstrate how IT controls tie directly to relevant financial statement areas and alignment with Complementary User Entity Controls (CUECs). Delivery Method: Individual webcast CPE Credit: 3Program Level: Intermediate
Managing Your Money in Retirement
-
Online
3.00 Credits
Member Price: $109
You spent your life building retirement savings. Now you want to make sure your savings last the rest of your life and perhaps pass some on to the next generation. Come hear a veteran financial educator talk about money management and planning issues for this phase of your life. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization
-
Online
4.00 Credits
Member Price: $159
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and customer service in the department and in the entire organization. We will examine both disciplines from an analytical standpoint, proving why they are necessary for both for-profit and nonprofit organizations to achieve success.Delivery Method: Individual webcastCPE Credit: 4Program 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.
Forensic Accounting: When The Office Is A Crime Scene
-
Online
4.00 Credits
Member Price: $149
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. 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.
Preparation, Compilation, and Review Engagements: Update and Review
-
Online
4.00 Credits
Member Price: $89
If you supervise preparation, compilation, and review engagements, this course is designed to assist you in adhering to professional standards. It will inform you of the latest developments and pertinent issues relevant to these engagements as you gain insights into: The U.S. business economy Peer review practices FASB updates Various other aspects that influence preparation, compilation, and review engagements
Financial Reporting Fundamentals 26-27
-
Online
8.00 Credits
Member Price: $329
Gain the knowledge to read and understand the differences between IFRS and US GAAP financial reports. A recent IFRS Foundation survey found that 167 jurisdictions now require the use of IFRS Accounting Standards for all or most publicly listed companies, while 12 jurisdictions permit its use. With this global acceptance, and as more than 1,000 foreign companies are reporting to the SEC using IFRS, learn how to read and understand the differences between US GAAP and IFRS financial reports. Attendees will examine an IFRS financial report and a US GAAP financial report, outlining essential distinctions between the US GAAP and IFRS reports.Delivery Method: Individual webcastCPE Credit: 8Program Level: Overview
How Technology Controls Should Be Developed and Implemented 26-27
-
Online
8.00 Credits
Member Price: $329
This webinar gives CPAs a practical look at designing, implementing, and maintaining effective internal controls. While many organizations are able to build a solid control framework, too often, the execution falls short'especially when it comes to testing, monitoring, and keeping controls up to date. That weakens the entire structure. We'll walk through proven strategies to ensure controls aren't just created, but successfully embedded into day-to-day operations. You'll receive a set of customizable checklists to help maintain and improve your organization's policies and procedures. Most importantly, you'll develop a deeper understanding of why internal controls must evolve alongside changes in business tools and processes'and how to keep yours responsive, relevant, and effective.Delivery Method: Individual webcastCPE Credit: 8Program Level: Intermediate
Financial Statement Presentation, Disclosure, and Analysis
-
Online
8.00 Credits
Member Price: $239
This comprehensive session is a must-attend event for accountants who prepare financial statements and want to explore best practices for discerning the stories told by financial statements. We discuss salient requirements for presenting financial information while considering the critical role of disclosure for lending relevance to financial statements. We also explore techniques that will allow participants to perform meaningful financial statement analysis and effectively communicate conclusions to decision-makers and other stakeholders. 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
-
Online
8.00 Credits
Member Price: $89
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 Annual Accounting and Auditing Update
-
Online
8.00 Credits
Member Price: $299
Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report released in late 2025 for lease accounting under ASC 842 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2024 and into 2026 covering government grants, derivatives and financial instruments, practical expedients for credit losses under ASC 326, and expense disaggregation on the income statement. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, now effective as of December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also discuss AICPA's proposed SAS, The Auditor's Responsibilities Relating to Fraud in an Audit of Financial Statements, intended to supersede AU-C section 240. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.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.
