CPE Catalog & Events
K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
Monthly Federal Tax Updates - May 2026
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Online
2.00 Credits
Member Price: $89
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary and will be provided in more specificity closer to presentation time. This course provides a concise look at the hottest topics affecting every tax practitioner. 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.
2025 Tax Legislation: The One Big Beautiful Bill
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Online
2.20 Credits
Member Price: $79
Congress passed on July 3, 2025, one of most consequential tax legislation in recent years. The well-informed tax practitioner will want to stay abreast of these developments! This course will start with a short background of this legislation as it made its way through Congress and to the President's desk. We will then review the final provisions that was approved by the Senate and passed by the House. We will also cover key issues that had been dropped from the initial House version and provide observations for possible future legislation. Sign up today! Delivery Method: Individual webcastCPE Credit: TaxesProgram Level: Basic
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The course provides a concise overview of how to use ChatGPT to more effectively and efficiently research IRS taxation law. It delves into techniques for extracting precise information from complex tax legislation, interpreting IRS guidelines with AI assistance, and utilizing ChatGPT's advanced language models for nuanced legal analysis. Participants will learn how to streamline their research process, identify relevant tax law precedents, and apply AI insights to real-world tax scenarios, enhancing their professional proficiency in navigating the intricate world of IRS taxation. 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.
Leading Into the Future: Rethinking Work, Value & Leadership in Accounting
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Online
2.00 Credits
Member Price: $99
The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
FASB Update and Review
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Online
2.00 Credits
Member Price: $89
Periodic FASB checkups are critical for accountants who deal with financial statements prepared in accordance with U.S. GAAP. This course introduces recent FASB pronouncements and revisits selected existing standards that are likely to be salient for private entities. This session also offers a preview of coming attractions by examining significant elements of the FASB's technical agenda. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
S Corporations: How to Calculate Shareholder Basis
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Online
2.00 Credits
Member Price: $89
A detailed analysis of the calculations related to determining a shareholder's tax basis for S corporation shares and loans, with a focus on how to use Form 1120S, Schedule K-1 information for basis determination. An illustrative example demonstrates how the process works, as well as the many potential pitfalls. *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: Intermediate
AI & Accounting in Retail
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Online
2.00 Credits
Member Price: $89
This course provides a concise overview of how artificial intelligence (AI) is transforming financial strategies, tax compliance, and audit practices in the global retail industry. As retailers deploy AI to personalize customer experiences, automate inventory, and optimize pricing, accounting professionals must adapt to new challenges in data integrity, regulatory compliance, and financial reporting. Drawing on real-world case studies from retail giants and small businesses alike, this course explores how AI technologies intersect with accounting workflows and outlines strategies to maintain accuracy, trust, and control in an AI-driven marketplace. 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.
How to Develop Your System of Quality Management Using the AICPA Practice Aids
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Online
3.00 Credits
Member Price: $109
This course provides an overview of the Quality Management standards and the requirements under SQMS 1. The AICPA requires CPA firms with accounting and auditing practices to implement a system of quality management, including firms performing preparation and compilation engagements. While the objective is to improve quality within the profession, implementation may seem overwhelming. To assist, the AICPA has developed practice aids to guide firms through the development and documentation process. In this webcast, Jeff walks through where to find the practice aids, how to use them, required documentation, use of the risk assessment template, and development of final documentation. Practical guidance is provided throughout to simplify implementation. Delivery Method: Individual webcast CPE Credit: 3Program Level: Basic
Form 1040 Individual Income Tax Prep
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Online
8.00 Credits
Member Price: $250
This course provides a comprehensive introduction to preparing individual income tax returns using Form 1040. Designed as a basic-level program, it walks participants through the core components of the individual return in a clear and practical manner. Participants will learn filing requirements, filing statuses, and how to determine dependents. The course covers common types of income, including wages and basic investment income, along with adjustments to income, standard versus itemized deductions, and commonly used tax credits. In addition, the course introduces basic reporting for self-employment and rental activity, focusing on how these items flow to the individual return. Preparer responsibilities, due diligence requirements, and taxpayer rights under IRS rules are also covered to provide a strong foundational understanding of individual tax preparation. *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: 8Program Level: Basic
Adobe Acrobat Tips for Working with PDF Files
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Online
2.00 Credits
Member Price: $89
If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. 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.
Internal Control Frameworks for Single Audit
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Online
1.00 Credits
Member Price: $39
The Uniform Guidance identifies COSO and the Green Book as best practices for internal controls in governmental audits. This course provides a comprehensive review of the COSO framework, including its 2013 update, and explores its application to the Green Book. Attendees will learn to recall the five components and 17 principles of internal control, understand the benefits of adopting internal control frameworks, and recognize the rationale behind the COSO 2013 update and its impact on auditing practices. Additionally, the course will cover how to leverage Part 6 of the Compliance Supplement to effectively document internal controls. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
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.
K2's Optimizing Your CAS and Advisory Tech Stack
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) has become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends affecting CAS, and identify critical steps to build a scalable CAS practice aligned with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS, ensuring ethical and professional service delivery Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
Surgent's Adapting to OBBBA Changes: A Strategic Review
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Online
2.00 Credits
Member Price: $119
Accounting and finance practitioners are continually asked for strategic planning advice. In this course, we will cover topics that will make clients, and their advisors, tax smart and tax prepared for the coming year and beyond. This program is a two-hour review and analysis of what we consider some of the most important changes from the OBBBA impacting both individual and business clients.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 Exploring Client Advisory Services: Tax Due Dates and Penalties/Where Do I Need To File?
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Online
2.00 Credits
Member Price: $99
This course provides essential knowledge for Client Advisory Services (CAS) professionals navigating multistate taxation and managing tax deadlines. We'll start by exploring the implications of the Wayfair decision, focusing on general rules for sales and income tax nexus across states. You'll learn what to look for in state statutes and gain a solid foundation for filing requirements. Additionally, we'll cover key tax due dates, how to handle missed deadlines, and potential relief options. Whether you're new to the field or running your own practice, this course will equip you with the tools to succeed.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 The CMA’s Guide to Project Management
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Online
2.00 Credits
Member Price: $99
A significant number of projects fail to achieve their initial goals and/or are not completed within budget and their original timetable. As a team member, a CMA has a unique skill set and experiences to assist in project management. In addition to their analytical training and knowledge of budgets and controls, they typically have ongoing contacts with other professionals from a variety of backgrounds. Familiar analytical tools/techniques can be applied to managing projects. This brief program is designed to aid both experienced and less experienced participants in increasing their knowledge of, and comfort with, the steps and skills needed for success.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.
Financial Statement Analysis
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Online
4.00 Credits
Member Price: $149
This hands-on workshop offers an analytical approach for designing, executing, and communicating results of a comprehensive financial statement analysis. We will explore numerous techniques and approaches that facilitate in-depth financial statement analysis. Accountants in public practice will obtain insight regarding analytical procedures, additional client services, and enhanced compliance with professional standards. Accountants in private enterprises will develop more robust techniques for understanding their organization’s financial statements to facilitate forward-thinking decisions and communication to internal and external stakeholders. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
The Big Beautiful Bill: Tax Reform 2025 and What's Ahead
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Online
4.00 Credits
Member Price: $129
What The Big Beautiful Bill Means for You and Your Clients: Breaking Down Key Tax Provisions The “Big Beautiful Bill” is the most significant tax law package since the TCJA, and it’s now law. With dozens of TCJA provisions made permanent and plenty of new rules introduced, this session is packed with critical content for tax professionals. You’ll walk away understanding what’s changed, what’s new, and what to prepare for across individual, business, and estate taxation. Art Werner breaks down key topics like bonus depreciation, enhanced 199A deductions, Trump accounts, SALT cap changes, estate planning, charitable limits, 1099-K thresholds, and much more. He’ll also examine areas with future sunsets, business incentives, and international tax provisions that could impact clients at all income levels. *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 webcastCPE Credit: TaxesProgram Level: Update
Navigating Mergers & Acquisitions with AI: The Future of Deals
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Online
4.00 Credits
Member Price: $149
Mergers and acquisitions can be complex, risky, and filled with unexpected challenges—but they don’t have to be overwhelming. This course provides a clear and practical overview of the M&A process, helping professionals understand the critical stages of evaluating opportunities, structuring deals, conducting due diligence, and navigating post-transaction integration. Participants will learn practical techniques that help organizations avoid the common traps that derail many transactions while improving the likelihood of successful outcomes. The session also explores how emerging AI tools are beginning to enhance deal analysis, uncover deeper insights, and support better decision-making throughout the M&A process. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate