CPE Catalog & Events
Surgent's Increase the Efficiency of Your Organization
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
There are only two things that any organization needs to accomplish for success: serve the customer well and do it efficiently. This short program will concentrate on the efficiency side, which is always near and dear to the heart of the financial professional. We will develop a well-proven program to increase efficiency in a way that is both embraced by employees and has been found to work. By following this simple formula, any organization can become more efficient.Delivery Method: On-Demand WebcastCPE Credit: Management Services (1)Program 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 Individual and Financial-Planning Tax Camp
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: Course materials include a supplement covering OBBBA; however, 2025 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2026 course release.Delivery Method: DownloadCPE Credit: Taxes (8)Program 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 Individual and Financial-Planning Tax Camp
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that all clients, but in particular, wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on client lives, while also bringing value to you and your firm. Please Note: Course materials include a supplement covering OBBBA; however, 2025 returns are not covered in this course. They will be covered after their issuance, as part of our spring 2026 course release.Delivery Method: On-Demand WebcastCPE Credit: Taxes (8)Program 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 Individual Income Tax Fundamentals
Available Until Apr. 30, 2027
Online
20.00 Credits
Member Price: $270
This course will take new and administrative staff from the most basic concepts to a full understanding of individual tax return preparation -- just in time for the crunch of busy season! Updated for impacts of recent legislation. The course builds from a strong technical foundation, to prepare simple, to moderate, to complicated individual tax returns.Delivery Method: DownloadCPE Credit: Taxes (20)Program 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 Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $189
This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the SECURE Act 2.0, the Inflation Reduction Act, American Rescue Plan Act, the Consolidated Appropriations Act of 2021, the CARES Act, the SECURE Act, the Tax Cuts and Jobs Act of 2017, and the One Big Beautiful Bill Act.Delivery Method: DownloadCPE Credit: Taxes (10)Program 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 Individual Income Tax Update
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.Delivery Method: DownloadCPE Credit: Taxes (4)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.
Surgent's Individual Tax Planning Ideas
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
With the far-reaching changes brought about by recent tax reform, careful planning takes on new importance. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider this year to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Continuously updated for the latest legislation and IRS guidance.Delivery Method: DownloadCPE Credit: Taxes (4)Program 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 Information Security and Privacy
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
In today's interconnected world, safeguarding information systems is crucial. This course offers a deep dive into information security and privacy principles with a focus on modern cybersecurity threats tied to cloud environments, Internet of Things (IoT), and mobile technologies. The course will also cover data protection during application development. Taking this course will equip accounting professionals with the knowledge to lead in cybersecurity strategy.Delivery Method: On-Demand WebcastCPE Credit: Information Technology (2)Program 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 Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Will we ever get used to the rapid pace of change? Is our organization changing as fast as society? These are just some of the questions that must be asked and will be discussed in this program. Forecasting and budgeting are two words that often draw an adverse reaction from many financial professionals; let us help you turn that upside down with our innovative approach to planning and budgeting. Recent changes in our economy have shown us that our planning process must be far nimbler and allow our organization to shift rapidly. We'll move beyond the traditional techniques and show you easier ways to complete the process while cutting out the political pitfalls that end up causing a lack of accountability and can be demotivating to the staff. During the seminar we will cover such topics as the sales/income plan, capital equipment planning, the "one-year operating plan" (formerly referred to as a budget), the "monthly operating plan," cash planning, risk planning, and much more! Join us for this seminar as we help you streamline your forecasting and budgeting processes, which turns into a win-win for the employees and the organization.Delivery Method: DownloadCPE Credit: Management Services (4)Program 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 Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.Delivery Method: DownloadCPE Credit: Management Services (4)Program 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 Integrated Planning, Forecasting, and Budgeting for Organizational Success
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.Delivery Method: On-Demand WebcastCPE Credit: Management Services (4)Program 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 Internal Controls and COSO in a Post-COVID Landscape
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $79
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls present as well as designed and operating effectively according to the Association of Certified Fraud Examiners' Occupational Fraud 2022: A Report to the Nations. Then we will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly, we will consider the impact of the 2020 pandemic on the internal control environment in the post-COVID pandemic era.Delivery Method: DownloadCPE Credit: Auditing (4)Program 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 Internal Controls, COSO, and COVID-19
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Companies that fall victim to fraud schemes need to reassess internal controls in order to prevent future fraudulent activity. In this course, we will review the 18 most prevalent internal controls that should be present (as well as designed and operating effectively) in order to prevent future frauds. These controls are taken from Association of Certified Fraud Examiners' Report to the Nations: 2020 Global Study on Occupational Fraud and Abuse. Then we will tie these controls to the 17 internal control principles offered by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), the framework used by virtually all entities and auditors to assess the design and operational effectiveness of internal controls. Lastly, we will consider the impact of the 2020 pandemic on internal controls in the coming era.Delivery Method: On-Demand WebcastCPE Credit: Auditing (4)Program 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 International Tax Challenges and Opportunities for U.S. Filers
Available Until Apr. 30, 2027
Online
3.00 Credits
Member Price: $54
Globalization continues to make it easier for taxpayers to live abroad, do business in other countries, or invest in foreign enterprises. This creates significant complications and tax planning opportunities when it comes to filing U.S. tax returns. This course provides an overview of the unique tax challenges and solutions presented to U.S. expats or investors living or investing abroad. It examines how foreign-source income is taxed in the U.S. and how the tax consequences could be mitigated by applying the tax treaties, claiming credit for foreign taxes paid, or excluding foreign-earned income. Additionally, the course discusses the numerous foreign informational form reporting requirements and the significant penalties that could be imposed by the IRS. Examples from real-life client scenarios are included.Delivery Method: On-Demand WebcastCPE Credit: Taxes (3)Program 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 Introduction to AI in Accounting
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
This course introduces the foundational concepts of artificial intelligence (AI) and AI's relevance to accounting. Participants will explore various AI applications and understand the benefits, challenges, and future trends associated with AI integration in accounting. Case studies of successful AI implementation in accounting firms are included to enhance learning.Delivery Method: On-Demand WebcastCPE Credit: Information Technology (2)Program 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 Introduction to Forensic Accounting
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Forensic accounting encompasses fraud investigation and prevention, as well as a wide variety of functions in litigation. Forensic accountants provide services ranging from serving as an expert witness, to litigation consultant and bankruptcy trustee. As our economy grows more complex, the need for forensic accountants grows as well. One critical role of the forensic accountant is exposing and examining financial fraud. Technology expands the way companies conduct business; however, technology also provides greater opportunities for those willing to commit fraud. Forensic accountants rely on their skills in accounting, coupled with their investigative skills, to explain to clients, courts, and jurors how fraudulent schemes occur and the effect caused by fraud. Forensic accountants also provide expert opinions in calculating damages in litigation and administering bankruptcy estates, as well as a host of other services.Delivery Method: On-Demand WebcastCPE Credit: Accounting (4)Program 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 Introduction to Single Audit
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Learn the essentials of single audits in clear, manageable steps. This course introduces key requirements under the Uniform Guidance for Federal Awards and helps you build the confidence to perform single audits efficiently and effectively.Delivery Method: On-Demand WebcastCPE Credit: Auditing (Governmental) (2)Program 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 Introduction to the Audit Process and Risk Assessment
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and concepts related to a financial statement audit. (Please Note: This module is part of Surgent's Audit Skills Training: Level 1.)Delivery Method: On-Demand WebcastCPE Credit: Auditing (2)Program 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 Introduction to Yellow Book
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
If you work with governments or not-for-profits, understanding the Yellow Book is a must. This beginner-friendly course breaks the requirements down into clear, manageable concepts, helping you build a solid foundation, boost your confidence, and perform Yellow Book audits with ease.Delivery Method: On-Demand WebcastCPE Credit: Auditing (Governmental) (2)Program 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 IRS Tax Examinations and Hot Issues
Available Until Apr. 30, 2027
Online
4.00 Credits
Member Price: $129
Although the Inflation Reduction Act increased the IRS budget, Congress continues to battle about whether this funding will be continued. The IRS began replenishing its workforce with the additional funding only to have to terminate workers or lay them off due to mandated federal workforce reductions. The IRS trains its audit workforce by examining the tax returns of individuals and small businesses. As the IRS continues to examine tax returns, Accounting, Tax, and Financial Professionals need clients to understand the need for documentation and procedures to substantiate what IRS examiners are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for Accounting, Tax, and Financial Professionals in public accounting to understand the risk to clients and to themselves in tax return preparation and planning since the IRS continues to increase its audit coverage and is examining more taxpayers than it has in the recent past.Delivery Method: On-Demand WebcastCPE Credit: Taxes (4)Program 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.