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CPE Catalog & 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 22743 Partner Webcasts Results

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Business Losses: Going Backward and Forward

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Webinar

2.00 Credits

Member Price: $79

Recent legislative developments for deducting business losses TCJA net operating losses rules of §461(l) §163(j) Business Interest Expense Limitations of deducting losses and basis What is the “quickie” refund; Section 465 At-Risk amount Section 469 Passive Activity Loss rules

Monthly Federal Tax Updates - August 2025

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Current individual tax issuesCurrent business entity tax issuesAny current tax legislation occurring during the periodOther issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues

Accounting and Tax Ethics: Standards, Issues, & Case Studies 25-26

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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

How AI is Automating Internal Control 25-26

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Webinar

4.00 Credits

Member Price: $175

An explanation of Artificial Intelligence (AI) Specific ways AI is replacing human cognition What is on the internal control horizon related to AI and other technologies

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 25-26

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Webinar

4.00 Credits

Member Price: $175

Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

2025 Mid - Year Tax Update: Planning for Businesses

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Webinar

4.00 Credits

Member Price: $129

Legislative changes affecting business tax planning Depreciation, start-up expenses, and profit motive considerations Employee classification, compensation, and benefits Business use of home, vehicle, and meals/entertainment deductions Cryptocurrency taxation and cannabis industry tax concerns Section 199A deduction and penalties related to business operations

2025 Mid - Year Tax Update: Planning for Individuals

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Webinar

4.00 Credits

Member Price: $129

Legislative changes affecting individual tax planning Income, deduction, and credit planning strategies Form 1040 issues: divorce, death of a taxpayer, and status updates Compensation, fringe benefits, and Social Security updates Foreign reporting, resident alien, and cryptocurrency tax matters Capital gains, Kiddie Tax, and related deductions

Proper Financial Accounting for S Corporations

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Webinar

4.00 Credits

Member Price: $129

Deferred tax accounting for S Corporations S elections and terminations – dealing with deferred taxes Financial accounting for capital stock and retained earnings S corporation shareholders’ equity Tax vs financial accounting for Accumulated Adjustments Account Financial accounting for loans to and from S shareholders

K2's Excel Best Practices

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Webinar

8.00 Credits

Member Price: $225

Best practices associated with creating Excel workbooks, including managing workbooks How to secure Excel workbooks Collaboration options and best practices in Excel Effective reporting techniques in Excel

Using e-Signature Software to Process Agreements-Updated

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Review of the digital document signing process.Key features to evaluate in selecting a solution.Review and distinguish top selling e-signature applications.Best practices for deploying e-signature software in your practice or business.

The Ethics Hour: Deceit and the Whys Behind the Lies: Understanding Ethics

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Webinar

1.00 Credits

Member Price: $39

Understanding yourself and others in the workplace How emotion plays a vital role in ethical dilemmas and in solutions What are some of the various outlooks on ethics? Recognizing lies Managing ethics towards solutions

A New Productivity for the New World. Goal Achievement for the 21st Century, A Whole Brain Approach

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Webinar

1.00 Credits

Member Price: $39

Mindfulness Creative Thinking Productivity  Performance Neuroscience Leadership

Excelling at Excel: Tips, Tricks and Updates

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Webinar

2.00 Credits

Member Price: $79

Excel version differences and compatibility Customize Excel so it works the way you work Learn new shortcuts to work quicker Learn some of the newer formulas to streamline your spreadsheets Take on tables & a powerful tool for data analysis

K2's Ten Must Know Features In Excel

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Webinar

2.00 Credits

Member Price: $79

How to securely and efficiently collaborate with others Using Excel for optimization scenarios Creating “audit trails” in Excel Define “dynamic arrays” and list examples of their benefits

Asset Misappropriation - Let Me Count the Ways

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Webinar

2.00 Credits

Member Price: $79

Identifying opportunity The three most common behavioral red flags that we should always look for The many ways to commit check fraud (it’s so easy) Why inventory is such a good place to hide theft of assets How to cover up inventory fraud Accounts Receivable Fraud and how it works How to count inventory that’s not there

Behind the Curtain: Exploring IRS Audit Technique Guides

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Overview of ATGsBest practices for utilizing ATGsSalient provisions of selected ATGsInsights auditors may obtain from analytical proceduresNuances associated with selected industries

Business Tax Update for Industry

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Webinar

2.00 Credits

Member Price: $79

“Tax-mageddon” – the all-important impending expiration/extension/renewal of the TCJA  Other recent Federal legislative, rules and tax developments impacting business taxpayers Current status of Research and Experimentation costs and Interest Expense Limitation Phaseout of Bonus Depreciation and MACRS issues Latest legislative, judicial, and IRS developments

HR Investigations - Episode 2 - Interview Techniques

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Webinar

2.00 Credits

Member Price: $79

Interview terminology Types of questions Levels of listening Verbal and nonverbal communications Documenting results

Everything You Need to Know About the Pass-Through Entity Rules: IRC 199A The Code and Regulations

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Webinar

4.00 Credits

Member Price: $129

Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations

ChatGPT Vision: How Accountants can Chat with Imagery

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.