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CPE Catalog & Events

Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.

Course delivery

Our ISCPA CPE, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

Showing 556 On Demand/Self Study Results

Surgent's Summary and Analysis of the Inflation Reduction Act of 2022

Available Until

Self-study

2.00 Credits

Member Price: $89

The 15% corporate tax 1% tax on the repurchase of corporate stock Enhancement of IRS services Prescription drug pricing reform, including drug price negotiation Maximum out-of-pocket cap for Medicare beneficiaries Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line Clean energy and efficiency incentives for individuals Energy Efficient Home Improvement Credit Energy efficient commercial buildings deduction (Section 179D) Extensions, increases, and modifications of the New Energy Efficient Home Credit Clean Vehicle Credit - now available at point of sale - and credit for previously owned clean vehicles Qualified commercial clean vehicles Transfers of certain credits to an unrelated transferee Increase in Research Credit against payroll tax for small businesses

Surgent's Surging Auditors: Daily Dilemmas

Available Until

Self-study

1.00 Credits

Member Price: $49

The importance of proper documentation of workpapers Meeting firm-mandated ethical requirements  Independence issues related to client relationships Client engagement and entertainment Accurate and complete reporting of time

Surgent's Surging Auditors: Internal Out of Control

Available Until

Self-study

1.00 Credits

Member Price: $49

Refresher on understanding internal controls  When testing internal controls is required  When testing of internal controls is an effective strategy to reduce substantive testing   Designing tests of controls   Responses when deviations are discovered in the design or operating effectiveness of internal control 

Surgent's Surging Auditors: Professional Skeptic

Available Until

Self-study

1.00 Credits

Member Price: $49

Demonstrating professional skepticism Assessing audit evidence Responding to contradictory evidence Assessing the sufficiency of audit evidence

Surgent's Surging Auditors: Revenue Rush

Available Until

Self-study

1.00 Credits

Member Price: $49

Application of ASC 606 to contractual situations Identifying key information necessary to apply ASC 606 Assessing compliance with the guidance of ASC 606

Surgent's Surging Auditors: Searching for Unrecorded Liabilities

Available Until

Self-study

1.00 Credits

Member Price: $49

Optimal resource requests to support an appropriate search for unrecorded liabilities Tracing transactions to the detail to identify whether liabilities are properly recorded Evaluation of evidence to meet management’s assertions

Surgent's Surging Auditors: Wally's Warehouse

Available Until

Self-study

1.00 Credits

Member Price: $49

Observation and professional skepticism Interviewing the client Performing test counts Evaluating the results obtained

Surgent's Taking Advantage of Installment Sales

Available Until

Self-study

2.00 Credits

Member Price: $49

How does the IRC define an installment sale under IRC Sec 453? When can a taxpayer utilize the provisions of IRC Sec 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided? How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method? Reporting an installment sale when related parties are involved Calculating an installment sale How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?

Surgent's Taking Advantage of Installment Sales

Available Until

Self-study

2.00 Credits

Member Price: $89

How does the IRC define an installment sale under IRC Sec 453? When can a taxpayer utilize the provisions of IRC Sec 453? When should a taxpayer utilize the provisions of an installment sale and when should it be avoided? How does the issue of a “dealer” vs. a “non-dealer” impact the use of the installment sale method? Reporting an installment sale when related parties are involved Calculating an installment sale How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?

Surgent's Taking Advantage of Like-Kind Exchanges

Available Until

Self-study

2.00 Credits

Member Price: $49

Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824

Surgent's Taking Advantage of Like-Kind Exchanges

Available Until

Self-study

2.00 Credits

Member Price: $89

Understanding the history of IRC Sec 1031 Who does and does not qualify for utilizing the like-kind provisions Which properties do and do not qualify for like-kind exchanges The differences between a “dealer” and a “non-dealer” regarding like-kind exchanges How to complete a like-kind exchange The different types of like-kind exchanges The definition of “boot” and how it applies to like-kind exchanges Rules concerning Revenue Ruling 72-456, and Form 8824

Surgent's Technology Trends and Risks of Interest to CPAs

Available Until

Self-study

2.00 Credits

Member Price: $89

Data-driven decision making processes Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications Common IT security risks and controls Requirements of SAS 142 Use of analytical procedures on professional engagements

Surgent's Testing Internal Control and Reporting Deficiencies

Available Until

Self-study

2.00 Credits

Member Price: $89

Refresher on understanding internal controls When testing internal controls is required When testing of internal controls is an effective strategy to reduce substantive testing Designing tests of controls Responses when deviations are discovered in the design or operating effectiveness of internal control

Surgent's The Basics of Nonprofit Financial Reporting

Available Until

Self-study

1.00 Credits

Member Price: $49

The basic financial statements that nonprofits prepare Best practices for nonprofit reporting Tailoring the financial statements to fit the nonprofit

Surgent's The CMA's Guide to Project Management

Available Until

Self-study

2.00 Credits

Member Price: $89

Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations

Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World

Available Until

Self-study

1.00 Credits

Member Price: $49

Old and new style of planning The attitude and culture of being nimble Planning at the department level Planning and risk management Technology planning Reinventing the organization for speed

Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence

Available Until

Self-study

2.00 Credits

Member Price: $109

What are AI tools? Where are we with AI tool development? What is ChatGPT? ChatGPT – what kind of queries are possible? Copyright and intellectual property issues Benefits of AI tools Concerns with AI tools Impact on business use of AI Policy on AI tools

Surgent's The Role of the Whistle-Blower

Available Until

Self-study

2.00 Credits

Member Price: $89

Understanding whistle-blowing When should you blow the whistle? Types of whistle-blower channels The whistle-blower's dilemma Successful whistle-blower letters When is whistle-blowing unethical? Laws to protect whistle-blowers Ten whistle-blowing myths

Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements

Available Until

Self-study

1.00 Credits

Member Price: $49

How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements

Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit

Available Until

Self-study

2.00 Credits

Member Price: $89

How Yellow Book financial audits differ from GAAS audits and single audits The Yellow Book performance and reporting requirements related to internal control and compliance The requirements for reporting Yellow Book audit findings