CPE Catalog & Member Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
AHI Staff Training: Semi-Senior
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Live Virtual Seminar
24.00 Credits
Member Price: $800
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge
Small-Business Accounting, Audit, and Attest Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Small and medium-sized business-related FASB ASUs, including recent PCC activities Recently issued AICPA standards Ethics and independence updates and interpretations Newly issued SSARS and SSAE standards SASs effective for current and future audits
Simply Auditing Not-for-Profits Efficiently
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Live Virtual Seminar
4.00 Credits
Member Price: $210
How distinctive funding sources, different operating purposes, and lack of ownership interests affect risk assessment and planning in the audit of a not-for-profit Key considerations and auditing procedures applied in auditing contributions, functional expenses, net assets, etc. Frequent issues arising in audits of not-for-profits (e.g., independence concerns, communicating with those charged with governance, Yellow Book audits, single audits, etc.)
AI-Driven Ethics and Data Analytics: A Roadmap for Accountants
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Live Virtual Seminar
4.00 Credits
Member Price: $210
AI and data ethics in accounting Leveraging AI for data analytics in accounting
Generative AI and Cybersecurity: Opportunities and Threats
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Live Virtual Seminar
2.00 Credits
Member Price: $120
Generative AI applications in cybersecurity (e.g., threat detection, automation) AI-enabled cyber threats, including phishing, deepfakes, and malware Real-world incidents involving AI-related cybersecurity challenges Proactive strategies for leveraging generative AI in cybersecurity Regulatory and ethical implications of generative AI in financial cybersecurity
Social Security: Dispelling Common Myths with Essential Truths
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Live Virtual Seminar
2.00 Credits
Member Price: $120
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits?
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Live Virtual Seminar
8.00 Credits
Member Price: $325
Audit requirements for ERISA §103(a)(3)(C) audits An annual update of the changes affecting 401(k) plans Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics Best practices for engagement planning, internal controls, risk assessment, and detailed testing Avoiding common mistakes while performing audit procedures Plan mergers and acquisitions Common audit reporting and disclosure issues
The K2 Team's Top Tech Productivity Tips and Tricks
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Live Virtual Seminar
2.00 Credits
Member Price: $99
CFO Series: AI in the Digital World
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Live Virtual Seminar
8.00 Credits
Member Price: $325
This presentation focuses on four perspectives on how technology has changed our profession and life. Are you and your organization using AI? Are you using AI effectively? We must stay abreast of and be aware of the myriad uses, perils, ethics, and advantages of AI. Module 1: Living in the World of AI – How AI Has Changed Ethics AI (Artificial Intelligence) has already reshaped the way we work, offering immense opportunities alongside serious ethical and organizational challenges. How should we use AI responsibly without slowing innovation? Is using AI ethical? Is it right? Is not using AI ethical? How can we build trust in tools we don’t fully understand, avoid bias, and address employee resistance? Explore how to deploy AI ethically, engage teams with clarity, and ensure these powerful tools are used in ways that empower people, strengthen organizations, and create sustainable long-term value. The goal is to make better use of the power of AI, in a sustainable and ethical way. Module 2: Accounting in the Age of AI: What Every Leader Must Know AI is showing up everywhere, from “autonomous” general ledgers to AI-powered fraud detection and tax research agents. But for many leaders, these tools are either misunderstood or overhyped. Staff are concerned about being replaced. Managers are concerned about the use of AI causing chaos. Learn a grounded look at how AI is impacting real-world accounting departments. Explore how these tools work, what they can (and can’t) do, and what finance leaders should be doing now to prepare their teams and processes for the changes that will happen. Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology Are you and your organization using AI effectively today? AI is not coming - it’s here already. As a leader, you do not need to be an engineer, but you must be in control. Conscientious professionals must get a clear handle on AI - what it does well, where it goes wrong, and how to keep it from becoming a liability. Discuss the real risks behind the buzzwords, from deepfakes and fraud to flawed decision tools and hidden bias. Break down what smart oversight looks like and how AI can expose gaps in your internal controls. Most importantly, this is not all doom-and-gloom. It is about how to lead confidently in a world where AI plays a growing role in financial decision-making - whether you are already deploying AI or not? Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? In our social media world of scrolling, liking, sharing, and sometimes reporting; there is a dilemma that hits hard in the workplace. Should we use social media and how can we use social media responsibly? Can we separate our personal self from our professional self? Discuss the numerous errors made when dealing with social media and the negative fallout. Social media often drives cultural trends and conversations. Even if someone is not directly participating in these conversations online, they may still be exposed to them through mainstream media, conversations with others, or public events. Review what is acceptable, and not, for a professional. Your people ARE using social media, but are they using it to inadvertently damage the organization and the brand? Be prepared with a plan before a social media fiasco happens.
