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.
Surgent's Social Security: Dispelling Common Myths with Essential Truths
-
Webinar
2.00 Credits
Member Price: $119
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
Surgent's Update on the SECURE 2.0 Act
-
Webinar
2.00 Credits
Member Price: $99
Mandatory automatic enrollment for new plans Part-time worker eligibility expansion Higher catch-up limit to apply at age 60, 61, 62, and 63 Change in the credit for small employer pension plan startup costs $2,000 saver’s match Changes in pooled employer plans Multiple employer 403(b) plans Increase in age for required beginning date for mandatory distributions Indexing IRA catch-up limit Treatment of student loan payments as elective deferrals for purposes of matching contributions Application of credit for small employer pension startup costs to employers who join an existing plan Small immediate financial incentives for contributing to a plan Withdrawals for certain emergency expenses Starter 401(k) plans for employers with no retirement plans Recovery of retirement plan overpayments Tax treatment of IRAs involved in a prohibited transaction Clarification of substantially equal periodic payment rule
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
-
Webinar
4.00 Credits
Member Price: $149
Tools for FSA The 3 P's. The QST trifecta The integrated planning model Performance based management The value chain The balanced scorecard
Fraud Case Studies: Professional Misbehavior in the 21st Century
-
Webinar
4.00 Credits
Member Price: $149
AICPA Code of Professional Conduct Understand factors that allowed selected frauds to occur Recognize controls that may have prevented or mitigated selected frauds Consider application of these lessons to circumstances you encounter in your professional endeavors Apply ethical guidance to scenarios that accounting professionals may encounter in public practice
The Essential Auditing Update with Renee Rampulla
-
Webinar
4.00 Credits
Member Price: $149
Hot Auditing Topics Fraud Group Audits Sustainability Quality Management Frequent Peer Review Matters
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
-
Webinar
4.00 Credits
Member Price: $149
Unique needs of SMEs The menu of available frameworks Exploration of specific SPFs U.S. GAAP provisions for SMEs Considerations when selecting a framework Audit, review, and compilation implications Pitfalls to avoid Best practices to adopt
Money Laundering 101 for CPAs
-
Webinar
4.00 Credits
Member Price: $149
The major topics covered in this class include:The theory of money launderingCommon money laundering statutesExamples from court cases of money laundering statutesCommon occurrences with CPAsPossible money laundering transactionsApplying the money laundering statutes in real life scenarios
Audit & Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements
-
Webinar
8.00 Credits
Member Price: $250
Applying professional skepticism to ensure quality work Meaningful risk assessment when designing work programs for various levels of services Proper planning and supervision of all engagements Accountant responsibilities for evaluating internal control Strengthening analytic procedures to support conclusions Complying with the Code of Professional Conduct and quality management standards
Ethics: 10 Crucial Qualities of High Character CPAs
-
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
Assessing Independence Under Yellow Book
-
Webinar
1.00 Credits
Member Price: $39
GAO Yellowbook Ethics
K2’s Innovative Strategy And IT Governance
-
Webinar
1.00 Credits
Member Price: $39
Technology evaluation frameworks and selection processes Change management strategies for technology implementation Techniques to increase user adoption, learning, and engagement
Relationship Between Ethics, Morality, and the Law
-
Webinar
2.00 Credits
Member Price: $85
Meaning of morality and ethics The variation Distinguishing factors Theories of Jonathan Haidt Milgram experiment Authoritarian behavior and ethics Ethical authority? Conflicts
Cost of Capital: What It Is and How to Use It
-
Webinar
2.00 Credits
Member Price: $89
Find your organization's cost of debt Calculate the cost of equity Understanding your Weighted Average Cost of Capital (WACC) Interpret your cost of capital Properly use the cost of capital to make decisions Avoid common cost of capital mistakes
Finding Errors in Excel Spreadsheets
-
Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively.
Performance Management
-
Webinar
1.00 Credits
Member Price: $39
Setting and resetting performance expectations On-the-spot counseling Addressing erratic performance Drafting and presenting performance appraisals
New Tips and Overtime Tax Rules: Compliance and Best Practices
-
Webinar
1.00 Credits
Member Price: $39
Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns
Powerful Public Speaking
-
Webinar
1.50 Credits
Member Price: $39
Communications
Common Peer Review Deficiencies and How to Avoid Them
-
Webinar
2.00 Credits
Member Price: $89
Defiicencies Peer reviews Auditing
FASB Update and Review
-
Webinar
2.00 Credits
Member Price: $89
FASB updates that will affect near-term reporting Future topics that may soon be addressed by the FASB
Form 7203 - How to Calculate Shareholder Basis
-
Webinar
2.00 Credits
Member Price: $89
Introduction to Form 7203 and its purposes Mechanics of completing Form 7203 accurately Strategies for reconstructing shareholder basis Loss limitations under I.R.C. §461 At-risk rules and limitations for S Corporation shareholders Documentation requirements for shareholder basis Common errors in calculating and reporting basis Best practices for maintaining and reporting shareholder basis