cpe for florida - checkpoint learning · cpe for florida practitioners ... practice by examining...

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Checkpoint Learning Premier CPE & Premier Plus discounts

Early Bird discount

TWO WAYS TO SAVE:

CPE FOR FLORIDAPRACTITIONERSSEMINARS • CONFERENCES • ONLINE COURSES • WEBINARS

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cl.thomsonreuters.com • 800.231.1860

GEAR UP SEMINARS AND SELF-STUDYPREMIER & PREMIER PLUS DISCOUNT: Subscription packages include 40% off regular price of self-sponsored Gear Up events including all Florida events. Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. See outer panel for details.

EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page, and apply only to self-sponsored events including all Florida events. Expires: July 1, 2015

SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015

Orlando: Jun 25Orlando: Dec 14, 12:45 p.m.

ETHICS FOR FLORIDA CPAS

4 CPE CREDITS | HALF-DAY | REGULATORY ETHICS | BASIC | $115 OR $99 EARLY BIRD

ACCOUNTING

ACCOUNTING | BASIC | 16 CPE CREDITS | LIVE: 2 DAYS, $399 OR $359 Early Bird

Apply Chapters 455 and 473 of the Florida Statutes and the related administrative rules of Chapter 61H1 to real-life accounting, auditing and tax practice situations. Analyze Circular 230 and the AICPA Statements on Standards for Tax Services and their impact on establishing and maintaining an ethical tax practice. Identify the impact of ethics on a CPA firm’s audit practice. Determine how to apply the AICPA Code of Professional Conduct to a firm’s practice. Determine a CPA’s ethical responsibilities to clients, employers and the public. DBPR Ethics Course Provider number 3752.

TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY

COMPUTER SCIENCE | BASIC | 4 CPE CREDITS | LIVE: HALF DAY, $115 OR $99 Early Bird

Orlando: Jun 25, 12:45 p.m.Orlando: Dec 14We all face technology issues practicing tax and accounting. This course helps the busy practitioner use the best in new technology in their practice. We demonstrate practical real-world solutions to solve practice issues.

• Windows 10: What you need to know and when to make the switch!• Using the cloud to multiply your efficiency and effectiveness• The mobile accountant: Using smart phones, tablets and ultra-books in your practice• Optimizing electronic documents and workpapers in the modern accounting and tax practice• Work smarter, not harder! Great utility software that can make life easier in the office• Security, remote access and backing up data: How to properly set up and maintain your systems• Floware: Managing daily office activities from your computer

Other topics include:• Coverage of Special Purpose Financial Reporting

Framework (formerly OCBOA)• Note disclosures: How much detail should there be?• Peer review: How should a firm prepare for it?• Learn about how a peer reviewer evaluates your

practice by examining for yourself the peer reviewers checklist

• Professional ethics: What constitutes “ethical” conduct in a tax and write-up practice?

• Practice management: Value billing versus hourly billing

• GAAP update: – Will Fair Value Accounting replace historical cost? – When do variable interest entities require financial

statement consolidation? – What are the new leasing standards, changes in

revenue recognition concepts, tests for impairment and how does each impact disclosure on OCBOA statements?

Orlando: Jun 23 – 24Orlando: Dec 18 – 19Not since 1978 when the AICPA promulgated the Statements on Standards for Accounting and Review Services (SSARS) has there occurred such a radical change to the way accountants prepare and present financial statements, the reason: SSARS No. 21. Released October 23, 2014. This new document obligates every accountant to become updated now.

The 2015 Gear Up Accounting course will cover the new engagement letters, totally revised management representation letters and the dramatically reconstructed versions of the accountant’s report. AND note this: There is a new level of accounting service entitled “The Preparation” which can be issued without the need of an accountant’s report, this course is also available in a one-day version that addresses many of the two-day topics but in lesser depth.

Orlando: Dec 14, 12:45 p.m. The Office of Professional Responsibility (OPR), headed by Karen Hawkins, has been very busy, ensuring that Circular 230 Practitioners follow rules that prescribe and proscribe our behavior. We will discuss what we can — and must — do to assist our clients while maintaining ethical integrity and complying fully with Circular 230 rules. Learn how to be a zealous advocate while playing

ETHICS FOR THE TAX PROFESSIONAL

REGULATORY ETHICS | BASIC | CREDITS ONLY APPLY FOR: EA, RTRP, CTEC | 2 CPE CREDITS | LIVE: $69 OR $59* Early Bird

Orlando: Jun 25 This course can get you started in estate and fiduciary work as well as serving as a refresher for those who already practice in this area. Feel more comfortable when dealing with clients’ deaths, from the descendant’s final return to preparing Forms 1041 and 706. Fiduciary accounting, deductions, income in respect of a descendant and income distribution deduction are all covered. Become more familiar with the special

ESTATES AND TRUSTS

TAXATION | BASIC | FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS | 8 CPE CREDITS | LIVE: 1 DAY, $225 OR $195 Early Bird

Ft Lauderdale: Nov 4 – 5 Ft Lauderdale: Dec 28 – 29Orlando: Dec 15 – 16Tallahassee: Nov 19 – 20Tampa: Dec 1 – 2This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all practicing

1040 INDIVIDUAL TAX

TAXATION | BASIC | FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS | 16 CPE CREDITS | LIVE: 2 DAYS, $399 OR $359 Early Bird

by the rules. Join us for a highly interactive discussion on the topic of our professional responsibilities before the IRS. CTEC approved.

In many states, this course qualifies for CPA ethics. Please determine with your local licensing agency if this qualifies in your state. Not applicable in California for CPA requirements.

terminology relating to estates and trusts. Changes to estate tax are reviewed and the Form 706 is examined in detail with particular attention focused on portability and new cases. The advantages and disadvantages of portability vs. the use of A-B trusts is covered. Post-mortem elections including alternative valuation and disclaimers are discussed as these are areas of particular interest to the tax preparer.

Orlando: Dec 17The one-day Business Entities course will consist of two four-hour sections:

Business Tax Update: Covering New Business Tax Law Changes and Trends

• The latest breaking news in tax law, whether from Congress, Treasury or the courts

• Review of extenders and current-year indexed amounts• Review of changes in law from 2014 to 2015 and beyond• Capitalization revisited: Capitalization and related

change in accounting methods now that the smoke has cleared, including the latest revenue procedures

• ACA provisions that affect both large and small employers, including Medical Reimbursement pickles

• New reporting forms for health care coverage: reporting requirements for Forms 1095-B and 1095-C

• Employee/independent contractor update: responsibilities and reporting requirements

BUSINESS ENTITIES


• Employee health coverage: what is reported and what is taxed on the W-2

• Other hot topicsS Corporation Review

• Strengths and weaknesses• New law including final regulations on shareholder basis in

debt• Elections and late-election penalty relief• IRS audit issues• In-depth discussion of shareholder basis, at-risk basis and

distributions • In-depth discussion of the four components of S corp retained

earnings• Qualified S subsidiaries (QSubs) and disregarded entities• LLCs electing S corp• Disregarded entities in an S corp• S corp tax traps, including built-in gain planning• S corp planning opportunities

preparers who share practical tips and insights to help you get ready for this tax season. Some of the specific topics for the 1040 seminar include:

• Reporting health care coverage in 2015• Permanent and temporary extensions• Using safe harbors in Repair and Capitalization

regulations• Individual and energy extenders• Updates from late 2014 through 2015

cl.thomsonreuters.com • 800.231.1860

FEDERAL TAX UPDATE

TAXATION | BASIC | FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS | 8 CPE CREDITS | LIVE: 1 DAY | $225 OR $195 Early Bird

Ft Lauderdale: Nov 6Orlando: Jun 22Orlando: Dec 19This course provides comprehensive coverage of Health Care Reform issues that affect individuals, small businesses and large businesses. This practical class includes many examples, reporting requirements, planning strategies and a review of actual forms.

HEALTH CARE REFORM


Topics include:

• Latest 2015 changes• Small employer

insurance issues• Avoiding the $100 per

day fine• 2% S shareholder

insurance• Exchanges

• Individual Mandate • Exemptions from

Mandate• Premium Assistance

Credit• Employer Mandate• Reporting Requirements• Insurance Discrimination• Key Net Investment

Income Tax tips

Orlando: June 24, 8:00 a.m.There are many sources of income which are either completely free of tax or taxed at favorable rates. Careful planning over multiple years is required to take full advantage of these opportunities, and great care must be exercised to avoid negative consequences from interaction between two or more tax savings opportunities. In this seminar you will learn about the hidden tax brackets that can arise in these situations.• Tax free municipal bond interest, regardless of income

levels• Watch out for alternative minimum tax on private

activity bonds

Orlando: June 24, 12:45 p.m.In spite of all the talk about corporations and LLCs, more Schedule C forms are filed than all the others combined. There is a reason for that.

• Schedule C is certainly simpler but there are some tax advantages as well

• Limited liability is often overrated• Easy to start and easy to stop doing business• Who can use the cash method of accounting

TAX PLANNING SEMINAR: TOO MUCH TAKEN FOR GRANTED

TAXATION | BASIC | 4 CPE CREDITS | LIVE: HALF-DAY | $115 OR $99 EARLY BIRD

SCHEDULE C: STILL THE MOST POPULAR WAY TO DO BUSINESS

TAXATION | BASIC | 4 CPE CREDITS | LIVE: HALF DAY | $115 OR $99 EARLY BIRD

• Social security benefits may be tax free depending on your income level

• Too much tax free bond interest can cause social security to become taxable

• Capital gains and qualified dividends continue to be tax-free or taxed at favorable rates

• It’s a shame when clients do not realize gains if there will be zero tax

• Adjustments to income: so many of them and always better than itemized deductions

• Sometimes a small adjustment to income may salvage a much larger deduction elsewhere on the tax return

• The emphasis of this seminar is on planning and being proactive in order to minimize tax.

• Is it a hobby or is it a business? The IRS frequently gets it wrong

• The latest on information reporting: 1099 and 1099k• Independent contractor vs employee: expect more

scrutiny• Making sense of the crazy new regulations dealing with

capitalization vs expense• How to deduct all your medical expenses on Schedule C

Ft Lauderdale: Jan 11, 2016The Federal Tax Update is a one-day, fast-paced seminar that covers the latest developments affecting individuals, corporations, pass-through entities and estates and trusts. Written and taught by practitioners for practitioners, it is designed to provide you with

practical, working knowledge of the latest tax law changes. Learn how to apply the newest code, regulations and tax court cases in your practice. This highly popular seminar will enable you to effectively and confidently complete tax planning, compliance and consultation engagements during the coming year.

IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES

TAXATION | BASIC | FOR: CPA, EA, CTEC, ALL TAX PROS | 8 CPE CREDITS | LIVE: 1 DAY, $225 OR $199 Early Bird

Orlando: June 23Orlando: Dec 18Understanding how to navigate the IRS can save the practitioner time, meaning a more effective and profitable representation of your client before the IRS. Notices are at an all-time high as the IRS tries to encourage compliance from taxpayers. Knowing how to effectively communicate with the IRS, presenting your response in a manner that the IRS expects and understanding IRS timelines have increased in importance.

Do you know what to do when you find your client faced with the inability to pay the amount the IRS is demanding? Walk through the pathway of the notice response and what to do about that levy and resolution with the IRS, delayed payment plans, installments or the Offer in Compromise. The IRS has become faceless and nameless. This course will work through proven strategies to help your client find confidence and comfort in the process.

ONLINE LEARNINGCheckpoint Learning offers more than 370 interactive online titles covering all tax and accounting fields of study. Many courses are now iPad-enabled! Of particular interest to Florida practitioners:

PERSONAL AND PROFESSIONAL ETHICS FOR FLORIDA CPAS 4 CPE credits, $64 or free with Premier or Premier Plus

WEBINARS More than 500 webinar events are scheduled annually, covering hot topics and a wide range of fields relevant to tax and accounting practitioners. Visit cl.thomsonreuters.com for complete schedule!

MAY 2015 WEBINAR TOPICS5/1: Issues in Preparing a Statement of Cash Flows (2 hr)5/1: Mastering the OID and Below-Market Loan Rules to Avoid Phantom Income Surprises (2 hr)5/1: The Mobile Web for Accountants (2 hr)5/5: Conquer the Challenges of Identifying the Financial Reporting Entity — GASB Statement No. 61 (2 hr)5/5: Ethics for Tax Professionals (2 hr)5/5: Health Care Reform Issues for Employers (2 hr)5/6: Avoiding Common Peer Review and Other Issues (2 hr)5/6: Revenue from Contracts with Customers: An Overview of the New Standard (2 hr)5/6: Power of Efficiency Case Study: Common Deficiencies in Auditing a Nonprofit Entity (2 hr)5/7: Federal Tax Update (8 hr)5/7: Inventory Observations: Requirements, Approaches and Practice Tips (2 hr)5/8: Implementing SSARS 21: The New Compilation, Review and Preparation Standards (2 hr)5/8: Total Payroll Management (2 hr)5/8: Effective Feedback Techniques for Seniors, Managers and Supervisors (2 hr)5/12: Perfecting Analytical Procedures (2 hr)5/12: Monthly Tax Alert (2 hr)5/12: How Healthcare Reform Impacts Your Clients (2 hr)5/13: Understanding Health Care Reform — How the New Laws Impact Employers and Individual Taxpayers (2 hr)5/13: Is Everything a Change in Accounting Method? (2hr)5/14: Everything You Wanted to Know About Generally Accepted Government Auditing Standards (GAGAS) for

