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.
Mission-Critical Leadership: How Smart Managers Lead Well in All Directions
-
Webinar
2.00 Credits
Member Price: $79
Leadership foundations Leading downward Leading upward Practical leadership tools
The Controllership Series - Financial Statement Preparation
-
Webinar
2.50 Credits
Member Price: $89
Accounting Finance Financial Statement Preparation
Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27
-
Webinar
4.00 Credits
Member Price: $175
• AICPA Code of Professional Conduct• Threats to compliance with Code of Ethics• Updated Statement of Standards for Taxpayer Services (SSTS)• Ethical challenges in selecting appropriate GAAP alternatives
The Generation-Skipping Transfer Tax and Dynasty Trusts 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Calculation of the GST tax, and how it relates to the estate tax and gift tax• Direct skips, taxable distributions, and taxable terminations• GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts• Calculating the benefit of and designing Dynasty Trusts
Fundamentals of Form 1040 -- Business
-
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
AI — It’s Here and It’s Time to Get On Board 26-27
-
Webinar
8.00 Credits
Member Price: $329
• An overview of AI. What it is and how it works.• How AI fits into the technology landscape.• A look at how Artificial Intelligence is used now and what the future holds.
GAAP Update 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Equity method investments and joint ventures• Changes in U.S. GAAP financial statement presentation and disclosure requirements• Accounting and disclosure for crypto assets• Various other Accounting Standards Updates (ASUs) issued during 2023 through 2026• FASB Technical Projects and Agenda, including recently exposed Proposed ASUs
Leases: ASC Topic 842 in Depth 26-27
-
Webinar
8.00 Credits
Member Price: $329
• FASB ASC 842, Leases• All recently released updates to ASC 842, Leases
Passive Activities & Rental Real Estate Income Tax Issues 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Detailed coverage of the passive activity rules under IRC §469 (and related regulations), how the 3.8% net investment income tax under §1411 and qualified business income (QBI) deduction under §199A applies to rentals and passive activities, and what is a trade or business rental is under §162• How the PAL rules apply to rental real estate activities and investments in S corporations and partnerships• Definition of activity and the activity grouping and disclosure rules• Real estate professional exception to the PAL rules for investments in non-passive rentals • Special $25,000 loss allowance for rental real estate with active participation• Material participation safe harbor rules• Events that trigger suspended PALs• Limitations on tax credits generated by passive activities• Special rules that re-characterize passive income to non-passive income• What rentals are subject to self-employment tax under §1402
Statement of Cash Flows: Preparation and Analysis Workshop 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Major provisions of GAAP Codification Topic No. 230• Statement classification issues• Reporting operating cash flows: Direct and indirect methods• Preparing the statement: Workpaper techniques• Useful cash flow ratios• Bankruptcy prediction using the statement of cash flows
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?
-
Webinar
8.00 Credits
Member Price: $225
Preventing malpractice claims related to nonattest accounting services Identifying and safeguarding independence threats when issuing attest reports Establishing an understanding with the client regarding non-audit services Defining the varying levels of responsibility for accountants performing non-audit services Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements Properly considering going concern, subsequent events, and other disclosure matters Common issues related to peer reviews, including recurring reporting problems Applying financial analysis best practices to help your clients better interpret their financial results
Schedule K-1: What is it & What do I do with it?
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of Schedule K-1 for Partnerships, S Corporations, and Estates/TrustsReporting Schedule K-1 information on Form 1040Basis limitations, loss limitations, and material participation rulesQualified Business Income (QBI) Deduction and Schedule K-1 integrationSchedules K-2 and K-3 requirements
Tax Implications of Retirement Plan Distributions
-
Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Required minimum distributions for a deceased’s heirs2025 retirement plan contribution limitsRequired minimum distributions and contributions to charityKey provisions of Secure Act 2.0
Enact Retaliation Abatement and Monitoring Measures
-
Webinar
1.00 Credits
Member Price: $39
Retaliation prevention Retaliation monitoring Speak up culture Ethical culture
Performance Management - Hiring to Retiring
-
Webinar
1.00 Credits
Member Price: $39
Employee Engagement Recruiting/Staffing Talent Management Employee Relations
IFRS vs. US GAAP - Major Accounting Differences
-
Webinar
2.00 Credits
Member Price: $79
Explore major differences in the design and structure of IFRS vs. U.S. GAAP Discover significant differences in financial statement presentation and disclosure principles, including: Periods required to be reported Interim financial reporting Debt classification, and more Recognize significant differences in initial recognition and subsequent measurement standards, including: Consolidation Equity method investments
Introduction to Governmental Budgeting
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:The basics of governmental budgeting.Common steps and timeline of the budget process.What, when and how we should be monitoring the budget throughout the year.How long-term budgets fit in with the annual budget process.
Corporate Ethics Cases: Discuss Real Life Conflicts
-
Webinar
4.00 Credits
Member Price: $129
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Executive Presence, Personal Brand: Structure Your Narrative
-
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
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests
-
Webinar
1.00 Credits
Member Price: $39
Build your own forensic data analytics tests around vendors, customers or employees Expand your knowledge and library of available anti-fraud tests and behavioral algorithms Align the right tests to the appropriate risks Practical applications and use cases