Welcome to the ISCPA 2025 ROI Series
ISCPA strives to curate diverse and relevant content that aligns with the interests and needs of our members while helping to maximize your membership investment. We understand that managing a multitude of responsibilities and demands can make it challenging to prioritize your continued learning. However, it is crucial to allocate time for yourself amidst the busyness of life. You've made the financial investment, now make the personal one - and take advantage of everything ISCPA has to offer you.
Thanks to our Sponsors
these 14 CPE Credits are Complimentary for ISCPA Members!
Notes
- All sessions will be held virtually in the ISCPA Adobe Meeting Room
- Most Presentations start at 8:55 am MT and conclude at 10 am
- Register for each presentation by clicking on the title
2025 Series
| January 15 | Federal Tax Update - 2024 Tax Developments (NOTE 2 hours) - now available on demand |
| February 19 | Understanding Employee Values - now available on demand |
| March 19 | How Cyber Security Risk Assessments Can Save Your Business - Now available on demand |
| April 23 | Creating and Incorporating AI Policies into Employee Handbooks - CANCELLED |
| May 21 | IDeal - Idaho's 529 Plan Updates and Employer Program |
| June 23 | Normalizing to a New Normal |
| July 16 | 2025 Legislative Wrap-up |
| August 20 | Tax Incentives for Energy Efficient Builders, Developers & Designers |
| September 17 | What is the FTC Safeguards Rule and Why is it Important? |
| October 8 | Unlocking Strategic Charitable Giving for Your Clients |
| November 19 | Marketing 101 |
| December 17 | Depression in Accounting and How to Improve Your Self-Care & Personal Well Being at Work |
| January 15
Federal Tax Update - 2024 Tax Developments |
We look back at the major developments impacting tax matters for 2024 in this session. The session will look at the major cases that came out of the US Supreme Court (Connelly and Loper Bright), a case looking at current basis issues that arise when a taxpayer has claimed partnership losses in excess of basis in years now closed to assessment, the final regulations related to inherited IRAs and required minimum distributions post-SECURE Act, the current status of BOI filings under the Corporate Transparency Act and more developments.
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| February 19
Understanding Employee Values: How to use data to unlock employee satisfaction and maximize workforce investments |
In today's employee-centric market, businesses recognize that people drive results. However, employees and candidates now have more choices than ever. To stand out, employers need a robust total rewards package that enhances recruitment, retention, and overall brand reputation.
Ask yourself: Do employees value the investments you are making in them today? Please join us to discuss the results of OneDigital’s 2024 Employee Value Perception Study and discover:
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| March 19
How Cyber Security Risk Assessments Can Save Your Business |
Discover how identifying vulnerabilities can prevent costly breaches and downtime. John Hansman will walk you through the essential steps of a Cybersecurity Risk Assessment, explain its impact for firms, and share real-world examples of businesses saved from financial and reputational disaster. By joining this session you will
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| April 23
Creating and Incorporating AI Policies into Employee Handbooks |
AI is changing the way in which employers conduct business. It quickly becoming important for employers to create and incorporate AI policies. Learn tips on what to include in such policies to mitigate problems and limitations of AI use, as well as potential traps that employers should consider.
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| May 21
IDeal – Idaho’s 529 Plan Updates and Employer Program |
Tune in as we detail the recent updates to the Idaho 529 plan. Learn how IDeal's Employer Program can assist you and your clients in participating in Idaho's Employer Tax Credit for funding employee's IDeal 529 accounts.
529s have had quite a few expansions in the last several years and 2024 was no different! Last year's change allowed for account owners to rollover funds into a Roth IRA in the name of the beneficiary. In recent years, changes include, allowing for costs associated with apprenticeships registered with the U.S Department of Labor, repayment of some qualified student loans, and providing employer tax incentives for direct contributions to their employees' accounts. Phew! Join Nick Thiros as he provides the details on each of the changes and how they bring new opportunities to your individual and business owner clients. |
| June 23
Normalizing to a New Normal |
After five years of turmoil, with the COVID-19 Pandemic and years of inflation roiling the economy, the economy is finally normalizing and returning to predictable and stable patterns of growth. Emerging structural challenges, however, like the aging of America’s demographics and the transition to mass retirement, remain with us. This presentation will explore the normalization of the economy and the business cycle and evaluate the long-term demographic challenges that will shape the economy of the future.
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| July 16
2025 Legislative Wrap-up |
Join Ken McClure, Partner with Givens Pursley, for a discussion of the highlights of developments in the 2024 Idaho legislative session, with emphasis on how they affect businesses in general and the accounting profession in particular.
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| August 20
Tax Incentives for Energy Efficient Builders, Developers & Designers |
This course will cover fundamentals of specific tax saving opportunities, including the R&D Tax Credit, 45L Tax Credit, Energy star and the 179D Deduction as it relates to Energy Efficient builders, developers and designers. Topics will include history, project qualification and quantification, and industry case studies. The Inflation Reduction Act brought changes to the 45L and 179D tax incentives and we will dive deep into how these legislatives changes will affect builders, developers and designers starting in 2023. We will also cover the latest 2025 legislative updates pertaining to these tax incentives.
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| September 17
What is the FTC Safeguards Rule and Why is it Important?
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Compliance with the FTC Safeguards Rule is no longer optional. As a CPA firm handling sensitive financial data, understanding this regulation is crucial to avoid penalties and secure your operations. John will break down:
Key Takeaways from this presentation:
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| October 8
Unlocking Strategic Charitable Giving for Your Clients |
Equip your clients with powerful tools to make a lasting impact. Join The Idaho Community Foundation and Senior Philanthropic Advisor Kris Kamann for an insightful session on the charitable giving strategies shaping Idaho. Discover how to guide your clients through:
Kris will provide actionable insights into emerging trends and practical ways your clients can leverage philanthropy to achieve their financial and personal goals—all while enriching Idaho communities.
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| November 19
Marketing 101 |
This presentation will provide an overview of the importance of marketing your business. The team will cover branding, social media, PR, community, networking, and marketing on a budget.
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| December 17
Depression in Accounting and How to Improve Your Self-Care & Personal Well Being at Work |
The accounting profession as a whole needs to talk more about mental health in general and depression in particular. Doing so can help remove the stigma and help CPAs who are suffering in silence know that they are not alone. Learn about the signs of depression, steps you can take if you think you need help and general tools to improve your well-being.
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Have a topic idea?
Please share! Email your ideas, comments, and suggestions to CPE@idcpa.org.
All topics and speakers are subject to change without notice.