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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 21890 Partner Webcasts Results

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

Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive

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Webinar

1.00 Credits

Member Price: $75

Culture's driving force Shared vision and purpose Employee engagement Communication Platforms and tools Process and rhythm to execute

Mental Illness & Depression: Understanding & Supporting Employees Under the ADA

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Webinar

1.00 Credits

Member Price: $39

Mental illness and depression Americans with Disabilities Act (ADA)

Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well

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Webinar

2.00 Credits

Member Price: $79

The importance of making yourself available How to start a conversation and what to NOT talk about The art of how to listen When you don’t understand what they just said Don’t fool by equivocations when they respond to a question Materiality and perception

Businesses Receiving Government Assistance

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Webinar

2.00 Credits

Member Price: $79

What is Yellow Book? What is different because of Yellow Book? When might Yellow Book apply to a business? Common application of concepts to businesses Answers to common questions  

Coaching the Next Generation of CPAs

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Building a high-performing team comprised of multi-generational workers.How to effectively communicate with the millennial worker.Leveraging younger staff in business development opportunities.Measuring the productivity of a millennial workforce.

Reviewing Individual Tax Returns

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Webinar

2.00 Credits

Member Price: $125

Passive-activity losses Qualified business income deduction Home office Schedule C activity and hobby losses Business start-ups and deductions Alimony Discharge of debt

Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide

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Webinar

2.00 Credits

Member Price: $99

Details on CAS: new services or rebranding? Review the value of timely accurate automated accounting   Review the three levels of service  Discuss technology options  Assess your client base for who would benefit most from CAS Staffing requirements for CAS The value of servicing a niche

Surgent's Ethics for Tax Professionals

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Webinar

2.00 Credits

Member Price: $99

What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?

Surgent's Key Roth IRA and Roth 401(k) Rules for Funding and Tax-free Distributions

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Webinar

2.00 Credits

Member Price: $99

Funding options for Roth accounts 529 plans to Roth IRAs Backdoor Roth strategies The new Roth SEP and Roth SIMPLE IRAs Roth 401(k) contribution rules The tax impact of rolling a 401(k) to a Roth IRA Who can start the Roth IRA 5-year clock? The 5-year rules for Roth 401(k)s and Roth IRAs Direct and indirect Roth conversions Direct and indirect rollovers from Roth 401(k) plans The risky recapture of the 10% penalty How the ordering rules work and when they apply FIFO rules for Roth IRAs Case studies and cheat sheets to reinforce concepts

Topic 842 - Implementing Leases Workshop

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Webinar

4.00 Credits

Member Price: $129

Accounting Yellowbook Leases Standards ASC 842

Building Personal Leadership Skills

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Webinar

4.00 Credits

Member Price: $129

Leadership Personality Types Communication Uses of AI in the work place

Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes

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Webinar

3.00 Credits

Member Price: $129

Leadership Management

K2's Implementing Internal Controls In Quickbooks Environments

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Webinar

4.00 Credits

Member Price: $129

Critical risks in QuickBooks environments Internal control options that can mitigate risk to prudently acceptable levels Enabling alternative control measures to improve internal controls in QuickBooks environments

Hands-On Tax Return Workshop - S Corporations (Form 1120S)

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Webinar

8.00 Credits

Member Price: $300

Extensive review of the S corporation income tax laws with an emphasis on any new legislative Schedule K analysis– determine if income statement items are separately (i.e. schedule K) or non-separately stated income and expense items Discuss how schedule K items get allocated to shareholders on their schedule K-1s Look at detailed Schedule K-1 information reporting to shareholders needed for the qualified business income (QBI) deduction, 3.8% net investment income tax and business interest expense limitations Talk about the unreasonably low officer compensation issues Learn the special tax treatment of fringe benefits paid to 2% shareholders and family members Schedule M-1 – calculate the reconciliation of income or loss per books with income or loss per income tax return Schedule M-2 – detailed step-by-step calculation of the AAA, PTI, E&P and OAA accounts Basic overview of the tax treatment of distributions including when a S corporation has prior C corporation earnings and profits (E&P) Review the importance and basics of calculating a shareholder’s stock and debt basis Basic overview of the potential S corporation built in gains tax from the conversion of a C to S corporation

S Corporation (Form 1120S) - Formation to Liquidation

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Webinar

8.00 Credits

Member Price: $300

Extensive review of the S corporation tax laws with an emphasis on any new legislative changes Requirements to make an S election (i.e., types and numbers of shareholders and second class of stock issues) Fixing late S corporation elections (i.e., Form 2553) S corporation formation (§351) and liquidation issues Revocation and termination of S corporations Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Compensation issues including the tax treatment of fringe benefits Built in gains tax and other planning opportunities when converting a C to S corporation Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P and OAA accounts Tax treatment of stock redemptions (sale or distribution?)

ACPEN Signature 2025: Critical Real Estate Taxation Issues

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Webinar

8.00 Credits

Member Price: $250

The importance of correctly classifying property as capital gains property, inventory real estate, development real estate and real estate used in trade or business and applicable cost recovery recapture rules Preserving capital gains treatment for pre-development appreciation with a related party lot developer Cost Segregation Studies for Real Estate and their Tax Consequences Qualified Nonrecourse Debt under the At-Risk Rules Distinguishing repairs from improvements and the tax consequences of the difference Tax consequences of renting real estate Common issues in Ground Leases, Percentage Leases and Net Leases Classification as a Real Estate Professional under the PAL Rules and Interaction with the Rental Real Estate Rules and the Aggregation Election for rental real estate Review of current actions by Congress and the IRS affecting real estate.

ACPEN Signature 2025: Governmental Accounting & Auditing Update

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Webinar

8.00 Credits

Member Price: $250

GASB Pronouncements Single Audit Issues Yellow Book Issues Audit Issues Federal Funding Challenges

ACPEN Signature 2025: The Risk of Fraud in State & Local Government

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Webinar

8.00 Credits

Member Price: $250

Risk assessment Internal controls Forensic accounting Reporting mechanisms

Ethics: 10 Crucial Qualities of High Character CPAs

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so