CPE Catalog & Events
Federal Tax Update: Individual and Business Current Developments (WEBCAST ATTENDANCE)
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Live Virtual Seminar
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.
Current Economic and Market Update | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
Session information coming soon!
AHI Staff Training: Semi-Senior
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Live Virtual Seminar
16.00 Credits
Member Price: $675
Satisfy Client and CPA Firm Needs Apply Analytical Procedures Conduct Small Audits Perform Review Service Engagements Draft Financial Statement and Footnotes Improve Corporate Tax Knowledge
Fall Federal Tax Summit with Ron Roberson (CEDAR RAPIDS)
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Cedar Rapids
16.00 Credits
Member Price: $495
Buying and Selling a Business: Critical Tax and Structuring Issues (IN-PER SON ATTENDANCE)
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Sioux Falls
8.00 Credits
Member Price: $315
Buying and Selling a Business: Critical Tax and Structuring Issues (WEBCAS T ATTENDANCE)
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Predicting the Future
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Making Predictions Why great predictions are not intuitive? How to separate correlation from causation? How to recognize and overcome bias? Who is Thomas Bayes and why he matters?Becoming a Great Predictor Why the ability to doubt helps? Why it is better to be a fox than a hedgehog? How non-conformists change the world Learn from the past without hindsight biasCreating Great Projections and Budgets Why the many purposes and types of budgets and projections cause distortions? How benchmarking and metrics have changed the budget process?Why Black Swan Risk Matters What is Black Swan risk? Why the risk you don’t know can hurt you? Protect your company from unknowable risks
Construction Contractors: Accounting and Auditing
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Contract accounting and revenue recognition from contracts withcustomers Contractor financial statements Working with a surety Audit planning, procedures, and reporting Long-term contracts
Employer's Handbook: Health Care, Retirement, and Fringe Benefit Tax Issue s
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Live Virtual Seminar
4.00 Credits
Member Price: $200
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
Select Estate and Life Planning Issues for the Middle-Income Client
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Changes to the lifetime estate tax exemption in light of proposed regulations SECURE 2.0 updates More than 20 documents that should be reviewed that are neither a will nor trust Provisions you need in a will Trusts and other arrangements for children Durable powers of attorney for healthcare and for financial matters Realistic retirement goals Developments relative to estate tax, and the implications for planning
Construction Contractors: Non-Revenue and Non-Lease Accounting Considerati ons
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Types of contractors Non-revenue GAAP accounting for contractors Contractor financial statements Sureties and their place in the construction relationship
K2’s Advanced QuickBooks Tips And Techniques
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Tips for improving efficiency with QuickBooks and QuickBooks Online Better reporting when working in QuickBooks environments Tips for cleaning up QuickBooks and QuickBooks Online instances Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Women's Leadership Series: Women’s Entrepreneurship Day
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Live Virtual Seminar
1.00 Credits
Member Price: $49
Construction Contractors: Accounting and Financial Reporting Issues
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Overall landscape of the construction industry GAAP and recent changes affecting the construction industry The new Revenue Recognition Standard and its impact on the construction industry The unique relationship between the contractor and the surety The new lease FASB ASC and its impact on the construction industry
Accounting Data Analytics
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Live Virtual Seminar
2.00 Credits
Member Price: $99
Accounting Data Analytics
Buying and Selling a Business: Tax and Structuring Overview
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Live Virtual Seminar
4.00 Credits
Member Price: $200
An overview of the beginning of the process and documents for preliminary tax planning Recognizing the need for due diligence in acquisitions, including checklists of important points Deemed asset sales – §338 and §338(h)(10) The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business Allocating purchase price for tax advantage Planning to avoid double taxation under the repeal of the General Utilities doctrine Special problems and opportunities when an S corporation is the buyer or seller Installment sale and interest issues Avoiding tax pitfalls and recognizing tax planning opportunities Unique issues in buying and selling LLC/partnership interests Impact of the net investment income tax (NIIT) and the §199A pass-through deduction on the tax due on the sale of a pass-through entity Individually owned goodwill
K2’s Advanced Excel
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Live Virtual Seminar
8.00 Credits
Member Price: $255
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
A Complete Tax Guide to Exit Planning
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Live Virtual Seminar
2.00 Credits
Member Price: $110
Gain exclusion and tax-free reorganization planning Gain exclusion with sales of C corporation stock – Section 1202 Deferral of gain with installment reporting Gain planning with partnerships Basis planning – basis step-up at death, gifts of interests to family Restructuring the business entity – C vs. S corporation, partnerships, LLCs Real estate planning – retention vs sales, like-kind exchanges Employee stock ownership plans – special tax incentives Employee benefit planning with ownership change Taxes other than the federal income tax – state tax, estate, gift and generation-skipping taxes, and property taxes Prospects for tax law change
Annual Update for Accountants and Auditors
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Live Virtual Seminar
8.00 Credits
Member Price: $310
Recently issued ASUs Current FASB exposure draft and projects Audit and attest engagements update Recent PCAOB guidance Latest activity from ARSC
Iowa Tax Update (IN-PERSON ATTENDANCE)
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West Des Moines
4.00 Credits
Member Price: $205