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.
Accounting Industry Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• FASB Technical Agenda and upcoming changes• ASUs• Implementation dates and methods• Audit quality initiatives• Changes to AICPA auditing standards; and PCAOB standards
Federal Tax Update: Business Comprehensive 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
Corporate Fraud Risk & Investigations 26-27
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Webinar
4.00 Credits
Member Price: $175
• Types of Corporate Fraud• Introduction to fraud risk• Fraud risk prevention programs• Fraud investigations
Ethics in the Real World 26-27
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Webinar
0.00 Credits
Member Price: $175
• Why model codes of ethics fail• The science behind organizations "Ethical DNA"• Understanding the psychology behind "Tone at the Top"• The interaction between critical thinking and ethics• Breaking myths about motivation related to decision-making• Ethical decision-making under pressure• Are ethics and morals "fixed" or can we learn to improve
Accounting Industry Update 26-27
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Webinar
8.00 Credits
Member Price: $329
• FASB Technical Agenda and upcoming changes• ASUs• Implementation dates and methods• Audit quality initiatives• Changes to AICPA auditing standards; and PCAOB standards
Federal Tax Update: Business Comprehensive 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
FASB Update: What's New in Q2 - November 2026
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Webinar
2.00 Credits
Member Price: $55
• FASB's current activities• ASUs issued• Workplan agenda
Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 26-27
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Webinar
2.00 Credits
Member Price: $99
• Review of sample returns with illustrations of most forms of gifts• How to meet the adequate disclosure requirements• Community property gifts vs. gift splitting, use of DSUEA from a pre-deceased spouse• Electing in or out of GST allocations with indirect skips
Advanced Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Taxation of investments• Reporting of business income and losses from pass-through entities including loss limitations• Non-income taxes that impact individual income tax returns• Retirement contributions and planning• Alternative Minimum Tax (ATM)• Social Security taxation• Charitable contribution planning with limitations
How Technology Controls Should Be Developed and Implemented 26-27
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Webinar
8.00 Credits
Member Price: $329
• Considerations for the maintenance of an internal control system• The types of policies and procedures organizations should utilize• Reviewing and testing control measures• Updating controls and implementing control changes
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
Revenue Recognition for Private Entities 26-27
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Webinar
4.00 Credits
Member Price: $175
• Analysis of requirements for revenue recognition under ASC 606• Discussion of the requirements for auditing revenue transactions• Analysis of internal control and fraud risk aspects• Identification of high-risk areas of revenue recognition• Suggested procedures for identified risks
Advanced Staff Tax Training: Individual 26-27
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Webinar
8.00 Credits
Member Price: $329
• Taxation of investments• Reporting of business income and losses from pass-through entities including loss limitations• Non-income taxes that impact individual income tax returns• Retirement contributions and planning• Alternative Minimum Tax (ATM)• Social Security taxation• Charitable contribution planning with limitations
How Technology Controls Should Be Developed and Implemented 26-27
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Webinar
8.00 Credits
Member Price: $329
• Considerations for the maintenance of an internal control system• The types of policies and procedures organizations should utilize• Reviewing and testing control measures• Updating controls and implementing control changes
Fiduciary Taxation Part 1: Introduction to Form 1041 26-27
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Webinar
2.00 Credits
Member Price: $99
• Introduction to the Fiduciary Entity and Basic Fiduciary Entity Flowchart• Authorities & Disciplines in Fiduciary Accounting & Taxation• Fiduciary Tax Rates and Brackets• Introduction to Subchapter J• 5 Basic Rules & Concept of Fiduciary Taxation and Steps to Calculating the Income Taxation of Trusts & Estates• Use of a Tax Spreadsheet
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
Clarifying Risk Assessment - SAS 145 and Beyond 26-27
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Webinar
4.00 Credits
Member Price: $175
• Assessing the risk of material misstatement• Mandatory risk assessment procedures• Evaluating internal controls• Responding to risk assessment with appropriate audit procedures• Complying with revised and expanded documentation requirements
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)
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