CPE Catalog & Events

*** Save 15% on this event when you use the code SAVE15 at checkout ***Join us for Don Farmer's Federal Tax Update — an engaging and informative course that will keep you up-to-speed on the latest tax developments. Using a blend of humor and practical examples, we'll walk through the most significant new tax legislation and updates affecting individual, corporate and business income taxation.This course emphasizes the key changes that impact tax return preparation and planning. Whether you’re advising individuals, corporations or non-corporate businesses, you’ll leave with actionable insights and strategies to navigate the evolving tax landscape with confidence. It’s a relaxed, enjoyable way to stay current on tax law while sharpening your skills for the year ahead. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

*** Save 15% on this event when you use the code SAVE15 at checkout *** Artificial Intelligence has jumped to the forefront of technology, and perhaps no other technology receives as much attention as AI. Yet, most accounting and financial professionals struggle to take full advantage of the productivity gains that AI can provide. Change that paradigm by participating in K2’s Artificial Intelligence Conference!In this event, you will learn how to get started with the AI tools available today and the risks and benefits associated with AI. Further, you will discover some of the advanced options related to AI, including creating your own AI tools. And importantly, you will learn about various risks associated with using AI and how to mitigate those risks. If you’re seeking to improve your productivity and efficiency with AI – without compromising data security or privacy – this Conference is a “must-see” event!

*** Save 15% on this event when you use the code SAVE15 at checkout *** Tax Resolution Academy® seminars are the premier taxpayer representation events in the country. Since 2015, thousands of tax professionals have attended our tax resolution boot camps to maximize the practical knowledge that truly allows them to serve their clients and build better tax firms.In this immersive program, you and all our attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to representation work and the exam and collections strategies that will apply to over 90% of all representation cases you'll work!We'll lay a solid foundation for representation as we cover case work processes for exam and collections matters.We will also discuss marketing tactics as well as some practice management tools you can use to grow the representation side your tax practice and greatly improve your cash flow. After this seminar, you'll be able to apply the step-by-step methodology you learn here to most of the cases that you'll be called to work on.So why join us for this seminar? IRS Representation is one of the most lucrative services you can offer as a tax professional. Right now, over 13 million taxpayers owe back tax liabilities to the federal government and many millions more receive notices with issue, and average case fees from these representation clients exceed $4,500+ per engagement. Imagine how this can supercharge YOUR success!In order to earn CE/CPE credit for this webinar, attendees will be required to sign in and out on the attendance sheet at the door to the hotel ballroom. Attendance will be visually verified and monitored by Tax Pro Academy LLC staff during the entirety of the boot camp to ensure integrity of the CPE hours issued.You will also learn the applicable tax law and IRM procedures for handling these types of cases. This course is NASBA approved.  

*** Save 15% on this event when you use the code SUMMER15 at checkout ***In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the "big picture." Preparedness is half the battle, so do not miss this critical briefing.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. AHI soft skills training will help improve efficiency, make managers and senior managers more effective with others, and increase the organization's bottom line. Also, as these courses often include other industries besides accounting, there is an opportunity to work and network with leadership professionals from other industries. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This class examines the profit and loss statement and balance sheet issues that clients are likely to face. It is in two sessions: a Profit and Loss Statement session and a Balance Sheet session.  This session analyzes the profit and loss statement trends including profitability issues, gross margin, and productivity issues that clients face.  It helps CPA’s spot impending problems and what suggestions to give to clients to fix them before they become major crises. Attendees will use sample financial statements in the analysis process.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This class examines the profit and loss statement and balance sheet issues that clients are likely to face. It is in two sessions: a Profit and Loss Statement session and a Balance Sheet session.  This session analyzes the balance sheet trends including liquidity issues (current ratio, acid test, and Accounts receivable to Accounts payable), debt, and usage (receivable days and inventory days).  It helps CPA’s spot impending cash and other balance sheet problems and what suggestions to give to clients to fix them before they become major crises. Attendees will use sample financial statements in the analysis process.

*** Save 15% on this event when you use the code SUMMER15 at checkout ***In this contemporary continuing education course, CPAs will embark on a journey into the world of blockchain, Bitcoin, and other digital assets. As the financial landscape is revolutionized by these emerging technologies and asset classes, it is imperative for accounting professionals to stay abreast of the latest developments. Participants will gain a foundational understanding of the operation of blockchain technology, the mechanics behind Bitcoin transactions and its value creation, and the broader universe of digital assets. More crucially, the course will explore the current guidelines, challenges, and best practices associated with the accounting and reporting of these assets, ensuring that CPAs are equipped to navigate the complexities of digital asset management in line with prevailing standards and regulations. Embrace the future of finance by mastering the accounting intricacies of this digital frontier.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Description: Women in accounting know how to reconcile numbers. What about reconciling their own self-worth? Get the tools you need to heal the hidden costs of self-sacrifice, shifting women from over-giving to empowered leadership that multiplies impact without diminishing their value. After all, when you reconcile your own worth, everything else comes into balance. Speaker Bio: Angela Goodman is a dynamic entrepreneur, community builder, and storyteller based in Ashburn, Virginia. After spending 15 years engineering solutions in the buttoned-up world of corporate HVAC, she traded blueprints for brunch menus and launched Virginia’s first Famous Toastery in 2016. Since then, she’s been serving up sizzling success with a side of sass—and was even honored as the International Franchise Association’s 2023 Franchisee of the Year (yes, the eggs really are that good). She’s also a founding partner of Valkyrie Ventures Group (valkyrieventuresgroup.com), where she works her financial alchemy to help others dissolve deep-seated money blocks, reclaim their worth, and step boldly into aligned abundance. Think of it as financial therapy—only with spreadsheets, soul work, and a whole lot of real talk. But Angela didn’t stop at flapjacks and french toast. She’s also the visionary founder of EVOLVE (www.evolve-us.org), a soulful space where entrepreneurs, creatives, and seekers gather to rewrite their stories and reclaim their divine path. Through her podcast, EVOLVE Thru God, she invites listeners into real conversations about faith, healing, and those holy nudges that whisper, “There’s more for you.” Spoiler alert: she answers them. At home, Angela leads a wild and wonderful tribe that includes her two fierce and fabulous daughters, three rowdy dogs, and two cats who believe they own the place (and honestly, they might). Life under her roof is a blend of laughter, prayer, pet hair, and purpose—and she wouldn’t have it any other way.

