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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 27078 Results (Page 125 of 1354)

Ethics: How to Give and Receive Criticism the Right Way

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

Form 706 Preparation Part 2: Reporting Assets 26-27

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Webinar

2.00 Credits

Member Price: $99

• Action steps in 706 preparation engagement• Filing requirements, new forms, IRS return review procedures, closing letters• Obtaining transcripts and previously filed returns• Completing introductory pages 1—4• Worksheets provided: Summary of Estate Plan• Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule

Surgent's Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions, and Selling Shares

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Webinar

2.00 Credits

Member Price: $99

Making an S corporation election and late filing relief Disproportionate distributions Selling S corporation shares Redemption rules

Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals

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Webinar

2.00 Credits

Member Price: $119

The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being

Surgent's Update on the SECURE 2.0 Act

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Webinar

2.00 Credits

Member Price: $99

Mandatory automatic enrollment for new plans Part-time worker eligibility expansion Higher catch-up limit to apply at age 60, 61, 62, and 63 Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule

Financial Statement Analysis

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Webinar

4.00 Credits

Member Price: $149

Purposes of financial statement analysis Trend analysis and vertical & horizontal analysis Simple and multivariate regression; Analysis of metrics Assessment of liquidity, solvency, and profitability Using data visualizations The role of qualitative factors

Money Laundering 101 for CPAs

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Webinar

4.00 Credits

Member Price: $149

The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios

Surgent's Guide to Payroll Taxes and 1099 Issues

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Webinar

4.00 Credits

Member Price: $159

Statutory employees, independent contractors, and possible changes to §530 relief Using SS-8 Payroll Tax Penalties -- Who is a responsible person? Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates Understanding payroll tax responsibilities in the gig economy

Surgent's Preparation and Compilation Engagements Under the SSARS

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Webinar

4.00 Credits

Member Price: $159

Relevant sections of SSARS No. 21, Clarification and Recodification 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. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Proposed changes to the SSARS guidance Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements

Fundamentals of Form 1040 -- Business

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Webinar

4.00 Credits

Member Price: $149

The major topics that will be covered in this course include:Self-employment and business income taxation (Schedule C, self-employment tax, business deductions)Reporting income from pass-through entities (Schedule E, Schedule K-1, Shareholder stock and debt basis on Form 7203)Application of Form 7217 for capital construction fundsBest practices for self-employed clients and small business ownersKey deductions and credits for business ownersAvoiding common IRS audit triggers related to business income reportingLegislative updates impacting business income taxation in the current year

New Tips and Overtime Tax Rules: Compliance and Best Practices

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Webinar

1.00 Credits

Member Price: $39

Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns

Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later

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Webinar

1.50 Credits

Member Price: $79

Sarbanes-Oxley Accounting Risk Assessment

Common Peer Review Deficiencies and How to Avoid Them

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Webinar

2.00 Credits

Member Price: $89

Defiicencies Peer reviews Auditing

Form 7203 - How to Calculate Shareholder Basis

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Webinar

2.00 Credits

Member Price: $89

Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis

Hot Topics Accounting Update - 2026

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:New accounting standards.The impact on Financial Reporting.Hot topics in financial reporting.Current and emerging US GAAP requirements.

Introduction to Ethics & Professional Skepticism

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:The Code of Ethics for Professional Accountants.The pressures, opportunities, and rationalizations that lead to instances of fraud. Interactive examples to illustrate various scenarios of noncompliance during engagements. 

Surgent's Taxation of Tips and Overtime Under OBBBA

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Webinar

2.00 Credits

Member Price: $119

$12,500 deduction per individual for qualified overtime pay Payment of overtime under the Fair Labor Standards Act (FLSA) Calculating the “premium portion” of the extra half-time pay Social Security and Medicare withholding Employer furnishing the record of qualified overtime compensation to employees Definition of a qualified tip IRS list of traditionally-tipped occupations $25,000 deduction for reported tips The transition rule allowing employers to indicate the approximate amount designated as tips or overtime State tax issues relating to tips and overtime Changes in the W-2 reflecting new employer reporting responsibilities

The Controllership Series - Financial Statement Preparation

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Webinar

2.50 Credits

Member Price: $99

Accounting Finance Financial Statement Preparation

Are You Ready for Your Peer Review?

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Webinar

3.00 Credits

Member Price: $109

Peer review process and timeline Quality control standards overview Enhancing Audit Quality initiatives Common issues identified in peer review and how to prevent them Best practices to prepare for your firm's peer review Peer review resources and tools

Achieve Competency in Three Basic Tool Categories - Master the Fundamentals

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Webinar

4.00 Credits

Member Price: $149

Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard