CPE Catalog & Member Events
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Federal Tax Update: Individual and Business Current Developments (CEDAR RAPIDS)
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Cedar Rapids
8.00 Credits
Member Price: $320
Specifc topics that will be covered in this course will be updated late summer 2026.
Winter Excel Conference
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Live Virtual Conference
8.00 Credits
Member Price: $305
Excel blocking and tackling – often overlooked tools Advanced Excel functions and latest features Power Query and other data manipulation tools PivotTables – Excel's best feature is now even better Modern dynamic arrays and formula techniques Workflow optimization strategies for financial professionals
Accounting Data Analytics
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Live Virtual Seminar
2.00 Credits
Member Price: $110
Accounting Data Analytics
AI for Accountants - Practical Applications
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Live Virtual Seminar
2.00 Credits
Member Price: $110
AI in Accounting and Auditing
The Mindful-CPA
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Live Virtual Seminar
2.00 Credits
Member Price: $110
Mindfulness; Science of Neurology; Mindfulness Practice; Stress Management
Current Issues in Accounting and Auditing: An Annual Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Recently issued but newly implemented Accounting Standards Updates (ASUs), the PCC Update, and items on the FASB's Technical Agenda New ASUs covering disaggregated expenses, crypto assets (e.g., cryptocurrency), and business combinations Results and findings of the FASB's Final (Stage 3) Post-Implementation Review (PIR) Report on Topic 606 Recently issued SASs and other AICPA activity through SAS No. 149 Detailed review of the three new Statement on Quality Management Standards (SQMS 1, SQMS 2, and SQMS 3) Other important A&A practice matters
Financial Statement Disclosures: A Guide for Small- & Medium-Sized Businesses
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Financial statement disclosures for small and medium-sized businesses Balance sheet, income statement, and statement of cash flows presentation and disclosure issues Disclosure examples from all-sized entities that you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of ASC 606 and ASC 842
Surgent's S Corporation, Partnership, and LLC Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Discussion of key individual provisions of the One Big Beautiful Bill Act, such as TCJA provisions made permanent, new tip income deduction, new overtime pay deduction, Trump accounts, and the expanded SALT cap Comprehensive coverage of business provisions of the One Big Beautiful Bill Act, including but not limited to: Bonus Depreciation made permanent Increased §179 deduction Changes to §174 R&E Expenditures Changes to §163(j) Form 1099/1099-K changes Qualified Small Business Stock Exclusion Excess Business Loss Limitation Section 1244 Small Business Stock and Section 1202 Qualified Small Business Stock treatment and applicability Guidance on the impact of recent legislation on S corporations and partnership entities A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships
IRS Tax Examinations and Hot Issues
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Criteria that the IRS uses to select returns for examination Substantiation requirements for travel, charitable contributions, vehicles, meals, virtual currency considerations, and tax-related identity theft Understanding worker classification determinations on who is an employee and who is an independent contractor Distinguishing S corporation officer's reasonable compensation issues How the IRS holds persons other than an employer liable for unpaid payroll taxes, a.k.a., the trust fund recovery penalty Tax-related identity theft procedures
Maximizing Your Social Security Benefits
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Comprehensive coverage of the One Big Beautiful Bill Act Retirement benefits: What the amount of benefits is in various circumstances Spousal benefits: Should a spouse return to work? What benefits does a spouse have, and when and how do they relate to benefits decisions by the client? Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70 Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Annual FASB Update and Review
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Private company standard-setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing financial instruments, credit losses under ASC 326, government grants, and business combinations Non-GAAP financial measures ASC 842, Leases ASC 842 final PIR report findings
Non-GAAP Financial Statement Options:Cash, Modified Cash, and Tax Basis
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Live Virtual Seminar
4.00 Credits
Member Price: $210
An introduction to special purpose frameworks Authoritative and non-authoritative guidance used to prepare SPF financial statements Common issues in preparing SPF financial statements Cash basis and modified cash basis financial statements Income tax basis financial statements The AICPA's special purpose framework – FRF for SMEsTM
Securing a Comfortable Retirement
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party An overview of portfolio management for retirees, including sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security The three-legged retirement stool: employer retirement, savings, and Social Security Updates introduced by the One Big Beautiful Bill Act Analysis of the most current/important research on retirement planning and sustaining retirement income levels Planning with the new retirement provisions of SECURE Act 2.0
Agentic AI for CPAs: Automate Workflows with Intelligence
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Live Virtual Seminar
2.00 Credits
Member Price: $79
Introduction to agentic AI concepts and terminology. Case studies for using AI agents in accounting, finance and tax services. Step by step demonstration of creating and deploying an AI agent Introduction to Microsoft Copilot Studio agent builder. Developing your AI agent deployment strategy.
Ethical Considerations for CPAs
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Live Virtual Seminar
4.00 Credits
Member Price: $210
The CPA's role in today's economy The similarities and differences between individual and business ethics The link between ethics, integrity and scruples The basic attributes of ethics and professional conduct The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers
Surgent's Individual Income Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
Comprehensive coverage of individual provisions of the One Big Beautiful Bill Act, including but not limited to: TCJA provisions made permanent New tip income deduction New overtime pay deduction New car loan interest deduction New temporary senior deduction Expanded SALT cap Trump Accounts Real Estate professional requirements Review of pertinent cases and rulings affecting taxpayers Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
The Essential Multistate Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $210
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
Elevate Cyber Solutions: AI Threats | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
More info coming soon!
AI - Security and Privacy Issues
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Live Virtual Seminar
2.00 Credits
Member Price: $79
Major provisions of security and privacy policies. Key risks associated with using commercial AI tools. Steps to take to mitigate AI security and privacy risks.
AHI Staff Training: Basic
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Live Virtual Seminar
24.00 Credits
Member Price: $800
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge