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.
Construction Industry Accounting, Internal Controls, Valuations and Taxation
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Construction industry overview including current trends, developments, and data Audit and review risks and procedures unique to contractor engagements Review of healthy contractor benchmarks, ratios and risk assessment Internal control procedures and best practices for contractors including equipment costing, subcontractor management, jobsite reporting, contract claims, bidding/estimating. Contractor valuations for M&A and ownership continuity planning Construction tax methods and strategies – what every CPA and CFO should know
Real Estate Taxation: A Comprehensive Guide
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Live Virtual Seminar
8.00 Credits
Member Price: $355
K2’s Next Generation Excel Reporting
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
AHI Staff Training: Accounting Data Analytics
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Live Virtual Seminar
2.00 Credits
Member Price: $155
Accounting Data Analytics
Virtual Nonprofit Series: Avoiding Pitfalls - Strengthening Your Nonprofit's Financial Health
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Live Virtual Seminar
2.00 Credits
Member Price: $149
CPA Practice Management
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Live Virtual Seminar
8.00 Credits
Member Price: $355
Estate Planning & Valuation: Advise with Impact | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
Core estate planning strategies for business owners Operating and buy-sell agreement terms that impact value Control vs. non-control interests and applicable discounts Using voting vs. non-voting shares to separate control from economics Navigating the latest tax law developments IRS audit triggers and how to help clients avoid them
AHI Staff Training: Basic
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Live Virtual Seminar
24.00 Credits
Member Price: $795
Role of New Staff Understanding Audit Objectives Accounting Data Analytics Working Paper Techniques/Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Decoding Health Insurance For CPAs: What You Need to Know | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
Health insurance can be overwhelming, especially when it comes to enrollment and filing claims. For CPAs and accounting professionals, whose expertise lies in financial intricacies, navigating healthcare jargon can feel like another audit. Whether you're a sole practitioner signing up for a new plan, managing benefits for your firm's employees, handling a denied claim, or just trying to understand your coverage, the process can be confusing and time-consuming.This session will help you understand the complex world of health insurance, so you, the CPA, can focus on what matters most: your health, your practice, and your clients, with the added benefit of understanding the tax advantages. You’ll also gain insights that will help you confidently guide your clients in evaluating and selecting health insurance benefits, ensuring they understand both the financial and tax implications of their choices.
Virtual Nonprofit Series: Why People Make Unethical Decisions - A Deep Dive into Biases, Pressures and Situational Factors
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Live Virtual Seminar
2.00 Credits
Member Price: $99
The behavioral ethics concepts and situational factors on how fraud occurs in organizations. Discuss a school district fraud scenario. Examine examples of when financial professionals committed fraud or unethical acts. Review a case study about Tyco’s CEO. Learn the "4 Steps to Acting Ethically." Discuss a nonprofit case called “Full Disclosure: Manipulating Donors.”
Understanding Partnership Taxation: PTE Elections, 754 Elections, and Selling a Partnership Interest
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Live Virtual Seminar
2.00 Credits
Member Price: $115
Notice 2020-75: PTE elections What is a 754 election? What if a 754 election is not in effect? Tax implications of a partnership interest sale on the seller Look-through provisions
Accounting and Auditing Update for the Real World
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Live Virtual Seminar
8.00 Credits
Member Price: $305
AHI Staff Training: Beginning In-Charge
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Live Virtual Seminar
24.00 Credits
Member Price: $795
What is Expected of the In-Charge Plan Engagements Assess Risk and Materiality AI for Accountants Meet Client Needs Complete Engagements Review Assistants' Work Supervision
Preparation, Compilation and Review Update for the Local Firm
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Live Virtual Seminar
8.00 Credits
Member Price: $305
K2’s Ethics And Technology
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Live Virtual Seminar
4.00 Credits
Member Price: $160
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
The New Workforce - New Data, New Ideas, Aging Baby Boomers
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Updated review of the interaction of the generations New data on the common values held by multiple generations that may surprise you Practical advice on the motivation and management techniques that work in today's economy
Key Partnership and S Corporation Tax Planning Strategies
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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
Virtual Nonprofit Series: Nonprofit Accounting and Auditing Update
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Live Virtual Seminar
2.00 Credits
Member Price: $99
Updates on FASB standards impacting nonprofit financial statements. Key changes in auditing standards and their effects on nonprofit audits. Financial statement presentation and compliance considerations. Common nonprofit audit deficiencies and risk areas. Best practices for nonprofit financial management and audit preparation.
K2’s Better Productivity Through Artificial Intelligence and Automation Tools
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Live Virtual Seminar
4.00 Credits
Member Price: $160
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
The Essential Multistate Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus Emerging compliance issues in the new sales tax economy Income Tax (and other forms of tax): Economic nexus (taxation without physical presence) Will states shift away from income tax and increase reliance on sales tax after Wayfair? Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid? Pass-through problems: Nexus issues for interest owners Treatment of the 199A deduction for pass through entities by states: Withholding issues Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax