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.
AI-Driven Ethics and Data Analytics: A Roadmap for Accountants
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Live Virtual Seminar
4.00 Credits
Member Price: $205
AI and data ethics in accounting Leveraging AI for data analytics in accounting
Iowa Department of Revenue Update
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Live Virtual Seminar
3.00 Credits
Member Price: $49
General department update 2025 legislative update Tax year 2025 income tax update Common tax filing issues
K2’s Excel Conference
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Live Virtual Conference
8.00 Credits
Member Price: $300
Why and how to use new functions and features in Excel Advanced formulas and best practices for constructing them Excel productivity tips and tricks The power of the PivotTable
Professional Opportunities Update with ISCPA CEO Carrie Steffen | FREE for ISCPA Members
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Live Virtual Seminar
1.00 Credits
Join ISCPA CEO Carrie Steffen, for an interactive, town-hall style conversation that brings the latest insights, challenges and opportunities in the CPA profession directly to you. Over the past several months, Carrie has traveled across the state meeting with ISCPA members - listening to experiences, concerns and ideas. Carrie will explore the key themes she’s heard: the ongoing workforce development challenges, evolving client and business expectations, technology transformation, regulatory shifts, and the changing nature of what it means to be a CPA in today’s environment. Attendees are encouraged to share their perspectives and questions as we collectively explore the opportunities that lie ahead.
Winter Federal Tax Summit
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Live Virtual Seminar
16.00 Credits
Member Price: $500
This seminar has been designed to review all changes affecting for-profit taxpayers. Just the facts without the frills! Updated throughout the year for up-to-the-minute changes and court cases. Review examples and take advantage of in-depth discussions in a massive year of tax changes, including OBBBA/H.R.1 and other relevant IRS notices and announcements.
AHI Staff Training: Advanced Management and Leadership Essentials
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Live Virtual Seminar
16.00 Credits
Member Price: $675
What is Expected of the Manager & Senior Manager? Managing Self and Priorities Building Leadership Communication Skills Leading Others - Coaching and Developing Staff Helping Your Firm Grow
Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas
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Live Virtual Seminar
8.00 Credits
Member Price: $320
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals Changes to the lifetime estate tax exemption in light of proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds Virtual currency The best new income tax and estate-planning ideas The changing Social Security landscape: long-term solvency issues and what it means for retirement planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
Tax Forms Boot Camp: LLCs, Partnerships and S Corporations
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Live Virtual Seminar
8.00 Credits
Member Price: $320
Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Reporting Requirements for Schedules K-2 and K-3 Form 7203, S Corporation Shareholder Stock and Debt Basis Limitations Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income What the transactional method entails and how to report partners’ capital accounts under this method Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year-end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S corporation forms and content The most frequently used forms and schedules, including some form “oddities”
Fiduciary Income Tax Returns-Form 1041 Workshop with Filled-in Forms
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Live Virtual Seminar
8.00 Credits
Member Price: $320
Classifying receipts between “income” and “corpus” under the Uniform Principal and Income Act Calculation of DNI utilizing three different methods, a “forms” method (Schedule B), a “code” method, and a “shortcut” method, utilizing a worksheet of common income and expenses Proper W-2 preparation and procedures in the year of death Taxpayer passes before taking a required minimum distribution; what must be done? Forgetful fiduciaries of simple trusts Fluctuating trusts – Simple one year, complex the next Dividing income in the year of death Overview of Subchapter J Form preparation issues – Filing requirements and line-by-line explanations of Form 1041 Taxable income of estates and trusts and expense allocation issues Specific deductions and miscellaneous itemized deductions Income in respect of a decedent The income distribution deduction calculation Relation of principal and income law to DNI Understanding how to handle capital gains and losses Allocating tax items to beneficiaries: another K-1 Other considerations: excess deductions on termination Effects of the CARES and Tax Relief Acts on trusts: §461(l) Excess Business Loss Limitation, NOL, §163(j) modifications, new employer credits Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation Comprehensive trust and estate case studies, with filled-in forms
AI for Accountants - Practical Applications
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Live Virtual Seminar
2.00 Credits
Member Price: $105
AI in Accounting and Auditing
Current Issues in Accounting and Auditing: An Annual Update
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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
Maximizing Your Social Security Benefits
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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?
Preparation, Compilation, and Review Engagements: Update and Review
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects
Surgent's S Corporation, Partnership, and LLC Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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 ExclusionExcess 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
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues
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Live Virtual Seminar
4.00 Credits
Member Price: $205
ERISA compliance: employee welfare plans and qualified plans Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care Health care plans: HRAs, HSAs, and other employer-sponsored plans Qualified plan requirements: eligibility, coverage, and vesting
Ethical Considerations for CPAs
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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
K2’s Accountant's Guide to QuickBooks Online
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Live Virtual Seminar
8.00 Credits
Member Price: $260
Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data
Annual FASB Update and Review
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Private company standard setting activities Recent FASB Accounting Standards Updates (ASUs), including those addressing crypto assets (i.e., cryptocurrency) Topic 842, Leases ASC 326: CECL
This Year's Top Tax and Financial- Planning Ideas
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals Changes to the lifetime estate tax exemption by the TCJA in light of April 2022 proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds Virtual currency and digital assets The Corporate Transparency Act and FinCEN Beneficial Ownership Information reporting An update on income tax and estate-planning ideas, including any recent changes Tax ideas for the current year Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings