South Carolina Association of CPAs
CHOOSE A DIRECTION AND GROW CPE SCHEDULE August 2012 - January 2013
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CHOOSE A DIRECTION AND GROW CPE SCHEDULE, August 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 SCACPA sponsored programs. Generally, you can pay for your membership with the savings from this great deal. Choose from 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: 12:30 – 4:00 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
= CMA
= eMaterials
AUGUST 2012 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 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
August 20 2012 Professional Issues Update (89012RH) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Baxter Hood - Rock Hill Fees: Free, SCACPA members only Notes: eMaterials required
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
August 21 Internal Controls Design, Evaluation, and Communication for Smaller Entities Co-sponsored by the Central Chapter (CE83812) 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 $-75
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 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 4
August 27 2012 Professional Issues Update (89012FL) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Southeastern Institute of Manufacturing and Technology Florence Fees: Free, SCACPA members only Notes: eMaterials required
August 28 2012 Professional Issues Update (89012MB) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Horry-Georgetown Technical College - Myrtle Beach Fees: Free, SCACPA members only Notes: eMaterials required 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
2012 SCACPA Choice Card! It’s your 2012 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
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.
SEPTEMBER 2012 September 7 Financial Planning Issues for Boomers Co-Sponsored by the Central Chapter (CE83912) Area: Tax Credits: 8 Level: Intermediate Discussion Leader: Neil Brown Location: Embassy Suites - Columbia Fees: CC $200, EB 215, M 240, NM 340 Discounts: Central Chapter Member Discount - $75 Notes: eMaterials Optional 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 September 17 SCCIA Captive Insurance Academy Co-sponsored by the SC Association of CPAs (88712) Area: Spec. Knowledge and applications Credits: 7 Level: All Leader: Various Location: Charleston Place HotelCharleston Fees: 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
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 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 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 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 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 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
September 24 The CPA’s Role in Buying or Selling a Business (89212AM) Area: Tax Credits: 4 Level: Intermediate Discussion Leader: Hennie van Bulck Location: SCACPA - West Columbia Fees: CC $100, EB $30, M$145, NM$195 Notes: Breakfast only
Contact our CPE Team at (803) 791-4181 ext. 110 and 112 or e-mail cpe@scacpa.org 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.
OCTOBER 2012
SEPTEMBER, con’t September 24 Advanced Issues in Mergers, Acquisitions and Sales of Closely Held Businesses (89212PM) Area: Tax Credits: 4 Level: Advanced Leader: Catherine Stoddard Location: SCACPA - West Columbia Fees: CC $100, EB$130, M$145, NM$195 Notes: Lunch only 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
Get Social
with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!
Visit www.scacpa.org/socialmedia 6
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 4 2012 Professional Issues Update (89012CH) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Embassy Suites - Charleston Fees: Free, SCACPA members only Notes: eMaterials required
September 27 2012 Professional Issues Update (89012SP) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Converse College - Spartanburg Fees: Free, SCACPA members only Notes: eMaterials required
October 5 2012 Professional Issues Update (89012HH) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: HH Island Beach & Tennis Resort - Hilton Head Fees: Free, SCACPA members only Notes: eMaterials required
September 28 2012 Professional Issues Update (89012GR) Area: Personal Development Credits: 4 Level: All Discussion Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Embassy Suites - Greenville Fees: Free, SCACPA members only Notes: eMaterials required
October 9 2012 Professional Issues Update (89012CO) Area: Personal Development Credits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris Cubitt Location: Doubletree by Hilton Hotel Columbia Fees: Free, SCACPA members only September 28 Conservation Easements: What, Why Notes: eMaterials required and How Co-sponsored by the Lowcountry Open Land Trust and SCACPA(89012) Area: Tax Credits: 7.5 Level: All Leader: Various Location: Embassy Suites - Charleston Fees: M$200, NM$300 Notes: Accepted for IMCA credits
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.
October 15 NEW! Service Organization Reporting Frameworks: Life After SAS 70 (89112) Area: Auditing Credits: 8 Level: Intermediate Discussion Leader: William Wagner Location: SCACCPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Notes: eMaterials Optional 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: Various Credits: 8 Level: All Leader: Various Location: Embassy Suites - Columbia Fees: CC$200, EB$235, M$260, NM$360 Notes: eMaterials mandatory; Includes Conflict Dynamic Profile Self Assesment “Is this an annual event? I surely hope so. I can’t wait until next year!”
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: Various Credits: 8 Level: All Leader: Various Location: SCACPA- West Columbia Fees: CC$200, EB$210, M$235, NM$335 Note: eMaterials mandatory “Overall I thought it was one of the best PFP conferences I have attended. Topics were ones that generated a lot of questions and speakers were good at gearing the presentation toward the areas of greatest interest to the group.”
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 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 October 25 NEW! Impacts of Healthcare Reform (89412AM) Area: Specialized Knowledge and Applications Credits: 4 Level: All Leader: Robby Kerr Location: SC Bar Association- Columbia Fees: CC$100, EB$135, M$150, NM$200 Notes: eMaterials Mandatory; Snacks Provided. This course is also available as a live webcast. To register for the webcast please visit www.scacpa.org.
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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.
NOVEMBER 2012
November 1-2 CPA Summit & Member Meeting (411012) Area: Various Credits: 17 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. “Great event! Enjoyed it very much and learned quite a bit.” “Everything was outstanding. I was very impressed with the organization of the event, the materials, the flow, the variety of topics.” “SCACPA did an EXCELLENT job of making sure attendees WANTED to be in the exhibit hall, and made the experience very enjoyable, with activities and drawings.”
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November 5 Hot IRS Tax Examination Issues for Individuals and Businesses (85812)
November 14 Small Business Accounting and Auditing Update (86312A)
Area: Tax Credits: 8 Level: Intermediate Leader: William Marutzky Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345
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 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 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
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.
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 November 19 South Carolina Tax Update (89312AM) Area: Tax Credits: 4 Level: Update Leader: Bob Baldwin & John von Lehe Location: SC Bar Association - Columbia Fees: CC $100, EB$135, M$150, NM$200 Notes: Approved for CLE; eMaterials mandatory Register for webcast at www.scacpa.org
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 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 November 20 Leader: Panel Make Money for You and Your Clients: Location: Surgent McCoy's Top Business Tax · Charleston, College of Charleston Planning Strategies (86612) · Greenville, Buck Mickel Center Area: Tax · West Columbia, SCACPA Credits: 8 Level: Intermediate Fees: CC$200, EB$170, M$195, NM$270 Leader: Peter Towle Notes: Meals NOT provided; eMaterials Location: SCACPA - West Columbia mandatory. Fees: CC$200, EB$220, M$245, NM$345
SCACPA
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 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
Navigating the Changing Landscape Change is on the horizon. Whether regulatory, legislative or professional issues, let SCACPA help you navigate the changing landscape that will impact your business. Aug. 20 Rock Hill Aug. 27 Florence Aug. 28 Myrtle Beach
The 2012 Professional Issues Update (PIU) brings you 4 hours of free CPE in personal development. This fastpaced, comprehensive look at key issues impacting CPAs will be held in eight cities across the state.
Sept. 27 Spartanburg Sept. 28 Greenville Oct. 4 Charleston
Oct. 5 Hilton Head Oct. 9 Columbia
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CHOOSE A DIRECTION AND GROW 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.
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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 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 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
December 27 Accounting and Auditing Update (88612PM) Area: Accounting/Auditing Credits: 2/2 Level: Basic Discussion Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC $100, EB$160, M$185, NM$250 Notes: eMaterials Optional; meals NOT provided December 28 Identifying and Addressing the Risk of Fraud in Not-for-Profit Organizations (88712AM) Area: Auditing Credits: 4 Level: Basic Discussion Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC $100, EB$160, M$185, NM$250 Notes: eMaterials Optional; meals NOT provided
December 21 December 28 Surgent McCoy's Advanced Critical Using Tax Basis and Other Special Tax Issues for Limited Liability Companies and Partnerships (88512) Purpose Frameworks Presentations Effectively (88712PM) Area: Accounting Area: Tax Credits: 4 Level: Basic Credits: 8 Level: Advanced Discussion Leader: Rebecca Lee Leader: Linda Bradley McKee Location: SCACPA - West Columbia Location: SCACPA - West Columbia Fees: CC$200, EB$220, M$245, NM$345 Fees: CC $100, EB$160, M$185, NM$250 Notes: eMaterials Optional; meals are not provided December 27 Professional Ethics for CPAs (88612AM) Area: Regulatory Ethics Credits: 4 Level: Intermediate Discussion Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC $100, EB$160, M$185, NM$250 Notes: eMaterials Optional; meals are not provided
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CHOOSE A DIRECTION AND GROW JANUARY 2013 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 JANUARY 7-9 Multi-State CPE & Ski Conference (K2CONF13) Area: Various Credits: Up to 24 Level: Update Location: Beaver Run Resort and Conference Center - Breckenridge, CO Fees: $200 per 8 credit hours Notes: To register visit www.k2e.com/ ski or call the Colorado Society of CPAs at 303-773-2877 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.
JANUARY 10 Audits of HUD-Assisted Projects (90813A) Area: Governmental Auditing Credits: 8 Level: Basic Leader: Peter Bell 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
JANUARY 14 The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (90513)
Discover the advantages of customized ON-SITE training
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
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 Today! Contact Reva Brennan, MPA, CAE at (803)791-4181 x103 or rbrennan@scacpa.org, or visit www.scacpa.org/onsitetraining.
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.
CHAPTER EVENTS Catawba
Foothills
Sea Island
October 25: Federal Tax Update (CA102512, 8 hours)
September 27: Professional Issues Update (89012SP, 4 hours)
Central
October 24 : Federal Tax Update (FO102412, 8 hours)
October 5: Estate Planning Update and a Guide to Probate Administration, Erin Cook (SE89112, 4 hours)
August 20: Professional Issues Update (89012RH, 4 hours)
September 20: Student Night and Annual Business Meeting
October 5: Professional Issues Update (89012HH, 4 hours)
October 29: Federal Tax Update (SE102912, 8 hours)
August 21: Internal Controls Design, Evaluation, and Communication for Smaller Entities, Glenn Helms (CE83812, 8 hours)
Grand Strand
September 7: Financial Planning Issues for Boomers with Neil Brown (CE83912, 8 hours)
September 24: Annual Business Meeting (GRABM12)
September 20: Annual Business Meeting Dinner (CEABM12)
September 24: CCU Meet & Greet Student Event (GRSN12)
October 9: Professional Issues Update (89012CO,4 hours)
Central: Aiken, Allendale, Bamberg, Barnwell, Calhoun, Edgefield, Fairfield, Kershaw, Lexington, McCormick, Newberry, Orangeburg, Richland, Saluda and Sumter
November 15: A&A Update, Mark Hobbs (GR11512A, 8 hours)
October 26: Annual Oyster Roast & Harvest Hope Food Bank Drive (CEOR2012)
Coastal: Berkeley, Charleston, Colleton, Dorchester, Hampton and Jasper
Pee Dee
Foothills: Cherokee, Union and Spartanburg
November 12: Annual Tax Update, William Grooms (CE111212, 8 hours)
Coastal
September 24: Technology Update (CO092412) with Randy Johnston (6 hours) and Current Tax Update with Jason Sweatt (2 hours) October 4: Professional Issues Update (89012CH, 4 hours) November 8: Federal Tax Update with Jack Surgent (CO110812, 8 hours) November 15: Entertainment Night Social Event (COEN12)
August 28: Professional Issues Update (89012MB, 4 hours)
August 27: Professional Issues Update (89012FL, 4 hours) September 19: Annual Business Meeting October 26: Federal Tax Update (PE102612, 8 hours)
Piedmont
September 28: Professional Issues Update (890126R, 4 hours) September 28: Annual Business Meeting following PIU
About the Chapters Catawba: Chester, Lancaster and York
Grand Strand: Georgetown and Horry Pee Dee: Chesterfield, Clarendon, Darlington, Dillon, Florence, Lee, Marion, Marlboro and Williamsburg Piedmont: Abbeville, Anderson, Greenville, Greenwood, Laurens, Oconee and Pickens Sea Island: Beaufort 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 888-557-4814 x 112. 13
SC ACPA and SC Bar present
Learning Café Series for CPAs and Lawyers: Dollars & Uncommon Sense SCACPA has partnered with the SC Bar to host educational sessions mid-day across the state which offer lunch, networking, and learning. What a great combination at a convenient time of day. These programs are designed for CPAs and attorneys with an interest in taxation and business valuations. Make plans to join us at one or all of these programs. Seating is limited, register today!
Monday, September 17
Wednesday, October 24
Helping Your Client Select the Right Key Concepts in Understanding Corporate Structure (LC091712) Valuations in Probate, Domestic, and Business Cases (LC102412) Leaders: Jim Denning, JD, LLM (Taxation); Catherine Stoddard, CPA/ Leader: Hennie van Bulck, M.B.A., ABV, CVA Ph.D., CPA/ABV; Mike Munden, JD Location: Location: McNair Law Firm Logan’s Roadhouse Poinsett Plaza 1136 Oak Forest Lane 104 South Main Street - Suite 700 Myrtle Beach, SC 29577 Greenville, SC 29601 (843) 839-4666 (864) 271-4940
Monday, November 12
Structuring Settlements to Maximize Your Client’s Interests (LC111212) Leader: Mark Chappell, JD; Kristen Buch, CPA Location: SC Bar Conference Center 1501 Park Street Columbia, SC 29202 (803) 771-0333
About These Events SCHEDULE Registration: 11:45 a.m. Lunch: 11:45 a.m. – 12:20 p.m. Seminar: 12:20 p.m. – 2:00 p.m. EDUCATION CREDITS CPE: 2 hours CLE: 1.67 hours
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FEES* Early Bird: $75.00 (SCACPA members only at least two weeks before the event) Regular: $100.00 (SCACPA members less than two weeks before the event and other state CPA society members) Non-members: $150.00 *Registration fee includes lunch, eMaterials mandatory
For more details and to register visit www.scacpa.org/ learningcafes
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
Name (Please Print)
m yes m no
SCACPA Member # or other state CPA Society #
m yes m no
AICPA #
m yes m no
Firm/Organization
m yes m no
Daytime Phone
m yes m no
Fax
m yes m no
Phone
m yes m no
Address
m yes m no
City/State/ZIP
Discounts are subject to verification
Total
Note: Full payment must accompany registration.
Email m A participant list will be provided to registrants and
exhibitors attending the events upon request. Please check the following box if you wish to opt out of the listing. m If you are disabled and require special services check
here, and contact the SCACPA office at 888-557-4814, ext 110 or 112.
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
coupon number 2
_______________ , ______________
_______________ , ______________
coupon number 3 coupon number 5
coupon number 4 coupon number 6
Credit Card # Exp. Date
CCV (3-4 Digits)
q Firm Card q Personal Card
Name on Credit Card Signature
Date
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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 August 2012 - January 2013
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