CPE Catalog & Events

Starting a business is tough! There are lots of decisions to be made and things to think about. You may feel like you have a great idea. You have done your marketing research, developed a prototype, and even looked at locations for your new office. Then it dawns on you.... What type of entity do I need to be? Is there really an advantage to choosing one entity type over the other? In this class, we will dig into the differences between entity types - from taxes to liability. We will also look at the advantages and disadvantages of different methods of accounting. Whether you are a small business owner looking to start something new or a practitioner looking to expand your client advisory services, this course is the one for you!

Specifically designed for preparation, compilation, and review practitioners, this course provides a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-27 by the AICPA's Accounting and Review Services Committee (ARSC). The course also reviews recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

Learn the basics of employment law and how they affect best practices to help control the interview and discover hidden talents of applicants.

The Quality Management Suite of Standards was required to be implemented by December 15, 2025. The standards modernize the firm's approach to quality to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. Beginning with performing a risk-based approach, the standards provide accounting firms with the ability to enhance their quality control by shifting their focus to a proactive approach (management) from a reactive approach (control). The results of the firm's risk assessment will form the basis of its new Quality Management document. This is not just a tweak of the old document but a more robust document that adds new requirements from the new standards. We will cover how to perform a risk assessment, including the key provisions of the standards, and how to effectively implement a monitoring plan. We will also review how the firm will evaluate its System of Quality Management beginning in 2026.

*** CPE SAVINGS CODES DO NOT APPLY TO STAFF TRAININGS ***This 2-hour mini course highlights leadership skills and situations that are common for managers. Participants will be encouraged to examine and challenge their beliefs and approaches to managing and leading people. Leading Others - Coaching & Developing Staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills - strategies to influence and lead others through effective communication in both individual and group settings. All of AHI's multi-day courses rely on live participant engagement. For this 2-hr. course, we encourage you to have a working webcam and microphone to take advantage of a live discussion leader and participant interaction.

Consumers and businesses file for bankruptcy to seek protection from creditors and to reorganize or liquidate debts. Bankruptcy filings rise and fall with the economy. Surveys show that loss of income is the leading cause of consumer bankruptcies, followed by medical expenses and foreclosure. Corporate bankruptcies, on the other hand, are often the result of several factors, including excessive debt, decreased demand, increased costs, lawsuits or poor accounting practices. It is no secret bankruptcy filings will see a tremendous uptick in the wake of the Covid-19 pandemic. As an accountant, CFP, attorney or other professional, you need to be able to discuss the process and different available courses of action with your clients. Both landlords and tenants will be influenced tremendously. Individuals will look to your advice for a discharge and new start. Businesses will do the same and will also need to advise loyal employees. Creditors will receive proofs of claim and look to you for your expertise. Take this course and make sure you can speak fluently to both creditors and debtors. As trusted advisors, then, professionals should have a basic understanding of the bankruptcy process. This course provides a thorough review of the consumer and corporate bankruptcy practice. Participants in this course will gain an understanding of how consumer and corporate bankruptcy proceedings begin and end, as well as learn about key issues that affect debtor and creditor rights during bankruptcy. This course provides information from the perspective of both debtor and creditor. Although bankruptcy concerns the debts of the debtor, the Bankruptcy Code provides substantial protections to creditors. Creditor rights, however, vary widely depending on the status afforded the creditor under the Bankruptcy Code. Do yourself, your clients and your profit margin a favor and sign up for this invaluable program.

*** 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. The 2025 tax law introduces significant changes that will shape 2026 tax return preparation — and now is the time to get up to speed.In this timely update, we’ll walk through the provisions taking effect in 2026, along with important IRS guidance, recent court decisions and inflation-adjusted amounts that impact planning and compliance. We’ll focus on the developments that matter most when preparing returns and advising clients. With clear explanations and practical insights, this session will help you stay current, spot planning opportunities and head into the 2026 filing season prepared and confident. 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 *** 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.  

While once thought just to apply to banking and financial institutions, entities now need to apply fair value accounting under ASC 820 across a variety of transactions. Whether you are assessing financial instruments, leases, business combination accounting, or impairment measurement, GAAP either requires or allows the use of fair value measures in an expanding number of circumstances. Now is the time for you to get up-to-speed on the basics of the fair value approach. In this course, we will review when fair value accounting is required and when an entity can select to use it. Then we will review the basics of the ASC 820 model, including the concept of "exit price," the various approaches that an entity may follow when using a fair value approach, and the different levels of inputs that an entity may consider when determining fair value. Lastly, the course will provide examples of when and how to apply this complex accounting guidance.

Section 199A is still the hottest tax topic related to the Tax Cuts and Jobs Act of 2017. The Act created new reporting requirements for relevant pass-through entities (RPEs). Each RPE is required to report the relevant data needed to calculate the §199A deduction to each recipient of Schedule K-1. Your clients will trust you to ensure that the relevant data is properly reported. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships, and trusts. This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies relevant to the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.

Successful companies implement strategies that use their resources efficiently. By focusing on doing one thing well, organizations can create a competitive advantage that provides superior performance. Learn to create a roadmap to successful performance by tying the organization's metrics to its strategy and driving results.

This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 27. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards. SSARS 27 modifies the applicability of AR-C 70 when engaged to prepare financial statements.

This two-day, interactive workshop reviews the hottest accounting topics and recent changes in areas such as private company accounting, revenue recognition, going concern and other specialized subjects. Refresh your research skills and practice using the Codification. Case studies and real-life examples will help attendees readily apply the information covered.

Recent economic volatility has created added stress on accounting and finance professionals and their clients. When individuals or businesses lose money, they often blame others for their misfortune. Business disputes can sometimes lead to accounting malpractice claims. Understanding the most common types of accounting malpractice claims provides a roadmap of what not to do. This course provides a current overview of accounting malpractice litigation throughout the United States. The goal is to learn about the types of claims asserted against CPA firms and strategies to employ to avoid such claims. Reviewing malpractice claims allows us to identify patterns of behavior that may reduce litigation risk.

Accounting and finance professionals often receive questions concerning all facets of Medicare. How does Medicare work? How do I apply? How much does it cost? Is Medicare optional or required? This program provides a basic introduction to the Medicare program and covers many of the areas of the Medicare program that clients are most interested in. If you, or some of your clients, have questions relating to Medicare, this program is a must for you.

Governmental and not-for-profit organizations are entrusted with funds from taxpayers and donors and are frequently targeted by fraud perpetrators. How can these organizations ensure those funds are used only for intended purposes" This course will provide several real-world case studies in which a governmental or not-for-profit entity was the victim of fraud, including what type of fraud (asset misappropriation, fraudulent financial reporting, or corruption), how it happened, the fraud indicators that were present, and what could have been done to prevent the fraud.

Successful companies implement strategies that use their resources efficiently. By focusing on doing one thing well, organizations can create a competitive advantage that provides superior performance. Learn to create a roadmap to successful performance by tying the organization's metrics to its strategy and driving results.

This course covers SSARS requirements for preparing, compiling and reviewing financial statements through SSARS 27. With SSARS 21, the AICPA Accounting and Review Services Committee (ARSC) introduced the Preparation service to SSARS and rewrote the Compilation and Review Standards in a clarified format. SSARS 22 and 23 made minor modifications to SSARS 21. SSARS 24 and 25 made substantive modifications to the SSARS, mainly when performing review engagements. SSARS 26 updates the SSARS with conforming changes made necessary by the new Quality Management standards. SSARS 27 modifies the applicability of AR-C 70 when engaged to prepare financial statements.

This two-day, interactive workshop reviews the hottest accounting topics and recent changes in areas such as private company accounting, revenue recognition, going concern and other specialized subjects. Refresh your research skills and practice using the Codification. Case studies and real-life examples will help attendees readily apply the information covered.

In this continually revised course, tax advisors will be fully updated on the most recent enacted legislation and IRS guidance, as well as major trends on the horizon with a view toward planning considerations. This update course is designed for all practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BITU.