CPE Catalog & Events
2-Day Federal Tax Update: Individual and Business (IN-PERSON ATTENDANCE)
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West Des Moines
16.00 Credits
Member Price: $485
Complete analysis of the SECURE Act 2.0, including: Additional qualified plan and IRA catch up contributions allowed When qualified plan catch up contributions may only be Roth contribution RMD age changes again and IRS provides transition relief for those who failed to comply Student loan payments may be treated as employee qualified plan contributions §529 plan balances may be rolled to Roth IRAs Penalties - Excess accumulation penalty reduced and new early withdrawal penalties added Disaster relief distribution provision permanently added Auto enroll mandatory for new §401(k) and §403(b) plans PLESA – pension-linked emergency savings accounts Corporate Transparency Act and how it will impact clients Overview and analysis of newly issued IRS regulations and other guidance for energy credits IRS increases scrutiny of dubious Employee Retention Credit claims and adds ERC to the Dirty Dozen list New small business “Beneficial Ownership” reporting required starting for 2024 IRS working to improve taxpayer assistance: Reopening 35 Taxpayer Assistance Center Improving taxpayer and IRS online interactions Increased functionality of Individual, Business and Tax Professional online accounts IRS establishes a new tip reporting program R&D cost capitalization update Latest 1099-K update Latest developments for crypto assets – guidance is finally arriving Analysis of multiple tax planning strategies for businesses and business owners New regulations categorize some micro-captive transactions as reportable transactions IRS steps up enforcement of FBAR rules – non-compliant taxpayers are paying plenty! New e-filing requirements on the way for 2023 returns Are artificial intelligence chat bots the future of tax prep? Not so fast! We’ll talk about ChatGPT Other tax developments for individuals, partnerships, LLCs, corporations, estates and non-profit organizations, including the latest: Court cases Regulations IRS rulings and notices Inflation adjustments
Federal Tax Update-Individuals and Business (IN-PERSON ATTENDANCE)
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South Sioux City
8.00 Credits
Member Price: $300
Complete analysis of the SECURE Act 2.0, including: Additional qualified plan and IRA catch up contributions allowed When qualified plan catch up contributions may only be Roth contribution RMD age changes again and IRS provides transition relief for those who failed to comply Student loan payments may be treated as employee qualified plan contributions §529 plan balances may be rolled to Roth IRAs Penalties - Excess accumulation penalty reduced and new early withdrawal penalties added Disaster relief distribution provision permanently added Auto enroll mandatory for new §401(k) and §403(b) plans PLESA – pension-linked emergency savings accounts Corporate Transparency Act and how it will impact clients Overview and analysis of newly issued IRS regulations and other guidance for energy credits IRS increases scrutiny of dubious Employee Retention Credit claims and adds ERC to the Dirty Dozen list New small business “Beneficial Ownership” reporting required starting for 2024 IRS working to improve taxpayer assistance: Reopening 35 Taxpayer Assistance Center Improving taxpayer and IRS online interactions Increased functionality of Individual, Business and Tax Professional online accounts IRS establishes a new tip reporting program R&D cost capitalization update Latest 1099-K update Latest developments for crypto assets – guidance is finally arriving Analysis of multiple tax planning strategies for businesses and business owners New regulations categorize some micro-captive transactions as reportable transactions IRS steps up enforcement of FBAR rules – non-compliant taxpayers are paying plenty! New e-filing requirements on the way for 2023 returns Are artificial intelligence chat bots the future of tax prep? Not so fast! We’ll talk about ChatGPT Other tax developments for individuals, partnerships, LLCs, corporations, estates and non-profit organizations, including the latest: Court cases Regulations IRS rulings and notices Inflation adjustments
Advanced Management and Leadership Essentials
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Webinar
2.00 Credits
Member Price: $149
Leading others - Coaching & developing staff - prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building leadership communication skills - strategies to influence and lead others through effective communication in both individual and group settings. Helping the firm grow - the three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.
2023 Nonprofit Virtual Series: Nonprofit Financial Planning
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Zoom
2.00 Credits
Member Price: $149
Gain valuable knowledge from a panel of experienced nonprofit leaders for real world insights and experiences on the challenges and opportunities of nonprofit financial management. This interactive session will discuss a wide range of topics, including internal controls, budgeting and financial support for organizational strategies, financial reporting, and financial forecasting, cash management and funding source dynamics with a quick overview of financial software used by different organizations. The casual, roundtable format allows for audience Q&A and engagement. Panelists: Jamie Bussell, CAO, Ellipsis Karla Jones, CFO, Community Foundation of Greater Des Moines (moderator) Sarah Roy, COO, United Way of Central Iowa Gary Tucker, CFO, Blank Park Zoo
The Most Critical Challenges in Not-for-Profit Accounting Today
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Webinar
4.00 Credits
Member Price: $245
Preparing for the implementation of the new FASB ASU on grants, contracts, and contributions (i.e., ASU No 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made) Developing a deeper understanding of the requirements in ASU No. 2016-02, Leases, and how not-for-profit entities will implement the standard A review of additional key challenges in not-for-profit accounting today
Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer
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Webinar
4.00 Credits
Member Price: $245
The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements Avoiding common pitfalls seen in Yellow Book and single audits How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer
Cannabis and CPAs: What to Know When Considering Clients in this Industry | FREE for ISCPA members
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Webinar
1.00 Credits
Real Estate Taxation: Critical Considerations
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Webinar
4.00 Credits
Member Price: $195
Depreciation and recapture Passive activity losses Determination of basis Determination of gain or loss on sale of real estate Taxation of rental operations Installment sales
2023 Nonprofit Virtual Series: Nonprofit A&A and Tax Update
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Zoom
2.00 Credits
Member Price: $99
Accounting and Auditing Update for the Real World (IN-PERSON ATTENDANCE)
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West Des Moines
8.00 Credits
Member Price: $290
Accounting and Auditing Update for the Real World (WEBCAST ATTENDANCE)
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Webinar
8.00 Credits
Member Price: $290
Management and Leadership Essentials
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Webinar
8.00 Credits
Member Price: $495
Expectations of the Supervisor Managing Self and Priorities Improving Communication Skills Human Motivation Supervising, Evaluating and Coaching Staff Helping Your Organization Grow
2023 Preparation, Compilation and Review Update for the Local Firm (IN-PERSON ATTENDANCE)
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West Des Moines
8.00 Credits
Member Price: $290
Case studies will be reviewed covered all aspects of SSARS application including accounting, disclosure and reporting. Several accounting and disclosure standards will highlight the accounting and reporting issues that the pandemic has caused. Discussions will focus on the perspective of a local practitioner.
2023 Preparation, Compilation and Review Update for the Local Firm (WEBCAST ATTENDANCE)
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Webinar
8.00 Credits
Member Price: $290
Case studies will be reviewed covered all aspects of SSARS application including accounting, disclosure and reporting. Several accounting and disclosure standards will highlight the accounting and reporting issues that the pandemic has caused. Discussions will focus on the perspective of a local practitioner.
AHI Staff Training: Basic
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Webinar
24.00 Credits
Member Price: $795
Role of New Staff Understanding Audit Objectives Working Paper Techniques Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
Accounting and Auditing Update for the Real World
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South Sioux City
8.00 Credits
Member Price: $290
S Corporations: Key Issues, Compliance and Tax Strategies
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Webinar
8.00 Credits
Member Price: $300
S Corporation qualifications Election of S Corporation status Termination or revocation of S Corporation status Pass-through of income and loss items to the shareholder Distributions to S Corporation shareholders Reporting and filing requirements Choice of year-end Shareholder basis
Accounting for Revenues and Expenses in a Not-for-Profit
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Webinar
4.00 Credits
Member Price: $190
Exchange transactions, contributions, and gains and losses Grants and contracts Expense accounting and reporting
2023 Nonprofit Virtual Series: Planned Giving
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Zoom
2.00 Credits
Member Price: $99
Advanced Taxation of LLCs and Partnerships
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Webinar
8.00 Credits
Member Price: $300
Allocation of partnership and LLC income under Section 704(b) Allocations with respect to contributed property Allocation of partnership recourse liabilities under Section 752 Allocation of partnership nonrecourse liabilities and related deductions under Sections 752 and 704(b) Advanced distribution rules Adjustments to the basis of partnership/LLC assets Sale of an interest in a partnership or LLC