Upcoming Events

June
06

SOCIAL SECURITY & MEDICARE (Webinar Only)

Speaker:  Bob Jennings of Taxspeaker

Attendees will learn how to guide clients through the application process for Social Security and Medicare, provide married couples with strategies to receive the maximum benefit as well as planning advice on when clients should begin to draw Social Security.  You will be able to explain divorce issues to clients, how benefit amounts are determined, when clients qualify for benefits and survivors benefits. You will also be able to walk clients through various scenarios of how adjusting their earnings will affect their benefits. And you will be able to inform clients of most recent changes to Social Security. You will obtain a general knowledge of the reduction, taxability, categories and qualifications of benefits. You will be able to calculate benefits, as well as understand the effects of divorce and death on benefits.

8 Hours of CE Credit (Not for IRS Credit)
More Info
August
28

COMPLETE RETIREMENT GUIDE and BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS

THIS WILL BE AN IN PERSON SEMINAR AS WELL AS A SIMULCAST WEBINAR. ATTENDEES CAN CHOOSE THE FORMAT THEY WISH.
More Info

Welcome

As a member of AAI you will be joining other independent accountants across the state who share your professional concerns. You will become an integral part of a dynamic organization whose members enjoy a wide range of special services and opportunities. Your voice will be heard in decision-making processes that affect you and your profession in the State of Iowa. Your membership in AAI will provide you with benefits which will be valuable to your practice, your profession, and yourself.

Some benefits you can enjoy include: District meetings, quality education, active Web Site, Member Directory, a centralized administrative office for maintaining corporate records and answering member questions. Plus we are affiliated with the National Society of Accountants, we are a recognized liaison to state agencies, Small Business Administration and the Internal Revenue Service. We monitor state accountancy laws and regulations affecting the independent accountant, have a paid lobbyist that monitors state accounting laws, regulations and judicial decisions and have representation on Capital Hill.