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.
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
• How innovation happens• Innovation metrics and how to report on innovation efforts• How the use of technology and other simple techniques can foster and sustain innovation
Finance and Innovation: Reinvent Your Department and Company 26-27
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Webinar
8.00 Credits
Member Price: $329
• How innovation happens• Innovation metrics and how to report on innovation efforts• How the use of technology and other simple techniques can foster and sustain innovation
Strategy, Risk and Finance: Why We Do What We Do 26-27
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Webinar
8.00 Credits
Member Price: $329
• Why do most strategic plans fail"• Why so many formerly strong organizations have failed• Why most organizations have a poor strategic plan and how to correct this• The many risks that must be addressed: Financial risk, execution risk, commercial, business, and strategic risks as well as commonly overlooked risks• How Behavioral Economics will help address the risk
Critical Thinking Skills: For Financial Professionals 26-27
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Webinar
4.00 Credits
Member Price: $99
• Why critical thinking skills are so important to today's financial professionals.• How to evaluate critical elements of a leader's decision- quality capability• How to recognize factors that can sabotage decision- making by even highly capable people.
Lease Accounting - Making Sense of the Standard 26-27
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Webinar
4.00 Credits
Member Price: $175
• What control of assets constitute a lease• Embedded leases• Fixed and variable consideration• Determining the lease term• Modifications and assessments• Related party leases• Presenting leases on financial statements• Components of calculating liabilities and rights of use
Form 706 Preparation Part 1: Overview Including Portability 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
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
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 26-27
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Webinar
2.00 Credits
Member Price: $99
• How to Identify a Complex Trust and the Complications that Arise with Complex Trusts• The Importance of Recognizing the Tier System used by Complex Trusts• The Advantages and Requirements of the 65-day Rule• Special Issues Related to the Charitable Contribution Deduction• Use of a Checklist for Complex Trusts
Form 706 Preparation Part 3: Reporting Deductions 26-27
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Webinar
2.00 Credits
Member Price: $99
• How to report funeral and administrative expenses on Schedule J and/or L• How to report debts, mortgages and liens on Schedule K• Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions• Charitable deduction Schedule O and potential problems
Financial Statement Analysis for Managers 26-27
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Webinar
4.00 Credits
Member Price: $175
• Pros/cons of ratio analysis• Cash flow analysis• Operating leverage vs. financial leverage• Effective financial performance measures
Tax Aspects of Stock Investing 26-27
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Webinar
4.00 Credits
Member Price: $175
• Active and passive investing• Dividend-paying stocks, value stocks, and the net investment income tax• Favorable capital gain strategies and the netting process• Exchange-traded funds (ETFs), stock options, and straddles
The ACFE Report to the Nations 26-27
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Webinar
4.00 Credits
Member Price: $175
• Results of the study• Red-flags in fraud• How fraud is perpetrated• How fraud is discovered• Methods of minimizing fraud
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 26-27
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Webinar
2.00 Credits
Member Price: $99
• Calculating DNI & the Distribution Deduction• Determining Types of Distributions and Whether a Distribution "Carries Out" DNI• In-Kind Distributions & the Impact on the Distribution Deduction• Depreciation and the Distribution of In-Kind Property• Distributions that Result in "Kenan Gain"• Funding a Pecuniary Bequest with Depreciated Property• IRC Sec. 643(e)
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits 26-27
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Webinar
2.00 Credits
Member Price: $99
• Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction• Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q• Qualified Conservation Easements, Schedule U• Making Sec. 6166 election and using Graegin loans
Accounting Fraud 26-27
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Webinar
8.00 Credits
Member Price: $329
• The elements of fraud and the Fraud Triangle Theory• Types of fraud with a focus on management fraud• Best practices in fraud detection and deterrence
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
• General requirements• Balance Sheet, income statement and cash flow• Stockholders" equity• Business combination and consolidation
Ethical Intelligence: Global Case Studies & Standards 26-27
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Webinar
4.00 Credits
Member Price: $175
• Ethical Responsibilities for CPAs• AICPA Code of Professional Conduct• PCAOB Independence & Ethics• Sarbanes—Oxley Act• Circular 230• Foreign Corrupt Practices Act• Whistleblower & Reporting Duties (incl. Dodd-Frank)• California State Board Ethics & Enforcement• Data Privacy & Confidentiality (CCPA/CPRA)
Accounting Fraud 26-27
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Webinar
8.00 Credits
Member Price: $329
• The elements of fraud and the Fraud Triangle Theory• Types of fraud with a focus on management fraud• Best practices in fraud detection and deterrence
Financial Statement Disclosures 26-27
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Webinar
8.00 Credits
Member Price: $329
• General requirements• Balance Sheet, income statement and cash flow• Stockholders" equity• Business combination and consolidation
Advanced Personal Financial Planning Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care• Debt management, including mortgages and education financing• Insurance and investments from a life-planning perspective• Income tax legislation, cases, and rulings• Estate and trust planning strategies