CPE Catalog & Events
AHI Staff Training: Management and Leadership Essentials Training
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Live Virtual Seminar
8.00 Credits
Member Price: $495
Expectations of the Supervisor Managing Self and Priorities Improving Communication Skills Human Motivation Supervising, Evaluating, and Coaching Staff Helping Your Organization Grow
Social Security and Medicare: Planning for You and Your Clients
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Legislative developments A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit Qualification: Has the client retired? How business entities may be used for Social Security advantage Income taxation of Social Security: avoidance tactics 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? When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?Disability benefits When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70 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? Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits IRAs: Is it time to convert to a Roth? Medicare, Part D prescription drugs: what retirees need to know
Applying the Uniform Guidance in Your Single Audits
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Accounting standards updates, including an update on leases, financial instruments, and revenue recognition Latest activity from FASB, ASB, and ARSC An update on audit and attest standards Private company financial reporting Types of small business audits
Advanced Taxation LLCs & Partnerships
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Allocation of partnership and LLC income under Section 704(b) Allocations with respect to contributed property under Section 704(c)(1)(A) Allocation of partnership recourse liabilities under Section 752 Allocation of partnership nonrecourse liabilities and related deductions under Sections 752 and 704(b) Advanced distribution rules Adjustments to the basis of partnership/LLC assets Sale of an interest in a partnership or LLC
Secrets of a Successful Succession: Finding the Right Buyer for Your Business | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
What motivates owners to sell The keys to a good transaction The selling equation Assembling the right team and gathering data Identifying key strategies Defining the ideal buyer for the business
Construction Industry Financial Reporting, Benchmarking and Basic Taxation
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Construction industry overview including current trends and developments Audit and review procedures unique to contractor engagements Financial reporting, and disclosure requirements for construction contractors including footnote and supplemental disclosures Contractor benchmarking and best practices Construction tax methods and strategies – what every CPA should know
The Top Five Tax Issues in Dealing with LLCs and Partnerships
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act Self-employment tax issues: what you can and cannot do Capital accounts: book vs. tax issues Determining basis: key issues and technical analysis in calculating basis Dealing with debt: recourse, nonrecourse, and why it matters Guaranteed payments, distributive shares, and draws: understanding the difference
Accounting and Auditing Update for the Real World (IN-PERSON ATTENDANCE)
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West Des Moines
8.00 Credits
Member Price: $300
Accounting and Auditing Update for the Real World (WEBCAST ATTENDANCE)
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Live Virtual Seminar
8.00 Credits
Member Price: $300
2024 Preparation, Compilation and Review Update for the Local Firm (IN-PER SON)
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West Des Moines
8.00 Credits
Member Price: $300
2024 Preparation, Compilation and Review Update for the Local Firm (WEBCAS T ATTENDANCE)
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Live Virtual Seminar
8.00 Credits
Member Price: $300
AI and Data Analytics for Auditing - The Big Picture
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Live Virtual Seminar
2.00 Credits
Member Price: $99
Data Analytics and AI in Auditing and Accounting
Virtual Nonprofit Series: Internal Controls and Technology for Nonprofits
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Live Virtual Seminar
2.00 Credits
Member Price: $99
Accounting Data Analytics
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Live Virtual Seminar
0.00 Credits
Member Price: $99
Accounting Data Analytics
Applying the Uniform Guidance in Your Single Audits
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Introduction to single audits Preparation of the schedule of expenditures of federal awards and determining major programs Understanding, assessing, and testing internal control Testing compliance with federal statutes and regulations and applicable compliance requirements Auditor reporting in a Uniform Guidance compliance audit Program-specific audits Administrative requirements and cost principles in a single audit
2024 Real World Tax Update for Individuals and Entities (IN-PERSON ATTENDANCE)
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South Sioux City
8.00 Credits
Member Price: $300
2024 Real World Tax Update for Individuals and Entities (WEBCAST ATTENDANCE)
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Live Virtual Seminar
8.00 Credits
Member Price: $300
The Complete Guide to Payroll Taxes and 1099 Issues
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding Statutory employees, independent contractors, and possible changes to §530 relief Penalties -- Who is a responsible person? Expenses and gross-up calculations Pension issues and payroll taxes including SIMPLE plans, and §401(k) and pension distributions The Electronic Federal Tax Payment System (EFTPS) Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940 Understanding payroll tax responsibilities in the gig economy
MNCPA Business Valuation Conference
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Live Virtual Conference
8.00 Credits
Member Price: $425
More conference information coming soon!
Federal Tax Update: Individual and Business Current Developments (IN-PERSO N ATTENDANCE)
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West Des Moines
8.00 Credits
Member Price: $310
Recent individual and business income tax legislation that has been passed to date. Major tax changes to corporations, partnerships and/or individuals and any changes to the income tax forms and other related schedules. Business income tax provisions including but not limited to the 20% qualified business income (QBI) deduction; changes to NOLs, §461(l) business loss limitations, accounting method changes, depreciation, retirement plans, fringe benefits and entertainment expenses. Individual and business income tax rates (e.g., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax). Other individual income tax topics and changes to filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income and income tax credits (e.g., child tax credit and dependent care credit) 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 and real estate professionals and self-employment taxes.