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CPE Catalog & Events

Course delivery

Our Live Learning, 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 44 Live Learning Results

Reviews S Corporation Tax Returns: What are you Missing?

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Live Virtual Seminar

4.00 Credits

Member Price: $240

Common errors made involving the following tax forms: Form 1120S Schedule K-1 Schedule L Schedules M-1 and M-2 Form 4562 Form 4797 And More!

1031 Exchange | FREE for ISCPA members

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Live Virtual Seminar

1.00 Credits

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

ERC: How to Prepare Your Clients for Audit

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Live Virtual Seminar

1.00 Credits

Member Price: $49

Learn what to expect in an IRS ERC audit. Learn how to advise clients that claimed ERC but failed to document eligibility correctly or have concerns about their claim. Learn of the latest IRS updates regarding ERC and where to find answers.

Advanced Management and Leadership Essentials

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Live Virtual Seminar

2.00 Credits

Member Price: $99

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.

Federal Tax Update: Individual & Business Current Developments

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Live Virtual Seminar

8.00 Credits

Member Price: $349

Recent changes to individual and business income tax legislation passed to date Major tax changes for corporations, partnerships and individuals and changes to the income tax forms and related schedules Business income tax provisions including Section 199A 20% qualified business income (QBI) deduction, changes to net operating losses (NOLs), Section 461(l) business loss limitations and Section 163(j) interest deduction limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses Individual and business income tax rates, capital gain tax rates, self-employment tax, alternative minimum tax (AMT), 3.8% net investment income tax (NIIT) and more Review of income tax topics, filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits New, final required minimum distribution (RMD) regulations Other important IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses, real estate professionals and self-employment taxes and more

Living in the Metaverse: An Introduction to Disruptive Commerce | FREE for ISCPA members

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Live Virtual Seminar

1.00 Credits

Accounting Data Analytics

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Live Virtual Seminar

2.00 Credits

Member Price: $149

Accounting data analytics

NEW! Iowa's Pass-Through Entity Tax: Guidance and Q&A

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Live Virtual Seminar

2.00 Credits

Member Price: $99

Timing issues with PTET deductions. Possible mismatches between the PTET deductions and credits. When is the PTET election helpful – and when it might not be? Tax issues with PTET refunds. Navigating Iowa’s PTET rules for 2023. Time will be allocated for Q&A.

Business and Industry Conference

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Ankeny

8.00 Credits

Member Price: $320

See "agenda" tab above for the entire conference schedule.

Finance Business Partnering: Successful Business Models and Strategic Choices

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Live Virtual Seminar

4.00 Credits

Member Price: $190

An overview of the finance business partner Business model generation Strategic planning process — analysis, choice and implementation

Finance Business Partnering: Techniques for Effective and Impactful Communication

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Live Virtual Seminar

4.00 Credits

Member Price: $190

Key components of business acumen Decisive discussions and critical thinking Style preferences and personality types Rapport and story telling

Advanced Financial Skills

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Live Virtual Seminar

4.00 Credits

Member Price: $190

Skills for the 21st century finance department Strategic planning using the Backcasting method The Balanced Scorecard Method for aligning goals and objectives to strategy Risk identification, assessment, and mitigation How to use social styles to build stronger relationships Methods for effectively implementing change and minimizing the human pushback Preparing a financial analysis that is insightful to the users, driving improvements to the organization Hiring, managing, and retaining high-achieving employees

Change the Way You Work: Success as a Virtual CFO

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Live Virtual Seminar

4.00 Credits

Member Price: $190

Virtual CFO role overview Potential service models Virtual CFO readiness Outsourced bookkeeping vs. virtual CFO roles Ethical considerations Technology platforms

Accounting Data Analytics

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Live Virtual Seminar

2.00 Credits

Member Price: $149

Accounting data analytics

Save the date! Iowa Governmental Roundtable

Live Virtual Conference

0.00 Credits

Topics will include: Leadership ethics (Jeremy Wortman) GASB update (Lisa Parker) National fraud update Talent management (Jeremy Wortman) Iowa school district update Public procurement (Melisa Galasso) Single audit deep dive (Melisa Galasso) Iowa Department of Management update Iowa Auditor's Office update and Q&A Full session details will be available early 2024.

Save the date! Financial Institutions Conference (IN-PERSON ATTENDANCE)

West Des Moines

0.00 Credits

Topics will include: Economic update Partnering with FinTech ESG Chief Technology Officer panel ALM Tax update Credit Officer panel Derivatives Ethics Banking CFO/CEO panel Full session details will be available early 2024.

Save the date! Financial Institutions Conference (WEBCAST ATTENDANCE)

Live Virtual Conference

0.00 Credits

Topics will include: Economic update Partnering with FinTech ESG Chief Technology Officer panel ALM Tax update Credit Officer panel Derivatives Ethics Banking CFO/CEO panel Full session details will be available early 2024.

Save the date! 2024 Technology Conference

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Live Virtual Conference

16.00 Credits

Save the date! Insurance Industry Conference (IN-PERSON ATTENDANCE)

Altoona

0.00 Credits

Topics will include: Iowa Insurance Division update Economic update GAAP/PCOAB/SEC update InsurTech NAIC update Ethics ESG Tax update Washington update Hot topics panel Full session details will be available early 2024.