ASCPA CPE Resource Catalog 2016-17 by ASCPA

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2016-17 CPE Resource Catalog • 1

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2 • 2016-17 CPE Resource Catalog

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ASCPA CPE Catalog 2016-2017 ASCPA Resources ..........................................................................................................................................................6 Choosing Your CPE ......................................................................................................................................................7 Conferences ..............................................................................................................................................................................................8 Chapters......................................................................................................................................................................................................9 Phoenix Tax Workshop ............................................................................................................................................................................10

Registration Form ......................................................................................................................................................11 2016-17 CPE Calendar ..............................................................................................................................................12 Other Credit ................................................................................................................................................................61 Arizona State Board CPE Requirements ................................................................................................................62 CPE Policies and Information ..................................................................................................................................63 Facilities/ASCPA Office ..............................................................................................................................................64 Conferences ..................................................................................................................................................................6 Accounting & Reporting Standards Conference ........................................................................................................................................6 Arizona Federal Tax Institute Conference ..................................................................................................................................................6 Business Valuation Conference ..................................................................................................................................................................6 Construction Industry Conference ............................................................................................................................................................6 Corporate Finance Conference ................................................ ................................................................................................................6 Emerging Leaders Conference ....................................................................................................................................................................6 Financial Planning Conference ..................................................................................................................................................................6 Forensic & Litigation Services Conference ................................................................................................................................................6 Governmental Accounting Conference ......................................................................................................................................................6 Not-for-Profit Conference ..........................................................................................................................................................................6 Technology for CPAs Conference ..............................................................................................................................................................6

Course Descriptions by Field of Study: Accounting & Auditing A Complete Guide to the Yellow Book ................................................20 A Practical Alternative to GAAP: Simplify Your Reporting by Converting to FRF for SMEs™ ..................................................20 A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs ....................................................................................20 Accounting and Auditing Update (8-11:30) ........................................21 Accounting and Reporting for Not-for-Profit Organizations................21 Advanced Concepts in SSARS 21 and Nonattest Services: Are you in Compliance? ..................................................................21 Advanced Topics in a Single Audit ......................................................21 Annual Accounting and Auditing Update ............................................22 Annual Update for Preparation, Compilation, and Review Engagements ....................................................................................22 Applying the Risk Assessment Standards to Enhance Audit (12:30-4) ..........................................................................................22 Applying the Uniform Guidance for Federal Awards in Your Single Audits ............................................................................22 Audit Workpapers: Documenting and Reviewing Field Work..............23 Save Time – Register Online – www.ascpa.com

Auditing Employee Benefit Plans ........................................................23 Auditing Standards Issued by the AICPA: Update and Review by Walter Haig ................................................................................23 Audits of 401(k) Plans ........................................................................24 Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit ..................................................24 Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures as the Primary Tool ........................................24 Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update......................................................25 Construction Contractors Advanced Issues ..........................................25 Current Accounting and Attest Service Update for Practitioners with Small-Business Clients..............................................................25 Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig ..26 Financial Statement Analysis: Basis for Management Advice................26 Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow ......................................................27 Forensic Accounting Investigative Practices..........................................27 2016-17 CPE Resource Catalog • 3

Contents Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone ....................................................................27 Fraud and Cash Receipts: Common Frauds and Internal Controls (12:30-4) ..........................................................................28 Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes ....28 Fraud: Recent Findings, Red Flags and Corruption Schemes (8-11:30)....28 Frequent Frauds Found in Governments (8-11:30)..............................29 GAAS from A to Z ..............................................................................29 GASB Statement No. 68 Audit and Accounting Workshop (12:30-4)......29 Governmental Accounting and Auditing Update ................................29 Governmental and Not-for-Profit Annual Update ..............................30 IdentityTheft:Preventing,DetectingandInvestigatingIdentityTheft......30 Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors ................................................................30 InternalControlBestPracticesforSmall-andMedium-SizedEntities ......30 Interpreting the New Revenue Recognition Standard: What All CPA’s Need to Know (12:30-4) ........................................31 Latest Developments in Government and Nonprofit Accounting and Auditing 2016 ..........................................................................31 Leases: Mastering the New FASB Requirements ..................................31 Minimizing Internal Control Blunders Under the New COSO Framework ..........................................................................31 Not-for-Profit Accounting & Reporting: From Start to Finish ............32 Personal Financial Health Checkup: A Process on How to Become “Financially Self-Sufficient” by Walter J. Haig ....................32 Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls (8-11:30)............................................32 Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance ......................................................................................33 Real World Fraud in Today’s Small- to Medium- Sized Entities ..........33 Special Purpose Frameworks: Preparing and Reporting on Cash, Modified Cash and Tax Basis Financial Statements ..........................33 Statements on Standards for Accounting and Review Services Annual Update and Review ..............................................................34 Successful Strategies for Fraud Prevention and Detection ....................34 Sweeping Your Workpapers for Landmines: Avoiding Deficient Audits....35 The Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards ....................................35 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (12:30-4)....................................35 U. S. GAAP: Latest Developments and Accounting Essentials ............36 U.S. GAAP: Latest Developments for Business & Industry (8-11:30)......36 Yellow Book: Government Auditing Standards ....................................36

Business Law Advanced Business Law for CPAs ........................................................37 Employment Law Update: Key Risks and Recent Trends ....................37 From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues ....................................................................37

Ethics Arizona Accounting Ethics with Emphasis on Tax Practice Issues (8-11:30) ................................................................................38 Ethics & Quality Control in Tax Practice ............................................38 Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30) ....................................38 Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code ..................................................................................39 Professional Ethics Update for CPAs in Business – Including Revised AICPA Code (8-11:30) ......................................................39 4 • 2016-17 CPE Resource Catalog

Government & Nonprofit A Complete Guide to the Yellow Book ................................................40 Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow ......................................................................40 Latest Developments in Government and Nonprofit Accounting and Auditing 2016 ..........................................................................40 The Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards ....................................40

Information Technology Advanced Excel Topics for Spreadsheet Power Users ............................41 Excel Pivot Tables-Powerful and Not Hard to Use…Really! ................41 PDF Forms: Using Adobe Acrobat to Harness the Incredible Power of Electronic Fillables (12:30-4) ............................................41 QuickBooks Online- Worth another Look! (8-11:30)..........................42 Taking the Self Taught Excel User to the Next Level............................42

Management Analytics and Big Data for Accountants ..............................................43 Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line (8-11:30) ..................................................43 Annual Update for Controllers ............................................................43 Ethics & Quality Control in Tax Practice ............................................43 Risk, Cost and Cash Management for Controllers and Financial Managers (12:30-4) ..........................................................44 The New Controllership: Keys to Boosting Financial Performance (8-11:30)......................................................................44 The New Controllership: Keys to Boosting Management Skills (12:30-4) ................................................................................44 Transforming your role as controller to Business Partner ....................44

Taxation A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond....................................................45 Advance Tax Practice............................................................................45 Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries ..45 Advanced Tax Strategies for LLCs & Partnerships................................45 AICPA’s Annual Federal Tax Update ....................................................46 Arizona Income Taxation: Update and Overview (12:30-4) ................46 Assisting Survivors: CPA’s Role in the Decedent’s Estate ......................46 Basis Calculations & Distributions for Pass-Thru Entity Owners – Schedule K-1 Analysis ......................................................................46 Best Practices for Payroll Taxes and 1099 Issues ..................................47 Business & Industry Tax Update..........................................................47 Buying and Selling a Business: Critical Tax and Structuring Issues ......47 Capitalized Costs and Depreciation: Key Issues and Answers (12:30-4) ..47 Corporation Taxation: Subchapter C for C Corporations & S Corporations ............................................................................48 Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions, and Form 3115......................................48 Current Federal Tax Developments ......................................................48 Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement ..................................48 Don Farmer’s Tax Update ....................................................................49 Estate and Life Planning Issues for the Middle-Income Client ............49 Estates and Trusts: Mastering Complex Income Tax Issues (8-11:30) ..49 Ethics & Quality Control in Tax Practice ............................................49 Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms........................................................50 Federal Tax Update - C&S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) ..........................................................50 Save Time – Register Online – www.ascpa.com

Contents Federal Tax Update - Individual and Business Current Developments ......50 Federal Tax Update – Individuals (Form 1040)....................................50 Federal Tax Update for AZ ..................................................................51 Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms ........................................................................51 Form 990: Exploring the Form’s Complex Schedules ..........................51 Form 990: Mastering Its Unique Characteristics..................................51 Getting More Active with the Passive Activity Rules and the Net Investment Income Tax ............................................................52 Hands-On Tax Workshop - Individual (Two Day Course) ..................52 Health Care Reform Act: Critical Tax and Insurance Ramifications (8-11:30) ..........................................................................................52 Hot IRS Tax Examination Issues for Individuals and Businesses ..........52 Hottest Tax Topics for 2016 ................................................................53 How to Settle an Estate for a Client from A to Z ................................53 International Taxation..........................................................................53 Investment Taxation: The Medicare Tax & Beyond ............................53 IRA Boot Camp ..................................................................................54 Multistate Income Tax ........................................................................54 Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes ................................................................................54 Partnership & LLC : Advance Issues....................................................54 Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 ........................................................55 Pass Through Entities: Advanced Issues ..............................................55 Passive Activities & Rental Real Estate Income Issues ..........................55 Preparing Form 1120S: Understanding the Basics ..............................55 Preparing Form 1165: Understanding the Basics ................................56 Preparing Individual Tax Returns for New Staff and Para-Professionals ....56 Reviewing Individual Tax Returns: What Are You Missing? (12:30-4) ......56

S Corporation Preparation, Basis Calculations and Distributions: Schedule K and K1 (Form 1120S) Analysis......................................56 Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs ................................................................57 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs ......................................................................57 Social Security and Medicare: Maximizing Retirement Benefits (12:30-4) ..........................................................................................57 Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now ..............................57 Surgent’s 2016 Annual Tax-Planning Guide for S Corporation, Partnerships, and LLCs ....................................................................58 Surgent’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs, and Partnerships..........58 Surgent’s Multistate Tax Update ..........................................................58 Tax Considerations and Consequences for Closely Held Businesses ....58 Taxation of Individuals Living Abroad and Foreign Nationals Living in the U.S. ............................................................................59 The Best Income Tax, Estate Tax and Financial-Planning Ideas of 2016 ............................................................................................59 The Best Individual Income Tax Update Course by Surgent................59 The Casual Tax Preparer: 1040 Forms Update for 2016 ......................59 The Complete Trust Workshop............................................................60 The CPA’s Role in Buying or Selling a Business (8-11:30) ..................60 The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them ............................................................................60 The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning ............................................60

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2016-17 CPE Resource Catalog • 5

ASCPA Resources ASCPA Staff

Important Phone Numbers

Continuing Professional Development

Kim Devery, M.Ed. Director of Professional Development kdevery@ascpa.com (602) 252-4144, ext. 207 TBA CPE Manager (602) 252-4144, ext. 224 Carina Jansen Events Manager cjansen@ascpa.com (602) 252-4144, ext. 217 Jessica Donica Member Services & CPE Assistant jdonica@ascpa.com (602) 252-4144, ext. 215 Membership

Nikki Morales Senior Manager of Membership nmorales@ascpa.com (602) 252-4144, ext. 205 Kimberly Goodman Member Services & Administrative Assistant kgoodman@ascpa.com (602) 252-4144, ext. 200 Marketing

Heidi Frei, MBA, ABC Director of Marketing hfrei@ascpa.com (602) 252-4144, ext. 206 Patricia Gannon Senior Manager of Communications pgannon@ascpa.com (602) 252-4144, ext. 204

Arizona Society of CPAs ............................................................(602) 252-4144 Instate Toll-Free: ....................................................................(888) 237-0700 Fax..........................................................................................(602) 252-1511 Website ..................................................................................www.ascpa.com Arizona State Board of Accountancy ..........................................(602) 364-0804 Website ......................................................................www.azaccountancy.gov American Institute of CPAs ........................................................(888) 777-7077 Website ....................................................................................www.aicpa.org Arizona Department of Revenue Website ....................................................................................www.azdor.gov Tax Practitioner Hotline ..................................................(602) 255-3381 #8 Internal Revenue Service Website ........................................................................................www.irs.gov IRS Taxpayer Advocate Services (TAS) ..................................(877) 777-4778 Arizona TAS Office ................................................................(602) 636-9500

(602) 252-4144 ext. 215 (602) 252-1511 ASCPA 4801 E. Washington St., Suite 225-B Phoenix, AZ 85034 By E-Mail: ASCPACPE@ascpa.com At our Website: www.ascpa.com

Finance & Operations

Adela E. Jiménez, CPA, CGMA, MBA Chief Operating Officer & CFO ajimenez@ascpa.com (602) 252-4144, ext. 212 Elva Wilson Accounting Assistant ewilson@ascpa.com (602) 252-4144, ext. 214 President & CEO

Cindie Hubiak, CPA, CGMA, MBA chubiak@ascpa.com (602) 252-4144, ext. 203 Sandra McKitrick Executive Assistant smckitrick@ascpa.com (602) 252-4144, ext. 219 6 • 2016-17 CPE Resource Catalog

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Choosing Your CPE

Choose a Format, Knowledge Level or Field of Study Format Classroom: In-person seminars at specified locations involve participants in case studies and problem solving with the guidance of an experienced discussion leader. Seminars provide in-depth instruction on subjects with specialized content and often involve lectures followed by a question and answer session.

Webcast/Webinar: Learn from the comfort of your home or office with the ASCPA’s live interactive seminars.

Conferences: Conferences consist of individual lectures and panel discussions by authorities on specific topics. On-Demand: 24/7 access to a variety of subject areas. In-House Training: Education programs tailored to meet the specific needs of your team using the same high-quality materials and speakers at your organization.

Knowledge Level Basic: Designed to provide introductory knowledge of principles and skills essential in the subject area. Seminars are designed for entry-level practitioners although experienced practitioners who are unfamiliar with the subject area can also benefit from basic programs. Intermediate: Designed to strengthen proficiency obtained from basic or essential knowledge of a subject area. Participants should have some experience in dealing with the topics covered in the program.

Advanced: Designed to build upon a solid working knowledge of a subject area. Seminars presume proficiency in the subject area and are intended to provide specialized learning or the ability to deal with complex issues. Prior experience is essential, and prerequisite courses may be necessary.

Four Easy Ways to Register

1 Secure Online Registrations: 2 Mail:

Pay by credit card 24/7. Register instantly Online – www.ascpa.com

Send your completed registration form with check (Payable to ASCPA) or credit card information to: 4801 E. Washington St., Suite 225-B – Phoenix, AZ 85034

3 Phone:

Call our offices and we will happily assist you over the phone! 602-252-4144 ext. 215 or (in state toll free) 888-237-0700 ext. 215

4 Fax:

ASCPA accepts MasterCard, Visa and American Express.

Fee Schedule 8 hour:

Update: Designed to provide information about how a subject area is changing or to analyze a subject’s broader aspects. Participants should have a basic understanding of the subject and prior experience is essential.

Field of Study This catalog has been designed for easy reference. Course listings are organized into seven Fields of Study: • Accounting & Auditing • Business Law • Ethics • Government & Nonprofit • Information Technology • Management • Taxation Courses that are pre-approved for CFP®, EA and Yellow Book credit will be clearly identified in the “Other credit” section of the course description and are listed on page 61.

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4 hour:

Member and Non-CPA staff .. $300 Member and Non-CPA staff ..$140 Non-member ........................$400 Non-member ........................$190 Early Registration..................$255 Early Registration..................$119 In order to receive the discount, the registration form and fee must be received in the ASCPA office by May 31. The 15% discount applies only to selected programs.

Note: See pages 8 for pricing on Conferences.

Guaranteed Satisfaction

The ASCPA guarantees your satisfaction with our courses! If you are not satisfied, please let us know and we will transfer your registration to a new seminar.

What to Expect from Us after Registration Complete registration online

Confirmation Email Instantly

Reminder Email 2 days before event

Certificate emailed within 3 business days

2016-17 CPE Resource Catalog • 7

Choosing Your CPE

Conferences

Financial Planning Conference

Arizona Federal Tax Institute Conference

June 8, 2016

November 3-4, 2016

Member fee: $275 Nonmember fee: $375 Course Code: FPC Location: Black Canyon Conference Center

Two-day fee: $510 One-day fee: $275 Course Code: TIC Location: Black Canyon Conference Center

This conference is designed for all CPAs, financial planners and professionals who advise clients on personal financial planning services or who wish to add this growing service to their practice or partner with a financial planner.

Not-for-Profit Conference June 22, 2016 Member fee: $275 Nonmember fee: $375 Course Code: NPC Location: Black Canyon Conference Center This conference is designed to provide specific, practical coverage of critical nonprofit accounting, tax, and legal issues, for CPAs and individuals working for and with nonprofit organizations.

Corporate Finance Conference August 24, 2016 Member fee: $275 Nonmember fee: $375 Course Code: INDC Location: Desert Willow Conference Center This conference brings together nationally and locally recognized speakers providing sessions covering the key characteristics, in corporate finance.

Forensic & Litigation Services Conference September 8, 2016 Member fee: $275 Nonmember fee: $375 Course Code: FLC or FLCW (webcast) Location: Learning Center or Webcast Member Fee to Include BV: $425 Non-member Fee to Include BV: $575 This is now a full-day conference that will provide participants with current and relevant information about the practice areas of forensic and litigation services. The conference will include speakers that will deliver informative, progressive and dynamic sessions.

Business Valuation Conference (11:30-4) September 9, 2016 Member fee: $150 Nonmember fee: $200 Course Code: BV or BVW (webcast) Location: Learning Center or Webcast Member Fee to Include FLS: $425 Non-member Fee to Include FLS: $575 This conference will provide participants with current and relevant information about the practice areas of business valuation.

Construction Industry Conference October 19, 2016 Member fee: $275 Nonmember fee: $375 Course Code: CIC Location: Desert Willow Conference Center This conference is designed to serve the needs of CPAs involved in the construction industry. The conference will address current developments in construction accounting and business practices. 8 • 2016-17 CPE Resource Catalog

This annual conference provides a detailed analysis of the current and recurring issues affecting the practitioner who provides tax and estate planning services to the family unit and the closely held corporation. The program features nationally recognized speakers.

Emerging Leaders Conference November 18, 2016 Member fee: $275 Nonmember fee: $375 Course Code: ELC This conference is geared towards emerging CPA leaders in public accounting as well as business and industry. Attendees will learn strategies they need to distinguish themselves as leaders and develop a skill set to help further their careers and the success of their employers.

Technology for CPAs Conference December 5, 2016 Member fee: $275 Nonmember fee: $375 Course Code: TECH Location: Desert Willow Conference Center This conference is directed towards CPAs in all fields of accounting. It will provide participants with the tools and skills they need to keep up with the ever-increasing pace of changes in computer technology. Learn to keep client data secure and confidential, the latest software tips and tricks, and how to be efficient in today’s evolving world.

Accounting & Reporting Standards Conference January 11, 2017 Member fee: $275 Nonmember fee: $375 Course Code: AAC Location: Black Canyon Conference Center This conference is designed to bring practitioners current with the accounting and reporting standards of the profession. Participants will also be made aware of the troublesome areas in the standards.

Governmental Accounting Conference February 3, 2017 Member fee: $250 Nonmember fee: $350 Course Code: GAC Location: The Biltmore This conference is designed for CPAs, auditors and accountants in federal, state, local and tribal governments, to provide insights and understanding on new developments in government accounting and auditing. Save Time – Register Online – www.ascpa.com

Choosing Your CPE

Chapters

Regional chapters provide an excellent opportunity for involvement at a local level. Meet other members, ask questions and gain knowledge from your area. Chapters work hard to identify the unique needs of CPAs in the chapter area and provide relevant information and resources to meet those needs.

Register for your Regional Meetings ASCPA has four regional chapters. Unless otherwise noted, all chapter meetings are held monthly between June and January from 11:30 a.m. to 1 p.m. and include lunch and networking. Visit the chapter website links provided below for pricing and dates. Save $80 off the regular member rate if you register for your chapter series. See the website for details.

To volunteer to speak at one or more chapter events or for more information, contact Carina Jansen at cjansen@ascpa.com or 602-324-4745.

Northern Chapter (Flagstaff)

Southern Chapter (Tucson)

Meetings are held on the 3rd Thursday of the month between June and January. Unless otherwise noted, meetings are held at:

Doubletree by Hilton Flagstaff

Viscount Suite Hotel

1175 W Route 66 Flagstaff, AZ 86001 (928) 773-8888

4855 E Broadway Blvd Tucson, AZ 85711-3609 520-745-6500

For the Forest Series, use code NCFOR.

For the Mountain Series, use code SCMTN.

For details and a schedule of all upcoming events and CPE, please go to: www.ascpa.com/flagstaff.

For details and a schedule of all upcoming events and CPE, please go to: www.ascpa.com/tucson.

North Central Chapter (Prescott)

Southwest Chapter (Yuma)

Meetings are held on the 3rd Tuesday of the month between June and January. Unless otherwise noted, meetings are held at:

Hassayampa Inn

Arizona Western College

122 East Gurley Street Prescott, AZ 86301 (928) 778-9434

2020 South Avenue 8E Yuma, AZ 85365 Building 3C (928) 317-6000

For the Valley Series, use code NCCVAL. For the Desert Series, use code SWDES. For details and a schedule of all upcoming events and CPE, please go to: www.ascpa.com/prescott.

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For details and a schedule of all upcoming events and CPE, please go to: www.ascpa.com/yuma.

2016-17 CPE Resource Catalog • 9

Choosing Your CPE

10 • 2016-17 CPE Resource Catalog

Special Programs

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2016-2017 Registration Form

Save Time — Register Online One Form Per Person – For Additional Forms Please Copy

www.ascpa.com

Name LAST

FIRST

M.I.

Check all that apply: ÿ CPA ÿ Not a CPA ÿ ASCPA Member ÿ Non-Member ÿ Staff ÿ New Member – I would like to take advantage of the member rate by becoming a member now. Enclosed is my completed member application and payment for both CPE and dues. ÿ Phoenix Tax Workshop Series $340 – I would like to sign up for the Phoenix Tax Workshop Series – 24 hours of live CPE. See page 10 for more information. Additional people from the same company pay $240. Chapter Series – I would like to sign up for my Chapter Series and save $80 off the regular member rate – 8 hours of live CPE in my local neighborhood. See page 9 for more information. ÿ Forest Series (Flagstaff)

ÿ Valley Series (Prescott) ÿ Mountain Series (Tucson)

Address given is: ÿ Home

ÿ Work

ÿ Desert Series (Yuma)

Preferred Mailing: ÿ Home

ÿ Work

ÿ Check here if any of your address information has changed. Firm/Company Address PO Box

City/State/Zip

Business Phone

(

)

Fax

(

)

E-mail Address Special Services: ÿ Please check here if you require special services. Attach a written description of needs. Course Title

Course Code

Date

City

Fee

Total $ Payment Is Required To Process Registration TO PAY BY CREDIT CARD PLEASE COMPLETE THIS SECTION Credit Card Registration may be faxed to 602-252-1511 ÿ VISA

Name as it appears on card:

ÿ MasterCard

Card #

ÿ AMEX

Signature of cardholder:

Exp. Date

TO PAY BY CHECK ÿ Check Enclosed – Make check payable and mail to: ASCPA – 4801 E. Washington St. Ste 225B - Phoenix, AZ 85034 The ASCPA will be processing checks submitted in payment as an Electronic Funds Transfer (EFT) transaction. Funds may be withdrawn from your account as soon as the same day we receive your payment.

CANCELLATION POLICY Cancellations must be submitted in writing and will be charged a $25 cancellation fee if submitted less than two weeks prior to the program. Save Time – Register Online – www.ascpa.com

2016-17 CPE Resource Catalog • 11

Calendar Save Time — Register Online www.ascpa.com DATE

TITLE

COURSE CODE

LOCATION

MEMBER FEE NON FIELD OF (BEFORE MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

MAY 2016 9

Business & Industry Tax Update

NBITU or NBITUW

ASCPA or Webcast

255

300

400

Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures as the Primary Tool

BFHC1 or BFHC1W

ASCPA or Webcast

255

300

400

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR1 or CRUR1W

ASCPA or Webcast

255

300

400

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR1 or ASUR1W

ASCPA or Webcast

255

300

400

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter J. Haig (8-11:30)

ET1 or ET1W

ASCPA or Webcast

119

140

190

Advanced Concepts in SSARS 21 and Nonattest Services: Are you in Compliance?

SS21 or SS21W

ASCPA or Webcast

255

300

400

Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit

AFPL or AFPLW

ASCPA or Webcast

255

300

400

Current Accounting and Attest Service Update for Practitioners with Small-Business Clients

SMBP or SMBPW

ASCPA or Webcast

255

300

400

Phoenix Tax Workshop (9-12)

PTW1 or PTW1W

ASCPA or

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC1 or ETHIC1W

ASCPA or Webcast

116

166

Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

ICDAD or ICDADW

ASCPA or Webcast

255

300

400

Audits of 401(k) Plans

AFKP or AFKPW

ASCPA or Webcast

255

300

400

– See page 10 –

JUNE 2016 1

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

IDENT or IDENTW

ASCPA or Webcast

255

300

400

Accounting and Auditing Update (8-11:30)

CL4AUAA or CL4AUAAW

ASCPA or Webcast

119

140

190

Interpreting the New Revenue Recognition Standard: What All CPA’s Need to Know (12:30-4)

CL4INRR or CL4INRRW

ASCPA or Webcast

119

140

190

Auditing Employee Benefit Plans

EBPE or EBPEW

ASCPA or Webcast

255

300

400

Financial Planning Conference

FPC

BCCC

N/A

275

375

Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

1041 or 1041W

ASCPA or Webcast

255

300

400

The Complete Trust Workshop

TCTW or TCTWW

ASCPA or Webcast

255

300

400

How to Settle an Estate for a Client from A to Z

SEAZ or SEAZW

ASCPA or Webcast

255

300

400

Investment Taxation: The Medicare Tax & Beyond

ITMT or ITMTW

ASCPA or Webcast

255

300

400

Arizona Accounting Ethics with Emphasis on Tax Practice Issues (8-11:30)

AZET1 or AZET1W

ASCPA or Webcast

119

140

190

Arizona Income Taxation: Update and Overview (12:30 - 4)

AZTAX1 or AZTAX1W

ASCPA or Webcast

119

140

190

Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow

FMIS or FMISW

ASCPA or Webcast

255

300

400

12 • 2016-17 CPE Resource Catalog

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Calendar DATE

TITLE

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COURSE CODE

LOCATION

MEMBER FEE NON FIELD OF (BEFORE MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

Pass Through Entities: Advanced Issues

PTEA Viscount Suite, TUC

255

300

400

The Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards

UGID or UGIDW

ASCPA or Webcast

255

300

400

Professional Ethics Update for CPAs in Business-Including Revised AICPA Code (8-11:30)

ETHIC2 or ETHIC2W

ASCPA or Webcast

116

166

Phoenix Tax Workshop (9-12)

PTW2 or PTW2W

ASCPA or Webinar

Estate and Life Planning Issues for the Middle-Income Client

PMIC or PMICW

ASCPA or Webcast

255

300

400

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

DRMM or DRMMW

ASCPA or Webcast

255

300

400

Not-for-Profit Conference

NPC

BCCC

N/A

275

375

The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them

BTBB or BTBBW

ASCPA or Webcast

255

300

400

Surgent’s 2016 Annual Tax-Planning Guide for S Corporation, Partnerships, and LLCs

TPGS or TPGSW

ASCPA or Webcast

255

300

400

Real World Fraud in Today’s Small- to Medium- Sized Entities

FSME or FSMEW

ASCPA or Webcast

255

300

400

Frequent Frauds Found in Governments (8-11:30)

CL4FGOV or

ASCPA or

119

140

190

GASB Statement No. 68 Audit and Accounting Workshop (12:30-4)

CL4GA68 or CL4GA68W

ASCPA or Webcast

119

140

190

Governmental Accounting and Auditing Update

GAU or GAUW

ASCPA or Webcast

255

300

400

Not-for-Profit Accounting & Reporting: From Start to Finish

NPAR or NPARW

ASCPA or Webcast

255

300

400

– See page 10 –

JULY 2016 7

Sweeping Your Workpapers for Landmines: Avoiding Deficient Audits

SWLD or SWLDW

ASCPA or Webcast

255

300

400

GAAS from A to Z

GAAS or GAASW

ASCPA or Webcast

255

300

400

S Corporation Preparation, Basis Calculations and Distributions: Schedule K and K1 (Form 1120S) Analysis

SBAD or SBADW

ASCPA or Webcast

255

300

400

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1

PBAD or PBADW

ASCPA or Webcast

255

300

400

Federal Tax Update - Individual and Business Current Developments

FTCD1 or FTCD1W

ASCPA or Webcast

255

300

400

Assisting Survivors: CPA’s Role in the Decedent’s Estate

ASDE or ASDE

ASCPA or Webcast

255

300

400

Preparing Form 1120S: Understanding the Basics

PFOS or PFOSW

ASCPA or Webcast

255

300

400

From Hiring to Firing and Everything In Between: Legal, Tax, and Health Care Issues

HTOF or HTOFW

ASCPA or Webcast

255

300

400

Getting More Active with the Passive Activity Rules and the Net Investment Income Tax

PAIT or PAITW

ASCPA or Webcast

255

300

400

A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs AAYR or AAYRW

ASCPA or Webcast

255

300

400

Latest Developments in Government and Nonprofit Accounting and Auditing 2016

GNAA or GNAAW

ASCPA or Webcast

255

300

400

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC3 or ETHIC3W

ASCPA or Webcast

116

166

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2016-17 CPE Resource Catalog • 13

Calendar DATE

TITLE

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COURSE CODE

LOCATION

MEMBER FEE NON (BEFORE FIELD OF MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

Auditing Standards Issued by the AICPA: Update and Review by Walter Haig

AUUR1 or AUUR1W

ASCPA or Webcast

255

300

400

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR2 or CRUR2W

ASCPA or Webcast

255

300

400

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR2 or ASUR2W

ASCPA or Webcast

255

300

400

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

ET2 or ET2W

ASCPA or Webcast

119

140

190

AUGUST 2016 1

Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms

GIFT or GIFTW

ASCPA or Webcast

255

300

400

Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries

ITEB or ITEBW

ASCPA or Webcast

255

300

400

Taking the Self Taught Excel User to the Next Level

STXL or STXLW

ASCPA or Webcast

255

300

400

Excel Pivot Tables-Powerful and Not Hard to Use…Really!

XLPT or XLPTW

ASCPA or Webcast

255

300

Preparing Form 1165: Understanding the Basics

PF65 or PF65W

ASCPA or Webcast

255

300

400

Audit Work papers: Documenting and Reviewing Field Work

AUDW or AUDWW

ASCPA or Webcast

255

300

400

Annual Update for Preparation, Compilation, and Review Engagements

CORU or CORUW

ASCPA or Webcast

255

300

400

International Taxation

ITTF or ITTFW

ASCPA or Webcast

255

300

400

Taxation of Individuals Living Abroad and Foreign Nationals Living in the U.S.

TILA or TILAW

ASCPA or Webcast

255

300

400

Basis Calculations & Distributions for Pass-Thru Entity Owners – Schedule K-1 Analysis

BCAD or BCADW

ASCPA or Webcast

255

300

400

Passive Activities & Rental Real Estate Income Issues

PARE or PAREW

ASCPA or Webcast

255

300

400

Analyzing Costs, Productivity, and Efficiency: Three Ways to Boost Your Bottom Line (8-11:30)

CL4PYPL or CL4PYPLW

ASCPA or Webcast

119

140

190

Risk, Cost, and Cash Management for Controllers and Financial Managers (12:30-4)

CL4TKBP or CL4TKBPW

ASCPA or Webcast

119

140

190

Annual Update for Controllers

SKSB or SKSBW

ASCPA or Webcast

255

300

400

Form 990: Mastering Its Unique Characteristics

EOF990 or EOF990W

ASCPA or Webcast

255

300

400

Ethics & Quality Control in Tax Practice

EQCT or EQCTW

ASCPA or Webcast

255

300

400

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR3

DoubleTree, FLAG 8

255

300

400

Corporate Finance Conference

INDC

N/A

275

375

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR3

DoubleTree, FLAG 8

255

300

400

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

ET3

DoubleTree, FLAG 4

119

140

190

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC4 or ETHIC4W

116

166

14 • 2016-17 CPE Resource Catalog

DWCC

ASCPA or Webcast

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DATE

TITLE

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Calendar COURSE CODE

LOCATION

MEMBER FEE NON FIELD OF (BEFORE MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR4 Viscount Suite, TUC

255

300

400

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR4 Viscount Suite, TUC 8

255

300

400

119

140

190

SEPTEMBER 2016 1

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

ET4

Viscount Suite, TUC

Forensic & Litigation Services Conference

FLC or FLCW

ASCPA or Webcast

N/A

275

375

Business Valuation Conference (11:30-4)

BV or BVW

ASCPA or Webcast

N/A

275

375

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC5 or ETHIC5W

ASCPA or Webcast

116

166

Preparing Individual Tax Returns for New Staff and Para-Professionals

PITR or PITRW

ASCPA or Webcast

255

300

400

Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions, and Form 3115

CTIP or CTIPW

ASCPA or Webcast

255

300

400

Estates and Trusts: Mastering Complex Income Tax Issues (8-11:30)

CL4ITET or CL4ITETW

ASCPA or Webcast

119

140

190

Reviewing Individual Tax Returns: What Are You Missing? (12:30-4)

CL4ITRM

ASCPA

119

140

190

The CPA’s Role in Buying or Selling a Business (8-11:30)

CL4BASB or CL4BASBW

ASCPA or Webcast

119

140

190

Capitalized Costs and Depreciation: Key Issues and Answers(12:30-4)

CL4CCD or CL4CCDW

ASCPA or Webcast

119

140

190

Tax Considerations and Consequences for Closely Held Businesses

CHTX or CHTXW

ASCPA or Webcast

255

300

400

Phoenix Tax Workshop (9-12)

PTW3 or PTW3W

ASCPA or Webcast

Buying and Selling a Business: Critical Tax and Structuring Issues

SELL or SELLW

ASCPA or Webcast

255

300

400

Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

HMBI or HMBIW

ASCPA or Webcast

255

300

400

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning

INBB or INBBW

ASCPA or Webcast

255

300

400

A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond

OBCR or OBCRW

ASCPA or Webcast

255

300

400

Construction Contractors Advanced Issues

CCAI or CCAIW

ASCPA or Webcast

255

300

400

– See page 10 –

OCTOBER 2016 4

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR5 or CRUR5W

ASCPA or Webcast

255

300

400

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR5 or ASUR5W

ASCPA or Webcast

255

300

400

Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures as the Primary Tool

BFHC2 or BFHC2W

ASCPA or Webcast

255

300

400

Yellow Book: Government Auditing Standards

EOYB or EOYBW

ASCPA or Webcast

255

300

400

Advanced Topics in a Single Audit

ADUG or ADUGW

ASCPA or Webcast

255

300

400

Save Time – Register Online – www.ascpa.com

2016-17 CPE Resource Catalog • 15

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TITLE

COURSE CODE

LOCATION

MEMBER FEE NON FIELD OF (BEFORE MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

Construction Industry Conference

CIC

DWCC

N/A

275

375

Advanced Business Law for CPAs

ABLT or ABLTW

ASCPA or Webcast

255

300

400

Employment Law Update: Key Risks and Recent Trends

LAWU or LAWUW

ASCPA or Webcast

255

300

400

Form 990: Exploring the Form’s Complex Schedules

F990A or F990AW

ASCPA or Webcast

255

300

400

Phoenix Tax Workshop (9-12)

PTW 4 or PTW4W

ASCPA or Webcast

3TX

PDF Forms: Using Adobe Acrobat to Harness the Incredible Power of Electronic Fillables (12:30-4)

PDFF or PDFFW

ASCPA or Webcast

119

140

190

QuickBooks Online- Worth another Look! (8-11:30)

QBOL or QBOLW

ASCPA or Webcast

119

140

190

Advanced Excel Topics for Spreadsheet Power Users

AXLT or AXLTW

ASCPA or Webcast

255

300

400

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (12-3:30)

ETHIC6 or ETHIC6W

ASCPA or Webcast

116

166

Don Farmer’s Tax Update

TAXUP

ABR

255

300

400

Annual Accounting and Auditing Update

ACAU or ACAUW

ASCPA or Webcast

255

300

400

GSGC or GSGCW

ASCPA or Webcast

255

300

400

– See page 10 –

NOVEMBER 2016 1

Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance

Arizona Federal Tax Institute Conference (Two Day Conference)

TIC

BCCC

N/A

510

Internal Control Best Practices for Small- and Medium-Sized Entities

ICSM or ICSMW

ASCPA or Webcast

255

300

400

Governmental and Not-for-Profit Annual Update

GNAU or GNAUW

ASCPA or Webcast

255

300

400

Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update

CRAU or CRAUW

ASCPA or Webcast

255

300

400

A Complete Guide to the Yellow Book

YBYB or YBYBW

ASCPA or Webcast

255

300

400

Arizona Accounting Ethics with Emphasis on Tax Practice Issues (8-11:30)

AZET2 Viscount Suites, TUC 4

119

140

190

Arizona Income Taxation: Update and Overview (12:30 - 4)

AZTAX2 Viscount Suite, TUC 4

119

140

190

Current Federal Tax Developments

CFTD1 Viscount Suite, TUC 8

255

300

400

Hottest Tax Topics for 2016

HOT or HOTW

ASCPA or Webcast

255

300

400

Multistate Income Tax

MIT or MITW

ASCPA or Webcast

255

300

400

Special Purpose Frameworks: Preparing and Reporting on Cash, Modified Cash, and Tax Basis Financial Statements

CMCT or CMCTW

ASCPA or Webcast

255

300

400

A Practical Alternative to GAAP: Simplify Your Reporting by Converting to FRF for SMEs™

AGAP or AGAPW

ASCPA or Webcast

255

300

400

Federal Tax Update - Individuals (Form 1040)

FTUI1

Hilton, YUMA

255

300

400

Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone

ASCPA or Webcast

255

300

400

Emerging Leaders Conference

ELC

n/a

275

375

Federal Tax Update - C&S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

FTUB1

255

300

400

16 • 2016-17 CPE Resource Catalog

FANG or FANGW

8 Hilton, YUMA

Save Time – Register Online – www.ascpa.com

Calendar Save Time — Register Online www.ascpa.com DATE

TITLE

COURSE CODE

LOCATION

MEMBER FEE NON FIELD OF (BEFORE MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

Phoenix Tax Workshop

PTW5 or PTW5W

ASCPA or Webcast

3TX

– See page 10 –

Federal Tax Update - Individuals (Form 1040)

FTUI2 or FTUI2W

ASCPA or Webcast

255

300

400

Federal Tax Update - C&S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

FTUB2 or FTUB2W

ASCPA or Webcast

255

300

400

Corporation Taxation: Subchapter C for C Corporations & S Corporations

CTSC or CTSCW

ASCPA or Webcast

255

300

400

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC7 or ETHIC7W

ASCPA or Webcast

116

166

U.S. GAAP: Latest Developments for Business & Industry (8-11:30)

CL4FASBI or CL4FASBW

ASCPA or Webcast

119

140

190

Applying the Risk Assessment Standards to Enhance Audit (12:30-4)

CL4ICRA or CL4ICRAW

ASCPA or Webcast

119

140

190

Leases: Mastering the New FASB Requirements

LEAS or LEASW

ASCPA or Webcast

255

300

400

DECEMBER 2016 1

Advanced Tax Strategies for LLCs & Partnerships

DTT or DTTW

ASCPA or Webcast

255

300

400

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs

STSB or STSBW

ASCPA or Webcast

255

300

400

Technology for CPAs Conference

TECH

DWCC

N/A

275

375

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR6 or CRUR6W

ASCPA or Webcast

255

300

400

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR6 or ASUR6W

ASCPA or Webcast

255

300

400

Auditing Standards Issued by the AICPA: Update and Review by Walter Haig

AUUR2 or AUUR2W

ASCPA or Webcast

255

300

400

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

ET5 or ET5W

ASCPA or Webcast

119

140

190

Arizona Accounting Ethics with Emphasis on Tax Practice Issues (8-11:30)

AZET3 or AZET3W

ASCPA or Webcast

119

140

190

Arizona Income Taxation: Update and Overview (12:30 - 4)

AZTAX3 or AZTAX3W

ASCPA or Webcast

119

140

190

Current Federal Tax Developments

CFTD2 or CFTD2W

ASCPA or Webcast

255

300

400

AICPA’s Annual Federal Tax Update

PTU

255

300

Health Care Reform Act: Critical Tax and Insurance Ramifications (8-11:30)

CL4HCRA or CL4HCRAW

ASCPA or Webcast

119

140

190

Social Security and Medicare: Maximizing Retirement Benefits (12:30-4)

CL4SSM or CL4SSMW

ASCPA or Webcast

119

140

190

Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

SSRB or SSRBW

ASCPA or Webcast

255

300

400

Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs

TCBU or TCBUW

ASCPA or Webcast

255

300

400

Federal Tax Update for AZ (Two Day Course)

FTUIAZ or FTUIAZW

ASCPA or Webcast

485

570

670

The Best Individual Income Tax Update Course by Surgent

BITU or BITUW

ASCPA or Webcast

255

300

400

Hot IRS Tax Examination Issues for Individuals and Businesses

EXIB or EXIBW

ASCPA or Webcast

255

300

400

Save Time – Register Online – www.ascpa.com

Viscount Suite, TUC

2016-17 CPE Resource Catalog • 17

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TITLE

COURSE CODE

LOCATION

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JANUARY 2017 4

Applying the Uniform Guidance for Federal Awards in Your Single Audits

INUG or INUGW

ASCPA or Webcast

Federal Tax Update - Individuals (Form 1040)

FTUI3 Viscount Suite, TUC 8

255

300

400

The Casual Tax Preparer: 1040 Forms Update for 2016

CASU or CASUW

255

300

400

Federal Tax Update - C&S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

FTUB3 Viscount Suite, TUC 8

255

300

400

IRA Boot Camp

IRAB or IRABW

ASCPA or Webcast

255

300

400

Partnership & LLC : Advance Issues

PTAI or PTAIW

ASCPA or Webcast

255

300

400

Accounting & Reporting Standards Conference

AAC

BCCC

N/A

275

375

ASCPA or Webcast

255

300

400

Accounting and Reporting for Not-for-Profit Organizations

FSNPO

ASCPA

255

300

400

Advance Tax Practice

ATP or ATPW

ASCPA or Webcast

255

300

400

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR7 or CRUR7W

ASCPA or Webcast

255

300

400

Auditing Standards Issued by the AICPA: Update and Review by Walter Haig

AUUR3 or AUUR3W

ASCPA or Webcast

255

300

400

Personal Financial Health Checkup: A Process on How to Become “Financially Self-Sufficient” by Walter J. Haig

PFHC

ASCPA

255

300

400

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

ET6 or ET6W

ASCPA or Webcast

119

140

190

Phoenix Tax Workshop (9-12)

PTW6 or PTW6W

ASCPA or Webinar

Hands-On Tax Workshop - Individual (Two Day Course)

HOWI or HOWIW

ASCPA or Webcast

485

570

670

Professional Ethics Update for CPAs in Business-Including Revised AICPA Code (8-11:30)

ETHIC8 or ETHIC8W

ASCPA or Webcast

116

166

Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes

NXUP or NXUPW

ASCPA Webcast

255

300

400

Best Practices for Payroll Taxes and 1099 Issues

GPT or GPTW

ASCPA or Webcast

255

300

400

– See page 10 –

FEBRUARY 2017 3

Governmental Accounting Conference

GAC

ABR

N/A

250

350

Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures as the Primary Tool

BFHC3 or BFHC3W

ASCPA or Webcast

255

300

400

Financial Accounting Standards for Small- and Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

ASUR7 or ASUR7W

ASCPA or Webcast

255

300

400

Statements on Standards for Accounting and Review Services Annual Update and Review

CRUR8 or CRUR8W

ASCPA or Webcast

255

300

400

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

ET7 or ET7W

ASCPA or Webcast

119

140

190

Phoenix Tax Workshop (9-12)

PTW7 or PTW7W

ASCPA or Webinar

The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016

IEFP or IEFPW

ASCPA or Webcast

18 • 2016-17 CPE Resource Catalog

TX TX

– See page 10 – 255

300

400

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Calendar Save Time — Register Online www.ascpa.com DATE

TITLE

COURSE CODE

LOCATION

MEMBER FEE NON FIELD OF (BEFORE MEMBER MEMBER CPE STUDY 5/31/16) FEE PAGE FEE

Surgent’s Multistate Tax Update

MSTU or MSTUW

ASCPA or Webcast

255

300

400

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC9 or ETHIC9W

ASCPA or Webcast

116

166

MARCH 2017 20

Financial Statement Analysis: Basis for Management Advice

FSABM or FSABMW

ASCPA or Webcast

255

300

400

Fraud: Recent Findings, Red Flags and Corruption Schemes (8-11:30)

CL4FRAU or CL4FRAUW

ASCPA or Webcast

119

140

190

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (12:30-4)

CL4TTFS or CL4TTFSW

ASCPA or Webcast

119

140

190

Forensic Accounting Investigative Practices

FAIP or FAIPW

ASCPA or Webcast

255

300

400

Successful Strategies for Fraud Prevention and Detection

CFVV or CFVVW

ASCPA or Webcast

255

300

400

Minimizing Internal Control Blunders Under the New COSO Framework

COSF or COSFW

ASCPA or Webcast

255

300

400

Professional Ethics Update for Arizona CPAs - Including Revised AICPA Code (12-3:30)

ETHIC10 or ETHIC10W

ASCPA or Webcast

116

166

Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls (8-11:30)

CL4PCD or CL4PCDW

ASCPA or Webcast

255

300

400

Fraud and Cash Receipts: Common Frauds and Internal Controls (12:30-4)

CL4RCR or CL4RCRW

ASCPA or Webcast

119

140

190

APRIL 2017 20

Transforming Your Role as Controller to Business Partner

COBP or COBPW

ASCPA or Webcast

255

300

400

Analytics and Big Data for Accountants

DAAN or DAANW

ASCPA or Webcast

255

300

400

Phoenix Tax Workshop (9-12)

PTW8 or PTW8W

ASCPA or Webinar

The New Controllership: Keys to Boosting Financial Performance (8-11:30)

CL4BFP or CL4BFPW

ASCPA or Webcast

119

140

190

The New Controllership: Keys to Boosting Management Skills (12:30-4)

CL4BMS or CL4BMSW

ASCPA or Webcast

119

140

190

Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code (8-11:30)

ETHIC11 or ETHIC11W

ASCPA or Webcast

116

166

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

TTFS or TTFSW

ASCPA or Webcast

255

300

400

U. S. GAAP: Latest Developments and Accounting Essentials

FRU or FRUW

ASCPA or Webcast

255

300

400

Save Time – Register Online – www.ascpa.com

– See page 10 –

2016-17 CPE Resource Catalog • 19

Accounting and Auditing A Complete Guide to the Yellow Book Producer: Surgent Date: 11/10/2016 (PHX) Course Code: YBYB Webcast Code: YBYBW

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Basic Discussion Leader: Jack Georger

A Practical Alternative to GAAP: Simplify Your Reporting by Converting to FRF for SMEs™

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Accounting & Auditing

Date: 11/17/2016 (PHX)

Level: Basic

Course Code: AGAP Webcast Code: AGAPW

Discussion Leader: Jack Georger

A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs Producer: Surgent Date: 7/20/2016 (PHX) Course Code: AAYR Webcast Code: AAYRW

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Recommended CPE Credit:

The AICPA has developed and released its new Financial Reporting Framework for Small- and Medium-Sized Entities (FRF for SMEs™),

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Update Discussion Leader: Jack Georger

noting millions of private companies do not need to use or are not required to provide stakeholders financial statements prepared in accordance with U.S. GAAP but want an accounting system that has undergone public comment. The FRF for SMEs™ is a non-GAAP financial reporting solution that will be an option for millions of America’s private companies.’ This course will provide you with a comprehensive review of FRF for SMEs™, including examples, illustrations, and hands-on application exercises to help you understand and apply the new framework. A disclosure outline (checklist) for use in preparing and reporting on FRF for SMEs™ financial statements is included as well.

With so much going on in the Accounting, Compilations and Review, and Auditing arena lately, it’s easy to have missed some of the more important issues and challenges facing the profession today and into the near future. This course, designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, will provide you with a year in review look at some of the more important issues and challenges facing CPAs. We will identify and discuss specific areas within the profession that are likely to affect you and your clients thereby keeping you ‘in the know’ on these critical topics. Examples and illustrations provide hands-on application to further enhance your understanding of the matters presented.

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Accounting and Auditing Accounting and Auditing Update (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Accounting & Auditing

Date: 6/6/2016 (PHX) Course Code: CL4AUAA Webcast Code: CL4AUAAW

Recommended CPE Credit:

Level: Update Discussion Leader: Christopher Rouse

Accounting and Reporting for Not-forProfit Organizations

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Government & Nonprofit

Date: 1/13/2017 (PHX) Course Code: FSNPO

Recommended CPE Credit:

Other Credit: Yellow Book Level: Intermediate

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers all the relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting and auditing arenas. Let us sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession – don’t get left behind!

This course provides you with the tools necessary to enhance your not-for-profit accounting skills and create value-added services to clients. We take you beyond the theory through a case-studyintense, highly interactive, classroom environment where you will examine, evaluate, and perform 21 case studies enhancing your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits, and options allowed under GAAP.

Discussion Leader: Rob Leslie

Advanced Concepts in SSARS 21 and Nonattest Services: Are You in Compliance? Producer: Surgent Date: 5/16/2016 (PHX) Course Code: SS21 Webcast Code: SS21W

Advanced Topics in a Single Audit Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Advanced Discussion Leader: Greg Clark

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 10/18/2016 (PHX)

8 hours Government & Nonprofit

Course Code: ADUG Webcast Code: ADUGW

Other Credit: Yellow Book Level: Advanced

Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the new SSARS 21 preparation of financial statements service and other nonattest engagements.

Updated for OMB Uniform Guidance for Federal Awards. Be prepared for difficult single audit areas before they happen rather than reviewing them after the fact. Learn how to carry the weighty responsibilities of planning, directing, and reporting on a single audit engagement conducted under the Uniform Guidance for Federal Awards, with an emphasis on the advanced topics that require particular attention. This course gives you insights into key issues that are not covered in other courses.

Discussion Leader: David Mosley

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2016-17 CPE Resource Catalog • 21

Accounting and Auditing Annual Accounting and Auditing Update Producer: Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 10/31/2016 (PHX)

8 hours Accounting & Auditing

Course Code: ACAU Webcast Code: ACAUW

Level: Update Discussion Leader: Bill Eskin

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of recent standard set-

Annual Update for Preparation, Compilation, and Review Engagements

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 8/10/2016 (PHX) Course Code: CORU Webcast Code: CORUW

Recommended CPE Credit:

Level: Update Discussion Leader: Richard Reisig

Applying the Risk Assessment Standards to Enhance Audit (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Accounting & Auditing

Date: 11/29/2016 (PHX) Course Code: CL4ICRA Webcast Code: CL4ICRAW

Applying the Uniform Guidance for Federal Awards in Your Single Audits Producer: AICPA Date: 1/4/2017 (PHX) Course Code: INUG Webcast Code: INUGW

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Recommended CPE Credit:

Level: Basic Discussion Leader: Tyrone Inglis

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Government & Nonprofit Other Credit: Yellow Book

ting activities of the PCC, FASB, ASB and ARSC. Not only will this course bring you upto-date on the requirements, it also provides you with many hands-on examples and illustrations to help you apply the guidance in practice. You’ll learn about the latest standards, exposure drafts, and guidance focusing on issues applicable to accountants and attestation practitioners in public accounting and private industry. This course also includes a compilation, preparation, and review update specifically covering the newly effective SSARS No. 21, Clarification and Recodification, and recent attestation matters on the radar.

A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.

The purpose of this course is to teach auditors on how to utilize a risk-based approach within their engagements to enhance audit quality. Auditors continue to struggle with effective and efficient execution of the Risk Assessment Standards. Common deficiencies include an over-reliance on checklists and inadequate documentation of audit risk assessment, including linkage of audit procedures to the risks they are designed to address. The AICPA Peer Review team continues to see common audit deficiencies relating to risk assessment.

Does a single audit have you running in circles? This course provides you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. Make sure your skills are up-to-date with the latest information in this challenging audit area.

Level: Intermediate Discussion Leader: Rob Leslie

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Accounting and Auditing Audit Workpapers: Documenting and Reviewing Field Work

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 8/9/2016 (PHX)

Recommended CPE Credit:

Level: Basic

Course Code: AUDW Webcast Code: AUDWW

Discussion Leader: Richard Reisig

Auditing Employee Benefit Plans

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

Recommended CPE Credit:

Date: 6/7/2016 (PHX)

8 hours Accounting & Auditing

Course Code: EBPE Webcast Code: EBPEW

Level: Basic

Auditing Standards Issued by the AICPA: Update and Review by Walter Haig

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Whitestone Date: 7/26/2016 (PHX) Course Code: AUUR1 Webcast Code: AUUR1W

Discussion Leader: Christopher Rouse

Recommended CPE Credit:

8 hours Accounting & Auditing Level: Update

Workpapers are the building blocks of an audit. If it’s not in the workpapers, the manager and partner might not know about it or consider its ramifications. A badly prepared workpaper is a time-waster for managers and partners, so training in proper workpaper preparation is critical. Make this course part of the firm’s quality control system. Learn the fundamentals of workpaper preparation – form and content – to make sure everything is properly documented. You will also explore examples which show field work supervisors what factors to consider and what steps to follow when reviewing workpapers. In addition, typical workpaper deficiencies are explained to help minimize potential liability.

Master the fundamentals of auditing employee benefit plans in accordance with AICPA standards and ERISA rules and regulations and avoid the problems that are often encountered. Explore the accounting and auditing requirements unique to employee benefit plans. This course is designed to give you an understanding of requirements and audit procedures related to defined contribution, defined benefit, and health and welfare plans to help you more effectively plan and carry out your audit.

This course will enable practitioners to understand and apply the NEW “clarification” auditing standards that were formally adopted by the AICPA Auditing Standards Board. Further, this course will provide guidance on how to perform an effective and efficient audit engagement of a non-issuer following the new clarification auditing standards.

Discussion Leader: Walter Haig

Date: 12/8/2016 (PHX) Course Code: AUUR2 Webcast Code: AUUR2W Date: 1/18/2017 (PHX) Course Code: AUUR3 Webcast Code: AUUR3W

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2015-16 CPE Resource Catalog • 23

Accounting and Auditing Audits of 401(k) Plans Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 5/25/2016 (PHX)

Recommended CPE Credit:

Course Code: AFKP Webcast Code: AFKPW

8 hours Accounting & Auditing Level: Basic Discussion Leader: Joann Cross

Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit Producer: Surgent Date: 5/17/2016 (PHX)

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Basic Discussion Leader: Greg Clark

Course Code: AFPL Webcast Code: AFPLW

Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures as the Primary Tool

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing

401(k) plans are a popular option for employee benefit plans, so you must have the proper skills to audit these plans effectively. Every aspect of how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements are covered in this course. Tap into ways to plan and conduct 401(k) audits more efficiently and effectively, and understand the differences between 401(k) audits and other employee benefit plan audits.

One of the most favored employee benefit plans, the 401(k) plan, provides unique challenges for auditors. Obtain an understanding of the rules and regulations unique to employee benefit plans with the practical guidance provided by this course. Auditors will enhance their knowledge through real world examples, best practices and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don’t trigger a DOL inspection by conforming to all applicable rules and regulations.

This course fills an important need for both financial managers and accountants in the practice of public accounting by offering the tools for predicting the future success of a business. This course also provides practical guidance for the effective use of benchmarking and analytical procedures.

Level: Update Discussion Leader: Walter Haig

Producer: Whitestone Date: 5/10/2016 (PHX) Course Code: BFHC1 Webcast Code: BFHC1W Date: 10/6/2016 (PHX) Course Code: BFHC2 Webcast Code: BFHC2W Date: 2/14/2017 (PHX) Course Code: BFHC3 Webcast Code: BFHC3W

24 • 2016-17 CPE Resource Catalog

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Accounting and Auditing Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update Producer: Surgent Date: 11/9/2016 (PHX) Course Code: CRAU Webcast Code: CRAUW

Construction Contractors Advanced Issues Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Update Discussion Leader: Jack Georger

Specifically designed for preparation, compilation, and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing any SSARS No. 21 engagement. Not

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 9/30/2016 (PHX)

8 hours Accounting & Auditing

Course Code: CCAI Webcast Code: CCAIW

Level: Advanced

Current Accounting and Attest Service Update for Practitioners with SmallBusiness Clients

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent Date: 5/18/2016 (PHX) Course Code: SMBP Webcast Code: SMBPW

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Discussion Leader: Thomas Sheets

Recommended CPE Credit:

8 hours Accounting & Auditing Level: Update Discussion Leader: Greg Clark

only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform preparation, compilation, & review engagements. This powerful and comprehensive resource provides hard copies of all the sample engagement letters, procedure checklists, illustrative reports and more contained in The Essential SSARS No. 21 Implementation Toolkit to assist you with implementing new SSARS requirements. This course is intended to be your go-to reference for training your staff and managing your SSARS No. 21 services in compliance with professional, ethical, & technical requirements.

The construction industry comes with many advanced accounting issues, audit procedures, and tax issues, which makes construction contractor engagements inherently higher risk than other engagements. As a result, practitioners and financial professionals should be prepared to address difficult issues such as look-back calculations, measuring progress of contracts, overhead allocations, and internal controls for construction contractors. Learn about some of the most pervasive issues in the construction industry and how to identify and manage the risks inherent with construction contractor engagements.

Specifically tailored for practitioners who do not perform audits, but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the material in practice.

2015-16 CPE Resource Catalog • 25

Accounting and Auditing Financial Accounting Standards for Smalland Medium-Sized Businesses: Annual Update and Review of GAAP and the Tax, Cash, and AICPA Special Purpose Frameworks by Walter J. Haig

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing

This course provides an update of the recent changes that have occurred in the U.S. Accounting Standards Codification that are particularly relevant to small and medium-sized entities (SMEs). In addition, this course provides a detailed review of the new AICPA Financial Reporting Framework for SMEs.

Level: Update Discussion Leader: Walter Haig

Producer: Whitestone Date: 5/12/2016 (PHX) Course Code: ASUR1 Webcast Code: ASUR1W Date: 7/28/2016 (PHX) Course Code: ASUR2 Webcast Code: ASUR2W Date: 8/23/2016 (FLAG) Course Code: ASUR3 Date: 8/30/2016 (TUC) Course Code: ASUR4 Date: 10/5/2016 (PHX) Course Code: ASUR5 Webcast Code: ASUR5W Date: 12/7/2016 (PHX) Course Code: ASUR6 Webcast Code: ASUR6W Date: 2/15/2017 (PHX) Course Code: ASUR7 Webcast Code: ASUR7W

Financial Statement Analysis: Basis for Management Advice

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 3/20/2017 (PHX) Course Code: FSABM Webcast Code: FSABMW

26 • 2016-17 CPE Resource Catalog

Recommended CPE Credit:

Level: Basic Discussion Leader: Bruce Shepard

More and more, businesses turn to you for advice on financial performance. Are you ready? This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant, and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt, and profitability. Plus, explore effect ratios, causal ratios, pro forma analysis, sustainable growth, and much more.

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Accounting and Auditing Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow Producer: Surgent Date: 6/15/2016 (PHX) Course Code: FMIS Webcast Code: FMISW

Forensic Accounting Investigative Practices Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Intermediate Discussion Leader: Martha Lindley

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 3/22/2017 (PHX)

8 hours Accounting & Auditing

Course Code: FAIP Webcast Code: FAIPW

Level: Intermediate

Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent Date: 11/18/2016 (PHX) Course Code: FANG Webcast Code: FANGW

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Discussion Leader: Rick Crosser

Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Intermediate Discussion Leader: Ron Kral

All not-for-profits have a mission which defines their purpose and drives their operations. A notfor-profit’s financial statements tells the financial statement user how successful the entity has been in meeting its mission in the past and also provides an indication of the not-for-profit’s ability to achieve its mission in the future. This course will help you to master the key accounting and reporting rules that not-for-profits use to tell their story of mission achievement today. This course will also look at how some of those rules will change in the future with the FASB’s Financial Statements of Not-for-Profit Entities project. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of not-for-profit accounting and reporting.

If you are looking to gain more skills in the growing and lucrative field of forensic accounting, you’ll want to start with this course. Effective forensic accountants are part of a new breed of practitioners who possess a broad spectrum of traits and knowledge. This course dives into the unique investigative and communications skills and analytical practices required of the best forensic accountants by teaching you how to provide expert witness testimony in mediations, arbitrations, and governmental hearings. You’ll also learn how to use proven research, investigative methods, and proper documentation of evidence to successfully complete a forensic accounting engagement. This course demonstrates the keys to success in the exciting field of forensic accounting.

When not-for-profit entities and governments fall prey to fraud and abuse it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-for-profit entities and governments. In this course, we will focus on the common types of fraud and abuse that occur in notfor-profit entities and governments and also address the auditor’s responsibilities related to fraud and abuse. The course materials utilize a highly illustrative format to increase concept comprehension and retention.

2015-16 CPE Resource Catalog • 27

Accounting and Auditing Fraud and Cash Receipts: Common Frauds and Internal Controls (12:30-4) Producer: AICPA Date: 3/30/2017 (PHX) Course Code: CL4RCR Webcast Code: CL4RCRW

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Accounting & Auditing Level: Basic Discussion Leader: Bob Minniti

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 4/27/2017 (PHX) Course Code: TTFS Webcast Code: TTFSW

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Ron Kral

Fraud: Recent Findings, Red Flags and Corruption Schemes (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Accounting & Auditing

Date: 3/21/2017 (PHX) Course Code: CL4FRAU Webcast Code: CL4FRAUW

28 • 2015-16 CPE Resource Catalog

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Rick Crosser

Revenue and cash receipts are two critical areas that require strong controls to prevent intentional fraud or unintentional misstatements. While there is well-publicized fraud in these areas in larger companies, it also occurs in smaller businesses and not-for-profit entities. A sound system of internal controls is needed to help prevent fraud. All too often, a “one-sizefits-all” system is put in place without considering the uniqueness of each entity. It is crucial that an internal control system is tailored so that the areas of greatest risk receive the most attention.

Many costly fraudulent schemes have occurred repeatedly throughout the past several decades. Why do these material and frequently recurring frauds succeed? One reason is that business owners, management, auditors, and employees fail to recognize the red flags that have been associated with these financial statement and misappropriation of asset frauds. Another major reason is that the reporting and transaction processing systems do not have adequate controls to either prevent and/ or detect these schemes. This course will provide descriptions of how these major frauds are perpetrated (including real-world examples) and the types of cost-effective controls that can be implemented by both small and large businesses and nonprofit entities to identify and prevent these deceptive acts.

How are fraud schemes perpetrated? Who does it? How much is stolen? What controls can be installed to prevent and detect these schemes? Fraud red flags for non-traditional schemes are addressed. The categories of non-traditional fraud schemes include corruption, Ponzi, and Asset Flip schemes. These non-traditional fraud schemes are not usually addressed in traditional fraud courses. However, numerous entities have incurred significant financial losses as a result of these schemes and issues concerning these schemes need to be addressed to prevent financial losses. These schemes’ methodologies, related red flags and internal controls to prevent and detect these schemes are addressed in detail. Real-world cases are provided to reinforce concepts.

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Accounting and Auditing Frequent Frauds Found in Governments (8-11:30) Producer: AICPA

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

Date: 6/27/2016 (PHX)

4 hours Government & Nonprofit

Course Code: CL4FGOV

Other Credit: Yellow Book Level: Intermediate Discussion Leader: Jeff Lieman

GAAS from A to Z Producer: Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 7/8/2016 (PHX)

Recommended CPE Credit:

Course Code: GAAS Webcast Code: GAASW

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Intermediate Discussion Leader: Ron Kral

GASB Statement No. 68 Audit and Accounting Workshop (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Government & Nonprofit

Date: 6/27/2016 (PHX) Course Code: CL4GA68 Webcast Code: CL4GA68W

Recommended CPE Credit:

Other Credit: Yellow Book Level: Intermediate Discussion Leader: Jeff Lieman

Governmental Accounting and Auditing Update

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Government & Nonprofit

Date: 6/28/2016 (PHX) Course Code: GAU Webcast Code: GAUW

Recommended CPE Credit:

What are some of the common frauds that occur in governmental organizations and how could they have been avoided? Through an informative case study approach, this course illustrates common frauds that make headlines and damage the reputations of governments. Rather than speaking generically about fraud, this course analyzes several common frauds that can be unique to and occur in the governmental sector. Recognizing fraudulent or deceptive practices is not always easy, but this course will sharpen your forensic skills with techniques to help you to uncover fraudulent activities in the governmental environment.

While generally accepted auditing standards (GAAS) were clarified, they were not condensed. In fact, in arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of standards! It takes a great deal of effort and energy to keep up with the current requirements. Designed for everyone in the firm, this course will replenish your tank with an understanding of GAAS needed to fuel high-performance audits under today’s standards. The course materials utilize a highly illustrative format to increase concept comprehension and retention.

GASB Statement No. 68 changes the playing field for government organizations. Learn about the landmark pension accounting changes and how they change the accounting and financial reporting of pension benefits. Practical examples illustrate the new accounting requirements and more extensive note disclosures along with required supplementary information. You’ll enhance your understanding of these significant changes by working through case studies which address best practice solutions when auditing state and local governments with agent and cost-sharing plans.

Don’t let recent developments slip by you. Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements toward governments and provides an understanding of OMB and Yellow Book requirements.

Other Credit: Yellow Book Level: Update Discussion Leader: Jeff Lieman

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2015-16 CPE Resource Catalog • 29

Accounting and Auditing Governmental and Notfor-Profit Annual Update Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 11/8/2016 (PHX)

8 hours Accounting & Auditing

Course Code: GNAU Webcast Code: GNAUW

Other Credit: Yellow Book

Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits.

Level: Update Discussion Leader: Rob Leslie

Identity Theft: Preventing, Detecting and Investigating Identity Theft Producer: AICPA Date: 6/1/2016 (PHX) Course Code: IDENT Webcast Code: IDENTW

Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors Producer: AICPA Date: 5/24/2016 (PHX) Course Code: ICDAD Webcast Code: ICDADW

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Intermediate Discussion Leader: Bob Minniti

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Basic Discussion Leader: Joann Cross

Many managers, supervisors, and accountants in business, government or nonprofits are not able to identify their departmental policies and

Internal Control Best Practices for Small- and Medium-Sized Entities

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 11/7/2016 (PHX) Course Code: ICSM Webcast Code: ICSMW

Recommended CPE Credit:

Level: Basic Discussion Leader: Bob Minniti

This course provides practical guidance for those involved with internal control responsibilities (auditing, monitoring, implementing, etc.) 30 • 2015-16 CPE Resource Catalog

Protect yourself and your clients from identity theft, which includes the theft of personal and professional identities. No one is immune from this rising tide of criminal misconduct and as your clients seek your advice, you will be required to perform due diligence in protecting their IDs. Some will even be tasked with investigating the crime. This course addresses the needs of each. As the instances of identity theft continue, people are clamoring for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Don’t allow you or your client to become the next victim!

procedures that function as the primary controls against errors and fraud. Alternately, auditors performing field work may be confused about how to interpret and evaluate management’s documentation of accounting processes and controls. Neither party may truly understand how their duties differ. After an overview of the COSO guidance on the components and principles of internal control, this course introduces participants to basic tools used to document processes and controls. Participants also discuss the identification of the risks of errors and fraud and consideration the presence (or absence) of related controls.

in adapting the updated COSO Internal Control Framework to small and medium-sized entities. Internal control concepts are applicable to every entity, regardless of size. However, there is no “one size fits all” set of rules that can be applied to all entities. Often times the internal control “best practices” that have evolved over time are based upon large entity environments and these “best practices” are not necessarily relevant to small and medium-sized entities. This course will show you some best practices for designing, implementing, monitoring, evaluating, and auditing cost-effective internal controls for small and medium-sized entities. Save Time – Register Online – www.ascpa.com

Accounting and Auditing Interpreting the New Revenue Recognition Standard: What All CPA’s Need to Know (12:30-4) Producer: AICPA Date: 6/6/2016 (PHX) Course Code: CL4INRR Webcast Code: CL4INRRW

Latest Developments in Government and Nonprofit Accounting and Auditing 2016 Producer: Surgent Date: 7/21/2016 (PHX) Course Code: GNAA Webcast Code: GNAAW

Leases: Mastering the New FASB Requirements Producer: AICPA

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Accounting & Auditing Level: Intermediate Discussion Leader: Christopher Rouse

The new accounting standard for revenue recognition has finally been released! With the issuance of FASB ASU No. 2014-09, Revenue from Contracts with Customers, FASB has completed a convergence project with the IASB Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Update

Discussion Leader: Jack Georger

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing

Course Code: LEAS Webcast Code: LEASW

Level: Intermediate Discussion Leader: Tyrone Inglis

How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by examining the core

Producer: Surgent Date: 3/28/2017 (PHX) Course Code: COSF Webcast Code: COSFW

Save Time – Register Online – www.ascpa.com

2015 is yet another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative format to increase concept comprehension and retention.

Other Credit: Yellow Book

Date: 11/30/2016 (PHX)

Minimizing Internal Control Blunders Under the New COSO Framework

to improve financial reporting by creating common revenue recognition guidance for U.S. GAAP and IFRS. For years, revenue recognition has been the cause of audit failures and the focus of corporate abuse and fraud allegations. This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five step process. In addition, understanding the changes and new requirements is critical for successful implementation of this new standard. Supported by practical examples, this course will assist you in avoiding revenue recognition traps and provide you with latest FASB guidance.

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Intermediate Discussion Leader: Ron Kral

Technological advances, increased regulatory scrutiny, globalization, and other challenges have caused entities and auditors to struggle with proper consideration of the cost-benefit of

principles of the new standard, including identification, recognition, measurement, presentation and disclosure requirements. Examples are included to illustrate application of the new standard. This course explains the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. This course also explains the lessor accounting model, including transfer of risk, profit recognition, and collectability. Additional topics include short-term leases, purchase options, variable lease payments, and sale and leaseback transactions.

internal controls, recognizing that a welldesigned system does not have to prevent or detect all internal control deficiencies -- just ones that matter most to the entity’s objectives related to financial reporting, compliance, operations and strategy. This course provides practical guidance on what a sound system of internal controls “looks like” and its impact on the reliability of financial statements, particularly for smaller entities. In addition, a broader discussion of enterprise-wide risk management will be discussed in accordance with COSO’s Enterprise Risk Management – Integrated Framework.

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Accounting and Auditing Not-for-Profit Accounting & Reporting: From Start to Finish

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Government & Nonprofit

Date: 6/29/2016 (PHX) Course Code: NPAR Webcast Code: NPARW

Recommended CPE Credit:

Rather than training to run part of the race, train to run the entire race from start to finish. This course trains you to clear key hurdles in not-forprofit accounting and reporting in an efficient and effective manner. Avoid the potholes of confusion and finish first by providing a financial picture that end users can truly understand.

Other Credit: Yellow Book Level: Intermediate Discussion Leader: Jeff Lieman

Personal Financial Health Checkup: A Process on How to Become “Financially Self-Sufficient” by Walter J. Haig

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Whitestone

Discussion Leader: Walter Haig

Recommended CPE Credit:

8 hours Accounting & Auditing Level: Update

Date: 1/19/2017 (PHX) Course Code: PFHC

Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls (8-11:30) Producer: AICPA Date: 3/30/2017 (PHX) Course Code: CL4PCD Webcast Code: CL4PCDW

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Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Basic Discussion Leader: Bob Minniti

This course will enable practitioners to add value to tax preparation services and personal financial statement preparation engagements. A proven process for the accumulation and management of wealth will be presented. In addition, the course will explain the nuts and bolts of how to achieve personal financial security. Also, practitioners will learn a step-by-step approach for performing an annual personal financial health checkup for both themselves and their clients. How to develop a personal financial management practice will also be addressed.

Purchasing and cash disbursements are common targets for fraud in any entity’s environment. While business owners and managers are aware that internal controls seem to be very important, they often don’t know whether the entity’s system is adequate. While accountants instinctively know that internal controls are important and necessary, it is sometimes difficult to effectively communicate this with business owners. It is important to focus on common frauds and internal controls over the purchasing and cash disbursement processes. This course teaches you to hone in on smaller businesses and not-for-profit entities where cost/benefit analysis is extremely important and fraud is more likely to occur. Learn how to efficiently analyze controls to ensure you’re getting the “biggest bang for your buck” when considering a control to implement and/or test.

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Accounting and Auditing Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance Producer: Surgent Date: 11/1/2016 (PHX) Course Code: GSGC Webcast Code: GSGCW

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Basic Discussion Leader: Bill Eskin

Real World Fraud in Today’s Small- to Medium-Sized Entities

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 6/24/2016 (PHX) Course Code: FSME Webcast Code: FSMEW

Recommended CPE Credit:

Level: Basic Discussion Leader: Bob Minniti

Special Purpose Frameworks: Preparing and Reporting on Cash, Modified Cash, and Tax Basis Financial Statements

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

Discussion Leader: Jack Georger

Date: 11/16/2016 (PHX) Course Code: CMCT Webcast Code: CMCTW

Save Time – Register Online – www.ascpa.com

Recommended CPE Credit:

8 hours Accounting & Auditing Level: Basic

Accounting for real estate activities is always a complicated adventure. From how to account for development costs, to how to recognize impairment losses, to how to recognize gain or loss on its sale are all challenging issues for the accountant. And then to top things off, when it comes to the income tax side, we have a whole set of different rules. No other industry has such differences between GAAP and income tax reporting.

This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. Auditors and corporate accounting and finance professionals in small-to medium-sized entities will find this course relevant. The course includes an overview of the auditor’s responsibilities related to financial statement fraud. In addition, the course includes information relevant to management’s responsibility for fraud and internal controls. Cases address revenue recognition, various financial statement manipulations, purchasing fraud, and other common areas of interest.

For many businesses, preparing financial statements using a special purpose framework (SPF) may provide an alternative to the complexity of U.S. GAAP. This course will provide you with a comprehensive review and hands-on application for preparing and reporting on financial statements using a special purpose framework. You will learn the unique measurement and disclosure requirements of various SPF options, using example financial statements and illustrative disclosures. You will be introduced to the AICPA’s new SPF for small and medium-sized entities: FRF for SMEs(TM). The course will also guide you through SPF engagements from acceptance and planning to reporting, highlighting common practice issues.

2015-16 CPE Resource Catalog • 33

Accounting and Auditing Statements on Standards for Accounting and Review Services Annual Update and Review Producer: Whitestone Date: 5/11/2016 (PHX) Course Code: CRUR1 Webcast Code: CRUR1W

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing

This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform compilation and review engagements. The highlight of this course is an indepth analysis of the new SSARS 21 guidance.

Level: Update Discussion Leader: Walter Haig

Date: 7/27/2016 (PHX) Course Code: CRUR2 Webcast Code: CRUR2W Date: 8/24/2016 (FLAG) Course Code: CRUR3 Date: 8/31/2016 (TUC) Course Code: CRUR4

Did you know group webcast viewing is an option?

Date: 10/4/2016 (PHX) Course Code: CRUR5 Webcast Code: CRUR5W

If you have more than three people watching the webcast together, you can save 20% on member and non-member fees! This applies to all 8+ hours of CPE.

Date: 12/6/2016 (PHX) Course Code: CRUR6 Webcast Code: CRUR6W

For more information, contact CPE at ascpacpe@ascpa.com

Date: 1/17/2017 (PHX) Course Code: CRUR7 Webcast Code: CRUR7W Date: 2/16/2017 (PHX) Course Code: CRUR8 Webcast Code: CRUR8W

Successful Strategies for Fraud Prevention and Detection

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Accounting & Auditing

Date: 3/27/2017 (PHX) Course Code: CFVV Webcast Code: CFVVW

34 • 2015-16 CPE Resource Catalog

Recommended CPE Credit:

Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into fraudsters. Discussion will include integrity and ethics, as well as how people may react in certain situations.

Level: Basic Discussion Leader: Ron Kral

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Accounting and Auditing Sweeping Your Workpapers for Landmines: Avoiding Deficient Audits Producer: Surgent Date: 7/7/2016 (PHX) Course Code: SWLD Webcast Code: SWLDW

The Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards Producer: Surgent Date: 6/16/2016 (PHX)

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Level: Intermediate Discussion Leader: Ron Kral

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Intermediate

Course Code: UGID Webcast Code: UGIDW

Discussion Leader: Martha Lindley

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA Date: 3/21/2017 (PHX) Course Code: CL4TTFS Webcast Code: CL4TTFSW

Save Time – Register Online – www.ascpa.com

Recommended CPE Credit:

4 hours Accounting & Auditing Level: Intermediate Discussion Leader: Rick Crosser

Reviewing workpapers is a critical internal quality control safeguard that ensures issued audit reports are appropriate given the specific engagement’s circumstances. There is a presumption that more experienced engagement team members should review work performed by less experienced staff. But, even sole practitioners must be concerned about complying with quality control standards and proper ethical conduct. This course will provide tips and techniques for effective and efficient review of audit workpapers, the success of which heavily depends on an auditor’s proper application of critical financial statement audit concepts such as assessing audit risk, applying strong substantive analytical procedures, and evaluating areas of estimates and uncertainty.

The Uniform Guidance for Federal Awards is fully effective for all 2016 single audits! Make sure that you fully understand the new single audit requirements and how they will affect your 2016 single audits. This is an essential course for auditors performing single audits as it will equip you with the knowledge needed to perform audits under the new Uniform Guidance for Federal Awards. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the new single audit requirements.

Many costly fraudulent schemes have occurred repeatedly throughout the past several decades. Why do these material fraud schemes continue to succeed? Is this due to failures of properly designed internal controls? Could the internal controls be adequate but not complied with? This course provides descriptions of how the most common types of financial statement and misappropriation of asset fraud schemes are detected. Cost-effective internal controls that can be implemented to prevent these schemes are provided. Classic and contemporary realworld fraud cases are reviewed in detail to reinforce how these schemes are perpetrated, both due to internal control failures and other factors. Red flags that might possibly be indicative of these fraud schemes are addressed.

2015-16 CPE Resource Catalog • 35

Accounting and Auditing U. S. GAAP: Latest Developments and Accounting Essentials

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Accounting & Auditing

Date: 4/28/2017 (PHX) Course Code: FRU Webcast Code: FRUW

U.S. GAAP: Latest Developments for Business & Industry (8-11:30) Producer: AICPA Date: 11/29/2016 (PHX) Course Code: CL4FASBI Webcast Code: CL4FASBW

Yellow Book: Government Auditing Standards Producer: AICPA

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Ron Kral

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Accounting & Auditing Level: Update Discussion Leader: Tyrone Inglis

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 10/17/2016 (PHX)

8 hours Government & Nonprofit

Course Code: EOYB Webcast Code: EOYBW

Other Credit: Yellow Book Level: Basic Discussion Leader: David Mosley

36 • 2015-16 CPE Resource Catalog

Are you looking for a review and update of common GAAP issues important to all CPAs? This broad-ranging course covers FASB accounting and reporting developments that applies to all companies. Emphasizing financial statement disclosures in addition to accounting methods, this course presents implementation guidelines and disclosure illustrations from actual financial statements. Review reporting standards for the balance sheet, income statement, and statement of cash flows to gain an understanding of the FASB standards that have the greatest impact on accounting and financial reporting.

CPAs in business and industry will benefit from this overview of new and recent FASB pronouncements. Gain expertise from a high-level approach to financial reporting issues backed by detailed descriptions and examples of the implementation of new standards. This training session guides you in assessing recent FASB guidance that has a major effect on all industries and provides you with an understanding of the latest pronouncements and exposure documents so that you are able to develop implementation strategies.

Do you perform engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or GAS or the “Yellow Book”)? This course provides an excellent baseline of information to accountants in understanding governmental auditing foundations, ethics, general audit standards, financial audit standards, attestation engagement standards, field work standards, and reporting standards for performance audits. It is essential that all auditors planning and conducting audits in accordance with Government Auditing Standards understand and be able to discern these concepts and standards in executing their responsibilities.

Save Time – Register Online – www.ascpa.com

Business Law Advanced Business Law for CPAs Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 10/19/2016 (PHX)

8 hours Business Law

Course Code: ABLT Webcast Code: ABLTW

Level: Advanced

Employment Law Update: Key Risks and Recent Trends

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Business Law

Date: 10/20/2016 (PHX) Course Code: LAWU Webcast Code: LAWUW

From Hiring to Firing and Everything In Between: Legal, Tax, and Health Care Issues Producer: Surgent Date: 7/18/2016 (PHX) Course Code: HTOF Webcast Code: HTOFW

Save Time – Register Online – www.ascpa.com

Discussion Leader: Robert Walter

Recommended CPE Credit:

Level: Advanced Discussion Leader: Robert Walter

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Business Law

Get a solid understanding of complex legal issues that come up every day and learn how to respond to them. Issue identification is often what separates top financial officers and managers from others. This course covers legal issues in employment, social media/privacy, e-business, intellectual property, corporate law, securities, business taxes, environmental regulation, and public company matters. Limit your clients’ individual liability and insurance, head off tax issues, and take advantage of alternate forms of dispute resolution.

Businesses and non-profits today face an explosion of EEOC actions and employment litigation that can threaten the organization’s financial stability as well as its reputation. This course will update you on, and provide tips about mitigating exposure for, the key employment risks that every employer faces: cyber issues such as social media, device and internet use, wrongful termination, retaliation, whistleblowers, all types of discrimination and harassment, workplace safety, wage and hour laws, immigration issues, laws such as the FMLA, ADA, HIPAA, COBRA, FLSA, and more. Know how to react to developing employment issues, understand recent trends in employment claims, and arm yourself with the knowledge and assessment tools that can make a difference for your employer or your clients.

The employer-employee relationship strains both sides in a troubled economy, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area.

Level: Basic Discussion Leader: Pamela Davis

2015-16 CPE Resource Catalog • 37

Ethics Arizona Accounting Ethics with Emphasis on Tax Practice Issues (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: Nichols Patrick

4 hours Ethics

Date: 6/14/2016 (PHX) Course Code: AZET1 Webcast Code: AZET1W

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Ed Zollars

Date: 11/10/2016 (TUC) Course Code: AZET2 Date: 12/15/2016 (PHX) Course Code: AZET3 Webcast Code: AZET3W

Ethics & Quality Control in Tax Practice Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

CPAs in tax practice face unique issues when applying the Arizona state accountancy law and regulations and the AICPA Code of Professional Conduct, including the new revised codification to be effective as of December 15, 2014. This program is meant to take the tax practitioner through governing state law, state board regulations and the AICPA Code of Conduct, pointing out those areas that create issues in tax practice. This program helps you meet the “best practices” standard, other ethical standards, and regulatory requirements. It will also include discussion of privileged communication and various penalties that apply to tax practitioners. Don’t miss this informative update on practice and procedure from a nationally recognized Arizona expert, Ed Zollars.

Circular 230 and IRC Sections 6694 and 7216 threaten horrific penalties on careless tax practitioners. The Office of Professional Responsibility is suspending practitioners who fail to apply “due diligence” to their preparation of tax returns. Together with revised AICPA Statements on Standards for Tax Services, these new rules change the way CPAs approach the “tax business.” Monetary penalties may be imposed for carelessness in applying the law to your client’s tax affairs. This program helps you meet the “best practices” standard, other ethical standards, and regulatory requirements. It will also include discussion of privileged communication and various penalties that apply to tax practitioners. This course meets the Arizona Ethics Requirement.

Date: 8/22/2016 (PHX)

4 hours Taxation, 4 hours Ethics

Course Code: EQCT Webcast Code: EQCTW

Level: Intermediate

Ethics Standards Update and Review for Arizona CPAs in Public Practice by Walter Haig (8-11:30)

Date: 12/9/2016 (PHX) Course Code: ET5 Webcast Code: ET5W

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

Producer: Whitestone

Date: 1/20/2017 (PHX) Course Code: ET6 Webcast Code: ET6W

Date: 5/13/2016 (PHX) Course Code: ET1 Webcast Code: ET1W

Date: 2/17/2017 (PHX) Course Code: ET7 Webcast Code: ET7W

Date: 7/29/2016 (PHX) Course Code: ET2 Webcast Code: ET2W

Discussion Leader: Ed Zollars

4 hours Ethics Level: Update Discussion Leader: Walter Haig This course is designed to meet the four-hour ethics CPE requirements mandated by the state law in which the course is offered. This course will provide a detailed analysis of the new AICPA Ethics Standards.

Date: 8/25/2016 (FLAG) Course Code: ET3 Date: 9/1/2016 (TUC) Course Code: ET4

38 • 2016-17 CPE Resource Catalog

Save Time – Register Online – www.ascpa.com

Ethics Professional Ethics Update for Arizona CPAs – Including Revised AICPA Code

Date: 10/26/2016 (PHX) (12-3:30) Course Code: ETHIC6 Webcast Code: ETHIC6W

Member Discount Fee (Before 5/31/2016): $99 Member Fee: $116 Nonmember Fee: $166 Recommended CPE Credit:

Producer: Gil Blumenthal

Date: 11/28/2016 (PHX) (8-11:30) Course Code: ETHIC7 Webcast Code: ETHIC7W

Date: 5/23/2016 (PHX) (8-11:30) Course Code: ETHIC1 Webcast Code: ETHIC1W

Date: 2/27/2017 (PHX) (8-11:30) Course Code: ETHIC9 Webcast Code: ETHIC9W

Date: 7/22/2016 (PHX) (8-11:30) Course Code: ETHIC3 Webcast Code: ETHIC3W

Date: 3/29/2017 (PHX) (12-3:30) Course Code: ETHIC10 Webcast Code: ETHIC10W

Date: 8/29/2016 (PHX) (8-11:30) Course Code: ETHIC4 Webcast Code: ETHIC4W

Date: 4/26/2017 (PHX) (8-11:30) Course Code: ETHIC11 Webcast Code: ETHIC11W

4 hours Ethics Level: Update Discussion Leader: Gil Blumenthal

Always up to date, this course is designed to meet the Arizona biennial four-hour ethics CPE requirement for CPAs renewing their licenses. In addition to meeting Arizona State Board of Accountancy requirements, the course includes materials and examples designed to reinforce the CPA’s working knowledge of professional ethics standards.

Date: 9/16/2016 (PHX) (8-11:30) Course Code: ETHIC5 Webcast Code: ETHIC5W

Professional Ethics Update for CPAs in Business-Including Revised AICPA Code (8-11:30) Producer: Gil Blumenthal Date: 6/17/2016 (PHX) Course Code: ETHIC2 Webcast Code: ETHIC2W Date: 1/27/2017 (PHX) Course Code: ETHIC8 Webcast Code: ETHIC8W

Member Discount Fee (Before 5/31/2016): $99 Member Fee: $116 Nonmember Fee: $166 Recommended CPE Credit:

4 hours Ethics Level: Update Discussion Leader: Gil Blumenthal

Always up to date, this course is designed to meet the Arizona biennial four-hour ethics CPE requirement for CPAs in business renewing their licenses. In addition to meeting Arizona State Board of Accountancy requirements, the course includes materials and examples designed to reinforce the CPA in business’ practical understanding of professional ethics standards. Calendar year 2014 was a transition year for the AICPA Code of Professional Conduct. The Ethics Codification Project has fashioned a dramatically different Code, restructured so that users can apply the rules and reach correct conclusions more easily and intuitively. Of particular note is that the revised code has a separate section specifically designed for business users. The revised Code has been adopted and was effective December 15, 2014.

Bring an ethics course to your firm or company and train your entire staff! Contact Carina for more details. (602) 324-4745 (888) 237-0700, ext. 217 ascpacpe@ascpa.com

Save Time – Register Online – www.ascpa.com

2016-17 CPE Resource Catalog • 39

Government & Nonprofits A Complete Guide to the Yellow Book Producer: Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 6/16/2016 (PHX)

8 hours Accounting & Auditing

Course Code: YBYB Webcast Code: YBYBW

Other Credit: Yellow Book Level: Basic Discussion Leader: Jack Georger

Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow Producer: Surgent Date: 11/9/2016 (PHX) Course Code: FMIS Webcast Code: FMISW

Latest Developments in Government and Nonprofit Accounting and Auditing 2016 Producer: Surgent Date: 7/21/2016 (PHX) Course Code: GNAA Webcast Code: GNAAW

The Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards Producer: Surgent Date: 11/10/2016 (PHX) Course Code: UGID Webcast Code: UGIDW 40 • 2015-16 CPE Resource Catalog

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Intermediate Discussion Leader: Martha Lindley All not-for-profits have a mission which defines their purpose and drives their operations. A notfor-profit’s financial statements tells the finan-

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book

The Yellow Book is a comprehensive document containing general standards, performance standards, and reporting standards for audit and attestation engagements. The Yellow Book features a conceptual framework approach to independence, financial auditing standards, attestation standards, and more. The purpose of this course is to increase your confidence and proficiency in performing Yellow Book engagements through a thorough understanding of the standards. The course materials utilize a highly illustrative and innovative format. Over 20 focused exercises are included to provide an enhanced working knowledge of the Yellow Book. cial statement user how successful the entity has been in meeting its mission in the past and also provides an indication of the not-for-profit’s ability to achieve its mission in the future. This course will help you to master the key accounting and reporting rules that not-for-profits use to tell their story of mission achievement today. This course will also look at how some of those rules will change in the future with the FASB’s Financial Statements of Not-for-Profit Entities project. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of not-for-profit accounting and reporting.

Level: Update Discussion Leader: Jack Georger

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Accounting & Auditing Other Credit: Yellow Book Level: Intermediate Discussion Leader: Martha Lindley

Save Time – Register Online – www.ascpa.com

Information Technology Advanced Excel Topics for Spreadsheet Power Users Producer: Phoenix Beach

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 10/25/2016 (PHX)

8 hours Information Technology

Course Code: AXLT Webcast Code: AXLTW

Level: Intermediate Discussion Leader: Karl Egnatoff

Accountants and other business professionals that work in Excel extensively become very strong with many aspects of the ubiquitous spreadsheet application. They, however, often do not have knowledge of the numerous advanced features available in Excel. In this session we highlight many of the powerful tools found in Excel and provide details as to how they are beneficial and how they are used. Topics include, data connectivity, advanced functions available for formula creation, Excel Tables and PivotTables, and charting tools. Many proficient Excel users only utilize a limited percentage of available tools when they work with spreadsheets, which is like tying ones hands behind their back. This session will help make participants “two-fisted” Excel users! Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Excel Pivot TablesPowerful and Not Hard to Use…Really!

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Phoenix Beach

8 hours Information Technology

Date: 8/4/2016 (PHX) Course Code: XLPT Webcast Code: XLPTW

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Karl Egnatoff

Excel users that regularly manipulate, analyze, or present data can improve their productivity substantially by utilizing PivotTables. Many users avoid PivotTables even though they know how powerful they are because they believe PivotTables are confusing to work with and hard to use. Additionally, many people know that they provide benefit but do not realize the depth of capabilities that the PivotTable reporting feature possesses. This session shows users that with a basic understanding of PivotTable conventions, the intimidation factor disappears. Additionally, it details the robust feature set built into PivotTables. This course also spends time providing information about Excel Tables, which are helpful as a stand-alone feature, but also can be used to enhance PivotTable use. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

PDF Forms: Using Adobe Acrobat to Harness the Incredible Power of Electronic Fillables (12:30-4) Producer: Phoenix Beach Date: 10/24/2016 (PHX) Course Code: PDFF Webcast Code: PDFFW

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Information Technology Level: Intermediate Discussion Leader: Karl Egnatoff

Everyone works with PDFs in today’s electronic document-centric business world. Few, however harness the power of PDF forms and their data capture capabilities. A PDF with fillable fields can make form submission much easier for end users of the document. It can also serve as a way to reduce data entry and increase productivity and accuracy. This session will show participants how to quickly and easily create fillable PDF forms that flow in the manner desired. It also shows users how to secure PDFs against alteration. Finally, the material details methods to distribute, collect and extract data from a single PDF or a large number in an automated fashion. If the use of electronic fillable forms would benefit you or your organization, this class is a must! Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Save Time – Register Online – www.ascpa.com

2015-16 CPE Resource Catalog • 41

Information Technology QuickBooks Online – Worth Another Look! (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: Phoenix Beach

4 hours Information Technology

Date: 10/24/2016 (PHX) Course Code: QBOL Webcast Code: QBOLW

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Karl Egnatoff

Many accounting and other business professionals took an exploratory look at QuickBooks Online (QBO) a few years back and dismissed it as “not QuickBooks”. However, Intuit has updated QBO and it is now generally considered to be a viable and competitive cloud accounting product. It still is not as feature rich as its desktop cousin, but it is an inexpensive, easy to use application that is powerful enough to account for a wide range of small businesses. This, coupled with the fact that it is accessible 24/7/365 from any location that has internet connectivity, makes QuickBooks Online worth another look! Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Taking the Self Taught Excel User to the Next Level

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Phoenix Beach

8 hours Information Technology

Date: 8/3/2016 (PHX) Course Code: STXL Webcast Code: STXLW

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Karl Egnatoff

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

42 • 2015-16 CPE Resource Catalog

Save Time – Register Online – www.ascpa.com

Management Analytics and Big Data for Accountants Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 4/21/2017 (PHX)

8 hours Specialized Knowledge

Course Code: DAAN Webcast Code: DAANW

Level: Basic

Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA Date: 8/17/2016 (PHX)

Discussion Leader: John Cox

Recommended CPE Credit:

4 hours Management Level: Intermediate Discussion Leader: Ron Rael

Analytics is the new force driving business. Tools have been created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations. In this course you will discuss leading-edge topics in analytics and finance in a session that is packed with useful tips and practical guidance that you can apply immediately. This hands-on workshop gives you specific ways to directly impact your organization’s bottom line. These proven techniques for plugging the most-overlooked profit leaks come from specific strategies for lowering costs, improving productivity, and gaining efficiencies. Explore the different methods in-depth, see how easy they are to implement and what huge impact they can have on the bottom line. Each tool or strategy is one to pass on to clients and co-workers.

Course Code: CL4PYPL Webcast Code: CL4PYPLW

Annual Update for Controllers Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 8/18/2016 (PHX)

8 hours Management

Course Code: SKSB Webcast Code: SKSBW

Level: Update

Ethics & Quality Control in Tax Practice

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Nichols Patrick

Discussion Leader: Ron Rael

Recommended CPE Credit:

Date: 8/22/2016 (PHX)

4 hours Taxation, 4 hours Ethics

Course Code: EQCT Webcast Code: EQCTW

Level: Intermediate

Save Time – Register Online – www.ascpa.com

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. In this course you will discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.

Discussion Leader: Ed Zollars

2015-16 CPE Resource Catalog • 43

Management Risk, Cost, and Cash Management for Controllers and Financial Managers (12:30-4) Producer: AICPA Date: 8/17/2016 (PHX) Course Code: CL4TKBP Webcast Code: CL4TKBPW

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Management Level: Intermediate Discussion Leader: Ron Rael

When an organization fails, it is usually due to several factors. These often result from a number of undetected, poor practices that infect and grow throughout the entire organization. They can include a lack of understanding of costs, poor asset allocation, systems that support the

The New Controllership: Keys to Boosting Financial Performance (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Management

Date: 4/24/2017 (PHX) Course Code: CL4BFP Webcast Code: CL4BFPW

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Art Pulis

This program recognizes that the controller must have current technical knowledge of

The New Controllership: Keys to Boosting Management Skills (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Management

Producer: AICPA

Level: Intermediate

Date: 4/24/2017 (PHX)

Discussion Leader: Art Pulis

Course Code: CL4BMS Webcast Code: CL4BMSW

The controller of a company must have people management skills to hire the best people for the department, correct and coach in a successful fashion, and lead the department to the

Transforming Your Role as Controller to Business Partner

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Management

Date: 4/20/2017 (PHX) Course Code: COBP Webcast Code: COBPW 44 • 2015-16 CPE Resource Catalog

Recommended CPE Credit:

Level: Intermediate Discussion Leader: John Cox

status quo, failure to identify risk, tunnel vision by management, and so on. Often, management will repeat poor practices across the enterprise. For example, do you think a so-called “budgeting crisis” is normally due to the budget, or actually hidden, existing problems that were uncovered due to the budgeting process. This course demonstrates the use of practices and techniques specifically designed to assist CPAs and other financial professionals in adding value to their company through improved decision-making, cost management, understanding business cycles, managing continuous improvements, cash management, and risk management. Examples of actions by both successful and failed organizations are used throughout the session. financial subjects such as cash and debt management, planning, the latest accounting department efficiency issues, and new oversight and control concepts. This course makes a clear and important distinction between the older-style organization similar to GM, and the newer organizations like Google or Apple. As the course moves through the subjects, constant contrast is made between how things are done in the modern versus the older-style organization. Make sure you have all the right tools to thrive in today’s environment and manage a more successful organization!

point where it is a well-oiled machine. The job of the controller is very challenging, and that is why we explore personal tips on individual efficiency, delegation, and working within the corporate politics of the organization. This course makes a clear and important distinction between the older-style organization similar to GM, and the newer organizations like Google or Apple. As the course moves through the subjects, constant contrast is made between how things are done in the modern versus the olderstyle organization. Make sure you have all the right tools to thrive in today’s environment and manage a more successful organization!

Are you ready to take your role as controller to the next level while adding significant value to the organization? A successful Controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. We’ll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from simply internal process/transaction oriented to externally focused understanding of industry and macro trends. Save Time – Register Online – www.ascpa.com

Taxation –A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond Producer: Surgent Date: 9/29/2016 (PHX)

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA, CFP Level: Update

Course Code: OBCR Webcast Code: OBCRW

Discussion Leader: Michael Reilly

Advance Tax Practice Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 1/16/2017 (PHX)

Recommended CPE Credit:

Course Code: ATP Webcast Code: ATPW

8 hours Taxation Level: Advanced Discussion Leader: Ed Zollars

Advanced Selected Issues for Trusts, Estates and Their Beneficiaries

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 8/2/2016 (PHX) Course Code: ITEB Webcast Code: ITEBW

Recommended CPE Credit:

Other Credit: EA, CFP

The Affordable Care Act (ACA) is of immense importance to millions of individuals and millions of businesses and their owners. Both otherwise uninsured individuals and employers with 50 or more fulltime or full-time equivalent employees must be on top of the complicated ACA rules as they apply in 2016 and beyond. Many businesses not compliant with the ACA may ultimately be forced to pay very large penalties due to their noncompliance. Of equal importance is the impact of IRS Notice 201517 on employer reimbursements of employees for premiums they pay for health insurance. The Notice includes special rules for S corporation reimbursements of greater than 2% shareholders. This course will focus on the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this far-reaching legislation. Code Sections 6694 and 7216... Treasury Circular 230... Office of Professional Responsibility... AICPA Statements on Standards for Tax Services... every tax partner and senior manager faces a daunting array of new “guidance.” Rarely have tax and financial statement issues been so intertwined – and so likely to cause problems for tax practitioners. All CPAs must become familiar with risk analysis of tax return positions. This program explains what it takes to avoid penalties and keep fees reasonable. Changes in the tax rates have made knowledge of trusts and estates all the more important. This course examines more advanced tax issues that CPAs grapple with and explores how the new tax environment impacts planning for estates, trusts, and their beneficiaries. It also presents a discussion of the generation-skipping transfer tax implications of trusts and estates.

Level: Advanced Discussion Leader: Ted Engelbrecht

Advanced Tax Strategies for LLCs & Partnerships Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 12/1/2016 (PHX)

8 hours Taxation

Course Code: DTT Webcast Code: DTTW

Level: Advanced

Save Time – Register Online – www.ascpa.com

Discussion Leader: Douglas Van Der Aa

What works best for your client? Learn the pros and cons of the LLC, General Partnership, Limited Partnership, and Limited Liability Partnership by focusing on planning and potential tax traps. A review of distinct advantages of these entities is coupled with an examination of the risk members and partners face if they do not have a solid tax plan to minimize their exposure. In addition, we will explore some of the more intricate rules and regulations of these entities so you can move your working knowledge of partnership and LLC taxation beyond the basics. 2015-16 CPE Resource Catalog • 45

Taxation AICPA’s Annual Federal Tax Update Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 12/19/2016 (TUC)

8 hours Taxation

Course Code: PTU

Level: Update Discussion Leader: Michael Blackburn

Arizona Income Taxation: Update and Overview (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: Nichols Patrick

4 hours Taxation

Date: 6/14/2016 (PHX) Course Code: AZTAX1 Webcast Code: AZTAX1W

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Ed Zollars

Date: 11/10/2016 (TUC) Course Code: AZTAX2

Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax-planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans, and more. The Arizona Income Tax Title in the Arizona Revised Statutes creates its own set of unique issues, borrowing from the Internal Revenue Code many times-but also introducing its own unique issues. This program will look at the structure of the Arizona income tax, with an emphasis on recent developments and changes in the law. The course manual will be based on the 2015 Arizona Income Tax Guide, which will also serve as a reference guide for Arizona 2014 income tax return preparation.

Date: 12/15/2016 (PHX) Course Code: AZTAX3 Webcast Code: AZTAX3W

Assisting Survivors: CPA’s Role in the Decedent’s Estate

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Nichols Patrick

8 hours Taxation

Date: 7/14/2016 (PHX) Course Code: ASDE Webcast Code: ASDEW

Basis Calculations & Distributions for PassThru Entity Owners – Schedule K-1 Analysis Producer: Phoenix Beach Date: 8/15/2016 (PHX) Course Code: BCAD Webcast Code: BCADW

46 • 2015-16 CPE Resource Catalog

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Ed Zollars

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Intermediate

CPAs are comfortable dealing with one of the two certain things in life, but are not necessarily so ready to deal with other certainty aside from taxes and death. When a client dies, the CPA is most often placed in the position of assisting the survivors handle all of the various issues of the decedent’s estate. This course looks at the various roles and issues a CPA will need to understand in assisting the survivors following a death.

This comprehensive case-driven training is designed to get the accountant up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships, and limited liability companies (LLCs)). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations.

Discussion Leader: Pat Garverick

Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Save Time – Register Online – www.ascpa.com

Taxation Best Practices for Payroll Taxes and 1099 Issues Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 1/31/2017 (PHX)

8 hours Taxation

Course Code: GPT Webcast Code: GPTW

Level: Intermediate

Business & Industry Tax Update

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Nichols Patrick

Discussion Leader: Pamela Davis-Vaughn

Recommended CPE Credit:

Date: 5/9/2016 (PHX)

8 hours Taxation

Course Code: NBITU Webcast Code: NBITUW

Level: Update

Buying and Selling a Business: Critical Tax and Structuring Issues

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 9/26/2016 (PHX) Course Code: SELL Webcast Code: SELLW

This course is designed to provide you with practical pointers for managing the payroll tax and reporting function. Learn how to avoid the frequent penalties in payroll tax reporting and stay up-to-date with the latest information. It also shows how to handle reporting and withholding requirements for employee fringe benefits. Master the often confusing rules for Form 1099-MISC and other information reports including when and how much to report. Make sure you or your clients are in compliance and not subject to IRS penalties!

This program presents, in non-technical terms and in plain English, a comprehensive review of new tax developments most likely to affect the CPA who has business tax related responsibilities in her or his employment. Participants learn how current issues affect their industry and their operations. Any new tax law is always included.

Discussion Leader: Ed Zollars

Recommended CPE Credit:

Other Credit: EA Level: Intermediate

One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Discussion Leader: Michael Reilly

Capitalized Costs and Depreciation: Key Issues and Answers (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Taxation

Date: 9/22/2016 (PHX) Course Code: CL4CCD Webcast Code: CL4CCDW

Save Time – Register Online – www.ascpa.com

Recommended CPE Credit:

Level: Basic Discussion Leader: Dennis Riley

Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. This course provides analysis of the rules dealing with depreciation, amortization, like-kind exchanges, involuntary conversions and sale of property. It also covers important property-related timing issues and planning opportunities that can lead to significant tax savings for C Corporations and S Corporations.

2015-16 CPE Resource Catalog • 47

Taxation Corporation Taxation: Subchapter C for C Corporations & S Corporations Producer: Nichols Patrick Date: 11/23/2016 (PHX) Course Code: CTSC Webcast Code: CTSCW

Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions and Form 3115 Producer: Surgent Date: 9/20/2016 (PHX)

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Advanced Discussion Leader: Ed Zollars

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Other Credit: EA Level: Intermediate Discussion Leader: Pamela Davis-Vaughn

Current Federal Tax Developments

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 11/11/2016 (TUC)

8 hours Taxation

Course Code: CFTD1

Level: Update

Date: 12/16/2016 (PHX)

Discussion Leader: Ed Zollars

Course Code: CFTD2 Webcast Code: CFTD2W

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement Producer: Surgent Date: 6/21/2016 (PHX) Course Code: DRMM Webcast Code: DRMMW 48 • 2015-16 CPE Resource Catalog

This course explores in-depth problems and solutions relating to accounting periods and methods under the internal revenue code. This course will also cover the special rules that apply to transactions between related parties.

8 hours Taxation

Course Code: CTIP Webcast Code: CTIPW

Producer: Nichols Patrick

Tax free incorporation...maybe not! Taxable distributions...maybe not! Mergers, acquisitions, and reorganizations made simple. Understand the law governing corporate formations, distributions of property, redemptions, liquidations, reorganizations, carryover of net operating losses, and other corporate tax attributes. You can know the real balance of “Earnings and Profits” and why that number might be important. Low tax rates on the first $75,000 of income and the possibility of increased rates of income tax on individuals make the C corporation a reasonable alternative to S corporation status.

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

For any tax advisor: This fast-paced one-day course covers, in plain English, the latest developments in federal taxation, updated biweekly, with emphasis on real world applications. Current Federal Tax Developments is always applauded for its relevance and coverage of practical issues. Emphasis on current issues, planning, and strategy keeps participants interested all day. Learn how to avoid penalties, how to use IRS “Frequently Asked Questions” to answer tough questions relating to new laws, how to plan for the new “Medicare Tax” and other tax provisions in the Affordable Care Act, how to change over 150 accounting methods automatically with no user fee, and a lot more. This course gives CPAs the knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.

8 hours Taxation Other Credit: CFP Level: Intermediate Discussion Leader: Diane Lapon

Save Time – Register Online – www.ascpa.com

Taxation Don Farmer’s Tax Update Producer: Don Farmer

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 10/28/2016 (PHX)

Recommended CPE Credit:

Course Code: TAXUP

8 hours Taxation Level: Update

This seminar will review current year developments and planning ideas affecting individual, corporate and business income taxation using a combination of humor and examples. There will be an emphasis on tax developments that affect 2016 tax return preparation and 2016 tax planning for individuals, corporations, and non-corporate businesses. This course includes a 200+ page reference manual.

Discussion Leader: Don Farmer

Estate and Life Planning Issues for the Middle-Income Client

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 6/20/2016 (PHX) Course Code: PMIC Webcast Code: PMICW

Recommended CPE Credit:

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a mustattend for all CPAs who work with middleincome clients and are looking for ways to provide additional quality services.

Other Credit: EA, CFP Level: Basic Discussion Leader: Diane Lapon

Estates and Trusts: Mastering Complex Income Tax Issues (8-11:30) Producer: AICPA Date: 9/21/2016 (PHX) Course Code: CL4ITET Webcast Code: CL4ITETW

Ethics & Quality Control in Tax Practice Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Taxation Level: Basic Discussion Leader: Dennis Riley

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 8/22/2016 (PHX)

4 hours Taxation, 4 hours Ethics

Course Code: EQCT Webcast Code: EQCTW

Level: Intermediate

Save Time – Register Online – www.ascpa.com

Protect your clients’ assets and shield their estates from increased taxation brought about by the changing tax code. Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. This course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms.

Discussion Leader: Ed Zollars

2015-16 CPE Resource Catalog • 49

Taxation Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms Producer: Surgent Date: 8/1/2016 (PHX) Course Code: GIFT Webcast Code: GIFTW

Federal Tax Update – C&S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) Producer: Phoenix Beach Date: 11/18/2016 (YUMA) Course Code: FTUB1

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA, CFP Level: Intermediate Discussion Leader: Ted Engelbrecht

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Update Discussion Leader: Pat Garverick

Date: 11/22/2016 (PHX) Course Code: FTUB2 Webcast Code: FTUB2W

Federal Tax Update Individual and Business Current Developments

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Phoenix Beach

8 hours Taxation

Recommended CPE Credit:

Level: Update

Course Code: FTCD1 Webcast Code: FTCD1W

Discussion Leader: Pat Garverick

Federal Tax Update Individuals (Form 1040)

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Phoenix Beach Date: 11/17/2016 (YUMA) Course Code: FTUI1 Date: 11/21/2016 (PHX) Course Code: FTUI2 Webcast Code: FTUI2W Date: 1/4/2017 (TUC) Course Code: FTUI3

50 • 2015-16 CPE Resource Catalog

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on business income tax issues. This comprehensive class will not only review the current Federal business income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal business income tax filing season. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Date: 1/5/2017 (TUC) Course Code: FTUB3

Date: 7/13/2016 (PHX)

The estate tax and generation-skipping transfer tax have returned, and the gift tax is again unified with the estate tax. Changes in the transfer tax under new law are mirrored in the compliance requirements. The purpose of this course is to learn how to prepare Forms 706 and 709 in these circumstances. This practical manual guides the CPA through the complex issues in completing these forms. This is an excellent course to learn the nuts and bolts of this specialized area of practice.

Recommended CPE Credit:

8 hours Taxation Level: Update Discussion Leader: Pat Garverick

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest Federal income tax topics affecting individuals, businesses and their owners. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day update course focusing on individual income tax issues. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “must-attend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks. Save Time – Register Online – www.ascpa.com

Taxation Federal Tax Update for AZ (Two Day Course) Producer: Phoenix Beach

Member Discount Fee (Before 5/31/2016): $485 Member Fee: $570 Nonmember Fee: $670 Recommended CPE Credit:

Walk away with an understanding of the Federal & Arizona tax laws impacting individuals with an emphasis on any new legislative changes. Through numerous examples, practice aids and review of the IRS tax forms, become more knowledgeable with the preparation issues related to the most common Federal & Arizona individual income tax returns.

