CPE Catalog & Events
Fall CPE Conference
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Cedar Rapids
16.00 Credits
Member Price: $565
Implementing the New Quality Management Standards: Time to Get to Work
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Live Virtual Seminar
4.00 Credits
Member Price: $200
2024 Nonprofit Virtual Series | BUNDLE WEBINAR PACKAGE
Multiple Events Between -
Up to 8.00 Credits
Member Price: $316
The Nonprofit Virtual Series is designed exclusively for CPAs, accounting professionals, financial officers or board members working in or with nonprofit organizations. Led by industry experts, this four-part webinar series covers pressing topics and the latest developments affecting nonprofit organizations. Each session qualifies for 2 hours of CPE credit and can be purchased individually, or save $80 when purchasing this bundle webinar package.
Fraud Prevention
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Live Virtual Seminar
8.00 Credits
Member Price: $365
The Fraud Triangle A complete analysis of fraud prevention, detection and investigation Fraud related interviewing techniques The CPA’s role as an expert witness Careers in forensic accounting The 13 financial reporting shenanigans Use of financial statement analysis in fraud assessment
AI Ethics: Balancing on the Tightrope
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Live Virtual Seminar
2.00 Credits
Member Price: $149
Technology threats Opportunities for development Vulnerabilities and risk mitigation Learning opportunities
Virtual Nonprofit Series: A&A Update
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Live Virtual Seminar
2.00 Credits
Member Price: $149
How to Settle a Client's Estate
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Live Virtual Seminar
8.00 Credits
Member Price: $365
Issues involved when settling an estate – marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills Why a will is probated, and on what grounds it may be challenged Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more Identification and report of estate assets What to do and what not to do as a fiduciary, executor, or trustee – duty of care, investment, informing, payment of debts and taxes, & defending a will contest How executors and trustees interact with beneficiaries Elective shares, and when a spouse might make that choice What a trustee needs to know about incompetents and minors Rights of creditors, third parties, and beneficiaries Key issues in transferring property to a trust and from a trust or estate to a beneficiary Identifying income, estate, and inheritance taxes Fiduciary accounting – principal and income concepts An introduction to drafting an account, and why it is relevant Administration of revocable trusts Estate basis reporting
Virtual Nonprofit Series: Planned Giving
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Live Virtual Seminar
2.00 Credits
Member Price: $99
K2’s Next Generation Excel Reporting
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Live Virtual Seminar
8.00 Credits
Member Price: $305
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
AHI Staff Training: Advanced Management and Leadership Essentials
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Live Virtual Seminar
2.00 Credits
Member Price: $149
Leading Others: Prioritizing the coaching and development of staff in a post-pandemic work environment, including delegation for development, effective feedback, and managing virtual employees. Building Leadership Communication Skills: Strategies to influence and lead others through effective communication in both individual and group settings. Helping the Firm Grow: The three levels of helping the firm grow and how to involve the entire team in expanding services to existing clients and generating referrals to new clients.
Best Practices in Not-for-Profit Accounting and Reporting
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Live Virtual Seminar
4.00 Credits
Member Price: $250
The key requirements, options, and best practices seen in each of the basic financial statements Today’s core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them How to analyze and incorporate the needs of financial statement users into a not-for-profit’s financial statements and disclosures
The Most Critical Challenges in Not-for-Profit Accounting Today
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Live Virtual Seminar
4.00 Credits
Member Price: $250
Lessons learned (and lessons remaining) from the implementation of FASB ASC 842, Leases, and ASU No. 2020-07 related to contributions of nonfinancial assets Solving contribution conundrums (e.g., conditional contributions, restricted contributions, contributed services, and etc.) Additional issues in not-for-profit financial reporting
Maximizing Your Social Security Benefits
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Live Virtual Seminar
4.00 Credits
Member Price: $250
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?
What Tax Practitioners Need to Know About Medicare
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Live Virtual Seminar
2.00 Credits
Member Price: $160
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Current and late breaking legislative and regulatory developments
Social Security: Dispelling Common Myths with Essential Truths
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Live Virtual Seminar
2.00 Credits
Member Price: $160
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? … and more!
DEI Series: Diversity and Inclusion - How It's Important and Beneficial to All | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
More details coming soon!
Presentation Skills for Success
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Audience Assessment Audience profile Five questions to answer before preparing your presentationMessage and Media What does the audience need to know? What is the best way to convey that message?How to Get Your Points Across Identify your normal presentation style Deal with “Presentation Anxiety” Sell your ideas using four critical elementsQ&A Sessions Anticipate questions Field questions Handle disruptive behaviors
AHI Staff Training: Basic
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Live Virtual Seminar
16.00 Credits
Member Price: $675
Role of New Staff Understanding Audit Objectives Working Paper Techniques Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts
S Corporations: Key Issues, Compliance, and Tax Strategies
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Live Virtual Seminar
8.00 Credits
Member Price: $310
S corporation qualifications Election of S corporation status Termination or revocation of S corporation status Pass-through of income and loss items to the shareholder Distributions to S corporation shareholders Reporting and filing requirements Choice of year-end Shareholder basis
Virtual Nonprofit Series: 2024 Tax Update and Form 990 Common Red Flags to Avoid
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Live Virtual Seminar
2.00 Credits
Member Price: $99
Stay up to date on recent tax law and legislation updates and adopt its operations and governance practice to stay compliant. Learn how to conduct advocacy and lobbying activities during the election year without jeopardizing its tax-exempt status. Identify common red flags on Form 990 and its Schedules.