CPE Schedule October 2013 – January 2014
Select your method of learning Collaborate with a trusted network
Apply your knowledge
CPE By Design Cr e ate . Lea rn . Ex cel.
YOUR INDIVIDUAL CPE PLAN:
CPE By Design Cre ate. Learn. Excel.
CPE Policies and Important Information: REGISTRATION INFORMATION: Registration is on a firstcome, first-served basis. The registration fee for an 8 hour event includes cost of eMaterials, instruction, lunch and breaks. Broadcast seminar fees do not include meals. All registrations must be accompanied by full payment, or government voucher before a seat is reserved in the course. SCACPA does not invoice for the course registration fee. Payment may be in the form of a personal or company check, or charged to an American Express, Discover, MasterCard or VISA. REGISTRATION MODIFICATION: Substitutions, transfers and cancellations will not be accepted by phone. These items must be in writing and emailed to cpe@scacpa.org, faxed to (803)791-4196, or mailed to SCACPA, 570 Chris Drive, West Columbia, SC 29169, before the event date. You will receive confirmation of your request via email, fax or phone within one day. If you do not, it is your responsibility to verify the office received the request. Any balance after a transfer or cancellation may be applied to another program or refunded. Refunds, substitutions, transfers and cancellations are not accepted after eMaterials are uploaded to the website. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies. Please visit our website for a complete list of all programs and additional details at www.scacpa.org/CPE. DIRECTIONS: Please logon to our website, www.scacpa. org/register for directions.
CONFIRMATION: A confirmation is sent to each registered participant. The confirmation is computer generated and mailed or emailed after payment is received and processed. If you do not receive a confirmation within 3-5 business days after registering, please contact the SCACPA office to confirm your registration. If you register late, you may not receive a confirmation before the course. SPECIAL REQUESTS: If you have a specific need while attending a class at SCACPA or off-site, we will do our best to accommodate you. Please notify us of your need at the time of registration or at least two weeks prior to course date. You may find it necessary to bring a light jacket or sweater to programs. Room temperatures vary and we want you to be as comfortable as possible to get the most out of your training experience. EVENT DETAILS: Log onto www.scacpa.org/register for complete event details including descriptions, speaker biographies and secure online registration. EMATERIALS: Effective April 1, 2013, unless otherwise noted, materials for all courses and conferences will be provided electronically3 business days prior to the program date. The option to purchase printed materials is available on most courses (excluding broadcasts, conferences, webinars/webcasts). Fee for hardcopy books are as follows: less than 6 hours, $15, 6-8 hours, $25 and greater than 8 hours, $35. For complete details on eMaterials visit www.scacpa. org/ematerials.
SEMINAR & CONFERENCE TIMES AM Seminars: 8:30 a.m. – 12 p.m. (registration - 8:00 a.m., includes continental breakfast ) PM Seminars: 12:30 a.m. – 4:00 p.m. (registration - 12 p.m., includes boxed lunch) 8 Hour Seminars at SCACPA Learning Center: 8:30 a.m. – 4 p.m. (registration - 8 a.m., includes meals) 8 Hour Seminars Offsite: 8:30 a.m. – 4:30 p.m. (registration - 8:00 a.m., includes meals) Broadcast Seminar: 10 a.m. – 6 p.m. (registration - 9:30 a.m., meals are not included) Visit www.scacpa.org/register for conference, PIU and CPE Frenzy times. FEE DESCRIPTIONS Early Bird: SCACPA members who register with payment at least three weeks before the event. Members: SCACPA members who register with payment less than three weeks before the event. If you are a CPA living outside of South Carolina and are a member of another state CPA society, you can take advantage of the member fee. Non-Members: Anyone that is not a member of the SCACPA or any other state CPA society must pay the nonmember rate.
CPE When and Where You Want It!
+
=
BROADCAST (Formerly Satellite) - Full-day broadcast are delivered to public sites by broadband Internet technology. Each site is a classroom setting where groups of professionals from the same area come together to participate in a course. Prior to the course, participants will be provided the course manual electronically. The program will be presented on one or more large screens or monitors. CUSTOMIZED ONSITE TRAINING – This is a highly cost-effective solution for training needs. Programs are high-quality training designed for you when and where you want it. SELF-STUDY (Includes On-Demand) – Through our partnerships, SCACPA offers hundreds of programs online that are available ondemand. Programs are QAS approved. SEMINARS – Programs are offered across the state in two to eight hour formats to meet your needs and provide an opportunity to connect with other professionals. WEBCASTS – Broadcasting over the Internet, webcasting technologies use streaming media technologies to broadcast audio and video or audio only with PowerPoint slides (optional) to a large audience. Live webcasts allow questions to be emailed or faxed to the presenter. WEBINARS – Through collaborative interaction over the Internet, web conferencing allows a presenter to show an audience what is on his/her computer screen and collaborate in a number of ways.
OCTOBER 2013 Oct. 7: Professional Issues Update and Professional Conduct for SC CPAs Area: Personal Dev./Regulatory Ethics Credits: 2/2 Level: All Leader: Erin H. Pate and Candace Leuck Location: DoubleTree by Hilton - Columbia Fees: Visit www.scacpa.org Notes: eMaterials provided
Oct. 3: Professional Issues Update and Professional Conduct for South Carolina CPAs (CO90013) Area: Personal Dev./Regulatory Ethics Credits: 2/2 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Embassy Suites - N. Charleston Fees: Visit www.scacpa.org Notes: eMaterials provided Oct. 4: Professional Issues Update and Professional Conduct for South Carolina CPAs (SE90013C) Area: Personal Dev./Regulatory Ethics Credits: 2/6 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Island Beach & Tennis - Hilton Head Fees: Visit www.scacpa.org Notes: eMaterials provided
Oct.16: Loscalzo's Tax Practitioner's Guide to Accounting and Reporting Issues (95413) Area: Accounting/Auditing Credits: 5/3 Level: Basic Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
LEGEND = Bring Calculator
= CLE = Yellow Book
= Broadcast (Satellite)
= CFP
= Webcast/Webinars
= Ethics
= Hard Copy Available for a Fee
Oct. 17: NEW! Loscalzo's Frequently Asked Questions on Not-for-Profit Accounting, Auditing, Governance and Disclosure Topics (95513) Area: Governmental Accounting Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Oct. 17: NEW! Small Firms Conference (413213) Area: Various Credits: 8 Level: All Leader: Various Location: SC Bar Conference Center Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials only. Oct. 18: Update for Accountants and Auditors-Latest Developments (95613A) Area: Accounting/Auditing Credits: 4/4 Level: Intermediate Leader: Mark Hobbs Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Oct. 21: NEW! Estate Planning for 2013 and Beyond! (95713) Area: Taxes Credits: 8 Level: Intermediate Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Oct.22: Financial Planning Conference (418013) Area: Various Credits: 8 Level: All Leader: Various Location: SC Bar Conference Center Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials only What they are saying... “Every person should have walked away with several items that should make them more relevant to their clients.” “It was obvious that the event was well planned and the time allotted for speakers was managed well to keep the event on schedule.”
Oct. 22: A Practical Guide to Trusts (95813) Area: Taxes Credits: 8 Level: Basic Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Oct. 23: Creating the Best Projections You Can: Insights and Techniques (95913AM) Area: Accounting Credits: 4 Level: Intermediate Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials AND Hard Copy Manual Provided Oct. 23: Ethics and Sustainability: Profit from Doing Good (95913PM) Area: Behavioral Ethics Credits: 4 Level: Intermediate Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials AND Hard Copy Manual Provided
Oct. 24: Corporate Finance Check-up: Renovate Your Analytical Toolbox (96013) Area: Finance Credits: 8 Level: Overview Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Notes: eMaterials AND Hard Copy Provided Oct. 25: Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence (96113) Area: Business Mgmt. and Organization Credits: 8 Level: Intermediate Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Notes: eMaterials AND Hard Copy Provided Oct. 28: Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (96213) Area: Administrative Practice/Taxes Credits: 4/4 Level: Intermediate Leader: Neil Brown Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Oct. 28: NEW! Tax Symposium with the Internal Revenue Service (IRSTAX13) Area: Taxes Credits: 6 Level: Update Leader: Various Location: South Carolina Bar Conference Center - Columbia Fees: EB$100, M$150, NM$200 Notes: eMaterials are provided, also available as a webcast Oct. 29: Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition (96313) Area: Taxes Credits: 8 Level: Intermediate Leader: James McCoy Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Oct. 30: NEW! Shortcuts to Tax Cuts: Individual, Social Security & Retirement Planning Tools and Strategies (96413) Area: Taxes Credits: 8 Level: Intermediate Leader: Neil Brown Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Oct. 30: Partnerships and LLCs Update (96513SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston - Charleston; Buck Mickel Center - Greenville; SCACPA West Columbia Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided Oct. 31: The Complete Guide to the Preparation of Form 1041 (96613) Area: Taxes Credits: 8 Level: Basic Leader: Arthur Werner Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
NOVEMBER 2013 Nov. 1: Lawyer Trust Accounts: The Role of CPAs and Attorneys (99013AM) Area: Specialized Knowledge & Applications Credits: 4 Level: Advanced Leader: Mara Ballard Location: SCACPA - West Columbia Fees: EB$160, M$175, NM$225 Notes: CPAs that complete this training will be recognized on the SC Bar Website Nov. 4: NEW! Case Studies—Older Americans’ Tax Issues - Resolving Planning Issues with Real-Life Scenarios (91213AM) Area: Taxes Credits: 4 Level: Advanced Leader: Vince Flynn Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200
CPE By Design Cr eate. Le arn. Excel.
Nov. 4: NEW! Estate Planning for Older Americans Guiding Your Clients to Their Best Options (91213PM) Area: Taxes Credits: 4 Level: Advanced Leader: Vince Flynn Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Nov. 5: NEW! Investment Strategies for Older Americans - What are the Tax Impacts? (91313AM) Area: Taxes Credits: 4 Level: Advanced Leader: Vince Flynn Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Nov. 5: NEW! Communicating Effectively with Older Americans- How to Speak with Older Americans and Their Beneficiaries (91313PM) Area: Taxes Credits: 4 Level: Advanced Leader: Vince Flynn Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200
Nov. 5: Governmental Bonus Workshop (413013) Area: Accounting & Auditing/Behavioral Ethics/Govt Acct/Govt Auditing Credits: 1/2/2.5/2.5 Level: All Leader: David L. Cotton Location: Columbia Conference Center Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials only
Nov. 7: Auditor/Accountant Communications: Understanding and Implementing the Standards (96813A)
What they are saying... “We always need a government update; never goes out of style.”
Nov. 13-14: Annual Summit (411013) Area: Various Credits: 16 Level: All Leader: Various Location: DoubleTree by Hilton - Columbia Fees: EB$335, M$360, NM$560 Notes: eMaterials only; Session registration required - visit www.scacpa.org.
“Very pleased with the quality of the speakers and their knowledge and experience.” Nov. 6: Top 12 Audit Issues Current Issues Facing CPAs (96713A) Area: Auditing Credits: 8 Level: Basic Leader: Melissa Critcher Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Area: Auditing Credits: 8 Level: Intermediate Leader: Melissa Critcher Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
What they are saying... “Timely topics with very qualified, lively presenters.” “Came home with a lot to think about and act on -- very good overall.” “I really look forward to attending each year and catching up on new developments and ideas related to use of technology.”
Nov. 13: Basic Tax Considerations for Individuals (96913SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided Nov. 18: The Complete Guide to Payroll Taxes and 1099 Issues (97013) Area: Taxes Credits: 8 Level: Basic Leader: Jonathan Ingber Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Nov. 19: Advanced Strategies for S Corporations - Latest Developments and Proven Techniques (97213A) Area: Taxes Credits: 8 Level: Advanced Leader: Bill Grooms Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Nov. 19: Surgent McCoy's Top 10 Tax Issues in Dealing with LLC's and Partnerships (97113) Area: Taxes Credits: 8 Level: Intermediate Leader: Jonathan Ingber Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Nov. 20: Tax Strategies for Businesses - Planning Techniques and Current Issues (97413A) Area: Taxes Credits: 8 Level: Intermediate Leader: Bill Grooms Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30 Nov. 20: How to Settle an Estate for a Client from A to Z (97313) Area: Taxes Credits: 8 Level: Basic Leader: Douglas Stanley Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Nov. 20: Tax Planning Issues for the Small Business Owner (97513SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided Nov. 21: 2013 Hot Tax Topics - Discover the Hottest Tax Topics of the Year (97713A) Area: Taxes Credits: 8 Level: Intermediate Leader: Bill Grooms Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Nov. 21: Estate and Life Planning Issues for the Middle -Income Client (97613) Area: Taxes Credits: 8 Level: Basic Leader: Douglas Stanley Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Nov. 25: NEW! Fraud & Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (97813) Area: Governmental Auditing Credits: 8 Level: Intermediate Leader: Jeffrey Lieman Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Nov. 26: OMB A-133 from A to Z (97913) Area: Governmental Auditing Credits: 8 Level: Intermediate Leader: Jeffrey Lieman Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
DECEMBER 2013 Dec. 2: Federal Tax Update with Walter Nunnallee (98113FG) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: Embassy Suites - Greenville Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials Dec. 2: Professional Ethics for South Carolina CPAs (98013) Area: Regulatory Ethics Credits: 6 Level: Intermediate Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$175, M$195, NM$270 Notes: Lunch provided Dec. 3: Loscalzo's Analyzing Financial Statements, Including Techniques for Cash Flow Analysis (98213) Area: Accounting Credits: 8 Level: Basic Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 3: South Carolina Taxation and Economic Tax Incentives (90413) Area: Taxes Credits: 7.5 Level: Update Leader: John von Lehe & Bob Baldwin Location: SC Bar Conference Center Columbia Fees: EB$280, M$320, NM$420 Notes: Attendees receive a copy of the Third edition of the book, S.C. Taxation and Economic Tax Incentives. eMaterials are provided. Dec. 4: NEW! Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (98313) Area: Taxes Credits: 8 Level: Intermediate Leader: David Jarmusz Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 5-6: Accounting & Auditing Conference (416013) Area: Various Credits: 16 Level: All Leader: Various Location: Charleston Marriott Hotel Charleston Fees: EB$390, M$415, NM$615 Notes: Complimentary self parking; eMaterials only; Session registration is required - visit www.scacpa.org What they are saying... “This was my first time attending this conference and was by far the best A&A update I have ever taken. I will be back next year.” “This is my third time at the A&A conference. I find it to be relevant and timely. I plan on coming back next year.” “This is the signature event of SCACPA in my opinion.”
Dec. 5: Surgent McCoy's Advanced Individual Income Tax Return Issues (98413) Area: Taxes Credits: 8 Level: Advanced Leader: David Jarmusz Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Dec. 9: NEW! Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today's Environment (98513) Area: Accounting/Auditing/Taxes Credits: 3/3/2 Level: Intermediate Leader: Curtis Quickel Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Dec. 10: NEW! Revenue Recognition: A New Day is Dawning (98613) Area: Accounting Credits: 8 Level: Basic Leader: Curtis Quickel Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 11: Loscalzo's GAAP Refresher (98713) Area: Accounting Credits: 8 Level: Basic Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Dec. 11: Annual Tax Update (98813SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided Dec. 12: Adobe Acrobat for Accountants From A to Z (98913) Area: Computer Science Credits: 8 Level: Intermediate Leader: John Higgins Location: SCACPA - West Columbia Fees: EB$260, M$285, NM$385 Notes: iPad Based Seminar; eMaterials Only
Dec. 12: Loscalzo's Improve Your Accounting and Finance Teams Effectiveness (99013) Area: Accounting Credits: 8 Level: Intermediate Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Dec. 13: Using the iPad as a Business Tool (99113) Area: Computer Science Credits: 8 Level: Intermediate Leader: John Higgins Location: SCACPA - West Columbia Fees: EB$260, M$285, NM$385 Notes: iPad Based Seminar; eMaterials Only Dec. 16: Federal Tax Update with Walter Nunnallee (98113FC) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: DoubleTree by Hilton - Columbia Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials
Dec. 16: NEW! Excel Pivot Tables for Accountants (99213) Area: Spec. Knowledge & Apps/Accounting Credits: 4/4 Level: Advanced Leader: Brian Tankersley Location: SCACPA - West Columbia Fees: EB$235, M$260, NM$360 Dec. 17: Paperless Office (99313) Area: Specialized Knowledge & Applications Credits: 8 Level: Intermediate Leader: Brian Tankersley Location: SCACPA - West Columbia Fees: EB$235, M$260, NM$360 Notes: eMaterials are provided.
Dec. 18: How Good Companies Become Great: Secrets to Success (99413PM) Area: Business Mgmt and Organization Credits: 4 Level: Intermediate Leader: Dan Chenoweth Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials & Hard Copy Manual Provided
Dec. 19: Risk Analysis and Management: What Every Financial Manager Must Know (99613) Area: Auditing/Behavioral Ethics Credits: 6/2 Level: Intermediate Leader: Dan Chenoweth Dec. 18: Ethics in the Real World: Living Location: Embassy Suites - Greenville Values for Today (99413AM) Fees: EB$220, M$245, NM$345 Area: Behavioral Ethics Notes: eMaterials & Hard Copy Manual Credits: 4 Level: Intermediate Provided Leader: Dan Chenoweth Location: SCACPA - West Columbia Dec. 19: Loscalzo's Compilation and Fees: EB$135, M$150, NM$200 Review Essentials - Rules for Local PractiNotes: eMaterials & Hard Copy Manual tioners (99513) Provided Area: Auditing Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 20: Metrics Management: Choose and Use Key Performance Indicators (99813) Area: Accounting/Business Mgmt. & Org. Credits: 4/4 Level: Intermediate Leader: Dan Chenoweth Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Notes: eMaterials & Hard Copy Manual Provided
Dec. 30: Federal Tax Update with Walter Nunnallee (98113FM) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: Marina Inn at Grande Dunes Myrtle Beach Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials
Dec. 20: NEW! Loscalzo's 2013 FASB and AICPA Update (99713) Area: Accounting/Auditing Credits: 5/3 Level: Update Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 31: Federal Tax Update with Walter Nunnallee (98113FH) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: Charleston Marriott Hotel Charleston Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials
JANUARY 2014 Jan. 9: Preparing Individual Tax Returns for New Staff and Para-Professionals (10014) Area: Taxes Credits: 8 Level: Basic Leader: James McCoy Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
Jan.10: The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (10114) Area: Taxes Credits: 8 Level: Basic Leader: James McCoy Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
Jan. 13: Advanced Auditing of HUDAssisted Projects - Compliance Pitfalls (10214A) Area: Governmental Auditing Credits: 8 Level: Advanced Leader: Peter Bell Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount : AICPA Members$-30 Jan. 14: Audits of HUD-Assisted Projects Complying with HUD Regulations (10314A) Area: Governmental Auditing Credits: 8 Level: Basic Leader: Peter Bell Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount : AICPA Members$-30
Your staff deserves the best training available but providing it can be a challenge. From technical topics to professional ethics to leadership and management courses, we can find a great fit for any organization and any budget. uuContact Reva Brennan, MPA, CAE at rbrennan@scacpa.org, or visit www. scacpa.org/onsitetraining to find out how you can get your On-Site Training Program started today!
WEBCASTS & WEBINARS OCTOBER 2013
10/1: Introduction to the Passive Activity Loss Rules & Form 8582 Webinar (WEB583)
DECEMBER 2013
12/2: Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees Webinar (WEB691)
10/8: Section 338 and 338(h)(10) Elections: What You Need to Know Webinar (WEB597)
12/3: South Carolina Taxation and Economic Tax Incentives (WEBSCTU)
10/9: Protecting Yourself and Your Clients from Penalties by Filing Forms 8275 and 8275R: A Case Study Approach Webinar (WEB600)
12/11: Excel Data Analysis & Data Commands Webinar (WEB710)
10/24: Individual Forgiveness of Debt Issues: Primary Residence, Credit Cards, Vacation Homes, College Loans and Other Debt Webinar (WEB622) 10/29: Introduction to Section 263A: Uniform Capitalization of Inventory Webinar (WEB634)
NOVEMBER 2013
11/1: Reducing Your Business Owner Clients’ Exposure to Social Security and Self-Employment Taxes Webinar (WEB640) 11/5: Critical Update: Foreign Financial Asset Reporting, Form 8938, and FATCA Webinar (WEB646) 11/18: Fifty Top Tech Tips Webinar (WEB669) 11/19: Business Succession Planning and Exit Strategies: Understanding and Planning for Business Ownership Change Webcast (4131450B)
JANUARY 2014
1/8: Gift Tax Return Preparation Issues Webinar (WEB741) 1/9: Preparing the Decedent Final 1040 Return--Key Elections and Compliance Issues Webinar (WEB742) 1/13: In-Depth Understanding of the AMT for Individuals Webinar (WEB747)
12/14: Fraud and Abuse in Nonprofits (WZFANP01)
1/16: Hot Audit Issues: Substantiation for Cars, Meals, Entertainment, and Gifts Webinar (WEB750)
12/17: QuickBooks and Inventory Management Webinar (WEB722)
1/31: Introduction to XBRL and New Opportunities for CPAs Webcast (4131551C)
12/17: Tax Update for Accountants in Industry Webinar (WEB724) 12/18: Professional Conduct for South Carolina CPAs Webinar (WEBSC4) 12/20: Getting Ready for Busy Season: Review Individual Tax Form Changes Webinar (WEB731)
This is just a snap shot of our webcast and webinar programs. For a complete listing of programs search our online catalog at www.scacpa.org/register. All registrations for webinars/webcasts must occur online.