Surgent's Key Current Financial and Economic Issues Facing the Financial Executive
-
Online
8.00 Credits
Member Price: $279
The course explores the challenges of the current economic trends and analyzes their impact on you as the financial executive in areas of human resource management; credit markets and banking; risk management and pandemic style disruptions; cash flow planning strategies; debt and equity mix impacts in uncertain markets; globalization of the market in times of uncertainty; retirement planning and social security funding; and acquiring distressed companies and assets. Specific recommendations and insights will be offered to you to deal with the challenges.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.
Yellow Book: Staying Compliant With Government Auditing Standards
-
Online
8.00 Credits
Member Price: $319
Complying with relevant standards Understanding the concepts and standards of generally accepted government auditing standards (GAGAS) is an important aspect of performing Yellow Book audits. By examining everything from GAGAS's foundation and principles to professional competence and continuing professional education, you'll increase your knowledge of requirements and standards. You'll cover various topics, including: Quality control and peer review Reporting standards for performance audits Ethics, independence, and professional judgment Professional competence and continuing professional education Standards for financial audits, attestation engagements, reviews of financial statements, and performance audits Staying current with the most recent requirements You'll explore Yellow Book requirements and guidance based on *Government Auditing Standards*, 2024 Revision, as well as other technical updates. The 2024 revision offers guidance related to: Shifting from a quality control to a quality management approach Risk-based process for quality management Engagement quality reviews of GAGAS engagements Key audit matters for financial audits Implementing your new knowledge Review questions and practice exercises help reinforce your learning and enhance your comprehension of the material.
How AI Fits into the Accounting World
-
Online
2.00 Credits
Member Price: $89
This session is designed as a primer to introduce artificial intelligence (AI) and to discuss how it will impact accountants as they work. The material will briefly explain what AI is and then focus on ways that it is already serving those in the accounting realm. It will close with a look at future AI-centric developments that will have great potential to positively impact the accounting profession. Those wishing to gain an understanding of what artificial intelligence is and how it will be used by accountants should consider attending 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.
The SECURE Act 2.0 – Planning Opportunities for Employers
-
Online
1.00 Credits
Member Price: $39
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics. **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: 1Program Level: Basic
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience
-
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
Addressing Misconduct
-
Online
1.00 Credits
Member Price: $39
The objective of corrective action is to change conduct through teaching. Corrective action may be sequential, out of order, repetitive, or not appropriate to take at all. The action selected should reflect the type, frequency, and severity of the misconduct. Changing conduct through teaching requires effective employee relations skills. This course provides practical knowledge and scripts for handling a wide array of sensitive misconduct situations with good judgment, such that personal and employer liability is avoided. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Asset Misappropriation You Have It – They Want It
-
Online
2.00 Credits
Member Price: $89
Have you ever thought about stealing? If the answer is NO, then you need to find another profession because you will never be a successful fraud examiner/investigator or a financial auditor. To find fraud, you must first determine, given the opportunity through weak internal controls, how a person would steal. You have to say to yourself, given the opportunity that exists, how many ways could I take advantage of it? In other words, you must be able to think how you could steal and not be caught. So yes, to find fraud, you must first think about stealing. For a fraudster to be successful, they must make you think fraud is a legitimate transaction. They must make you think it is something that it is not. There are so many places where fraud can be hidden. It is up to you to evaluate where the risks of fraud are in an organization, then design effective investigative procedures to determine if someone took advantage of the opportunity. If they did not, how else may they have taken advantage of the opportunity? One must remember that one weakness in internal control may create several ways to take advantage of it and you must examine every such one. During this session, the many ways fraud can be hidden in asset misappropriations will be discussed. Remember, the number of ways is only limited by one’s imagination. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Criminal Tax: How CPAs Bring Value to Defense Attorneys
-
Online
2.00 Credits
Member Price: $89
CPAs can be requested to assist attorneys in litigation support in criminal proceedings. For criminal tax cases, the IRS has recommended prosecution. However, the rules and stakes are different than a simple civil audit. This presentation will focus on how to assist defense attorneys in calculating tax loss, asking the right questions, and probe possible weaknesses in criminal tax 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.