CPE Catalog & Events
Iowa Tax Update (WEBCAST ATTENDANCE)
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Live Virtual Seminar
4.00 Credits
Member Price: $205
The Ethical Accountant’s Guide to AI: Balancing Innovation and Integrity
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Live Virtual Seminar
2.00 Credits
Member Price: $98
Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis
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Live Virtual Seminar
4.00 Credits
Member Price: $200
An introduction to special purpose frameworks Authoritative and non-authoritative guidance used to prepare SPF financial statements Common issues in preparing SPF financial statements Cash basis and modified cash basis financial statements Income tax basis financial statements The AICPA’s special purpose framework – FRF for SMEsTM
Surgent's Individual Tax Planning Ideas
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0 Timely coverage of breaking tax legislation Retirement planning in light of IRA and RMD changes Review of pertinent changes from recent legislation Reading a tax return for developing client-specific tax strategies Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future Compensation and fringe benefit issues Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them All in the family: Tax tactics for spouses, children, and parents Understanding the environment: what’s new, what’s expired or expiring, and what’s likely to change
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas
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Live Virtual Seminar
8.00 Credits
Member Price: $315
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 in light of 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 The best new income tax and estate-planning ideas The changing Social Security landscape: long-term solvency issues and what it means for retirement planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings
2024 Governmental and Not-for-Profit Annual Update
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Live Virtual Seminar
8.00 Credits
Member Price: $310
GASB updates Updated Statements on Auditing Standards (SASs) Yellow Book & OMB updates affecting single audits Ethics updates for governments and not-for-profit entities
Iowa Department of Revenue Update
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Live Virtual Seminar
3.00 Credits
Member Price: $49
AHI Staff Training: Beginning In-Charge
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Live Virtual Seminar
16.00 Credits
Member Price: $675
What is Expected of the In-Charge Plan Engagement Assess Risk and Materiality Nonstatistical Audit Sampling Meet Client Needs Complete Engagements Review Assistants' Work Supervision
Preparing Individual Tax Returns for New Staff and Paraprofessionals
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Live Virtual Seminar
8.00 Credits
Member Price: $315
Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0 Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms Coverage of Form 7203 Coverage of §199A qualified business income, its calculation, limitations, and examples Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues Self-employed person issues Schedule C deductions including depreciation Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms Itemized deductions – A thorough understanding of what’s deductible and what’s not Interest deductions – Limitations and timing problems Charitable contributions substituting for taxes, IRS says – No! Retirement contributions and education credits and deductions Tax computations – The Kiddie Tax, AMT, regular tax, tax credits Individual problems illustrated by form preparation for various items, with numerous “practice tips” Impact of recent legislation and forms changes on the 1040
Key Partnership and S Corporation Tax Planning Strategies
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Timely coverage of breaking tax legislation Tax consequences of retiring partners seeking liquidating distributions/redemptions and S corporation shareholders seeking the redemption of their shares At-risk and passive activity loss considerations Basis planning Related party transactions: making them work Income splitting and shifting with family can create considerable benefits Sale of ownership interest and NIIT considerations
Tax Loss Limitations Imposed on Individuals and Pass-through Entities
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Live Virtual Seminar
3.00 Credits
Member Price: $130
How to calculate a partner or S corporation shareholder’s basis Form 7203 and an S corporation shareholder’s basis The at risk basis rules and Form 6198 The passive activity loss limits The Section 461(l) loss rule The net operating loss limitation rules The Section 163(j) business interest limitation
Winter Federal Tax Summit with Ron Roberson
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Live Virtual Seminar
16.00 Credits
Member Price: $495
The latest tax law changes to the current Form 1040/1120/1120S/1065. Use of Federal tax provisions prior to their expiration date. Job-related business expenses. Work-related education expenses. How to properly account for inventory. Determine when a change in accounting method has occurred. When IRS approval is needed and when it is not and situations that qualify for automatic approval. And much more! Full seminar topics will be updated in late summer. Note: Individual update will be presented on day one; business update will be presented on day two.
Finance and Innovation: Reinvent Your Department and Your Company
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Live Virtual Seminar
8.00 Credits
Member Price: $315
How innovation happens Innovation metrics and how to report on innovation efforts How the use of technology and other simple techniques can foster and sustain innovation The difference between disruptive and sustaining innovation How to become more innovative on a personal level How to communicate and encourage innovation within your company
Busy Season Resilience: How to keep Your Team (and yourself!) Strong, Focused and Well from Start to Finish | FREE for ISCPA members
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Live Virtual Seminar
1.00 Credits
K2’s Better Productivity Through Artificial Intelligence and Automation Tools
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Practical opportunities to leverage artificial intelligence and automation in business settings Potential risks associated with using AI and automation, including inherent ethical issues Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
K2’s Ethics And Technology
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Live Virtual Seminar
4.00 Credits
Member Price: $155
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
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Live Virtual Seminar
4.00 Credits
Member Price: $200
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: $200
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
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Building change into the planning process Sales/income plan Intermediate planning Technology plan Capital equipment planning One-year operating plan Monthly planning Cash plan Risk plan
Surgent's S Corporation, Partnership, and LLC Tax Update
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Live Virtual Seminar
4.00 Credits
Member Price: $200
Timely coverage of breaking tax legislation A review of like-kind exchange transactions under section 1031 Guidance on the impact of recent legislation on S corporations and partnership entities Form 1099-K reporting requirements Thinking beyond section 163(j) - Interest Allocation Rules, Original Issue Discount, Applicable High Yield Discount Obligations, Convertible Corporate Debt Instruments, and Debt-Financed Distributions Bonus depreciation in 2024 Section 174 Research and Experimental Expenditures FinCEN reporting requirements in 2024 A review of the key cases, rulings, and tax law changes affecting S corporations, partnerships, limited liability companies, and limited liability partnerships