Date: 12/27-12/28/2016 (PHX)

16 hours Taxation

Course Code: FTUIAZ Webcast Code: FTUIAZW

Level: Update Discussion Leader: Pat Garverick

Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-in Forms

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

This course is designed for participants to understand the core concepts of trust and estate return income tax preparation. The course explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on how to prepare Form 1041. This practical, over 300-page manual is an excellent reference source for your practice, which begins with quite simple cases. Building upon that base throughout the manual, the course ends with two complicated preparation cases, one trust and one estate.

Producer: Surgent Date: 6/8/2016 (PHX) Course Code: 1041 Webcast Code: 1041W

Recommended CPE Credit:

8 hours Taxation Other Credit: EA, CFP Level: Intermediate Discussion Leader: Scott Emerson

Form 990: Exploring the Form’s Complex Schedules

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Taxation

Date: 10/21/2016 (PHX)

Recommended CPE Credit:

Level: Advanced

Course Code: F990A Webcast Code: F990AW

Discussion Leader: Brenda Blunt

Form 990: Mastering Its Unique Characteristics

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

Recommended CPE Credit:

Date: 8/19/2016 (PHX)

8 hours Taxation

Course Code: EOF990 Webcast Code: EOF990W

Level: Basic

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Discussion Leader: Brenda Blunt

Mastery of the current Form 990 beyond its Core Form pages requires understanding of the Form’s transparency demands relating to multiple complex issues: transactions with certain insiders; expanded disclosure of highly-comp’d individuals’ calendar year compensation; identifying, and reporting in the presence of, “related organizations,” nuances of the two “public support tests;” undertaking of foreign operations; and more. This course covers the most advanced tax and nonprofit issues that are the subject of the Form 990’s Schedules. Participants will not only gain an understanding of the tax and practical points necessary to complete Schedules A, C, F, J, K, L, N and R of the current Form 990, but also be advised as to how to communicate with exempt clients on each of these Schedules’ unique demands. Explore the tax information and inherent notfor-profit organization issues to be mastered in properly preparing the current Form 990. This course covers the numerous reporting demands the 990 imposes, including how to respond to the Form’s demands for narrative answers. Participants will gain an understanding of the tax and practical points essential to appropriate completion of the Form 990 and be guided on advising exempt clients on the Form’s complexities and diverse demands.

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Taxation Getting More Active with the Passive Activity Rules and the Net Investment Income Tax Producer: Surgent Date: 7/19/2016 (PHX) Course Code: PAIT Webcast Code: PAITW

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA, CFP Level: Intermediate Discussion Leader: Pamela Davis-Vaughn

Hands-On Tax Workshop – Individual (Two Day Course)

Member Discount Fee (Before 5/31/2016): $485 Member Fee: $570 Nonmember Fee: $670

Producer: Phoenix Beach

16 hours Taxation

Date: 1/23-1/24/2017 (PHX) Course Code: HOWI Webcast Code: HOWIW

Recommended CPE Credit:

Discussion Leader: Pat Garverick

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Taxation

Course Code: CL4HCRA Webcast Code: CL4HCRAW

Recommended CPE Credit:

Level: Basic Discussion Leader: Michael Blackburn

Hot IRS Tax Examination Issues for Individuals and Businesses

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 12/30/2016 (PHX) Course Code: EXIB Webcast Code: EXIBW

This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.

Level: Basic

Health Care Reform Act: Critical Tax and Insurance Ramifications (8-11:30) Date: 12/20/2016 (PHX)

Now more than ever, every business owner and real estate investor must determine if they materially participate in any and all trades or businesses, even if they make a profit or a loss, because of the net investment income tax. These extremely complicated rules require an in-depth understanding of election and planning issues that CPAs need to know. The IRS has been very aggressive in audits under the passive loss rules and will now expand their investigation to include the NII tax.

Recommended CPE Credit:

Other Credit: EA Level: Intermediate

Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

The Health Care Reform Act continues to be phased in this year and in future years. This seminar will help you better understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, you’ll discover how to use this information for tax planning opportunities. This topic is constantly changing so make sure you’re up-to-date on the latest information.

Recently, the IRS has dramatically ramped-up its examination of individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS auditors are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for CPAs in public accounting to understand the risk to clients and to themselves in tax return preparation and planning.

Discussion Leader: Pamela Davis-Vaughn

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Save Time – Register Online – www.ascpa.com

Taxation Hottest Tax Topics for 2016 Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 11/14/2016 (PHX)

8 hours Taxation

Course Code: HOT Webcast Code: HOTW

Level: Intermediate

How to Settle an Estate for a Client from A to Z

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

Discussion Leader: Bruce Nelson

Recommended CPE Credit:

Date: 6/10/2016 (PHX)

8 hours Taxation

Course Code: SEAZ Webcast Code: SEAZW

Other Credit: EA, CFP Level: Basic Discussion Leader: Scott Emerson

International Taxation Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 8/11/2016 (PHX)

Recommended CPE Credit:

Course Code: ITTF Webcast Code: ITTFW

8 hours Taxation Level: Intermediate Discussion Leader: Adnan Islam

Investment Taxation: The Medicare Tax & Beyond

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Nichols Patrick

8 hours Taxation

Date: 6/13/2016 (PHX) Course Code: ITMT Webcast Code: ITMTW

Save Time – Register Online – www.ascpa.com

Two things you can count on are important new tax developments and economic, social, and demographic trends that turn out to have important tax implications. This course highlights the hottest tax topics - those that can change every year and affect many of your clients. Learn how to better advise your clients by offering them the latest tax saving strategies.

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Ed Zollars

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a realworld explanation to clients, and serve, in some instances, as an executor or trustee or as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity.

Get a solid understanding of international tax terminology and regulations that apply to a U.S. entity involved in global operations, or for a foreign entity doing business in the U.S. Whether your organization is contemplating a global move or is already involved in international business, you need to know about the activities that create multi-jurisdictional tax exposure and the required tax reporting for each relevant jurisdiction.

Taxpayers are facing the tax on net investment income under IRC Section 1411 and it presents new issues and opportunities. The course considers what items of income and expenses are included in computing the amounts subject to the §1411 tax, the related add-on Medicare 0.9% withholding tax on earned income and the impact of income that is excluded from the definition of investment income on the tax. As well, the course will look at various other tax matters related to investment income.

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Taxation IRA Boot Camp Producer: Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 1/6/2017 (PHX)

Recommended CPE Credit:

Course Code: IRAB Webcast Code: IRABW

8 hours Taxation Other Credit: EA, CFP Level: Intermediate Discussion Leader: Edward Harter

Multistate Income Tax Producer: AICPA

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Date: 11/15/2016 (PHX)

Recommended CPE Credit:

Course Code: MIT Webcast Code: MITW

8 hours Taxation Level: Intermediate Discussion Leader: Bruce Nelson

Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes Producer: AICPA Date: 1/30/2017 (PHX) Course Code: NXUP Webcast Code: NXUPW

Partnership & LLC : Advance Issues Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Intermediate Discussion Leader: Pamela Davis-Vaughn

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 1/9/2017 (PHX)

8 hours Taxation

Course Code: PTAI Webcast Code: PTAIW

Level: Advanced

54 • 2015-16 CPE Resource Catalog

Discussion Leader: Ed Zollars

Most individuals will accumulate a significant amount of wealth through contributions or rollovers from qualified plans into IRAs. Although the rules in this area provide tremendous planning opportunities, they are very complex. The purpose of this course is to provide insight and practical planning suggestions into this important area of practice. This course utilizes forms, worksheets, examples, exercises, and case studies as well as voluntary homework problems and mini-cases to enhance and enliven the learning experience and to hone retirement planning skills.

You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can’t afford to be out-of-date with your knowledge of this critical tax area.

The barriers to doing business across state lines have significantly decreased in recent years. However, this creates additional issues for taxpayers and their preparers in determining where and when they have nexus in a state which would require them to file either state income tax or sales tax returns. This class will not only help equip you in learning the various ways that states define and enforce nexus but also in how to determine when your company or client has nexus in a state, thus requiring the filing of tax returns.

Allocation of basis in debt, step up in basis upon transfer, disguised sales, abandonment of partnership interest, special allocations of income and deductions, reallocation of depreciation among partners, reporting income from forgiveness of indebtedness, determining an LLC member’s self-employment income...and more. This is the program that gets you ready to help your clients plan partnership and limited liability company transactions to minimize taxes.

Save Time – Register Online – www.ascpa.com

Taxation Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Producer: Phoenix Beach Date: 7/12/2016 (PHX) Course Code: PBAD Webcast Code: PBADW

Pass Through Entities: Advanced Issues Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Intermediate Discussion Leader: Pat Garverick

Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks. Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 6/15/2016 (TUC)

8 hours Taxation

Course Code: PTEA

Level: Advanced Discussion Leader: Ed Zollars

This program is a fast paced “double header”...designed for the CPA who is well grounded in the basics of Subchapter K and Subchapter S, who wants to learn how to deal with some of the more complex issues these two pass-through entities often present. PARTNERSHIPS and LLCs – Allocation of basis in debt (Sec. 752);

Passive Activities & Rental Real Estate Income Issues Producer: Phoenix Beach

This comprehensive training is designed to get the accountant up to speed quickly with partnership and limited liability company (LLC) formation and preparation issues as well as a complete understanding of calculating a partner and LLC member’s basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1065 Schedule K and K-1 and how these items affect the partner/member’s individual income tax return.

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 8/16/2016 (PHX)

8 hours Taxation

Course Code: PARE Webcast Code: PAREW

Level: Intermediate Discussion Leader: Pat Garverick

step up in basis upon transfer (Sec. 754); disguised sales (Sec. 707); abandonment of partnership interest (deemed distribution issues); reallocation of depreciation; determining LLC member’s SE income; this part of the program builds on your basic understanding of partnership tax law and prepares you to handle complex partnership transactions. S CORPORATIONS – Shareholder basis; reasonable shareholder compensation; trusts as S corporation shareholders; S corporation mergers, split-ups, and liquidations; built-in gain; C corporation earnings and profits; special calculations when terminating or revoking elections; complexities of AAA; and dealing with QSubs; and back -toback loans; this part of the program answers the difficult “Sub S” questions and clarifies how S corporations and partnerships are very different. This comprehensive training is designed to get the accountant up to speed quickly with the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469 and how and when the 3.8% net investment income tax under §1411 applies. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Preparing Form 1120S: Understanding the Basics Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 7/15/2016 (PHX)

8 hours Taxation

Course Code: PFOS Webcast Code: PFOSW

Level: Intermediate

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Discussion Leader: Ed Zollars

The most popular entity type for - “for profit” organizations is the S corporation. This course looks at the issues that arise in the preparation of Form 1120S for an S corporation from the perspective of an accountant who is comfortable with basic business taxation provisions and is preparing the tax return for an S corporation. The course will also provide the core knowledge needed for the CPA to be ready to expand his/her knowledge to assist clients in tax planning that may involve S corporations.

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Taxation Preparing Form 1165: Understanding the Basics Producer: Nichols Patrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 8/8/2016 (PHX)

8 hours Taxation

Course Code: PF65 Webcast Code: PF65W

Level: Intermediate

Preparing Individual Tax Returns for New Staff and Para-Professionals

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 9/19/2016 (PHX) Course Code: PITR Webcast Code: PITRW

Discussion Leader: Ed Zollars

Recommended CPE Credit:

Other Credit: EA Level: Basic

Partnership taxation is arguably the most complex area of tax that most CPAs will deal with, and that complexity carries over to preparing the Form 1065. This course, designed for CPAs who are comfortable with the basics of individual and business income taxation, will look at applying the various provisions that must be considered when preparing a partnership’s Form 1065. The CPA will gain a base of knowledge to allow him/her to properly prepare those 1065s for which he/she is engaged to perform the compliance services, and enable the CPA to then be ready to add to that knowledge with more advanced training to enable him/her to assist clients in planning engagements regarding partnerships. The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff. Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Discussion Leader: Pamela Davis-Vaughn

Reviewing Individual Tax Returns: What Are You Missing? (12:30-4)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Taxation

Date: 9/21/2016 (PHX) Course Code: CL4ITRM

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Dennis Riley

Join us as we discuss the common errors practitioners make on individual tax returns that are

S Corporation Preparation, Basis Calculations and Distributions: Schedule K and K1 (Form 1120S) Analysis

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Phoenix Beach

Discussion Leader: Pat Garverick

Date: 7/11/2016 (PHX) Course Code: SBAD Webcast Code: SBADW 56 • 2015-16 CPE Resource Catalog

Recommended CPE Credit:

8 hours Taxation Level: Intermediate

often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including passthrough K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! This course follows a highly illustrative case study format to increase participant comprehension and retention. This comprehensive training is designed to get the accountant up to speed quickly with S corporation formation and preparation issues as well as a complete understanding of calculating a shareholder’s stock and debt basis. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K and K1 and how these items affect the shareholder’s Federal individual income tax return. Please Note: All webcasts produced by Phoenix Beach provide annotatable, non-printable ebooks.

Save Time – Register Online – www.ascpa.com

Taxation Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs Producer: Surgent Date: 12/22/2016 (PHX) Course Code: TCBU Webcast Code: TCBUW

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs Producer: AICPA Date: 12/2/2016 (PHX) Course Code: STSB Webcast Code: STSBW

Social Security and Medicare: Maximizing Retirement Benefits (12:30-4) Producer: AICPA Date: 12/20/2016 (PHX) Course Code: CL4SSM Webcast Code: CL4SSMW

Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Producer: Surgent Date: 12/21/2016 (PHX) Course Code: SSRB Webcast Code: SSRBW

Save Time – Register Online – www.ascpa.com

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Business clients seek practical solutions to their tax issues, and this course provides advisors with effective tax planning strategies for the closelyheld business. Providing sound advice will be a money maker both for clients and your firm.

8 hours Taxation Other Credit: EA Level: Intermediate Discussion Leader: Pamela Davis-Vaughn

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Intermediate

Solid tax planning strategies are essential for your corporate and small business clients. Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets. We’ll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform.

Discussion Leader: Douglas Van Der Aa

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190 Recommended CPE Credit:

4 hours Taxation Level: Intermediate Discussion Leader: Michael Blackburn

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA, CFP Level: Basic Discussion Leader: Pamela Davis-Vaughn

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirementand estate-planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad of all the other related retirement planning issues.

2015-16 CPE Resource Catalog • 57

Taxation Surgent’s 2016 Annual Tax-Planning Guide for S Corporation, Partnerships and LLCs Producer: Surgent Date: 6/23/2016 (PHX) Course Code: TPGS Webcast Code: TPGSW

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA Level: Intermediate

As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. The purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

Discussion Leader: John Sherrick

Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs and Partnerships

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

Level: Intermediate

Date: 9/27/2016 (PHX)

Discussion Leader: Michael Reilly

Recommended CPE Credit:

8 hours Taxation Other Credit: EA

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules. This course is a must for practitioners to help reduce and avoid this exposure to malpractice.

Course Code: HMBI Webcast Code: HMBIW

Surgent’s Multistate Tax Update Producer: Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 2/23/2017 (PHX)

8 hours Taxation

Course Code: MSTU Webcast Code: MSTUW

Level: Update

Tax Considerations and Consequences for Closely Held Businesses

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: AICPA

8 hours Taxation

Date: 9/23/2016 (PHX) Course Code: CHTX Webcast Code: CHTXW

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Discussion Leader: Pamela Davis-Vaughn

Recommended CPE Credit:

Level: Intermediate

You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Multistate taxation is more complex and demanding than ever before. In addition to having their own unique tax laws, states have been more focused on enforcement. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.

Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners. The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax-saving strategies that fit your client’s situation.

Discussion Leader: Dennis Riley

Save Time – Register Online – www.ascpa.com

Taxation Taxation of Individuals Living Abroad and Foreign Nationals Living in the U.S. Producer: AICPA Date: 8/12/2016 (PHX) Course Code: TILA Webcast Code: TILAW

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Level: Basic Discussion Leader: Adnan Islam

The Best Income Tax, Estate Tax and Financial Planning Ideas of 2016

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 2/22/2017 (PHX) Course Code: IEFP Webcast Code: IEFPW

Recommended CPE Credit:

Other Credit: EA, CFP Level: Intermediate Discussion Leader: Pamela Davis-Vaughn

The Best Individual Income Tax Update Course by Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 12/29/2016 (PHX) Course Code: BITU Webcast Code: BITUW

Recommended CPE Credit:

Other Credit: EA, CFP Level: Update

Advocate for your clients who live abroad and protect their assets from excessive taxation. As your clients become increasingly global in their employment, investment, and retirement opportunities, their tax exposure becomes more complex, placing expectations on you to guide them through the multinational tax matrix. Learn about the tax issues facing U.S. citizens living overseas and foreign nationals living in the United States. Explore tax issues related to cross-border employment, business, and investment activities and discover new strategies to minimize the potential for double taxation by two or more countries. With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

This year’s significant changes to the tax environment require sound planning in 2015 for individual clients to respond effectively. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of recent developments.

Discussion Leader: Pamela Davis-Vaughn

The Casual Tax Preparer: 1040 Forms Update for 2016

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400

Producer: Surgent

8 hours Taxation

Date: 1/5/2017 (PHX) Course Code: CASU Webcast Code: CASUW

Recommended CPE Credit:

Other Credit: EA Level: Intermediate Discussion Leader: Edward Harter

Save Time – Register Online – www.ascpa.com

Many individuals casually prepare a few income tax returns for family members, friends or acquaintances. Many of such preparers are professionals in industry; and not full time tax preparation. The manual is designed to provide a preparation update to the casual preparer. The manual involves not only new tax rules for the current year, but also understanding how the new and old rules apply to 2016 tax forms. The up-to-date review of important tax form changes will be invaluable to attendees who prepare tax returns for individuals.

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Taxation The Complete Trust Workshop Producer: Surgent

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

Date: 6/9/2016 (PHX)

8 hours Taxation

Course Code: TCTW Webcast Code: TCTWW

Other Credit: EA, CFP

The use of trusts in 2016 will continue to undergo changes. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

Level: Intermediate Discussion Leader: Scott Emerson

The CPA’s Role in Buying or Selling a Business (8-11:30)

Member Discount Fee (Before 5/31/2016): $119 Member Fee: $140 Nonmember Fee: $190

Producer: AICPA

4 hours Taxation

Date: 9/22/2016 (PHX) Course Code: CL4BASB Webcast Code: CL4BASBW

The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them Producer: Surgent Date: 6/22/2016 (PHX) Course Code: BTBB Webcast Code: BTBBW

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning Producer: Surgent Date: 9/28/2016 (PHX) Course Code: INBB Webcast Code: INBBW

60 • 2015-16 CPE Resource Catalog

Recommended CPE Credit:

Level: Intermediate Discussion Leader: Dennis Riley

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA Level: Intermediate Discussion Leader: John Sherrick

Member Discount Fee (Before 5/31/2016): $255 Member Fee: $300 Nonmember Fee: $400 Recommended CPE Credit:

8 hours Taxation Other Credit: EA Level: Intermediate

Become the key adviser to a client or employer who’s buying or selling a business. Your advice will impact your client for years to come! Lead the team of advisers with a keen overview of the transaction in addition to specific tax and accounting technical advice. Buying and selling a business involves more than calculating a transaction gain or loss – it must be valued, due diligence must be conducted, and various stakeholders will be impacted.

If only we could see ourselves as others see us. Learn the traps taxpayers fall into – before you make the mistake. Attend this enjoyable yet very informative course that focuses on the law while exploring some of the top errors made in compliance and tax planning for business entities. The study of the law underlying the tax or practice issue will assist practitioners in satisfying their professional standards of practice and will help in preparing business tax returns. Avoid these missteps, plan for a better tax result, and benefit from a wealth of knowledge that can be applied to practice.

The best laid plans of mice and men often go astray; the same is true for taxpayers. Every practitioner has been confronted with a client who had a different twist on a tax idea. This course focuses on the law in order to break down 50 situations in which a taxpayer has attempted to push one of these ideas. The study of the law underlying the tax mistakes made will assist practitioners in satisfying their professional standards of practice and will help you in preparing Form 1040.

Discussion Leader: Michael Reilly

Save Time – Register Online – www.ascpa.com

Other Credit IRS Qualified Enrolled Agent (EA) Credit DATE

TITLE

6/8/16 6/9/16 6/10/16 6/20/16 6/22/16 6/23/16 7/19/16 8/1/16 8/2/16 9/19/16 9/20/16 9/26/16 9/27/16

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms The Complete Trust Workshop How to Settle an Estate for a Client from A to Z Estate and Life Planning Issues for the Middle-Income Client The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them Surgent's 2016 Annual Tax-Planning Guide for S Corporation, Partnerships, and LLCs Getting More Active with the Passive Activity Rules and the Net Investment Income Tax Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries Preparing Individual Tax Returns for New Staff and Para-Professionals Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions, and Form 3115 Buying and Selling a Business: Critical Tax and Structuring Issues Surgent's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs The Best Individual Income Tax Update Course by Surgent Hot IRS Tax Examination Issues for Individuals and Businesses The Casual Tax Preparer: 1040 Forms Update for 2016 IRA Boot Camp The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016

9/28/16 9/29/16 12/21/16 12/22/16 12/29/16 12/30/16 1/5/17 1/6/17 2/22/17

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Certified Financial Planner (CFP) Credit 6/8/16 6/9/16 6/10/16 6/20/16 6/21/16 7/19/16 8/1/16 8/2/16 9/29/16 12/21/16 12/29/16 1/6/17 2/22/17

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms The Complete Trust Workshop How to Settle an Estate for a Client from A to Z Estate and Life Planning Issues for the Middle-Income Client Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement Getting More Active with the Passive Activity Rules and the Net Investment Income Tax Federal Estate and Gift Tax Returns – Forms 706 and 709 Workshop with Filled-in Forms Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now The Best Individual Income Tax Update Course by Surgent IRA Boot Camp The Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016

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Yellow Book Credit 6/15/16 6/16/16 6/27/16 6/27/16 6/28/16 6/29/16 7/8/16 7/21/16 10/17/16 10/18/16 11/8/16 11/10/16 11/18/16 1/4/17 1/13/17

Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow The Essential Course for Performing Single Audits Under the New Uniform Guidance for Federal Awards Frequent Frauds Found in Governments(8-11:30) GASB Statement No. 68 Audit and Accounting Workshop (12:30-4) Governmental Accounting and Auditing Update Not-for-Profit Accounting & Reporting: From Start to Finish GAAS from A to Z Latest Developments in Government and Nonprofit Accounting and Auditing 2016 Yellow Book: Government Auditing Standards Advanced Topics in a Single Audit Governmental and Not-for-Profit Annual Update A Complete Guide to the Yellow Book Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone Applying the Uniform Guidance for Federal Awards in Your Single Audits Accounting and Reporting for Not-for-Profit Organizations

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2015-16 CPE Resource Catalog • 61

Arizona State Board CPE Requirements Continuing Professional Education A. Measurement Standards. The Board shall use the following standards to measure the hours of credit given for CPE programs completed by an individual registrant. 1. A class hour shall consist of a minimum of 50 continuous minutes of instruction and a half class hour shall consist of a minimum of 25 continuous minutes of instruction. CPE credit shall be given in half-hour increments for periods of not less than one class hour. Credit shall not be allowed for repeat participation in any seminar or course during the registration period. 2. Courses taken at colleges and universities apply toward the CPE requirement as follows: a. Each semester – system credit hour is worth 15 CPE credit hours, b. Each quarter – system credit hour is worth 10 CPE credit hours, and c. Each noncredit class hour is worth one CPE credit hour. 3. Each correspondence program hour is worth one CPE credit hour. 4. Acting as a lecturer or discussion leader in a CPE program, including college courses, may be counted as CPE credit. The Board shall determine the amount of credit on the basis of actual presentation hours, and shall allow CPE credit for preparation time that is less than or equal to the presentation hours. A registrant may only claim as much preparation time as is actually spent for a presentation. Total credit earned under this subsection for service as a lecturer or discussion leader, including preparation time may not exceed 40 credit hours of the renewal period's requirement. Credit is limited to only one presentation of any seminar or course with no credit for repeat teaching of that course. 5. Writing and publishing articles or books that contribute to the accounting profession may be counted for a maximum of 20 hours of CPE credit during each renewal period. a. Credit may be earned for writing accounting material not used in conjunction with a seminar if the material addresses an audience of certified public accountants, is at least 3,000 words in length, and is published by a recognized third-party publisher of accounting material or a sponsor. b. For each 3,000 words of original material written, the author may earn two credit hours. Multiple authors may share credit for material written. 6. A registrant may earn a combined maximum of 40 hours of CPE credit under subsections (A)(4) and (5) above during each renewal period. 7. A registrant may earn a maximum of 20 hours of CPE during each renewal period by completing introductory computer-related courses. Computer-related courses may qualify as consulting services pursuant to subsection (C). B. Programs that Qualify. CPE credit may be given for a program that provides a formal course of learning at a professional level and contributes directly to the professional competence of participants. 1. The Board shall accept a CPE course as qualified if it: a. Is developed by persons knowledgeable and experienced in the subject matter, b. Provides written outlines or full text, c. Is administered by an instructor or organization knowledgeable in the program, and d. Uses teaching methods consistent with the study program. 2. The Board shall accept a correspondence program which includes online or computer based programs if the sponsors maintain written records of each student's participation and records of the program outline for three years following the conclusion of the program. 3. An ethics program taught or developed by an employer or co-worker of a registrant does not qualify for the ethics requirements of subsection (C)(4). C. Hour Requirement. As a prerequisite to registration pursuant to A.R.S. § 32-730(C) or to reactivate from inactive status pursuant to A.R.S. § 32-730.01, a registrant shall complete the CPE requirements during the two-year period immediately before registration as specified under subsections (C)(1) through (C)(5). For registration periods of less than two years CPE may be prorated, with the exception of ethics.

ing services with a minimum of 16 hours in the subject areas of accounting, auditing, or taxation. 3. A registrant shall complete a minimum of 16 of the required hours: a. In a classroom setting, b. Through an interactive live webinar, or c. By acting as a lecturer or discussion leader in a CPE program, including college courses 4. A registrant shall complete four hours of CPE in the subject area of ethics. The four hours required by this subsection shall include a minimum of one hour of each of the following subjects: a. Ethics related to the practice of accounting including the Code of Professional Conduct of the American Institute of Certified Public Accountants, and b. Board statutes and administrative rules. 5. A registrant shall report total CPE hours completed for the registration period. Hours that exceed the number required for the current registration period may not be carried forward to a subsequent registration period. Any CPE hours completed to vacate a suspension for nonregistration or for noncompliance with CPE requirements may not be used to meet CPE requirements for the registration period. 6. As a prerequisite to reactivate from retired status or reinstate from cancelled, expired, relinquished or revoked status, an applicant shall complete up to 160 hours of CPE during the four-year period immediately before application to reactivate or reinstate. For periods of less than four years CPE may be prorated, with the exception of ethics. a. An applicant shall complete a minimum of 50 percent of the required hours in the subject areas of accounting, auditing, taxation, business law, or consulting services with a minimum of 32 hours in the subject areas of accounting, auditing or taxation. b. An applicant shall complete a minimum of 32 hours of the required hours: i. In a classroom setting, ii. Through an interactive live webinar, or iii. By acting as a lecturer or discussion leader in a CPE program, including college courses. c. An applicant shall complete eight hours of CPE in the subject area of ethics. The eight hours required by this subsection shall include a minimum of one hour of each of the following subjects. The following subjects shall be completed during the two-year period immediately preceding application for reactivation or reinstatement: i. Ethics related to the practice of accounting including the Code of Professional Conduct of the American Institute of Certified Public Accountants; and ii. Board statutes and administrative rules. D. Reporting: An applicant for reinstatement, a registrant who is subject to an audit, or a registrant completing their registration must report the following details about their completed CPE: 1. Sponsoring organization; 2. Number of CPE credit hours; 3. Title of program or description of content; and 4. Dates attended. E. In addition to the information required under subsection (D), an applicant for reinstatement from cancelled, expired, relinquished or revoked status, or a registrant subject to a CPE audit pursuant to subsection (G) shall provide evidence of completed CPE as required to be maintained by subsection (F). F. CPE Record Retention: A registrant shall maintain for three years from the date their registration application was dated as received by the Board and provide the Board upon request the following documents: course outlines and certificates of completion that include registrant’s name, course provider or sponsor, course title, credit hours, and date of completion.

1. A registrant whose last registration period was for two years shall complete 80 hours of CPE.

G. CPE audits: The Board, at its discretion, may conduct audits of a registrant’s CPE and require that the registrant provide the CPE records that the registrant is required to maintain under subsection (F) to verify compliance with CPE requirements.

2. A registrant shall complete a minimum of 50 percent of the required hours in the subject areas of accounting, auditing, taxation, business law, or consult-

H. The Board may grant a full or partial exemption from CPE requirements on demonstration of good cause for a disability for only one registration period.

62 • 2016-17 CPE Resource Catalog

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CPE Policies and Information For up-to-date CPE policies and information, visit our Website at www.ascpa.com Event Times

Substitutions

Full Day Schedule

You may substitute another individual if you are unable to attend the seminar at any time before the event. Please notify the Society office by phone or email as soon as possible.

Unless otherwise stated: Registration and breakfast begins at 7:30 a.m. Seminars begin promptly at 8:00 a.m. and end at 3:30 p.m. All full-day seminars include refreshment breaks and lunch. Half Day Schedule

Seminars run from either 8:00-11:30 a.m. or from 12:30- 4:00 p.m. Include either breakfast or an afternoon snack.

Fees Only ASCPA members and their non-CPA staff pay the member fees. All other registrants pay the nonmember fees. Payment is due upon registration. Please check the CPE Calendar for detailed fee information.

You may transfer to another course prior to the date of the seminr by notifying the CPE department by phone or email. Webcast transfers will not be acceepted once materials have been distributed. Note: A non-member substitute will be charged the non-member fee(s), when substituting for a member.

Transfers

Discounts

You may transfer to another course request must be submitted in writing prior to the date of the seminar.

The Arizona Society of CPAs offers a CPE discount plan for early registrations to ASCPA members and their non-CPA staff who are NOT CPAs. In order to receive the discount, the registration form and fee must be received in the ASCPA office by May 31. The 15% discount applies only to selected seminars (Refer to the CPE Calendar for fees).

Note: Transfers made after May 31 will pay the full registration fee. Any additional fees incurred will be due prior to attending the seminar. A refund will be made if the new course costs less than the one registered for previously.

Walk-in Registrations You are welcome to attend any of our sessions. Full payment for ASCPA events is due at the time of registration.

Cancelled Seminars by Society ASCPA holds the right to cancel a seminar. When the Society cancels a seminar, you will receive a full refund. In the event the seminar is canceled, ASCPA is not responsible for penalties incurred by registrants who must cancel travel arrangements.

Event Confirmations A confirmation is emailed indicating the course name, date, times and location. It also serves as a convenient CPE record. If you have not received confirmation of registration within a few days of sending your registration form or registering online, please contact the Society CPE department at ascpacpe@ascpa.com or call 602-324-6847.

Course Materials Materials for live seminars will be distributed at the course site. Webcast and webinar materials will be provided as a download two days prior to the session. No refund is issued once webcast materials are distributed to participants.

No Shows

Webcast/Webinar Information & Policies Checkpoint questions will be issued throughout the entire webcast/webinar to monitor attendance. Partial credit will be given for partial attendance. Note: If you experience technical difficulty during a webcast/webinar, please email ascpacpe@ascpa.com before the end of the webcast/webinar, and we will gladly transfer you to another event.

Certificates of Attendance A Certificate of Attendance will be provided for each seminar or conference attended. Your certificate will be emailed within 3 business days of the seminar date. Certificates should be accumulated and retained for personal record keeping.

Record Keeping A CPE Transcript of courses taken at the ASCPA will be emailed prior to the license renewal date. Members can also access their CPE transcripts at any time using My ASCPA on the ASCPA Web site: www.ascpa.com. Contact ascpacpe@ascpa.com for assistance.

No Smoking Allowed The ASCPA complies with the Smoke-Free Arizona Act prohibiting smoking in office building and work areas including meeting rooms, employee lounges, classrooms and private offices.

If you do not attend the event, refunds are not issued. Participants will receive the course materials.

No Firearms Allowed

Cancelled Seminars by Registrant

No firearms are allowed in the ASCPA office pursuant to A.R.S. Section 4-229.

Cancellations will be assessed a $25 cancellation fee when canceled less than two weeks prior to the seminar. Notify us by phone (602-252-4144) or by email at ascpacpe@ascpa.com.

No Pets Allowed No pets are allowed in the ASCPA office unless they meet ADA requirements as a service animal.

When a cancellation is submitted, event fees will be placed on account for future use unless a refund is specifically requested.

No Children Allowed

A full refund is offered if the cancellation is submitted at least two weeks prior to the course.

No children are allowed at ASCPA meetings and events unless specifically stated in the marketing material.

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2016-17 CPE Resource Catalog • 63

Facilities ASCPA LEARNING CENTER 4801 E. Washington St., Ste. 225-B Phoenix, AZ 85034 602-252-4144, Fax: 602-252-1511 (in state toll free) 888-237-0700 ASCPA Offices are located on the south-east corner of 48th Street and Washington Street. The main entrance and parking are on the south side of the building. From Tucson: I-10 to AZ-143 North via Exit 153A toward Sky Harbor Airport. Take the Washington Street exit and turn east (right) on Washington Street. Turn south (right) on 48th Street and enter on south side of the building. From Flagstaff: I-17 to I-10 East via Exit 200A toward Tucson. Merge on to the 202 Red Mountain Freeway east and take the Washington Street / AZ143 South exit. Take the Washington Street exit and keep left at the fork to East Washington Street. Continue on Washington Street and turn south (right) on 48th Street and enter on south side of the building.

PHOENIX ARIZONA BILTMORE RESORT 2400 E Missouri Avenue Phoenix, AZ 85016 602-955-6600 Take the I-10 to 51 North. Exit east on Highland to 24th Street. Proceed north on 24th Street through Camelback Road and turn east on Thunderbird Trail (Missouri). Resort will be at the end of the residential street just past the golf club. BLACK CANYON CONFERENCE CENTER (BCCC) 9440 North 25th Avenue Phoenix, AZ 85021 602-944-0569 Take I-17 to Dunlap. Exit east on Dunlap and turn north (left) on 25th Avenue. Center is ¼ mile north of Dunlap on west (left) side of 25th Avenue. Facility is walking distance from the Courtyard by Marriott (Phoenix North). Center is approximately 25 minutes from the airport. DESERT WILLOW CONFERENCE CENTER (DWCC) 4340 East Cotton Center Blvd. Suite 100 Phoenix, AZ 85040 602-431-0001 Take I-10 and exit at Broadway Road. Turn left onto Broadway Road and left onto South 48th Street. Turn right onto East Cotton Center Boulevard, pass through one roundabout and Desert Willow will be on your right. DOUBLETREE GUEST SUITES 320 North 44th Street Phoenix, AZ 85008 602-225-0500 (Recommend this hotel when attending programs at the ASCPA Learning Center. Ask for Smart Cookie Rate.) From the 202 Red Mountain Freeway, south on the 44th Street exit. Hotel is on the north/west corner of 44th Street and Van Buren. From the I-10, merge onto the 143 North toward Sky Harbor Airport. Take the Washington Street exit and turn left heading west to 44th Street. Turn north on 44th Street to Van Buren. Hotel is on the northwest corner of 44th Street and Van Buren. 64 • 2016-17 CPE Resource Catalog

ABILITY 360 5025 E. Washington St., Ste. 200 Phoenix, AZ 85034 602-256-2245 From the 202 Red Mountain Freeway East, Washington Street / AZ-143 South exit. Take the Washington Street exit and keep left at the fork to East Washington Street. Continue on Washington Street, Ability 360 is on the right. FLAGSTAFF DOUBLETREE BY HILTON FLAGSTAFF 1175 West Route 66 Flagstaff, AZ 86001 928-773-8888 Take I-17 to Route 66 and turn west. Hotel is 1/4 mile on the left. TUCSON VISCOUNT SUITE 4855 E. Broadway Blvd. Tucson, AZ 85711 520-745-6500 From I-10 westbound: Take exit 265 on to Alvernon Way North. Alvernon Way becomes Golf Links Rd. Turn left on to Swan Rd. Turn right on to Broadway Blvd. The hotel is immediately on your left. YUMA HILTON GARDEN INN YUMA PIVOT POINT 310 N. Madison Ave. Yuma, AZ 85364 928-783-1500 Take I-10 west to I-8 W. Take Exit 2 (16th St.). Exit left on 16th St. to 4th Ave. Turn right on 4th Ave. to 1st St. Turn right on 1st St. to Madison Ave. and turn left. ARIZONA WESTERN COLLEGE 2020 South Avenue 8E Yuma, AZ 85365 College Community Center (Building 3C) Take I-95 to South Avenue 8E and go south. In ½ mile, stay left onto Otondo Drive. Follow the signs to Building 3C. Save Time – Register Online – www.ascpa.com

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