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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 22675 Partner Webcasts Results

K2's QuickBooks for Accountants

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Webinar

8.00 Credits

Member Price: $225

New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies

Advanced Tax Planning S Corporations - Tax Staff Essentials

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Webinar

8.00 Credits

Member Price: $349

-Basis in S corporation stock -Distributions -Compensation planning -Qualified subchapter S subsidiaries -Liquidations, reorganizations and redemptions -Estate planning and the use of trusts -Section 199A

LLC's & S Corporations: a Comparative Analysis

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Webinar

8.00 Credits

Member Price: $239

The major topics that will be covered in this course include:Comparative analysis of LLCs and S CorporationsEntity formation, compliance, and operational structuresSelf-employment tax and its implications for LLCs and S CorporationsForm 2553 preparation and relief for late filingsRev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and applicationS Corporation eligibility errors and corrective measuresCorporate governance and formalities for both entity typesShareholder stock and debt basis for S CorporationsForms 1120S, 1065, and related schedules (K-1, K-2, K-3)Officer reasonable compensation and general partner guaranteed paymentsAudit strategies, estate planning, and business continuation planning

Surgent's The Complete Guide to Payroll Taxes and 1099 Issues

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Webinar

8.00 Credits

Member Price: $279

Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy

Microsoft 365 Application Lightning Round Review-Updated

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this course include:Lightning round review of the following apps, with an explanation and demonstration of what each of them offersTeams - the foundation of all that you do in Microsoft 365SharePoint / OneDrive - secure cloud storagePower BI - the new financial reporting modelStream - the YouTube for your organizationBookings - streamline your appointment scheduling OneNote - get your content organized for quick retrieval Lists - create custom list tracking reportsTo Do - consolidate all your Outlook, Planner and general "to do's" in one appPlanner - manage simple and complex engagements and projects in an intuitive appA quick look at many of the remaining apps

Look Lead Love Learn

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Webinar

1.50 Credits

Member Price: $99

Collaborate and connect with others Innovate Inspire others Build a strong and future-ready culture in your company Conquer complexity with collaboration

Accounting and Disclosure Issues After a Natural Disaster

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this course include:Current and noncurrent asset impairment. Insurance claims and related recoveries. Debt and liquidity issues. Government assistance and relief. Subsequent Events. Lease modifcations. Other matters.

Excel Essentials for Today's Accountant: How To Become an Expert in One Day

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Webinar

4.00 Credits

Member Price: $129

Using formulas to manipulate and transform data Using formulas and reference formulas such as =VLOOKUP Using pivot tables Understanding Solver to perform multivariate analysis Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Enhance creativity in your approach to developing Excel models Computer software and application 

K2's Paperless Office

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Webinar

8.00 Credits

Member Price: $225

The importance of “going paperless” Key technologies that facilitate a paperless office Advantages of going paperless Examples of leading document management systems and processes

Strategies for Guiding Clients Through Challenging Situations: Tax Insights

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Webinar

8.00 Credits

Member Price: $225

Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.

K2's OneDrive's Best Practices

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Webinar

1.00 Credits

Member Price: $39

Synchronizing your files to your desktop pc Working with shared files Managing different versions of files Understanding how OneDrive works with OneNote, Teams, and SharePoint

K2's Saving Time With Electronic Forms

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Webinar

1.00 Credits

Member Price: $39

Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples

Stand Out - How to Create a Unique Employer Brand

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Webinar

1.00 Credits

Member Price: $39

Employer Brand Talent Management Future of Work Onboarding New Hires

The Ethics Hour: Ethics is the Engine to Better Leadership: Taking Action, featuring Bob Mims and Don Minges

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Webinar

1.00 Credits

Member Price: $39

How are ethics, trust and leadership interrelated Why do we only follow ethical leaders Why do our actions and behaviors matter The value of ethical leaders The need to communicate is crucial to gain trust

The Ethics of Artificial Intelligence ("AI"): The Interaction of AI and Ethics, featuring Tracy Cooper, CPA and Don Minges, MBA

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Webinar

1.00 Credits

Member Price: $39

What are the ethical issues within AI? The many biases within AI Ownership? Intellectual property rights? Who benefits economically? Changing regulations and laws Why many organizations ban AI? How AI can be used unethically? The need for strong human oversight!

The SECURE Act 2.0 - Planning Opportunities for Individuals

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Webinar

1.00 Credits

Member Price: $39

Implications for individuals: Changes to the Saver’s Credit Changing the required minimum distribution rules for Roth 401(k)s Changes to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency Expenses Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans Opportunities for student loan payment matching

Group Audits: Who is Responsible for What?

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Webinar

2.00 Credits

Member Price: $79

Responsibilities of the group audit engagement team, including the group engagement partner Clarifying roles and responsibilities of component auditors and reference auditors in audits of group financial statements Special considerations on audit planning and audit reporting in a group audit

Addressing Common Documentation Deficiencies

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Webinar

2.00 Credits

Member Price: $79

AU-C 230 Auditing Yellowbook

State Tax Nexus: Frequently Awkward Questions

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Webinar

2.00 Credits

Member Price: $79

Frequently asked questions about income tax and sales tax nexus New developments  Key factors in reviewing potential nexus consequences Nexus road trip to eight large states Tax impacts of remote work Free, multistate resources

Mastering Charitable Remainder Trusts and Form 5227 ComplianceCompliance

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Webinar

2.00 Credits

Member Price: $79

Introduction to Charitable Remainder Trusts (CRTs) Types of CRTs and their Benefits Formation and Funding of CRTs Identifying Suitable Candidates for CRTs Understanding Form 5227: An Overview Line-by-Line Breakdown of Form 5227 Reporting Trust Assets and Income Distributions and Charitable Beneficiaries Compliance Updates and Recent Changes to Form 5227 Best Practices for Accurate Completion and Filing