2013 TSCPA Professional Development Guide : Page 36

7$; 6HOHFW&#03;(VWDWH&#03;DQG&#03;/LIH&#03;3ODQQLQJ&#03;,VVXHV&#03;)RU&#03;7KH&#03;0LGGOH&#10;,QFRPH&#03; Client Surgent McCoy CPE, LLC 1(: 7D[&#03;([HPSW&#03;2UJDQL]DWLRQV&#03;&#10;&#03;$GYDQFHG&#03;3ODQQLQJ&#03;DQG&#03; &RPSOLDQFH&#03;IRU&#03;7D[&#03;0DWWHUV Nichols Patrick CPE, Inc 1(: Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Basic Date 12/16 Facility UT Conf. Ctr. Instructor -RKQ&#03;6KHUULFN 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; &#07;&#14;&#18;&#18; 0(0%(5&#03;5(*8/$5&#03;)((&#1d; &#07;&#14;&#1a;&#18; CPE Credit 4 T Code 347DKS Tax exempt organizations are subject to a variety of complex tax rules and exposure to penalties in their everyday operations. Presentation of unusual transactions can complicate Form 990 and related Schedules. The IRS is expanding audit coverage of all types of exempt organizations. This program addresses, from a transaction planning and compliance perspective, the major tax issues exempt organizations face. 35(5(48,6,7(&#1d; Experience in business taxation .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Advanced Date 8/22 Facility TSCPA Instructor Don Cochran 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 T Code 140ABN 6KRUWFXWV&#03;WR&#03;7D[&#03;&XWV&#1d;&#03;,QGLYLGXDO&#03;7D[&#0f;&#03;6RFLDO&#03;6HFXULW\&#03;DQG&#03; 5HWLUHPHQW&#03;3ODQQLQJ&#03;7RROV&#03;DQG&#03;6WUDWHJLHV Surgent McCoy CPE, LLC 1(: 7D[&#03;([HPSW&#03;2UJDQL]DWLRQV&#03;&#10;&#03;%DVLF&#03;2SHUDWLQJ&#03;,VVXHV&#03;DQG&#03; 3UHSDUDWLRQ&#03;RI&#03;)RUP&#03;&#1c;&#1c;&#13; Nichols Patrick CPE, Inc 1(: ,Q&#03;WKH&#03;ÀXLG&#03;HFRQRPLF&#03;HQYLURQPHQW&#0f;&#03;FOLHQWV&#03;PXVW&#03;SURWHFW&#03;WKHLU&#03;LQFRPH&#03;IURP&#03;WD[HV&#0f;&#03;WKHLU&#03; retirement and college funds from inadequacy and their Social Security from less-WKDQ&#10;RSWLPDO&#03;EHQH¿WV&#11;&#03;7KLV&#03;FRXUVH&#03;SUHVHQWV&#03;WKH&#03;PRVW&#03;LPSRUWDQW&#03;SODQQLQJ&#03;LGHDV&#03;ZHDOWK\&#03; clients and closely held business owners need to consider in 2013 to take advantage of the present and plan for the future with many checklists designed to determine which areas are most appropriate for the client. 35(5(48,6,7(&#1d; Experience in individual income tax planning and income tax return preparation .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 11/11 12/10 Facility UT Conf. Ctr. Chattanooga Conv. Ctr. 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 Instructor Edward Sixt 'DYLG&#03;-DUPXV] CPE Credit 8 T 8 T Code &#15;&#18;&#1a;1.6 318DCS Exempt organizations have unique tax rules and special tax forms. The IRS is especially sensitive to abuses of exempt status. From fundamentals needed to stay out of trouble, to preparation of the Forms 990 and 990T, this program teaches what the informed CPA must know. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Basic Date 12/3 Facility Fogelman Instructor Richard Wright 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 T Code 303DMN 7D[&#03;3ODQQLQJ&#03;%DVLFV&#03;IRU&#03;WKH&#03;6PDOO&#03;%XVLQHVV&#03;2ZQHU&#03;&#0b;%URDGFDVW&#0c; ACPEN/Business Professional Network 6RFLDO&#03;6HFXULW\&#0f;&#03;0HGLFDUH&#03;DQG&#03;3UHVFULSWLRQ&#03;'UXJ&#03;5HWLUHPHQW&#03; %HQH¿WV&#1d;&#03;:KDW&#03;(YHU\&#03;%DE\&#03;%RRPHU&#03;1HHGV&#03;WR&#03;.QRZ&#03;1RZ Surgent McCoy CPE, LLC 1(: Does it seem like your small business clients are under attack? New taxes, new UHJXODWLRQV&#03;DQG&#03;QHZ&#03;FKDOOHQJHV&#03;VHHP&#03;WR&#03;EH&#03;WKH&#03;RUGHU&#03;RI&#03;WKH&#03;GD\&#11;&#03;-RLQ&#03;RXU&#03;SDQHO&#03;RI&#03; experts as they discuss tax planning ideas to cut the tax bite and allow your small business clients to keep more of their money. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; C R &2856(&#03;/(9(/&#1d; Update Date 11/20 11/20 11/20 11/20 Facility MeadowView Conf. Ctr. Memphis Light, Gas & Water Division TSCPA Union University 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; &#07;&#15;&#13;&#18; 0(0%(5&#03;5(*8/$5&#03;)((&#1d; &#07;&#15;&#17;&#18; CPE Credit 8 T 8 T 8 T 8 T Code 280NAB 281NMB 282NBB &#15;&#1b;&#16;1-% 6RFLDO&#03;6HFXULW\&#03;VHHPV&#03;SRLVHG&#03;IRU&#03;FKDQJHV&#03;LQ&#03;EHQH¿WV&#03;DQG&#03;HOLJLELOLW\&#03;DJH&#11;&#03;$V&#03;WKH&#03;EDE\&#03; ERRPHU&#03;JHQHUDWLRQ&#03;DSSURDFKHV&#03;UHWLUHPHQW&#0f;&#03;¿QDQFLDO&#03;DQG&#03;WD[&#03;SODQQHUV&#03;FDQ&#03;H[SHFW&#03; increased demand for strategies that dovetail Social Security with other retirement REMHFWLYHV&#11;&#03;7KLV&#03;FRXUVH&#03;SURYLGHV&#03;WD[&#03;DQG&#03;¿QDQFLDO&#03;SODQQLQJ&#03;SURIHVVLRQDOV&#03;ZLWK&#03;ERWK&#03;WKH&#03; background information on the Social Security system and the strategies clients will need in dealing with it. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Basic Date 10/22 Facility Music Rd. Hotel and CC 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 Instructor Susan Smith CPE Credit 8 T Code &#15;&#13;&#18;236 7D[&#03;6WDII&#03;7UDLQLQJ&#03;&#10;&#03;/HYHO&#03;&#14;&#03;&#10;&#03;,QGLYLGXDO 6XUJHQW&#03;0F&R\¶V&#03;+DQGERRN&#03;IRU&#03;0DVWHULQJ&#03;%DVLV&#0f;&#03;'LVWULEXWLRQV&#0f;&#03; DQG&#03;/RVV&#03;/LPLWDWLRQ&#03;,VVXHV&#03;IRU&#03;6&#03;&RUSRUDWLRQV&#0f;&#03;//&V&#03;DQG&#03; 3DUWQHUVKLSV Surgent McCoy CPE, LLC Nichols Patrick CPE, Inc 7KH&#03;PRVW&#03;GLI¿FXOW&#03;FRQFHSWV&#03;WR&#03;PDVWHU&#03;ZKHQ&#03;GHDOLQJ&#03;ZLWK&#03;ÀRZ&#10;WKURXJK&#03;EXVLQHVV&#03;HQWLWLHV&#03; are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules. 35(5(48,6,7(&#1d; Experience in business taxation .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 8/14 10/24 Facility TSCPA Fogelman Instructor Peter Towle Charles Owen 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 T 8 T Code 133ABS 231OMS The new accountant with little or no tax experience will gain real-world, practical training from this course. It bridges the gap between school and practice. This is not a theory course. It is the foundation for understanding the federal income tax code and its application to all kinds of taxpayers. New staff accountants will return from this SURJUDP&#03;UHDG\&#03;WR&#03;PDNH&#03;D&#03;SUR¿WDEOH&#03;FRQWULEXWLRQ&#03;WR&#03;WKH&#03;¿UP¶V&#03;WD[&#03;SUDFWLFH&#11;&#03;(PSKDVLV&#03;LV&#03; on individual tax returns and tax issues commonly encountered by individuals. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Basic Date &#14;&#14;&#12;&#18;&#10;&#19; Facility TSCPA Instructor Randy Newton 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; &#07;&#17;&#18;&#13; 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $490 CPE Credit 16 T Code 248NBN 36 Key Code: &#1d; = eMaterials C = CLE Y = Yellow Book = AICPA Discount &#04; = On-Site Training R = Broadcast

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