12/27: Fraud and Abuse: A Comprehensive Control System (WGZFICO2)
CPE By Design Cr e ate . L e a r n. E x c el .
EVENT LISTING BY CHAPTER Catawba (Location: Rock Hill)
Oct. 29: Federal Income Tax Update (CA102913) Credits: 8 Leader: Art Werner Dec. 3: FASB/Forensic Accounting (CA90113) Credits: 8 Leader: Mark Hobbs
Central (Location: Columbia)
Oct. 7: Professional Issues and South Carolina Ethics (90013) Credits: 4 Leaders: Erin Pate and Candace Leuck Nov. 8: Annual Tax Update (CE110813) Credits: 8 Leader: Bill Grooms Dec. 3: South Carolina Taxation and Economic Tax Incentives (90413) Credits: 7.5 Leader: Bob Baldwin and John von Lehe Dec. 16: Federal Tax Update with Walter Nunnallee (98113FC) Credits: 8 Leader: Walter Nunnallee Note: There are several other programs in the Columbia area listed in this schedule by date.
Coastal (Location: Charleston)
Oct. 3: Professional Issues and South Carolina Ethics (CO90013) Credits: 4 Leader: Erin Pate and Russ Madray Nov. 12: Surgent McCoy's Best Federal Tax Update (CO111313) Credits: 8 Leader: Jack Surgent Dec. 5-6: Accounting & Auditing Conference (416013) Credits: 16 Leader: Various Dec. 31: Federal Tax Update with Walter Nunnallee (98113FH) Credits: 8 Leader: Walter Nunnallee Note: There are several other programs in the Charleston area listed in this schedule by date.
Foothills (Location: Spartanburg)
Oct. 28: Federal Income Tax Update (FO102813) Credits: 8 Leader: Art Werner
Grand Strand (Location: Myrtle Beach) Nov. 20: The Practical Accounting and Auditing Update (GR112013) Credits: 8 Leader: Russ Madray
Dec. 30: Federal Tax Update with Walter Nunnallee (98113FM) Credits: 8 Leader: Walter Nunnallee Jan. 28: Annual Tax Update Credits: 8 Leader: Art Werner
Pee Dee (Location: Florence)
Oct. 30: Federal Income Tax Update (PE103013) Credits: 8 Leader: Art Werner
Piedmont (Location: Greenville)
Nov. 21: 2013 Hot Tax Topics Discover the Hottest Tax Topics of the Year (97713A) Credits: 8 Leader: Bill Grooms Dec. 2: Federal Tax Update with Walter Nunnallee (98113FG) Credits: 8 Leader: Walter Nunnallee Dec. 19: Risk Analysis and Management: What Every Financial Manager Must Know (99613) Credits: 8 Leader: Dan Chenoweth
Oct. 21: New! Estate Planning for 2013 Dec. 20: Metrics Management: Choose and Use Key Performance Indicators and Beyond! (95713) (99813) Credits: 8 Leader: Art Werner Credits: 8 Leader: Dan Chenoweth Oct. 22: A Practical Guide to Trusts Note: There are several other programs in the (95813) Greenville area listed in this schedule by date. Credits: 8 Leader: Art Werner Nov. 19: Advanced Strategies for S Corporations - Latest Developments and Proven Techniques (97213A) Credits: 8 Leader: Bill Grooms Nov. 20: Tax Strategies for Businesses - Planning Techniques and Current Issues (97413A) Credits: 8 Leader: Bill Grooms
Sea Island (Location: HIlton Head)
Oct. 4: Professional Issues and South Carolina Ethics ((SE90013C) Credits: 8 Leader: Erin Pate and Russ Madray Nov. 1: Federal Income Tax Update (SE110113) Credits: 8 Leader: Art Werner
s for U n i o J First s ’ A P C SCA of h t n o CPA M e Servic
2013 SCACPA CONFERENCES AND WORKSHOPS October 17
November 5
NEW! Small Firms Conference (413213) SC Bar Conference Center, Columbia www.scacpa.org/smallfirms2013
Governmental Workshop (413013) Columbia Conference Center, Columbia www.scacpa.org/GW2013
October 22
SCACPA is holding its first CPA Month of Service October 2013 and we want to make it easy for you to get involved. When you attend SCACPA CPE during the month of October, bring a canned food item to benefit a local food shelter. SCACPA staff will collect the donations at the registration desk.
