ISCPA ROI Series

Thanks to our Sponsors

these 14 CPE Credits are Complimentary for ISCPA Members!

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.

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:

• Key Insights on employee values and preferences.
• Ideas for personalizing benefits the address the holistic needs of people.
• Motivational strategies to optimize your total workforce spend to improve ROI.

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

• Understand the financial risks of cyberattacks for CPA firms.
• Learn how proactive assessments reduce vulnerabilities and protect client trust.
• Get actionable steps to begin or improve your firm’s cybersecurity posture.

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. 

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.

Join Ken McClure, Partner with Givens Pursley, for a discussion of the highlights of developments in the 2025 Idaho legislative session, with emphasis on how they affect businesses in general and the accounting profession in particular.

Coming soon

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:

• What the FTC Safeguards Rule requires
• Why it matters specifically for CPA firms
• Steps to ensure compliance without overwhelming your team

Key Takeaways from this presentation:

• Demystify the FTC Safeguards Rule and its impact on your firm.
• Learn practical measures to meet compliance standards.
• Protect your firm from fines, breaches, and client data loss.

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:

• Current vs. posthumous giving strategies
• The benefits of endowed vs. non-endowed funds
• The growing influence of donor-advised funds

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.

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.