CPE Catalog & Member Events
Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.
Agentic AI in Audit and Assurance
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Agentic AI and levels of autonomy in auditAgentic AI applications across audit workflowsAgent failures, prompt injection, and emerging threatsUS, Canadian, UK, and international regulatory developmentsAudit and assurance standards for agentic systemsControls, logging, permissions, evidence, and human oversightIndependence, ethics, liability, talent, and firm strategy
Beyond the Numbers: Success Strategies for Female CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:How to increase your visibility instead of flying under the radar.Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.How your inner critic operates and how to silence it.How to build a network of community support and mentoring.What impostor syndrome is and how it may be holding you back.
Navigating IRS Correspondence: Responding to IRS Letters
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Types of IRS letters: General notices, audits, collections, return requests, and errors.Deadlines for responding to IRS correspondence.Communication best practices for dealing with the IRS.Avoiding escalation and penalties through proactive responses.Ensuring compliance when addressing IRS correspondence.Real-world examples of successful IRS communications.Common pitfalls in handling IRS letters and how to avoid them.Strategies for advising clients on IRS correspondence.
Coping With the Growth of Online Fraud
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this course include:The actuation of online and other cyber fraudsFraudulent acts that are initiated electronicallyAutomated and employee driven methods that can reduce cyber-fraud risk
World-Class Cost Accounting: A Practical Application - 8 Hour Version
-
Webinar
8.00 Credits
Member Price: $250
Classifying the five cost types Direct materials - comprehensive coverage Direct labor - including all labor burden costs Tracing all the prime costs to products Budgeting and setting standard costs Classifying manufacturing overhead costs into 5 cost types Selecting the bases for tracing overhead costs to products Period Manufacturing Inefficiencies cost of sales - categories and costing Segregating inventory for costing and analysis Accounting for variances - budgeting, analyzing, timing for recording
The Ethics of How We Treat People; Why it Matters?
-
Webinar
1.00 Credits
Member Price: $39
Is it ethical to mistreat others? What are the signs and consequences of mistreatment? Why does treating people ethically matter for finance and business professionals? The consequences of mistreating people? What is the return on treating people well?
Accountant’s Guide to Anti-Money Laundering (AML): People, Patterns and Prosecutions
-
Webinar
1.00 Credits
Member Price: $39
Prevalence and Impact of Money Laundering When CPAs Launder Money The Connection between Money Laundering and Fraud Accountant's Duty to be Alert to Fraud and Money Laundering Detection of Money Laundering, Part I Banks and Financial Institutions Detection of Money Laundering, Part II Other Organizations (Example: Casinos) Conclusion
The New Leadership Playbook: From Stability to Agility
-
Webinar
1.00 Credits
Member Price: $39
The Collapse of Stability-Based Leadership The New Mandate for Leaders From Command to Connect Technology, AI, and the Human Imperative The Future Leader's Playbook Personal Leadership Reset
1065 – Understanding Partnerships Tax Returns
-
Webinar
2.00 Credits
Member Price: $89
Partnership taxation Different types of partnerships Tax obligations of partners Role of the partnership agreement in tax reporting Filing deadlines of Form 1065
Global Internal Audit Standards (GIAS) Domain III - Part 2
-
Webinar
2.00 Credits
Member Price: $89
Internal Audit Internal Controls GIAS Institute of Internal Auditors Standards Accounting
Ethics: Court Orders, Confidentiality, and Compliance
-
Webinar
2.00 Credits
Member Price: $89
Overview of taxpayer confidentiality requirements under IRC §§7216 and 6713 Circular 230 standards related to disclosure of taxpayer information Gramm-Leach-Bliley Act (GLBA) privacy and safeguarding requirements Legal authority and limitations of court orders and summonses Disclosure considerations in divorce proceedings and mediation settings Dual representation and conflicts of interest Ethical decision-making frameworks for disclosure situations Documentation, informed consent, and scope limitations Best practices for protecting taxpayer confidentiality
Surgent's Making Sense of Essential OBBBA Provisions
-
Webinar
2.00 Credits
Member Price: $119
Bonus and Section 179 depreciation Depreciation of qualified production property The business interest deduction Tax on excess compensation within tax-exempt organizations Excise tax on investment income of private colleges ABLE accounts and the Saver’s Credit Child Tax Credit Casualty losses Other crucial OBBBA provisions
Surgent's Mastering Client Management for Accounting and Finance Professionals
-
Webinar
2.00 Credits
Member Price: $99
The evolving landscape of client expectations in the accounting profession Building strong and lasting client relationships through effective communication, empathy, and proactive service Implementing efficient client onboarding and engagement processes Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service Effectively resolving client concerns and complaints Utilizing client feedback to continually improve your practice
The Power of a Good Story!
-
Webinar
4.00 Credits
Member Price: $149
The 3 elements of storytelling 3 real world examples 10 thoughts for the road
Achieving Balance in Work and Life - Part 1
-
Webinar
4.00 Credits
Member Price: $149
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
2026 Tax Season Update for Individuals with Steve Dilley
-
Webinar
4.00 Credits
Member Price: $149
Update and integration of recent tax legislation impacting 2026 individual returns Update on significant individual tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms Crypto reporting update 2027 tax rate schedule and other inflation adjusted items Passive activity and hobby loss rules changes
A Culture of Regulatory Ethics: A Competitive Advantage
-
Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Does it pay for a company to have strong ethics?Can you measure the financial impact of ethics?Does ethics make a difference in financial performance?Can ethics be used as a competitive advantage?What sets the CPA designation apart?AICPA Code of Professional Conduct & the Conceptual Framework ApproachEthics as a marketing toolPersonalizing your Code of EthicsFour building blocks of ethical cultureWhat influences employee behavior?Ethical researchBuilding trust in organizationsMaintaining objectivity in difficult situations
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis
-
Webinar
8.00 Credits
Member Price: $300
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s (including the NEW Form 7203 – S Corporation Shareholder Stock and Debt Basis Limitations) Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder’s stock and debt basis and a partner/member’s outside basis and where the items get reported on Federal individual income tax return The three loss and deduction limitations on the owner’s individual income tax return (i.e. basis, at-risk and other Form 1040 limitations) How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership What constitutes debt basis for a S corporation shareholder under the final regulations The tax ramifications of repaying loans to S corporation shareholders and on open account debt How recourse and non-recourse debt effect a partner or member’s basis calculations and amount at-risk
Comprehensive Estate Planning: Administration & Postmortem Strategies
-
Webinar
8.00 Credits
Member Price: $250
Introduction to Estate Administration How to Read a last will and testament Understanding the Entities Administration the Estate and Orderly Process The Probate process and the courts Special Issues in Estate Administration Postmortem Issues Regarding Income Taxation of Descendants and Estates Post Mortem Opportunities on the Estate Income Tax Return Available Post Mortem Estate Tax Elections Portability Election Disclaimers
2026 Tax Season Update with Steve Dilley
-
Webinar
8.00 Credits
Member Price: $250
Update and integration of recent tax legislation impacting 2026 returns and significant individual and business tax developments related to cases and rulings Individual tax changes including the earned income credit, child credit, and child and dependent care credit Partnership and S corporation developments Section 199A changes and reporting, losses and forms Depreciation update: Section 179 and 168(k) 2026 and 2027 tax rate schedules and other inflation adjusted items Tax forms update: individual, S corporation, and partnerships