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.
Tax Planning for Seniors 26-27
-
Webinar
4.00 Credits
Member Price: $175
• Income for seniors: retirement, earnings and investments• Tax Deductions: planning, bunching, strategies• Planning to help family members
Know Your Cost: Double Your Profit 26-27
-
Webinar
8.00 Credits
Member Price: $329
• Why traditional approaches are inadequate• How superior cost information can double your profit• Make Activity Based Costing spreadsheet easy• Recognize joint and by-products• Add throughput costing to your toolbox• Depreciation• Interest and the cost of capital
Self-Rental Real Estate: Passive Activity & Section 199A
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Definition of self-rental property - both for Sections 199A and 469Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2Form 8582 (passive activity)The flow-through entity grouping electionIllustrative examples and consequences of failing to comply with the reporting standardsSelf-rental property and "former passive activities" rules
Revenue Recognition Topic 606 - Identify the Contract Part 1
-
Webinar
1.00 Credits
Member Price: $39
Revenue Recognition
Tax Talks October 2026
-
Webinar
2.00 Credits
Member Price: $55
• Various tax topics from a legal perspective• International, Federal and State tax matters
Budget Mastery: The Human Side of Budgeting-Navigating People's Issues with 360 Insight
-
Webinar
2.00 Credits
Member Price: $89
Understanding your own leadership tendencies and applying them to your strengths? Understanding core personality types Learning what type of person you are? Managing and coping with the budget team Effectively dealing with the A, B, C and other players?
K2's Taking A Fresh Look At Teams
-
Webinar
2.00 Credits
Member Price: $89
How Teams got to where it is today Major components in Teams Collaboration options Extending Teams functionality
Fraud Evaluations: A Guide for The Compliance Professional
-
Webinar
2.00 Credits
Member Price: $85
Psychology Dynamics COSO and Fraud Fraud Theories Opportunity Considerations Added Dimensions COSO Considerations Control Environment Principles Determining Internal Audit's Role Understand the Business Auditors and the IPPF When Management Objects & Potential Steps
Accounting for People: Workforce Trends, Costs, and Talent
-
Webinar
1.00 Credits
Member Price: $89
Trends in the modern workforce: demographics, generational shifts, remote work, and engagement The true cost of talent: hiring, retention, and turnover People as assets versus people as liabilities The varied challenges in accounting for human capital Metrics that matter: KPIs for employee performance and value Integrating people costs into financial strategy Navigating compliance, risk, and benefits
Metrics Which Every CFO, Controller and CPA Advisor Should Know
-
Webinar
2.00 Credits
Member Price: $89
Overview of financial metrics Ratios versus key performance indicators Purpose and use of metrics Balance sheet metrics Cash flow and liquidity metrics Profitability metrics Operational metrics Use of metrics in analysis
Professional Ethical Considerations for CPAs
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and moreThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies
Risk Assessment Under SAS No. 145
-
Webinar
2.00 Credits
Member Price: $89
Risk assessment under SAS No. 145 Overview of the steps to perform during risk assessment Testing the design, implementation, and operating effectiveness of controls New concepts due to the issuance of SAS No. 145
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
-
Webinar
4.00 Credits
Member Price: $149
Why important things don’t get done on a timely basis, and what to do about it Five ways to increase productivity that almost no one ever uses The four proven ways to keep yourself and your staff motivated to consistently work at the highest level How to avoid feeling stressed out—even though your “to do” list is endless The three time management techniques that you’re not using that are critical to your success How to know and avoid what is a poor use or waste of your time How to set goals that excite you, and how to guarantee they actually get done Three ways to elicit help from others that ensure their cooperation and help The smart things to do with the extra time you’ll have when you’re on top of it all
2026/27 Not-for-Profit Accounting & Auditing Update
-
Webinar
4.00 Credits
Member Price: $149
Accounting Standards Updates (ASUs) affecting not-for-profit organizations Introduction to and comparison of the International Non-Profit Accounting Standard (INPAS) U.S. GAAP considerations for NFP financial reporting AICPA auditing and attestation updates Quality management: monitoring and remediation responsibilities Updates to SSAEs, SSARSs, and group audits
K2’s Mastering Advanced Excel Functions
-
Webinar
4.00 Credits
Member Price: $149
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use "legacy" features and functions such as AGGREGATE Creating effective forecasts in Excel
KPI Bootcamp for Small Businesses
-
Webinar
5.00 Credits
Member Price: $179
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
Partnership & LLC (Form 1065) – Formation to Liquidation
-
Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member 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 Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Fringe Benefits & Compensation Planning - Today and Beyond
-
Webinar
8.00 Credits
Member Price: $250
Fringe Benefit Planning Fundamentals Strategies Tailored for Business Owners and Employees Navigating IRC §132 Fringe Benefit Option Cafeteria Plans Demystified Tax Management in Compensation Planning Understanding the Implications of Dependent Care and Educational Assistance Plans Implementing Flexible Spending Account Plans Effectively Design Features and Regulations of Group Term Life Insurance Plans Medical Savings Accounts Regulations Financing Options for Retiree Medical Benefits Health Care Benefits: Insured Plan vs. HMO Comparison ERISA Reporting and Disclosure Requirements IRC Common Control RulesOverview of Age and Sex Discrimination Rules
The Yellow Book: From Beginning to End
-
Webinar
8.00 Credits
Member Price: $250
Introduction Foundation and principles General requirements for complying with Government Auditing Standards Ethics, independence and professional judgment Competence and continuing professional education Quality control and peer review Standards for financial audits Standards for attestation engagements and reviews of financial statements
Strategies for Guiding Clients Through Challenging Situations: Tax Insights
-
Webinar
8.00 Credits
Member Price: $250
Tax considerations in complex client situations Divorce and separation tax issues Filing status considerations Property division and marital property rules Child support and alimony tax treatment Bankruptcy and debt cancellation Foreclosure tax consequences Business dissolution and ownership transitions Dependency and family tax issues Refunds, deficiencies, and taxpayer obligations