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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 4261 - 4280 of 4792 Partner Webcasts Results (Page 214 of 240)

Form 1041 Advanced Series Part 4: Post Mortem Considerations 26-27

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Webinar

2.00 Credits

Member Price: $99

• A Review of the Expansive Nature of Trust Administration• The Use of Post-Mortem Elections• The Use of an Administrative Trust & its Advantages• Choosing a Fiscal Year for the Administrative Trust• The Successor Trustee of an Administrative Trust and whether the Trust is Simple or Complex"• Making the Sec. 645 Election, its Duration, Advantages and Disadvantages

Comprehensive Roth IRA Strategies Analysis 26-27

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Webinar

2.00 Credits

Member Price: $99

• Why Roth-related Rules of Thumb can be flawed• Questions you can use to evaluate recommendations• SECURE 2.0 changes related to Roth IRA / Roth 401k• Backdoor and Mega-Backdoor Roth

PFP Update: Investment Planning in This New Era 26-27

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Webinar

2.00 Credits

Member Price: $99

• Develop, design and monitor client investment portfolios• Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships• Assessomg market conditions in a very unique and different environment• How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues• How investment vehicles work together to manage risk/return relationships• How to build, monitor, evaluate and re-design an investment portfolio

Cash Management Techniques: Cash Does Not Manage Itself! 26-27

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Webinar

4.00 Credits

Member Price: $99

• Case studies and participant discussions will highlight these cash management issues:• Manage cash electronically• Encourage customers to pay faster• Preserve cash and reduce costs by partnering with vendors to take advantage of their purchase discounts

International Tax Forum - September 2026

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Webinar

1.00 Credits

Member Price: $55

• Various tax topics from a legal perspective• International, Federal and State tax matters

Closely Held Business Owner Financial Planning Opportunities 26-27

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Webinar

2.00 Credits

Member Price: $99

• Insurance planning• Investment planning• Business succession planning• Income tax planning• Practice management and marketing• Retirement planning• Executive compensation• Estate planning

Accounting and Tax Ethics: Standards, Issues, & Case Studies 26-27

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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

Governmental & Not for Profit Fraud 26-27

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Webinar

4.00 Credits

Member Price: $175

• Review real-world examples of fraud schemes perpetrated against governments and not-for-profits, including misappropriations of cash, grant frauds, vendor frauds, inventory thefts, and payroll frauds• Understand and recognize fraud risk and fraud indicators• Consider types of fraud prevention programs

Income Tax Planning for Bond Investments 26-27

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Webinar

4.00 Credits

Member Price: $175

• Active versus passive investing• Taxable, tax-exempt, and deferred-tax bonds and the net investment income tax• The tax treatment of bonds purchased at a discount or premium• Bond swap and U.S. Savings Bond strategies

The Art of the Interview 26-27

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Webinar

2.00 Credits

Member Price: $99

• Identify inconsistencies and uncover financial misconduct.• Use psychological and behavioral cues to detect deception.• Build rapport to elicit key details from interview subjects.• Adapt questioning techniques to different personalities and contexts.

Comprehensive Passive Activity Losses (PAL) 26-27

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Webinar

8.00 Credits

Member Price: $329

• Overview of the four loss limitation rules and how the PAL rules interact with the other limitations• Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation• Impact of PAL rules on real estate ownership• Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules• Discuss how the PAL rules impact tax credits• Discuss tax elections and planning techniques associated with PALs

Real Estate Taxation 26-27

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Webinar

8.00 Credits

Member Price: $329

• California property taxation'updated in light of Proposition 19 passage• Qualified business income deductions [IRC Sec. 199A]• Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2]• Passive activities loss rules [IRC Sec. 469]• Real estate professional rules [IRC Sec. 469(c)(7)]• Interest expense deduction rules [IRC Sec. 163]• Home sale exclusion [IRC Sec. 121]• 1031 exchanges• Estate planning and gifting with real estate

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 26-27

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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

Comprehensive Passive Activity Losses (PAL) 26-27

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Webinar

8.00 Credits

Member Price: $329

• Overview of the four loss limitation rules and how the PAL rules interact with the other limitations• Definition of a PAL including a detailed review of the 7 determining factors contained in the Treasury Regulations with a review of several recent court decisions that interpret this regulation• Impact of PAL rules on real estate ownership• Learn the six Nonshelterable Passive Activity (NOPA) rules that act as anti-abuse rules to the PAL rules• Discuss how the PAL rules impact tax credits• Discuss tax elections and planning techniques associated with PALs

Real Estate Taxation 26-27

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Webinar

8.00 Credits

Member Price: $329

• California property taxation'updated in light of Proposition 19 passage• Qualified business income deductions [IRC Sec. 199A]• Opportunity zone deferral related to real estate [IRC Sec. 1400Z-2]• Passive activities loss rules [IRC Sec. 469]• Real estate professional rules [IRC Sec. 469(c)(7)]• Interest expense deduction rules [IRC Sec. 163]• Home sale exclusion [IRC Sec. 121]• 1031 exchanges• Estate planning and gifting with real estate

Retirement Penalties and Rollover Issues 26-27

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Webinar

2.00 Credits

Member Price: $99

• What the IRS knows: Forms 1099R and 5498• Exceptions to the ten percent penalty• Secure 2.0 changes to the late payment penalty• History of the 60-day Rule and Recent Developments• Rulings and self-certification• Form 5329 use and strategies

ABC Trust Planning and the Portable Exclusion 26-27

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Webinar

8.00 Credits

Member Price: $329

• The interplay of the estate, gift, generation-skipping, and income taxes• Claiming and protecting the portable exclusion• Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts• "B" (Bypass) trusts• "A" (Survivor's)/—C" (QTIP) trusts planning• "QDOT" (Qualified Domestic Trust) planning• What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill

Federal Tax Update: Individual Form 1040 26-27

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Webinar

8.00 Credits

Member Price: $329

• Review of recent federal legislation and administrative rulings• Review of recent modifications to tax forms• Review of small business tax law and administrative update changes• Review of retirement plan changes• Overall review of tax practice and procedures

Internal Controls: Strengthen Security, Efficiency, and Employee Conduct 26-27

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Webinar

8.00 Credits

Member Price: $329

• An overview of control frameworks and concepts• Strategy considerations that can be incorporated into control development• Understanding and controlling risk that arises when organizations change or choose not to

ABC Trust Planning and the Portable Exclusion 26-27

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Webinar

8.00 Credits

Member Price: $329

• The interplay of the estate, gift, generation-skipping, and income taxes• Claiming and protecting the portable exclusion• Marital deduction planning: rules for and reasons to use Survivor's, QTIP, and Qualified Domestic Trusts• "B" (Bypass) trusts• "A" (Survivor's)/—C" (QTIP) trusts planning• "QDOT" (Qualified Domestic Trust) planning• What planners should tell their wealthy clients after the passage of the One Big Beautiful Bill