*** Save 20% when you bundle all four Navigating the AI Frontier courses by using the code AI2025 at checkout *** Unlock the potential of generative AI to streamline accounting, auditing, tax , and advisory services. This course focuses on practical applications that can save you time and enhance profitability. Learn how to integrate AI tools into your workflows to automate tasks, improve accuracy, and deliver higher-value services.  InstructorJohn H. Higgins, CPA.CITP, Higgins Advisory, LLC

*** Save 15% on this event when you use the code SAVE15 at checkout *** The 20% QBID can be a game-changer for your clients — if you know how to make the most of it. In part one of a two-part seminar, we’ll take a deep dive into the ground rules of §199A and break down the tax planning moves that can help you maximize this valuable deduction. You’ll walk away with clear strategies you can put into action, making sure your clients get every dollar they’re entitled to.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Get a comprehensive, no-fluff breakdown of the §199A QBID. Review the ground rules you need to know and get practical, real-world tax planning strategies to help your clients get the full 20% deduction they deserve. If you’re ready to turn this complex provision into a powerful tax-saving tool, this is the seminar for you.This course is part of a two-seminar series. Take it as a stand-alone seminar or sign up for the entire series for a comprehensive passive activity training.

*** Save 15% on this event when you use the code SAVE15 at checkout ***Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust and its beneficiaries, sure to be an important skill in practice in the new income tax environment.

*** Save 15% on this event when you use the code SAVE15 at checkout *** Virtually all accounting and financial professionals use Excel but, unfortunately, most don’t use it as efficiently and effectively as they could or should. If you’re ready to elevate your Excel skills, plan today to participate in this special 8-hour conference designed to help you work better with Excel.In this event, you will go well beyond simple functions such as SUM to learn how you can take full advantage of many key features in Excel. Included in the discussion are newer functions and features such as LAMBDA, PIVOTBY, and XLOOKUP. You will also learn various tips for improving productivity and security when working with Excel. And you will learn best practices for working with PivotTables. You don’t want to miss this special opportunity to learn better ways for working with Excel!

*** Save 20% when you bundle all four Navigating the AI Frontier courses by using the code AI2025 at checkout *** Discover how Microsoft 365 Copilot can revolutionize your daily tasks as a CPA. Dive into the specific features and functionalities of this AI-powered assistant. Learn how to leverage Copilot to enhance productivity, automate routine tasks, and improve collaboration within your team. InstructorJohn H. Higgins, CPA.CITP, Higgins Advisory, LLC

*** Save 15% on this event when you use the code SAVE15 at checkout ***Join us for Don Farmer's Federal Tax Update — an engaging and informative course that will keep you up-to-speed on the latest tax developments. Using a blend of humor and practical examples, we'll walk through the most significant new tax legislation and updates affecting individual, corporate and business income taxation.This course emphasizes the key changes that impact tax return preparation and planning. Whether you’re advising individuals, corporations or non-corporate businesses, you’ll leave with actionable insights and strategies to navigate the evolving tax landscape with confidence. It’s a relaxed, enjoyable way to stay current on tax law while sharpening your skills for the year ahead. Delivery Method: Group internet-basedCPE Credit: TaxesProgram Level: Update Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

*** Save 15% on this event when you use the code SAVE15 at checkout *** The One Big Beautiful Bill Act (OBBBA) makes major updates to both individual and business taxes. Some rules are now permanent, while others apply only for a few years. These changes affect how clients are taxed, what deductions and credits they can claim, and how planning strategies should be adjusted. This course will give licensed tax professionals a clear understanding of the most important updates, help them explain the impact to clients, and prepare them to use these rules in everyday practice. The goal is to simplify the law into practical guidance tax pros can act on immediately.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***Develop your soft skills in training courses that benefit both the person attending and their organization. This course is applicable for various accounting departments (i.e. audit, tax, consulting, and accounting services) but because these are universal leadership concepts, they are equally applicable to other professional business leaders. The Level V course highlights leadership skills and situations that are common for managers and senior managers of organizations. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Per NASBA's rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.

*** Save 15% on this event when you use the code SAVE15 at checkout *** This course provides a comprehensive exploration of the estate, gift, and generation-skipping transfer (GST) tax system. Participants will gain a deeper understanding of how these transfer taxes operate and interact, as well as insight into recent developments in estate planning that impact compliance and application.

*** Save 15% on this event when you use the code SAVE15 at checkout *** In this Course, We Review:Current Year Developments, Recurring Problems, and Planning Ideas. Using a Combination of Humor and Examples, We Will Focus on Tax Developments That Affect Individual Income Tax Planning and Return Preparation.  This course has been approved for CPE credit by the National Association of State Boards of Accountancy (NASBA), the Internal Revenue Service (IRS) and the Certified Financial Planning (CFP) Board. NASBA CPE sponsor ID: 108526 IRS CPE sponsor ID: QGYLR CFP CPE sponsor ID: 1313 Delivery Method: Group-liveCPE Credit: TaxesProgram Level: Update