Financial Planning Conference (418013) SC Bar Conference Center, Columbia www.scacpa.org/FP2013 You can also: • Volunteer through your chapter. Visit the chapter web pages for information. • Put together a team with your firm/ organization/or a group of friends. • Volunteer individually at a favorite charity. Help us promote the profession by making a difference in your community!
Visit www.scacpa.org/volunteer or contact Maureen Taylor, mtaylor@scacpa.org.
November 13-14 Annual Summit (411013) DoubleTree by Hilton, Columbia www.scacpa.org/summit2013
October 28
December 5-6
IRS Tax Symposium (IRSTAX13) SC Bar Conference Center, Columbia www.scacpa.org/IRSTAX2013
Accounting & Auditing Conference (416013) Marriott Downtown, Charleston www.scacpa.org/A&A2013
CPE By Design Cr eate. Lea r n. Ex c el.
REGISTRATION Course Code
Date
Location
Registrations Accepted Online www.scacpa.org/register Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169 Fax 803-791-4196 (credit card) Course Fee
Printed Materials Fee *if applicable
Contact Information (Please Print) Discount
Fee Total
Name
Member #
Firm/Organization
AICPA Member #
Address
City/State/Zip
Daytime phone
Mobile Phone
o SCACPA
o Other State Society
Email address
Total
m If you are disabled and require special services check here, and contact SCACPA at (888) 557-4814 ext. 110 or 112 to request assistance. m If you have a special dietary request check here. o Vegetarian o Food Allergy o Other _________________
Note: Full payment must accompany registration. Discounts are subject to verification. Conference Registrations: Please do not use this form for conferences with sessions. You must register online or via the conference registration form to properly note session choices.
Payment Information
*Printed materials are not applicable on all courses. Please see specific course for options. Fees for printed book are as follows: less than 6 hours - $15; 6-8 hours - $25; greater than 8 hours $35, excludes broadcasts, conferences, webcasts and webinars.
Please indicate method of payment.
Electronic Materials are provided for all events unless otherwise noted. eMaterials will be uploaded approximately 3 days before the event. Materials are copyrighted and permission to download and/or print is granted to the paid participant of the event exclusively. Materials will not be provided to you at the events, unless when offered printed materials have been purchased in advance. SCACPA cannot guarantee Internet access. Please download the materials to your device in advance. Once the materials are uploaded to the SCACPA website, refunds, transfers, substitutions and cancellations are no longer accepted. As a condition of your registration you accept the terms and conditions of the eMaterials. For download instructions visit www.scacpa.org/eMaterials. q A Participant List may be provided to attendees, speakers, exhibitors/sponsors attending the event upon request. Check this box to opt out of the listing.
Amount Due: Credit Card #
q Check: payable to SCACPA q Visa
q MasterCard
q American Express
q Discover
Exp. Date
q Firm Card
Name on Credit Card Signature
CCV (3-4 Digits)
Date
q Personal Card
Cre ate . L e a rn. Ex cel .
CPE By Design October 2013 – January 2014
CPE SCHEDULE
South Carolina
CPA
SC Association of CPAs 570 Chris Drive West Columbia, SC 29169 www.scacpa.org
PRSRT STD
US Postage PAID Columbia, SC Permit No. 1146