CPE Catalog & Events
Everything You Need to Know About the Pass-Through Entity Rules: IRC §199A The Code and Regulations
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Webinar
4.00 Credits
Member Price: $149
Understanding the term “QBI” (qualified business income) Understanding the terms “SSTB” (specified service trade or business) Understanding the term “QTB” (qualified traded or business) Calculate the 199A deduction Understanding the phaseouts Understanding “aggregation” Rental property as a trade or business Identify how your clients can maximize the deduction Planning ideas Understand the Section 199A Regulations
The Successful Family Business
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Webinar
4.00 Credits
Member Price: $149
Business Management Organization
The Essential A&A Update with Renee Rampulla
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Webinar
4.00 Credits
Member Price: $149
Crypto Assets Governmental Grants Income Tax Disclosures Group Audits Fraud Quality Management
Complete Guide to Analyze Data with Excel PivotTables
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Introduction to PivotTables: Gain a solid understanding of what PivotTables are, their benefits in Excel, and how to prepare your data for creating effective PivotTables.Creating and Customizing PivotTables: Learn step-by-step how to build and format PivotTables, including filtering, sorting, and customizing layouts for optimal data analysis. Focus on Using PivotTables to Analyze Data: Explore techniques to summarize, group, and compare data with PivotTables, uncovering trends and insights for better decision-making.Advanced PivotTable Features: Discover advanced tools such as slicers, timelines, and using PowerPivot for deeper analytical capabilities. Data Visualization with PivotCharts: Learn to create PivotCharts from your PivotTables and customize them to visually present data insights effectively to stakeholders.
Ethics, Tax Practice & Understanding Circular 230
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Importance of ethics in tax practiceOverview of Circular 230 and its application to tax practitionersCommon ethical violations and penaltiesProcedures to promote compliance with ethical standardsReal-life scenarios illustrating ethical decision-making in tax preparationCircular 230 provisions related to tax return preparation and representationBest practices for maintaining professional integrity and compliance
Looking at the AICPA’s “Non-authoritative Guidance” From an Ethics Perspective
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Webinar
2.00 Credits
Member Price: $79
When and How are AICPA Pronouncements “Authoritative”? Authoritative Ethical Pronouncements What is “Nonauthoritative” Guidance? Nonauthoritative Guidance in the AICPA Online Ethics Library A Closer Look at: Nonattest Services A Closer Look at: NOCLAR Case Analysis: Hale v. State Farm Mut. Auto. Ins. Co. Conclusion
Navigating Digital Asset Compliance and Enforcement
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:IRS digital asset compliance and enforcement strategy Cryptocurrency transactions and tax compliance Digital wallets, exchanges, and blockchain activity IRS identification and analysis of digital asset data Use of digital asset information in IRS examinations Use of digital asset information in collections Use of digital asset information in criminal investigations Exchange reporting IRS summons activity involving digital assets Blockchain analytics Third-party digital asset data sources Common digital asset compliance failures identified in audits Limitations of current digital asset reporting regimes Digital asset reporting and visibility gaps Taxpayer and practitioner risk assessment Red flags associated with digital asset activity Digital asset compliance risk Responding to IRS inquiries involving digital assets Evolving digital asset reporting obligations Practical IRS enforcement considerations for digital assets
Surgent's Key Partnership and S Corporation Tax Planning Strategies
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Webinar
4.00 Credits
Member Price: $159
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Is Activity-Based Costing the Right Tool for Your Organization?
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Webinar
2.00 Credits
Member Price: $89
ABC versus traditional costing First-stage allocation Determining predetermined overhead rates Second-stage allocation Activity-based reporting Activity-based management
K2’s Microsoft Copilot, Including Agentic AI
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Webinar
2.00 Credits
Member Price: $89
Incorporating Copilot with Excel, Word, PowerPoint, and Outlook Using Copilot to automate routine tasks and assignments Integrating Copilot with agentic AI Identifying key privacy and security features in Copilot Understanding and deploying agentic AI
Fraud and Financial Distortion: What May Be Hiding Behind the Numbers
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Webinar
2.00 Credits
Member Price: $89
Translating Financial Statements Back Into Operational Reality The Operational Plausibility Test Analytical Metrics That Reveal Hidden Distortion Common Operational Red Flags Case Studies: When Operations and Financial Results Don’t Match Practical Questions Every Financial Professional Should Ask
K2's Productivity Life Hacks
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Webinar
2.00 Credits
Member Price: $89
Using a Streamdeck for push button integration and automation Using tools such as Clockify or Rescue Time to gain insight on Easily install applications using Ninite on your Windows 10/11 device Improve data sharing between applications with Zapier, Power Automate, and others Connecting to multiple communication applications (e.g., Teams, Slack, etc.) at once with Rambox Using inbox rules and filters to automatically categorize and prioritize email
Mastering Partnership Basis: Inside and Outside Basis
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the use of both "inside" and "outside” basis determination.How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property.Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis.Explanation of how basis is impacted distributions and by sale and/or liquidation of the partnership interest.Comprehensive example to illustrate the mechanics of the basis determination process.
Strategic CFO – Strategic Risk Management
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Webinar
2.00 Credits
Member Price: $89
Overview of Enterprise Risk Management (ERM) and COSO standards Evolution of COSO and why it matters today Governance, culture, and board oversight of risk Defining risk appetite and linking it to strategy Identifying, assessing, and prioritizing risks Risk responses: avoid, reduce, share, and accept Black swan events and managing uncertainty Communicating and reporting risk across the organization
Inventory Observation - Cretaceous Conservatory Simulation
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Webinar
3.00 Credits
Member Price: $109
Obsservation Auditing
The Preparation of Form 706 - Line-by-Line
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Webinar
3.00 Credits
Member Price: $109
Overview of Form 706 and estate tax fundamentals Gross estate valuation and inclusion rules Deductions, credits, and tax computation Portability election and its implications Filing deadlines and procedural requirements Common issues and IRS audit triggers Legislative changes affecting estate taxation
The Role of Internal Control in the Risk-Based Audit
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Webinar
4.00 Credits
Member Price: $149
Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system Development of a tailored audit approach that considers the potential reliance on internal controls Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients
Accounting for the Gig Economy
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Characteristics unique to the gig economyIndependent contractor and employee classification considerationsRecordkeeping considerations for independent contractorsAccounting and reporting issues for gig economy participantsAudit and attestation for clients who participate in the gig economyTax and regulatory considerationsThe CPA as a trusted advisor for independent contractors
Ethics: How to Give and Receive Criticism the Right Way
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way
Client Advisory Services Risk Management for CPAs 2026 - FREE For ISCPA Members
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Webinar
1.00 Credits
• Managing Client Expectations in CAS Engagements • Defining Engagement Scope and Responsibilities • Communication and Documentation Best Practices