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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.

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 2481-2500 of 26385 Results (Page 125 of 1320)

Estimates, Contingencies and Going Concern

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Webinar

2.00 Credits

Member Price: $89

Overview of accounting estimates and uncertainties Going concern accounting and auditing considerations SAS 132 requirements SAS 143 requirements Loss and gain contingencies Guarantees Credit losses Impact on financial reporting and auditing

Surgent's Top Individual Tax Planning Strategies

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Webinar

2.00 Credits

Member Price: $99

Extension and enhancement of reduced rates and the standard deduction The temporary senior deduction Extension and enhancement of increased Child Tax Credit Extension and enhancement of increased estate and gift tax exemption amounts Contributions to ABLE accounts and benefitting from the Saver’s Credit Increased SALT deduction Deduction for car loan interest Using Trump Accounts Extension and enhancement of paid family and medical leave credit Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit Tax credit for contributions of individuals to scholarship granting organizations Additional expenses treated as qualified higher education expenses for purposes of 529 accounts Individual charitable contributions Health savings account related tax changes

Employee Theft: Understanding the Why and Preventing the Loss

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Webinar

2.00 Credits

Member Price: $99

Employee Theft Prevention

Ethics – A Line in the Sand; Implications for Daily Business

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Webinar

4.00 Credits

Member Price: $149

Recognize the underlying drivers of individual ethical behavior Identify the relationship between ethics and integrity Highlight ethical trends in businesses throughout the world Review high profile ethics lapses in recent years

2026/27 Annual Update for Governments and Not-for-Profits

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board.The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities.Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget (OMB). 

Common Yellow Book & Single Audit Deficiencies

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Webinar

4.00 Credits

Member Price: $149

Common peer review deficiencies in Yellow Book engagements Common peer review deficiencies in Single Audit engagements Yellow Book requirements (independence, CPE, reporting) Single Audit compliance requirements Internal controls over compliance Compliance testing and major program determination Root causes of audit deficiencies and prevention strategies    

K2’s Securing Your Data: Practical Tools For Protecting Information

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Webinar

4.00 Credits

Member Price: $149

Understanding today's cybersecurity risks Identifying significant cybersecurity risks Implementing specific steps to reduce risk

Form 1040 Individual Income Tax Prep

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Webinar

8.00 Credits

Member Price: $250

Overview of Form 1040 and filing requirements Filing status and dependent rules Income reporting, including wages, interest, and dividends Adjustments to income Standard vs itemized deductions Common individual tax credits Introduction to Schedule C and Schedule E Preparer responsibilities, due diligence, and Circular 230

Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update

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Webinar

8.00 Credits

Member Price: $299

SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions  SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters

The 10 Must Know Excel Features

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage  data more effectively.Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

Don't Be Spooked: Mastering Conflict Resolution

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Webinar

1.00 Credits

Member Price: $39

Employee relations Conflict resolution

Overcoming Tech Adoption Challenges in CPA Firms

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Webinar

1.00 Credits

Member Price: $55

To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Five critical technology adoption challenges facing CPA firms today Digital maturity assessment models and implementation frameworks AI integration strategies for tax, audit, and advisory services Cybersecurity considerations and risk management protocols Case studies of successful technology transformations in accounting firms

Emerging Risks and Resilience - How Accountants and Finance are Leading the Way - Part 2 Technology Disruption, Artificial Intelligence and Cybers

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Webinar

1.50 Credits

Member Price: $79

Artificial Intelligence Emerging Risks for Acccountants and Finance Cybersecurity Risks

State Tax Nexus: Frequently Awkward Questions

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Webinar

2.00 Credits

Member Price: $89

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

ChatGPT and Advanced Financial Analysis for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Financial Modeling with ChatGPT IntegrationAdvanced Ratio Analysis TechniquesRisk Assessment and Scenario AnalysisValuation Methods and ChatGPT ApplicationsUtilizing Performance Metrics in Financial AnalysisData Analysis and Interpretation with AIInvestment Analysis Enhanced by ChatGPT

Ethics in the Real World 26-27

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Webinar

0.00 Credits

Member Price: $175

• Why model codes of ethics fail• The science behind organizations "Ethical DNA"• Understanding the psychology behind "Tone at the Top"• The interaction between critical thinking and ethics• Breaking myths about motivation related to decision-making• Ethical decision-making under pressure• Are ethics and morals "fixed" or can we learn to improve

Comprehensive Pass-Through Owners” Basis and Distribution Rules 26-27

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Webinar

8.00 Credits

Member Price: $329

• Understand the four loss limitation rules applied on the owner's individual income tax return (i.e., basis, at-risk, passive, and excess business loss limitations)• Determine how to calculate an owners" initial tax basis of his pass-through entity• Learn how to correctly make annual adjustments to a pass-through owners" tax basis• Identify what constitutes a debt basis for an S corporation shareholder• Learn the tax ramifications of repaying loans to S corporation shareholders

Retirement Advising: Accumulation and Decumulation Strategies 26-27

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Webinar

8.00 Credits

Member Price: $329

• The downside of traditional retirement asset accumulation strategies• Threats to a successful retirement• Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles• Matching investment assets with the appropriate retirement plan and distribution strategy• Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning

CFO Solutions to IRS Problems

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:The authority of IRS in assessing and collecting taxes.The common misconceptions when dealing with IRS.Common questionable actions by business owners.How to prepare for an IRS audit.The seven options in IRS collections.Possible criminal tax violations by CFOs and small business owners.

Executive Presence, Personal Brand: Structure Your Narrative

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Webinar

1.00 Credits

Member Price: $55

The major topics that will be covered in this course include:Components of executive presenceAudience-centered elevator pitch structureProfessional value proposition frameworkStructuring a concise executive biographyAligning personal narrative with organizational valueCommon pitfalls in professional self-presentationApplication and refinement exercise