CPE Catalog & Events
Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.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 Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $199
The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.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 Handling Difficult People
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
This professional development course equips you with practical strategies to manage challenging interactions in the workplace. Although difficult individuals may represent a small segment of the workforce, their impact can be significant, often leading to time lost and decreased productivity. In this course, you will gain essential skills to address and navigate these situations effectively. Additionally, you'll identify specific challenges and develop a personalized action plan for implementing the strategies learned back in your workplace. Delivery Method: On-Demand WebcastCPE Credit: Personnel/Human Resources (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 HIPAA: What Accountants and Other Practitioners Need to Know
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
In 1996, Congress passed the Health Insurance Portability and Accountability Act, commonly referred to as HIPAA. HIPAA's stated purpose was to provide Americans with privacy measures designed to protect personal healthcare-related information. Yet soon after it became law, critics argued that HIPAA "lacked teeth", noting that the only remedy for violations of the law was to report the wrongdoer to the Department of Health and Human Services. Congress strengthened HIPAA in 2009 when it passed the Health Information Technology for Economic Clinical Health Act ("HITECH"). Under HITECH, entities subject to HIPAA are now required to maintain specific physical, administrative, and digital protection procedures. HIPAA now imposed many other requirements for those affected by the law, such as requiring breaches of patient information be reported to affected parties in a timely manner. Further, the law substantially increased the fines that HIPAA-covered entities must pay for violations. It is imperative that accountants and financial professionals familiarize themselves with HIPAA's requirements. Under HITECH, businesses must comply with HIPAA's data privacy guidelines if they work with HIPAA-covered businesses; that is, any business in the healthcare industry. Professionals who are not familiar with HIPAA fundamentals run the risk of subjecting themselves and their company to civil liability and severe penalties. Delivery Method: On-Demand WebcastCPE Credit: Specialized Knowledge (1)Program Level: OverviewThis 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 Hiring and Firing of Employees - What You Can and Cannot Do
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
There are numerous federal laws that restrict what businesses can do in terms of hiring and firing employees. Many of these laws impose significant penalties if employers violate them. Accordingly, it is crucial that all employers and their professional advisors understand these laws and apply them to their employment practices.Delivery Method: On-Demand WebcastCPE Credit: Business Law (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 Home Office Rules
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $119
Since 2017, employees have not been eligible to take an itemized deduction for a home office. The Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions for tax years 2018 through 2025. That deduction is scheduled to go into effect in 2026. Self-employed individuals can deduct office expenses on Schedule C, Form 1040. The home office deduction includes typical office-connected expenditures such as supplies, postage, computers, printers, and all the other ordinary and necessary expenses a person would have in connection with running a home office. The home office tax deduction for the self-employed would cover expenses for the business use of a home, which includes mortgage interest, rent, insurance, utilities, repairs, and depreciation. This program discusses many of the most important issues relating to the deductibility of home office-related expenses. Delivery Method: On-Demand WebcastCPE Credit: Taxes (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 Hot IRS Tax Examination Issues for Individuals and Businesses
Available Until Apr. 30, 2027
Online
8.00 Credits
Member Price: $159
The IRS began replenishing its workforce with the additional funding from the Inflation Reduction Act 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: 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 How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
This course will discuss what to do if you suspect fraud within your organization. The HealthSouth fraud case is presented as a means of understanding how the fraud was committed, and ways in which it could have been prevented. This is the second of five 2-hour courses in Surgent's Fraud Certificate Program. This program includes a combination of lectures, animated videos, and live interviews with white-collar offenders and whistle-blowers. Each course is designed to be engaging and informative and will enhance your understanding of fraud.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 How to Account for Internal-Use Software Arrangements
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $29
This course provides an overview of the accounting for internal-use software. The accounting and reporting requirements related to internal-use software can be found within ASC Topic 350-40. The primary information addressed within this ASC Topic relates to the development costs that should and should not be capitalized, how those costs are amortized, how they are tested for impairment, as well as presentation and disclosure requirements.Delivery Method: DownloadCPE Credit: Accounting (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 How to Effectively Represent Clients Under IRS Audit
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Increased funding resulting from the enactment of the Inflation Reduction Act will allow the IRS to target many more wealthy individuals and large businesses for audit. These efforts will become more intense over the next several years as the IRS employs artificial intelligence in more of its audits. This program discusses how and when the IRS's energized audit efforts will result in more audits of taxpayers and what attendees need to know to effectively represent clients that the IRS audits.Delivery Method: On-Demand WebcastCPE Credit: Taxes (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 How to Settle a Client's Estate
Available Until Apr. 30, 2027
Online
10.00 Credits
Member Price: $189
Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.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 How to Settle an Estate – An Overview
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $49
This course discusses the legal issues in probating and contesting a will, plus the practical issues involved when settling an estate - marshaling of assets, payment of creditors, and distribution and accounting to beneficiaries. Inventory of estate assets is also discussed.Delivery Method: DownloadCPE Credit: Taxes (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 Implementing Subscription Pricing to Your Practice
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
This course is designed to provide accountants with a comprehensive understanding of the subscription pricing model. As the business world increasingly shifts toward subscription-based models, it's crucial for accountants to understand the financial implications and strategies associated with this pricing approach. This course will cover the basics of subscription pricing, how to set prices, and how to analyze the financial impacts of these decisions, as well as the specific impacts to your business. By the end of this course, participants will be equipped with the knowledge and skills to effectively manage the implementation of subscription pricing to their practice.Delivery Method: On-Demand WebcastCPE Credit: Business Management and Organization (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 Improve Design and Productivity with Excel Tables
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Excel tables are a fundamental feature that streamlines data organization, analysis, and visualization in Excel. Throughout this course, you will discover how to transform raw data into elegant, efficient, and visually appealing tables. By harnessing the full potential of Excel tables, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Unlock the full potential of Excel tables to revolutionize the way you manage, analyze, and present data, leading to improved efficiency and better decision-making in your personal and professional endeavors.Delivery Method: On-Demand WebcastCPE Credit: Computer Software & Applications (2)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 Improve Spreadsheets by Building Controls in Excel
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.Delivery Method: On-Demand WebcastCPE Credit: Auditing (2)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 Improving Your Profits: Identifying Cost Cutting Opportunities
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $89
Part of one's duty as a CPA working in industry is to safeguard the assets of the organization. Cost cutting is one way to preserve assets and maintain a company's competitive position in the industry. However, what keeps us from ridding our organizations of unnecessary costs? In this course, we will look at the factors that prevent our companies from being as streamlined as they could be. By using statistics and survey data, we will attempt to show how to better negotiate and navigate budgeting and contracting decisions. We will also discuss financial statement analysis techniques, benchmarking, and cash flow management in an effort to better cut costs and maintain the long-run viability of an organization.Delivery Method: On-Demand WebcastCPE Credit: Management Services (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 Incident Response and Case Studies in AI-powered Cybersecurity
Available Until Apr. 30, 2027
Online
2.00 Credits
Member Price: $109
This course emphasizes the practical application of incident response frameworks through case studies of AI-related cyber incidents. It focuses on preparing financial professionals to effectively manage and learn from cybersecurity crises.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 Increase Success by Understanding People
Available Until Apr. 30, 2027
Online
1.00 Credits
Member Price: $49
As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second, and sometimes most important, skill set. This short program takes an in-depth look at a proven model designed to help us understand both ourselves and other people. In so doing, we gain the skill to lead better, handle problem employees and coworkers, and significantly gain upward mobility within the organization.Delivery Method: On-Demand WebcastCPE Credit: Personnel/Human Resources (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 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.