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.
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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 which you can use to base your disclosures on Developing disclosure issues, including disclosures related to the adoption of Topic 606
Securing a Comfortable Retirement
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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 Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings Planning with the new retirement provisions of SECURE Act 2.0
Surgent's Federal Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $205
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 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 ExclusionThe Gig Economy – examine key tax implications for gig workers, including IndependentContractor vs. Employee classification challenges and employer reporting responsibilitiesTimely coverage of breaking tax legislationAdvanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Unlocking AI: Fundamentals and Generative AI for Accountants
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Introduction to AI in accounting Generative AI in accounting and prompt engineering
School Tuition Organization (STO) Tax Credits | FREE for ISCPA
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Live Virtual Seminar
1.00 Credits
Iowa's largest tax credit is underutilized due to recent tax law changes, but that doesn't mean it doesn't provide an important tax benefit and serve an important role in educating children. School Tuition Organization (STO) tax credits are celebrating 20 years of existence in 2026. Join this webinar to learn more about how the twelve STOs use donor gifts to impact the lives of deserving students and save Iowa taxpayers money.
Federal Tax Update: Individual and Business Current Developments
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Live Virtual Seminar
8.00 Credits
Member Price: $375
Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs Legislative and IRS updates, including the One Big Beautiful Bill Act (OBBB), IRS guidance, TCJA provisions expiring after 2025 Tax changes and compliance tied to tax forms, schedules and major tax changes Business tax provisions including the 20% QBI deduction, NOL changes, business loss limitations, depreciation, accounting methods, retirement plans and fringe benefits and entertainment expenses Tax rates and calculations for individuals and businesses, including capital gains, self-employment tax, AMT and the 3.8% net investment income tax Individual tax provisions, including filing status, exemptions, deductions, income adjustments, and tax credits Updates to IRAs and new final RMD regulations IRS audit and compliance issues, including basis and at-risk limitations, passive activity losses, real estate professionals, and self-employment tax concerns
Power Off: Strategies for Healthy Digital Boundaries | FREE for ISCPA Members
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Live Virtual Seminar
1.00 Credits
Do you rule your technology or does technology rule you? The average person checks their cell phone every 12 minutes and 47% of Americans are addicted to their phones. Awareness is the first step to change and you can reclaim your productivity and mental health. Unpack the elements of digital wellness, learn how technology affects us physically and mentally (and by extension, our organizations) and receive strategies to help you make true change.
M&A Advisory | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
Understanding the many different reasons business owners choose to sell Keys to a good transaction The selling equation Putting together the right transaction team Assembling the right data Defining your ideal buyer Preparing for first meetings Receiving and evaluating indications of interest
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Economic update Leadership and management changes as a result of the pandemic Managing for productivity Metrics and benchmarking Social media's place in our organizations
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships
Save the Date! Business and Industry Conference
Ankeny
0.00 Credits
Member Price: $50
More details coming soon!
Save the date! Financial Institutions Conference (IN-PERSON ATTENDANCE)
West Des Moines
0.00 Credits
More details coming soon!
Save the date! Financial Institutions Conference (WEBCAST ATTENDANCE)
Live Virtual Conference
0.00 Credits
More details coming soon!
Save the date! Insurance Industry Conference (IN-PERSON ATTENDANCE)
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Altoona
0.00 Credits
More details coming soon!
Save the date! Insurance Industry Conference (WEBCAST ATTENDANCE)
Live Virtual Conference
0.00 Credits
More details coming soon!
Save the date! Fall CPE Conference
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Cedar Rapids
16.00 Credits
More information coming soon!