Hands-On With QuickBooks Online Accountant (QBOA) for Public Accounting
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Live Virtual Seminar
3.00 Credits
Member Price: $120
What is QBO, and how is it used in an organization? Different methods of implementing QBO with your firm or your clients Exploring accountant-centric features such as the toolbox, reporting, firm project management, and more Utilizing QBO within your firm team Best practices with QBO functionality, security features, internal controls, and more
The Data Detective: Actionable Analytics for Internal Auditors
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Live Virtual Seminar
2.00 Credits
Member Price: $125
Understand what data analytics is and what it isn't Learn how to get started - what data exists and how clean it is, what tools are available, and what are the goals? Understand what analytics can be performed in audit planning Use planning analytics to drive testing strategy in fieldwork Identify "quick win" data analytics that can improve all parts of the audit process Learn about simple automations created with Microsoft products Innovate your executive and Board reporting with beautiful data visualizations
Practical Advice for Preventing Organizational Data Breaches
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Live Virtual Seminar
2.00 Credits
Member Price: $99
AI-Powered Threats: Defending Against Deepfakes and Precision Phishing Ransomware Evolution: From Data Encryption to Exfiltration Extortion Zero Trust for Small Firms: Practical Access Control Strategies First Responders: Managing the Critical 24 Hours Post-Breach
The AI Revolution in 2026: What CPAs Should Know
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Live Virtual Seminar
2.00 Credits
Member Price: $79
State of AI technology in 2026: capabilities, limits, and vendor landscape Essential terminology: models, training data, prompts, agents, guardrails CPA use cases: audit procedures, tax research/drafts, controllership Risk, control, and governance: data privacy, bias, accuracy, documentation What’s next: near-term trends and how to evaluate new tools
Tax Planning for Rental Real Estate
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Rental activities and passive activities Material participation Real estate professional status Active participation status Depreciation recapture – Sections 1245, 1250, and 291 Vacation homes rented out QBI deduction and rental properties Section 1237 safe harbor for divided parcel sales Practitioner considerations
Surgent's Individual Tax Planning Ideas
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Comprehensive coverage of the One Big Beautiful Tax Bill Act Reading a tax return for developing client-specific tax strategies Changes to the lifetime estate tax exemption considering proposed regulations Retirement planning in light of IRA and RMD changes Review of pertinent changes from recent legislation Reading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Compensation and fringe benefit issues Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them All in the family: Tax tactics for spouses, children, and parents
Key Partnership and S Corporation Tax Planning Strategies
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Fraud Case Studies: Schemes and Controls
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Recent fraud cases Common fraud schemes perpetrated by those within and outside victim organizations Consider the lessons learned Best practices to further our fraud prevention
Fraud In Single Audits
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Real-life misappropriations involving federal awards and how they were carried out The backgrounds, motivations, and methodologies of the fraudsters The problems that allowed the frauds to occur without prevention or detection
From Preparer to Tax Strategist: Strategies to Add Tax Alpha to Your Clients Wealth | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
More info coming soon!
Buying and Selling a Business: Tax and Structuring Overview
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Live Virtual Seminar
4.00 Credits
Member Price: $210
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill