South Carolina Association of CPAs
CHOOSE A DIRECTION AND GROW CPE SCHEDULE April 2012 - January 2013
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CHOOSE A DIRECTION AND GROW CPE SCHEDULE, April 2012 - January 2013 The South Carolina Association of CPAs is your full-service, one-stop source for quality CPE. Inside this catalog you will find CPE options that are designed to fit your knowledge, budget, schedule and preferred method of learning. Simply choose a direction and grow! Over the course of the year we offer:
a 8 Conferences from A&A to Tax with variety in between a 2 Vacation Clusters across South Carolina a 100 Seminars on A&A, consulting, management, specialized knowledge, taxes, and more
a 9 Satellite courses provided by ACPEN/Business Professional’s Network
a 8 Professional Issues Updates in Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill, and Spartanburg
a 500 plus live Webinars and Webcasts on a variety of topics Stay Tuned – more new programs appear all the time. Be sure to look for the most up-to-date listing of events in the online catalog at www.scacpa. org/coursecatalog. You can also find online information on self-study and customized onsite training options. Visit www.scacpa.org, and click on the Continuing Education tab. SCACPA membership really pays off with the Choice Card deal. As a SCACPA member you can get up to 40 percent off for SCACPA sponsored programs. Generally, you can pay for your membership with the savings from this great deal. This great deal is available for 40 hours or 20 hours.
South Carolina
CPA
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THINGS YOU NEED TO KNOW Seminar Details: Log onto www.scacpa. org/coursecatalog for complete seminar details including seminar description, speaker biographies, and secure online registration. Confirmation: A confirmation will be sent via email or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org. Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Transfers or cancellations for registrants requesting electronic materials are not accepted after the electronic materials are posted. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Complete registration policy can be viewed online at www. scacpa.org/cpepolicies. Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 and 112 or cpe@scacpa.org. Questions, Modifications, or Requests: SCACPA CPE team members are available Monday-Friday, 8:00 a.m. – 5:00 p.m. at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org. Messages may be left 24 hours a day. Directions: Please log onto our website, www.scacpa.org/coursecatalog for directions.
SEMINAR TIMES
AM Seminars: 8:30 a.m. – 12:00 p.m. (Registration - 8:00 a.m.); includes continental breakfast only PM Seminars: 1:00 – 4:30 p.m. (Registration - 12:00 p.m.); includes boxed lunch only 8 Hour Seminars at SCACPA Office: 8:30 a.m. – 4:00 p.m. (Registration - 8:00 a.m.); includes meals 8 Hour Seminars off-site: 8:30 a.m. – 4:30 p.m. (Registration - 8:00 a.m.); includes meals Vacation Clusters: 8:00 a.m. – 4:00 p.m. (Registration - 7:30 a.m.); includes meals Satellite Seminar: 10:00 a.m. – 6:00 p.m. (Registration - 9:30 a.m.); meals are not included Visit www.scacpa.org/coursecatalog for conference, PIU and CPE Frenzy times.
FEE DESCRIPTION
Choice Card Rate: Available to SCACPA members only. The Choice Card is only good for one CPE year (April - Jan.) and is available on all seminars that are four CPE hours or greater, except for chapter events, vacation clusters, co-sponsored events with other organizations or vendors i.e., SC Bar, IMA, CPA2Biz, AHI/AICPA, IMA, SCCIA. Choice Cards can be purchased online at www.scacpa.org/choicecard. Early Bird Rate: SCACPA members who register with payment at least three weeks before the event date. Member Rate: SCACPA members who register with payment less than three weeks before the event date and other state CPA society members. Non-member Rate: Anyone who is not a member of SCACPA or any other state CPA society.
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LEGEND
= CLE
= CFP
= Calculator
= Yellow Book
= CFM
= Satellite/Webcast
= EA
APRIL 2012
MAY 2012
April 23 Only Financial Officer: Skills for Smaller Company Financial Managers (80612) Area: Behavioral Ethics/Business Mgmt/ Accounting Credits: 2/4/2 Level: Intermediate Leader: Diane White Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340
May 2 CPA Day at the State House (LD050212) Area: Personal Development Credits: 2.5 Level: All Leader: Various Location: Columbia Metropolitan Convention Center - Columbia Fees: M$50, NM$60
April 24 Creating the Best Projections You Can: Insight and Techniques (80712AM) Area: Accounting Credits: 4 Level: Intermediate Leader: Diane White Location: SCACPA - West Columbia Fees: CC$100, EB$130, M$145, NM$195 Notes: Breakfast is provided April 24 Lean Accounting: Apply Lean Thinking to Financial Management (80712PM) Area: Business Mgmt & Organization Credits: 4 Level: Intermediate Leader: Diane White Location: SCACPA - West Columbia Fees: CC$100, EB$130, M$145, NM$195 Notes: Lunch is provided
2012
May 8 Upcoming Peer Review: Is Your Firm Ready (80812A) Area: Auditing Credits: 8 Level: Intermediate Leader: Mark Hobbs Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Discounts: AICPA Members $-30 May 14 A&A Update Co-Sponsored by the Coastal Chapter (CO80812A) Area: Accounting/Auditing Credits: 4/4 Level: Update Leader: Bruce Nunnally Location: Embassy Suites-Charleston Fees: CC$200, EB$215, M$240, NM$340 Notes: AICPA members $-30, Coastal Chapter Members $-185.
2012 SCACPA Choice Card! It's your answer to more affordable CPE! You pay only $1000 for 40 hours or $500 for 20 hours of CPE--that's $25 per hour.
Start Saving TODAY - wwww.scacpa.org/choicecard 4
= CMA
= eMaterials
= YCPA Hot Pick
May 16 Business Fraud Update (80412SW) Area: Accounting & Auditing Credits: 8 Level: Intermediate Discussion Leader: Panel Locations: 路 Charleston, College of Charleston 路 Greenville, Buck Mickel Center 路 West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory May 17-18 NEW! Mega Conference (414512) Area: Various Credits: 17 Level: All Discussion Leader: Various Location: Marriott Columbia - Columbia Fees: CC $400, EB $330, M $355, NM 455 Notes: Complimentary Parking; eMaterials mandatory; session registration required. Visit www.scacpa.org/mega for sessions. May 21-22 CPAs in Business & Industry Conference (415012) Area: Various Credits: 19 Level: All Leader: Various Location: Columbia Metropolitan Convention Center - Columbia Fees: CC$400, EB$330, M$355, NM$455 Notes: Complimentary Parking; eMaterials mandatory; session registration required. Visit www.scacpa.org/B&I for sessions.
HAVE YOU HEARD? SCACPA conferences and workshops are going paperless. Beginning April 1, 2012, SCACPA conferences and workshops will provide materials in electronic (PDF) format only. To find out more about this new process, including how to download your ematerials, visit www.scacpa.org/ematerials.
JUNE 2012 May 24 Excel for Advanced Users: Advanced Capabilities, Concepts, and Applications (80912) Area: Accounting/Specialized Knowledge and Applications Credits: 4/4 Level: Advanced Leader: Carlton Collins Location: Embassy Suites - Greenville Fees: CC$200, EB$230, M$255, NM$355 May 25 QuickBooks 2012 Inventory, Sales Orders & Job Costing (81012) Area: Accounting/ Auditing/Specialized Knowledge and Applications Credits: 2/2/4 Level: Intermediate Leader: Carlton Collins Location: Embassy Suites - Greenville Fees: CC$200, EB$230, M$255, NM$355 May 29 Annual Update for Accountants and Auditors (89112A) Area: Accounting/Auditing Credits: 4/4 Level: Update Leader: Douglas Logan Location: Embassy Suites-Greenville Fees: CC$200, EB$215, M$240, NM$340 Notes: AICPA members $-30 May 31 Frequently Missed Issues for OMB Circular A-133 Audits (81112) Area: Auditing Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC $200, EB$215, M$240, NM$340
June 1 Not for Profit Industry Update and Major Accounting and Disclosure Issues (81212) Area: Accounting Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340
June 12 NEW! 10 Steps to a Digital Accounting Practice (81612) Area: Spec. Knowledge & Applications Credits: 8 Level: Overview Leader: John Higgins Location: SCACPA - West Columbia Fees: EB $255, M $280, NM $380 Notes: iPad based seminar
June 6 Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) (81312) Area: Accounting/Auditing Credits: 4/4 Level: Basic Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340
June 21 GAAP Refresher (81812) Area: Accounting Credits: 8 Level: Basic Leader: Carolyn Jeff Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340
June 7 Loscalzo’s Current Practice Issues and Solutions In Audits of Employee Benefit Plans (81412) Area: Accounting/Auditing Credits: 4/4 Level: Intermediate Leader: Christa Dunn Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Notes: Includes Practice Aids June 11 NEW! Using the iPad as a Business Tool (81512) Area: Spec. Knowledge & Applications Credits: 8 Level: Overview Leader: John Higgins Location: SCACPA - West Columbia Fees: EB $255, M $280, NM $380 Notes: iPad based seminar
June 22 NEW! Loscalzo’s Auditing Manual Utilizing the Risk-Based Audit Standards (81912) Area: Auditing Credits: 8 Level: Basic Leader: Carolyn Jeff Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 June 27 CPA's Guide to Tax Planning for Debt Cancellation and Restructuring (81712SW) Area: Tax Credits: 8 Level: Intermediate Leader: Panel Locations: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC 200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory 5
CUSTOMIZED ON-SITE TRAINING Balancing cost-effectiveness with the need to get relevant training in today's fast-paced business environment can be challenging. The South Carolina Association of CPAs offers a highly effective solution - delivering high-quality training to you when and where you want it. Visit www. scacpa.org/onsitetraining for more information or contact Reva Brennan at (888) 557-4814, ext. 103 or rbrennan@scacpa.org to discuss your needs.
JULY 2012 July 10 Strategic Planning: A Simplified and Workable Approach for Private Companies (82012A) Area: Business Management Credits: 8 Level: Intermediate Leader: Bruce Shepard Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Discounts: AICPA Members $-30 July 11 Accounting for Business Combinations and Consolidation of Noncontrolling Interests (82112A) Area: Accounting Credits: 8 Level: Advanced Leader: Bruce Shepard Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Discounts: AICPA Members $-30
LOW COUNTRY CLUSTER JULY 16-18, 2012
Hilton Head Marriott Resort & Spa One Hotel Circle, Hilton Head Island, South Carolina, 29228 Call 888-511-5086 for reservations Room Rates expire June 24, 2012 Group has complimentary self parking or $18 per day for valet Fees (per seminar): EB $285, M $325, NM $425 July 16 NEW! Loscalzo's 2012 FASB and AICPA Update (82212) Area: Accounting/Auditing Credits: 5/3 Level: Update Leader: Rebecca Lee 6
July 16 Strategies and Tactics in the New War Against Higher Individual Taxes (82312) Area: Tax Credits: 8 Level: Intermediate Leader: Pamela Davis-Vaughn July 17 Loscalzo's Accounts Payable Fraud: Overlooked Schemes and How to Detect and Prevent Them (82412) Area: Auditing Credits: 8 Level: Intermediate Leader: Rebecca Lee July 17 The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (82512) Area: Tax Credits: 8 Level: Intermediate Leader: Pamela Davis-Vaughn July 18 Loscalzo's Hands on Guide to Understanding and Testing Internal Control (82612) Area: Auditing Credits: 8 Level: Intermediate Leader: Rebecca Lee July 18 Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs and Partnerships (82712) Area: Tax Credits: 8 Level: Intermediate Leader: Pamela Davis-Vaughn
July 30 Choosing the Best Entity Structure Under the Tax Law in 2012 (82912) Area: Tax Credits: 8 Level: Intermediate Leader: John Sherrick Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 July 31 NEW! Reading, Understanding, and Structuring LLC and Partnership Agreements from a CPA's Perspective (83012) Area: Tax Credits: 8 Level: Advanced Leader: John Sherrick Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340
AUGUST 2012 August 1 Governmental Accounting & Auditing Update (82812SW) Area: Governmental Accounting & Auditing Credits: 8 Level: Update Leader: Panel Location: 路 Charleston, College of Charleston 路 Greenville, Buck Mickel Center 路 West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory
SELF-STUDY Online: SCACPA has partnered with Smart Pros to offer The Continuing Professional Education Center, and with Surgent to offer the Essential CPE Collection. These companies offer hundreds of course titles and thousands of hours of accredited CPE. There are several subscriptions to choose from with a compelling collection of courses in accounting and auditing, taxation, management, and more. For more details or to purchase, visit www.scacpa.org/selfstudy. Traditional: If you prefer the traditional format of CD and text, these are still viable options for self-study. Simply contact the SCACPA office to receive a catalog at 888-557-4814, ext. 110.
COASTAL CLUSTER August 13-15, 2012
Francis Marion Hotel 387 King Street, Charleston, SC, 29403 Call 877-756-2121 for reservations Group Code: SCACPA Room rate $129 (expires July 20, 2012) $17 per day valet or $12 per day for self parking (cash only) Fees (per seminar): EB$285, M$325, NM$425 August 13 The Best Federal Tax Update Course by Surgent McCoy (83212) Area: Tax Credits: 8 Level: Update Leader: Susan Smith August 13 Annual Update for Accountants and Auditors (83112A) Area: Accounting/Auditing Credits: 4/4 Level: Update Leader: Jennifer Elder Discounts: AICPA Members $-30 August 14 The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2012 (83412) Area: Tax Credits: 8 Level: Intermediate Leader: Susan Smith
August 14 Forensics and Financial Fraud: Real World Issues & Answers (83312A) Area: Accounting/Auditing Credits: 4/4 Level: Intermediate Leader: Jennifer Elder Discounts: AICPA Members $-30 August 15 Hot IRS Tax Examination Issues for Individuals and Businesses (83612) Area: Tax Credits: 8 Level: Intermediate Leader: Susan Smith August 15 Advanced Update for Compilation Review and Accounting Services (83512A) Area: Auditing Credits: 8 Level: Advanced Leader: Jennifer Elder Discounts: AICPA Members $-30 August 16-17 Emerging Leaders Conference (417112) Area: Various Credits: 16 Level: All Discussion Leader: Various Location: Marriott Columbia - Columbia Fees: CC$400, EB$280, M$305, NM$405 Notes: Complimentary Parking; eMaterials mandatory; session registration required. Visit www.scacpa.org for sessions. Registration opens 05/16/12.
August 20 NEW! Real-World Fraud: War Stories from the Front Lines (83712) Area: Auditing Credits: 8 Level: Intermediate Leader: Glenn Helms Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 August 21 Internal Controls Design, Evaluation, and Communication for Smaller Entities Co-Sponsored by the Central Chapter (83812) Area: Auditing Credits: 8 Level: Intermediate Leader: Glenn Helms Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Note: Central Chapter member discount $-185 August 22 QuickBooks Advanced Features, Tools, and Techniques (83912) Area: Accounting/Specialized Knowledge and Applications Credits: 6/2 Level: Advanced Leader: Mac McClelland Location: SCACPA - West Columbia Fees: CC$200, EB$230, M$255, NM$355 August 23 Technology for CPAs - Don't Get Left Behind (84012) Area: Spec. Knowledge & Applications Credits: 8 Level: Basic Discussion Leader: Mac McClelland Location: SCACPA - West Columbia Fees: CC$200, EB$230, M$255, NM$355
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SATELLITE SEMINARS Business Professional Network (formerly ACPEN) produces between eight and twelve fullday programs that provide eight CPE credit hours (400 minutes) in the form of live, interactive video. CPAs gather at these sites, watch the live program and ask questions of panelists by calling in or faxing questions. If the prices at the pump are breaking your budget, try this CPE method in your local area. The 2012 locations are Charleston, Columbia and Greenville. Learn more about satellite seminars at www.scacpa.org/satelliteseminars.
AUGUST, con’t
SEPTEMBER 2012
August 23 Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (84112) Area: Administrative Practice/Tax Credits: 4/4 Level: Intermediate Discussion Leader: Neil Brown Location: Marriott - Spartanburg Fees: CC$200, EB$215, M$240, NM$340
September 12 Accounting & Auditing Update (84412SW) Area: A&A/Regulatory Ethics Credits: 3/3/2 Level: Update Leader: Panel Location: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory
August 24 Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (84212) Area: Tax Credits: 8 Level: Basic Discussion Leader: Neil Brown Location: Marriott - Spartanburg Fees: CC$200, EB$215, M$240, NM$340 August 29 Compilation and Review Update (84312SW) Area: Accounting and Auditing Credits: 8 Level: Update Leader: Panel Location: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory
September 17 SCCIA Captive Insurance Academy Co-sponsored by the SC Association of CPAs (88712) Area: Spec. Knowledge and applications Credits: 7.5 Level: All Leader: Various Location: Charleston Place HotelCharleston Fees: EB $225, M $250, NM $300 September 18 Upcoming Peer Review: Is Your Firm Ready (84512A) Area: Auditing Credits: 8 Level: Intermediate Leader: Mark Hobbs Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Discounts: AICPA Members $-30
Contact our CPE Team at (803) 791-4181 ext. 110 and 112 or e-mail cpe@scacpa.org
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September 18-19 SCCIA 13th Annual Executive Educational Conference Co-sponsored by the SC Association of CPAs (88812) Area: TBD Credits: TBD Level: All Leader: Various Location: Charleston Place HotelCharleston Fees: TBD September 19 NEW! Financial Reporting: Turn Information into Action! (84612) Area: Accounting Credits: 8 Level: Intermediate Leader: Jay Giannantonio Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340 September 19 NEW! Estate and Life Planning Issues for Middle-Income Client (84712) Area: Tax Credits: 8 Level: Basic Leader: Erin Cook Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340 September 20 Metrics Management: Choose and Use Key Performance Indicators (84812) Area: Accounting/Business Management & Organization Credits: 4/4 Level: Intermediate Discussion Leader: Jay Giannantonio Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340
WEBINARS (LIVE) Webinars are growing as a source of CPE credit among our members. It doesn’t get any more convenient than this! Live, group-study webinars are taken right at your home or office computer. And you won’t miss a beat - you’ll still benefit from live interaction with an instructor and through the ability to ask questions during the presentation! Join the thousands of CPAs across the country who have taken advantage of this easy and convenient format! Learn more about this option at www.scacpa.org/webinars or search the online catalog at www.scacpa.org/coursecatalog.
