CPE Catalog & Events
Virtual Nonprofit Series: Beyond the Numbers - KPIs That Drive Nonprofit Success
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Live Virtual Seminar
2.00 Credits
Member Price: $149
Fraudsters Unmasked - Internal Audit's Role in Preventing Fraud
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Live Virtual Seminar
2.00 Credits
Member Price: $125
Key fraud questions internal audit should be asking Collaborate across the three lines to prevent fraud Identify fraud risks and key attributes (likelihood, impact) Build an anti-fraud internal control library Develop a robust fraud risk assessment program and calculation Determine the best response to residual fraud risks Define fraud red flags as warning signs, not proof of fraud Explain why awareness and skepticism matter Review main fraud types: asset misappropriation, corruption, financial statement fraud Explore real-life fraud cases including Rita Crundwell, Sandy Jenkins, Theranos, Enron, Wells Fargo, and WorldCom Discuss cultural and leadership factors that allowed fraud to continue
AI for CPAs Series | Fall/Winter Bundle Webinar Package
Multiple Events Between -
Up to 8.00 Credits
Member Price: $279
Artificial intelligence (AI) is no longer a future concept - it’s already reshaping the accounting profession. From automating routine tasks to enhancing data analysis, AI is changing how CPAs work and the value they deliver. New tools, evolving regulations and emerging risks mean today’s knowledge can quickly become outdated. AI isn’t replacing CPAs, but CPAs who understand AI will lead the way forward. Staying informed isn’t optional, it’s essential. This NEW Fall/Winter AI Series delivers four, expert-led sessions designed to help confidently navigate today’s rapidly evolving AI landscape. Each session is offered in a convenient, flexible virtual format - making it easy to join from anywhere, gain actionable insights and walk away with knowledge to immediately apply.
Practical Advice for Preventing Organizational Data Breaches
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Live Virtual Seminar
2.00 Credits
Member Price: $149
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: $129
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: $260
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
AHI Staff Training: Basic
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Live Virtual Seminar
24.00 Credits
Member Price: $850
Role of New Staff Understanding Audit Objectives Accounting Data Analytics Working Paper Techniques/Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
CPAImpact: Leadership Academy 2026-2027
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West Des Moines
18.00 Credits
Member Price: $1250
View the agenda tab above for a full overview of the key components, dates and what’s included. Need help securing approval to attend? Download and customize this email template to explain the professional and organizational benefits of participation to your supervisor.
Surgent's Individual Tax Planning Ideas
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Live Virtual Seminar
4.00 Credits
Member Price: $260
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: $260
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: $260
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
Construction Industry – Financial Reporting, Audit/Review Procedures, Internal Control Best Practices and Taxation
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Live Virtual Seminar
4.00 Credits
Member Price: $260
Construction industry financial trends and developments Surety and other users reliance on financial statements Financial reporting issues Contractor financial disclosures Sample financial statement Contract audit and review analytical procedures and risk assessment Required contractor engagement documentation (and internal analytics/controls) CFO and internal controls – best practices New tax law applicable to construction contractors Contractor tax methods and strategies Code section 460 exemptions and elections Review of differences in GAAP POC and IRS 460 POC Lookback calculation and strategies
Fraud In Single Audits
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Live Virtual Seminar
4.00 Credits
Member Price: $260
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
As one of your clients most trusted advisors, the buck stops with you for better or worse on financial strategy. Come join the webinar to learn more on how to continue to build trust, add tangible value, and minimize your client’s lifetime tax exposure by identifying what are the right questions to be asking in meetings, becoming informed on what these advanced strategies are, and finally knowing when it makes sense to deploy them.
Buying and Selling a Business: Tax and Structuring Overview
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Live Virtual Seminar
4.00 Credits
Member Price: $260
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
AI 101 for CPAs: Core Concepts and Practical Applications
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Live Virtual Seminar
2.00 Credits
Member Price: $129
ABC's of how generative AI tools (e.g. ChatGPT, Copilot, Gemini) work. What inherent risks are associated with this powerful technology. Actionable steps you can take to mitigate the risks. Practical examples of how AI can be applied in accounting, auditing, tax and finance services.
Virtual Nonprofit Series: Nonprofit Accounting and Auditing Update
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Live Virtual Seminar
2.00 Credits
Member Price: $149
Updates on FASB standards impacting nonprofit financial statements. Key changes in auditing standards and their effects on nonprofit audits. Financial statement presentation and compliance considerations. Common nonprofit audit deficiencies and risk areas. Best practices for nonprofit financial management and audit preparation.
AHI Staff Training: Beginning In-Charge
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Live Virtual Seminar
24.00 Credits
Member Price: $850
What is Expected of the In-Charge Plan Engagements Assess Risk and Materiality AI for Accountants Meet Client Needs Complete Engagements Review Assistants' Work Supervision
Interpreting the New Revenue Recognition Standard
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Live Virtual Seminar
4.00 Credits
Member Price: $260
Revenue recognition overview Identifying the contract with a customer and performance obligations Transaction price
The Bottom Line on the Lease Accounting Requirements
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Live Virtual Seminar
4.00 Credits
Member Price: $260
Lease classification Amortization of the leased asset Derecognition of the underlying asset Recognition of lease receivables Lease modifocations Sale and leaseback transactions