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.
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
Timely coverage of breaking tax legislation Guidance on the impact of recent legislation on S corporations and partnership entities Principles and considerations for nonresident withholding, composite payments, and passthrough entity taxes Partnership Distributions, Form 7217, and S Corporation Redemptions Decentralized Autonomous Organizations (DAOs) 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
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
Digital assets and tax implications - understand the new Form 1099-DA for reporting digital asset transactions, along with updated IRS guidance on cryptocurrencies, NFTs, and broker responsibilities Artificial intelligence - discover how AI and generative tools are transforming tax practices, as well as how the IRS is leveraging AI to enhance audit selection Form 1099-K reporting requirements - understand the evolving IRS thresholds and rules for third-party payment platforms The Gig Economy - examine key tax implications for gig workers, including Independent Contractor vs. Employee classification challenges, reporting responsibilities, and the impact of the 2024 Department of Labor Final Rule on worker status Timely coverage of breaking tax legislation Advanced 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
STO Tax Credits | FREE for ISCPA
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Live Virtual Seminar
1.00 Credits
More information coming soon!
M&A Advisory | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
More information coming soon!
Controller/CFO Update: Hot Topics Facing Today's Financial Professional
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Live Virtual Seminar
4.00 Credits
Member Price: $205
Save the Date! Business and Industry Conference
Ankeny
0.00 Credits
Member Price: $50
More details coming soon!
Financial Institutions Conference (IN-PERSON ATTENDANCE) - SAVE THE DATE!
West Des Moines
0.00 Credits
Financial Institutions Conference (WEBCAST ATTENDANCE) - SAVE THE DATE!
Live Virtual Conference
0.00 Credits