Seminars Financial Planning

Nov. 21 | Open 8 a.m.

Program 8:30 a.m. – noon

Employer’s Handbook: Health Care, Retirement & Fringe Benefit Tax Issues (HCR4)

Charles Borek, CPA, MBA, JD, CEO, The Borek Group LLCE

The employer–employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. It will be updated and supplemented throughout the year to cover breaking developments.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Beginning

CPE credit: 4 credits

Developed by: Surgent

Dec. 12 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

Social Security & Medicare: Planning for You & Your Clients (SSRB)

Curtis J. Quickel, CPA, MBA, Sole Proprietor, Curtis J. Quickel CPA

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

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Beginning CPE credit: 8 credits

Developed by: Surgent

Dec. 15 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m

CFO/Controller’s Road Map to Success: Integrated Planning, Forecasting & Budgeting (PLFB)

Arthur G. Pulis, MBA, Owner, Pulis & Associates

It might seem that 2020 showed us planning doesn’t work. But some organizations survived far better than others due to their ability to handle unexpected change. Many organizations spend huge amounts of money and effort on planning, forecasting and budgeting—when all too often the three disciplines are completely separate and disconnected. The pandemic has shown us that the planning process must be far nimbler to enable the organization to shift rapidly. This course is designed to completely integrate the planning process and show how it can move from longrange thinking through medium-term planning and the annual budget to the monthly cash-flow forecast. Participants will learn how to avoid the political pitfalls that can derail accountability and demotivate staff. The course will examine the entire planning process from beginning to end, including the technical tricks and tips for producing a good plan as well as the political aspects of planning.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 8 credits

Developed by: Surgent

$50 OFF Conferences

PLUS: Register at least 30 days prior and get an additional wicpa.org/CPEcatalog

Dec. 18 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

How to Settle a Client’s Estate (SEAZ)

Don P. Cochran, CPA, JD, Sole Practitioner, Don Paul Cochran, Attorney at Law

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

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Beginning CPE credit: 8 credits

Developed by: Surgent

Dec. 27 | Open 8 a.m. Program 8:30 a.m. – noon

Buying & Selling a Business: Tax & Structuring Overview (SEL4)

John L. Evanich Jr., CPA, Self-Employed CPE Seminar Instructor

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

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: Surgent

CPE Requirement: 80 total CPE credits

Ethics Requirement: 3 Ethics CPE credits