September 20 The Best Federal Tax Update Course by Surgent McCoy (84912) Area: Tax Credits: 8 Level: Update Leader: William Grooms Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340 September 21 Performance Analysis: Identify Profit Improvement Opportunities (85012) Area: Auditing Credits: 8 Level: Intermediate Leader: Jay Giannantonio Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340 September 21 Surgent McCoy's 2012 Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (85112) Area: Tax Credits: 8 Level: Intermediate Leader: William Grooms Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340 September 25-26 How to Conduct a Review Under the AICPA Practice-Monitoring Program (88812A) Area: Auditing Credits: 16 Level: Basic Leader: Bob Bezgin Location: SCACPA - West Columbia Fees: CC$400, EB$325, M$360, NM$460 Discounts: AICPA Members $-60
September 27 AICPA Advanced Course: Overview of the AICPA Peer Review Program Standards (88912A) Area: Auditing Credits: 8 Level: Advanced Leader: Bob Bezgin Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Discounts: AICPA Members $-30
OCTOBER 2012 October 16 NEW! A Complete Guide to the New 20117 Yellow Book (85212) Area: Governmental Auditing Credits: 8 Level: Basic Leader: William Wagner Location: SCAPCA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 October 17 NEW! I See It! Bringing Into Focus the New Clarified Auditing Standards (85312) Area: Auditing Credits: 8 Level: Basic Leader: William Wagner Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 October 18 Women in Leadership Conference (417012) Area: Personal Development Credits: 8 Level: All Leader: Various Location: Embassy Suites - Columbia Fees: CC$200, EB$210, M$235, NM$335 Notes: eMaterials mandatory; Registration opens 07/18/12
October 22 Tax Planning Based on Form 1040 (85412) Area: Tax Credits: 8 Level: Basic Discussion Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: CC$200, EB$220, M$245, NM$345 October 23 The Complete Guide to Preparing Forms 706 and 709 (85512) Area: Tax Credits: 8 Level: Basic Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: CC$200, EB$220, M$245, NM$345 October 23 Personal Financial Planning Conference (418012) Area: Administrative Practice Credits: 8 Level: All Leader: Various Location: SCACPA- West Columbia Fees: CC$200, EB$210, M$235, NM$335 Note: eMaterials mandatory; Registration opens 07/23/12 October 24 Loscalzo’s Tax, Cash and Modified Cash Basis Financial Statements and Other Alternatives to GAAP (Special Purpose Frameworks) (85712) Area: Accounting Credits: 8 Level: Basic Leader: James Newhard Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
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Time to Refresh with
VACATION CLUSTERS Have you recently completed tax season, a major project or an energy draining task? Then it’s time to rejuvenate your mind and spirit.
OCTOBER, con’t October 24 Not-for-Profit Accounting, Auditing & Tax Update (85612SW) Area: Spec. Knowledge & Apps./Tax Credits: 6/2 Level: Update Leader: Panel Location: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory
NOVEMBER 2012 November 1-2 CPA Summit & Member Meeting (411012) Area: Various Credits: 16 Level: All Leader: Various Location: Columbia Metropolitan Convention Center - Columbia Fees: CC$400, EB$330, M$355, NM$455 Notes: Complimentary Parking; eMaterials mandatory; Session registration required. Visit www.scacpa.org/summit for sessions. Registration opens 08/01/12. November 5 Hot IRS Tax Examination Issues for Individuals and Businesses (85812) Area: Tax Credits: 8 Level: Intermediate Leader: William Marutzky Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 10
November 6 Effective and Efficient Senior-Level Review of Individual Tax Returns (85912) Area: Tax Credits: 8 Level: Intermediate Leader: William Marutzky Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 November 12 Not For Profit Auditing Made Easy (86212) Area: Auditing Credits: 8 Level: Basic Leader: Margaret Thomas Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 November 13 NEW! Governmental Workshop: Governmental Update and Major Accounting and Disclosure Issues (413012) Area: Governmental Accounting Credits: 8 Level: Intermediate Leader: Margaret Thomas Location: Columbia Conference Center - Columbia Fees: CC$200, EB$210, M$235, NM$335 Note: eMaterials mandatory November 14 Small Business Accounting and Auditing Update (86312A) Area: Accounting/Auditing Credits: 4/4 Level: Update Leader: Mark Dauberman Location: Embassy Suites - Greenville Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30
November 15 Running a Nonprofit Like a For Profit Business (86012A) Area: Business Management Credits: 8 Level: Basic Leader: Sheldon Langsam Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30 November 15 Variable Interest Entity Consolidation Rules: Not Just a Big Company Issue (86412A) Area: Accounting Credits: 8 Level: Basic Leader: Mark Dauberman Location: Embassy Suites - Greenville Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30 November 16 Nonprofit Accounting and Auditing Update (86112A) Area: Gov’t Accounting/Gov’t Auditing Credits: 4/4 Level: Update Leader: Sheldon Langsam Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30 November 19 The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2012 (86512) Area: Tax Credits: 8 Level: Intermediate Leader: Peter Towle Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
Lowcountry Cluster - New Location! July 16-18, 2012 Hilton Head Marriott Resort and Spa Call 888-5111-5086 for reservations
Coastal Cluster August 13-15, 2012 Francis Marion Hotel Call 877-756-2121 for reservations
November 20 Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies (86612) Area: Tax Credits: 8 Level: Intermediate Leader: Peter Towle Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
November 29 NEW! 2012 Accounting & Tax Technology Update (87012) Area: Spec. Knowledge & Applications Credits: 8 Level: Overview Leader: John Higgins Location: SCACPA - West Columbia Fees: EB $260, M $285, NM $385 Notes: iPad based seminar
November 26 NEW! Effective Tax Strategies-The Benefits and Hurdles (86712) Area: Tax Credits: 8 Level: Intermediate Leader: Dennis Gerschick Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
November 30 NEW! Excel Boot Camp – Top 10 Features Every CPA Should Know (87112) Area: Spec. Knowledge & Applications Credits: 8 Level: Intermediate Leader: John Higgins Location: SCACPA - West Columbia Fees: EB $260, M $285, NM $385 Notes: iPad based seminar
November 27 Family Wealth Management (86812) Area: Administrative Practice Credits: 8 Level: Overview Leader: Dennis Gerschick Location: SCACPA- West Columbia Fees: CC$200, EB$220, M$245, NM$345 November 28 Estate Planning Tax Forms Workshop (86912SW) Area: Tax Credits: 8 Level: Intermediate Leader: Panel Location: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory.
DECEMBER 2012 December 3 The Complete Guide to Payroll Taxes and 1099 Issues (87212) Area: Tax Credits: 8 Level: Basic Leader: William Grooms Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 December 4 NEW! 2012 Annual Individual Tax Update (87312) Area: Tax Credits: 8 Level: Update Leader: Dennis Gerschick Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
December 5 NEW! 2012 Annual Business Tax Update (87412) Area: Tax Credits: 8 Level: Update Leader: Dennis Gerschick Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 December 6-7 Accounting & Auditing Conference (416012) Area: Accounting/Auditing Credits: 16 Level: All Leader: Various Location: Charleston Marriott Hotel Fees: CC$400, EB$385, M$410, NM$510 Notes: Complimentary parking; eMaterials mandatory; Session registration required. Visit www.scacpa.org for sessions. Registration opens 09/06/12. December 10 Chief Financial Officer: Executive Level Skills for Financial Managers (87612) Area: Behavioral Ethics/Business Management/Accounting Credits: 2/4/2 Level: Intermediate Leader: Donna Sylver Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 December 10 Federal Tax Update with Walter Nunnallee (87512FH) Area: Tax Credits: 8 Level: Update Leader: Walter Nunnallee Location: Charleston Marriott Hotel Fees: CC $200, EB $205, M$230, NM$330 Notes: Complimentary parking; Valet $7 11
Mega Conference
May 17-18, Columbia CPAs in Busines & Industry Conference May 21-22, Columbia
DECEMBER, con’t December 11 NEW! Corporate Accounting: Hone Your Skills (87712) Area: Accounting/Business Management/ Behavioral Ethics Credits: 4/2/2 Level: Intermediate Discussion Leader: Donna Sylver Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Notes: Bring a Laptop December 12 NEW! Loscalzo's 2012 FASB and AICPA Update (87912) Area: Accounting/Auditing Credits: 5/3 Level: Update Leader: Kenneth Heaslip Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 December 12 Annual Tax Update (87812SW) Area: Tax Credits: 8 Level: Update Leader: Panel Location: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory December 13 Compilation & Review Essentials– Rules for Local Practitioners (88012) Area: Auditing Credits: 8 Level: Intermediate Leader: Kenneth Heaslip Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 12
December 13 Federal Tax Update with Walter Nunnallee (87512FG) Area: Tax Credits: 8 Level: Update Leader: Walter Nunnallee Location: Embassy Suites - Greenville Fees: CC $200, EB$205, M$230, NM$330 December 14 Federal Tax Update with Walter Nunnallee (87512FC) Area: Tax Credits: 8 Level: Update Leader: Walter Nunnallee Location: Embassy Suites - Columbia Fees: CC $200, EB$205, M$230, NM$330 December 17 Disclosure - The Key to Financial Statements (88112) Area: Accounting Credits: 8 Level: Basic Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 December 17 Federal Tax Update with Walter Nunnallee (87512FF) Area: Tax Credits: 8 Level: Update Leader: Walter Nunnallee Location: Southeastern Institute of Manufacturing & Technology - Florence Fees: CC$200, EB$205, M$230, NM$330
December 17 WEBCAST: Federal Tax Update with Walter Nunnallee (WEB87512) Area: Tax Credits: 8 Level: Update Leader: Walter Nunnallee Location: Online Fees: M $230, NM $330 Notes: eMaterials mandatory; register online at www.scacpa.acpen.com December 18 Form 990: Moving Beyond the Basics (88212A) Area: Tax Credits: 8 Level: Advanced Leader: Michael Morgan Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30 December 19 NEW! Now I Oversee! Advanced OMB A-133 Issues (88312A) Area: Governmental Auditing Credits: 8 Level: Advanced Leader: Michael Morgan Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30 December 20 Governmental Accounting & Reporting: Putting It All Together (88412A) Area: Governmental Accounting Credits: 8 Level: Intermediate Leader: Michael Morgan Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Discounts: AICPA Members $-30
Emerging Leaders Conference August 16-17, Columbia Women in Leadership Conference October 18, Columbia
Personal Financial Planning Conference October 23, West Columbia Annual Summit November 1-2, Columbia (combined with Tax & Technology)
DECEMBER, con’t
JANUARY 2013
December 21 Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (88512) Area: Tax Credits: 8 Level: Advanced Leader: Linda Bradley McKee Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
JANUARY 7 The Complete Guide to the Preparation of Form 1041 (90213) Area: Tax Credits: 8 Level: Basic Leader: Arthur Werner Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340
Last Chance CPE Frenzy December 27-28 SCACPA – West Columbia The CPE Frenzy offers four to six different seminars in two to four hour formats covering a variety of topics. This two day event is packed with just the right amount of down to the wire CPE you need to complete the 40 hour annual requirement. Seminars taught by our very own Rebecca Lee, CPA will keep you entertained and educated on the lastest information you need to serve your clients, and meet your CPE needs. Look for the specific seminar titles in our next issue of the CPE schedule.
JANUARY 8 The Complete Guide to the Preparation of Form 1041 (90313) Area: Tax Credits: 8 Level: Basic Discussion Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: CC$200, EB$215, M$240, NM$340 JANUARY 9 Small Business Entity Tax Forms Workshop (90113SW) Area: Tax Credits: 8 Level: Intermediate Leader: Panel Location: · Charleston, College of Charleston · Greenville, Buck Mickel Center · West Columbia, SCACPA Fees: CC$200, EB$170, M$195, NM$270 Notes: Meals NOT provided; eMaterials mandatory.
Discover the advantages of customized ON-SITE training. Your staff deserves the best training available but providing it can be a challenge. Now you can bring top-quality programs directly to your office with the South Carolina Association of CPAs’ On-site Customized Training program. GET STARTED! Contact Reva Brennan, MPA, CAE at (803)791-4181 x103 or rbrennan@ scacpa.org, or visit www.scacpa.org/onsitetraining.
Governmental Bonus Workshop November 13, Columbia Accounting & Auditing Conference December 6-7, Charleston
JANUARY 14 The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (90513) Area: Tax Credits: 8 Level: Basic Leader: James McCoy Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 JANUARY 15 Preparing Individual Tax Returns for New Staff and Para-Professionals (90613) Area: Tax Credits: 8 Level: Basic Leader: James McCoy Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 JANUARY 16 NEW! Closely Held Business Taxation: Smart Strategies to Slash Taxes (90013A) Area: Tax Credits: 8 Level: Intermediate Discussion Leader: Charles Borek Location: SCACPA - West Columbia Fees: CC$200, EB$215, M$240, NM$340 Discounts: AICPA Members $-30 JANUARY 17-18 AICPA's 1040 Tax Return Workshop by Sid Kess (90413A) Area: Tax Credits: 16 Level: Update Discussion Leader: Charles Borek Location: SCACPA - West Columbia Fees: CC$400, EB$335, M$360, NM$460 Discounts: AICPA Members $-60 13
CHAPTER EVENTS As a member of SCACPA, you are eligible to join one of SCACPA’s eight regional chapters, based on the county in which you live or work. Chapters are an integral part of SCACPA and facilitate networking and educational opportunities throughout the state, tailored to meet your needs.
Catawba
May 23: A&A Update, 8 hours, Kurt Oeistricher, Rock Hill
October 4: Professional Issues Update, 4 hours, Erin Hardwick, Charleston
August 20: Professional Issues Update, 4 hours, Erin Hardwick, Rock Hill
November 8: Federal Tax Update with Jack Surgent, 8 hours
October 25: Federal Tax Update, 8 hours, Art Werner, Rock Hill
Foothills
Central
August 21: Internal Controls Design, Evaluation, and Communication for Smaller Entities Co-sponsored by Central Chapter, 8 hours, Glenn Helms, Columbia October 9: Professional Issues Update, 4 hours, Erin Hardwick, Columbia November 12: Annual Tax Update, 8 hours, Bill Grooms, Columbia
Coastal
May 14: A&A Update Co-sponsored by the Coastal Chapter, 8 hours, Bruce Nunnally, Charleston June 21: YCPA Networking/ CPE, sponsored by the Coastal Chapter, 2 hours, Charleston September 24: Technology Update, 6 hours, Randy Johnston and Current Tax Update, 2 hours, Jason Sweatt, Charleston 14
May 22: A&A Update, 8 hours, Kurt Oeistricher, Spartanburg
Piedmont
May 16: YCPA Networking, sponsored by the Piedmont Chapter, Russell Stall, Greenville September 28: Professional Issues Update, 4 hours, Erin Hardwick, Greenville
Sea Island
September 27: Professional Issues Update, 4 hours, Erin Hardwick, Spartanburg
May 23: A&A Update, 8 hours, Chris Rouse, Hilton Head
October 24: Federal Tax Update, 8 hours, Art Werner, Spartanburg
October 5: Professional Issues Update, 4 hours, Erin Hardwick, Hilton Head
Grand Strand
October 29: Federal Tax Update, 8 hours, Art Werner, Hilton Head
May 9: Tax: 1099 Prep & IRS Cases, 4 hours, Edgar Gee, Myrtle Beach August 28: Professional Issues Update, 4 hours, Erin Hardwick, Myrtle Beach
About The Chapters Catawba Chester, Lancaster, and York counties Central Aiken, Allendale, Bamberg, Barnwell, Calhoun, Edgefield, Fairfield, Kershaw, Lexington, McCormick, Newberry, Orangeburg, Richland, Saluda, and Sumter counties Coastal Berkeley, Charleston, Colleton, Dorchester, Hampton, and Jasper counties Foothills Cherokee, Union, and Spartanburg counties Grand Strand Georgetown and Horry counties Pee Dee Chesterfield, Clarendon, Darlington, Dillon, Florence, Lee, Marion, Marlboro, and Williamsburg counties
November: A&A Update, 8 hours, Speaker TBD, Myrtle Beach
Piedmont Abbeville, Anderson, Greenville, Greenwood, Laurens, Oconee, and Pickens counties
Pee Dee
Sea Island Beaufort county
May 24: A&A Update, 8 hours, Chris Rouse, Florence August 27: Professional Issues Update, 4 hours, Erin Hardwick, Florence October 26: Federal Tax Update, 8 hours, Art Werner, Florence
CONTACT INFORMATION If you are already a member of SCACPA and would like to join your local chapter, or for additional information regarding chapter events, please contact SCACPA’s Chapter & Member Events Manager, Sandra Oxner, CMP, CMMM at soxner@scacpa.org or call 888557-4814 x 112.
Registration
Registrations Accepted Online www.scacpa.org/coursecatalog
Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169 Fax 803-791-4196 (credit card & choice card only)
REGISTRANT INFORMATION
Course Code
Date
Location
Fee
eMat. Sessions
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AICPA #
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Firm/Organization
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DIETARY REQUESTS
r Vegetarian r Food Allergy r Other ____________________ ELECTRONIC MATERIALS GO GREEN o Electronic Materials: Choosing this option will reduce your carbon footprint. This option does not offer a discount. eMaterials will be uploaded approximately 3 days before the event. Once materials are uploaded refunds or transfers are no longer acceptable. Materials are for the individual use of the registrant only and should not be shared. eMaterials are mandatory for webcasts, satellite seminars, workshops and conferences. Please check the eMaterials box by the appropriate course code to accept the terms and conditions. For download instructions visit www.scacpa.org/ematerials. Email (required)
PAYMENT INFORMATION Total Fees $_______ Please indicate method of payment q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express q Discover q Choice Card: _______________ , ______________ coupon number 1
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South Carolina
CPA
SC Association of CPAs 570 Chris Drive West Columbia, SC 29169 www.scacpa.org
South Carolina Association of CPAs
CHOOSE A DIRECTION AND GROW CPE SCHEDULE April 2012 - January 2013
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