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.
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
Fraud—How to Find, How to Prevent 26-27
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Webinar
4.00 Credits
Member Price: $175
• Fraud and its impact on our clients• Fraud prevention• Internal controls• Fraud risks• Fraud prevention tips
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
Predicting the Future: 21st Century Budgets and Projections 26-27
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Webinar
8.00 Credits
Member Price: $329
• Why great predictions are not intuitive• How to separate correlation from causation• How to recognize and overcome bias• Learn from the past without hindsight bias• Why the many purposes and types of budgets and projections cause distortions• How benchmarking and metrics have changed the budget process
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
International Tax Forum - March 2027
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Webinar
1.00 Credits
Member Price: $55
• Various tax topics from a legal perspective• International, Federal and State tax matters
PFP Update: Income Tax, Retirement and Estate Planning 26-27
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Webinar
2.00 Credits
• The personal financial planning process• Relevance to income tax• Retirement and estate planning concerns and solutions
Consolidation Accounting 26-27
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Webinar
4.00 Credits
Member Price: $175
• Consolidation accounting framework• Voting control • Variable Interest Entities• Business combinations• Control case examples• Business combination case examples• Disclosures
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)
PFP Update: Issues, Exposures and Developing Client Strategy 26-27
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Webinar
2.00 Credits
Member Price: $99
• Cash flow management• Insurance, investment, income tax, education, retirement and estate planning• Understanding client issues, diagnosing client exposures and determining client solutions• Closely held business owner strategies
Retirement Advising: Accumulation and Decumulation Strategies 26-27
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Webinar
8.00 Credits
Member Price: $329
• The downside of traditional retirement asset accumulation strategies• Threats to a successful retirement• Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles• Matching investment assets with the appropriate retirement plan and distribution strategy• Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
Retirement Advising: Accumulation and Decumulation Strategies 26-27
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Webinar
8.00 Credits
Member Price: $329
• The downside of traditional retirement asset accumulation strategies• Threats to a successful retirement• Holistic retirement planning: how personal goals integrate with tax, estate, risk, and investment management principles• Matching investment assets with the appropriate retirement plan and distribution strategy• Review recent legislation, including the changes for seniors in the One Big Beautiful Bill and the provisions of the SECURE Acts, and how they will impact retirement planning
March 2027 AI Update: Current Issues, Future Possibilities
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Webinar
2.00 Credits
Member Price: $55
• Recent changes in major AI languages and their uses• New developments in chatbot and prompt query tools for CPAs• Major AI breakthroughs in the past 6 months• Recommended AI tools for CPAs
How AI Fits into the Accounting World 26-27
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Webinar
2.00 Credits
Member Price: $99
• An overview of AI constructs.• How artificial intelligence is being used by accountants today.• Accounting-centric AI developments on the horizon.
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
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
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
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
Income Statement Disaggregation: ASC 240-40 26-27
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Webinar
3.00 Credits
Member Price: $99
• Disclosure - Overview• Disclosure - Expense Disaggregation• Implementation Guidance
Preparing Financial Statements for Clients 26-27
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Webinar
4.00 Credits
Member Price: $175
• Preparation engagement definition and risk assessment• Materiality• Misstatements & Fraud• Client acceptance and continuation• Engagement letters• Prospective financial statements