Financial Audits (2 hr)5/14: Internet of Things for Accountants (2 hr)5/14: Quarterly SEC and PCAOB Update — Q2 (2 hr)5/15: Identity Theft — An Ongoing Threat (2 hr)5/15: PPC 101: Making the Most of the Methodology (2 hr)5/15: Independence: An Essential Review for CPAs in Public Practice (2 hr)5/19: Quarterly Sales and Use Tax Update for Controllers and Financial Managers (2 hr)5/19: Monthly Accounting Alert (2 hr)5/19: Monthly Corporate Tax Update (2 hr)5/19: Buying/Selling a Business — Tax Considerations (2 hr)5/20: Performing Effective and Efficient Audit Procedures (8 hr)5/20: Unique Audit Issues Related to Defined Benefit Plans (Auditing Defined Benefit Plans) (2 hr)5/21: Operational Finance for Accounting Professionals (2 hr)5/22: Divorce — Financial Planning and the Marital Settlement (2 hr)5/22: Foreclosures and Short-Sales (2 hr)5/26: Medical Costs — Making Medical Care Less Painful by Maximizing the Tax Benefits (2 hr)5/26: IRS Audits of Business Returns (2 hr)5/27: Partnerships/LLCs — Section 754 Election and Basis Adjustments (2 hr)5/27: IRS Audits of Individuals (2 hr)5/28: Accounting and Auditing Update (8 hr)5/28: Supreme Court Cases on Taxation You Should Know About, Part 2 (2 hr)5/29: Real Estate from A to Z (2 hr)

CHECKPOINT LEARNING®

PREMIER CPE PACKAGE

PREMIER PLUS CPE PACKAGE

PREMIER & PREMIER PLUS DISCOUNTS Use the live event discount with any of the seminars listed inside — plus, see the conferences panel

for possible savings when applying this discount to a Gear Up conference!

Hundreds of online courses and webinars — all for $299*The Premier CPE Package provides an unprecedented range of learning options at significant savings! Includes:

ONLINE & DOWNLOAD COURSES. Unlimited access to interactive online courses from MicroMash and PASS Online and PPC’s downloadable self-study courses with online grading. This includes more than 450 titles, totaling 2,500+ CPE credits! New: Mobile courses! All titles with iPad-enabled mobile versions are included with your Premier or Premier Plus subscription.

• WEBINARS. Unlimited one- to four-hour webinars (approx. 360 annual events), plus discounts on select full-day webinars.

• LEARNING MANAGEMENT. Online CPE tracking and compliance monitoring for every state board of accountancy requirement and more than 20 professional designations, including IRS EA and CFP.

• LIVE SEMINARS & CONFERENCES. Annual discounts on 24 hours total per subscription year: 40% off Gear Up self-sponsored seminars and conferences and 25% off AuditWatch!

Longer webinars, deeper discounts, more features for $399*We’ve taken the popular Premier CPE Package and added even more in response to customer feedback! Choose Premier or Premier Plus and receive great value for the low annual subscription cost with either option. The Premier Plus CPE Package includes all of the learning options listed at left, PLUS:

• WEBINARS. Unlimited access to ALL webinars including popular full-day webinars!

• COMPETENCY MODEL. A comprehensive model for assessing, improving, and connecting your CPE to tax & accounting specialties, skills and career levels.

• LIVE SEMINARS & CONFERENCES. Now save on up to 40 hours annually per subscription from our popular seminar and conferences lines (save 40% on Gear Up self-sponsored, 25% on AuditWatch).

Live event discount (Premier Plus and Premier) does not combine with Early Bird or other discount offers; call 800.231.1860 for details. States with Thomson Reuters-sponsored Gear Up seminars currently include AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MO, NM, NV, NY, ND, OK, OR, VT and VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).

*Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users.

Call us today to discuss the best package for your firm! 800.231.1860

CHECKPOINT LEARNING® GEAR UP CONFERENCESLook inside for Premier Package details. Discounts cannot be combined.

NOV. 30 — DEC. 5, 2015| LAS VEGAS, NV | 48 CPE CREDITS | $959

New hotel location — join us at the Mirage! Welcome back to Las Vegas for a week of practical learning led by Gear Up speakers! Plan early and lock in your savings for this wintertime conference. Our flagship event for many years, Royal Flush never fails to draw a record crowd and sell out rooms. Whether you’re all about the Vegas getaway or hitting the books before the holidays, Royal Flush will deliver learning and fun.

LAS VEGAS MIRAGE | NEW HOTEL!We have upgraded our venue from the Flamingo Hotel to the Mirage Hotel, one of Las Vegas’s most noted and respected hotels on the strip. Call 800.374.9000 and mention Gear Up for reservations.

ROYAL FLUSHIN LAS VEGAS

JULY 20 – 25, 2015 | CHICAGO, IL | 44 CPE CREDITS | $899

Head to wonderful Chicago for a week of top-notch CPE and the best speakers in the business! Discover what makes Chicago special — including some of the best architecture in the country — while completing your CPE requirements.

HYATT ROSEMONT NEAR O’HAREDiscount room rate of $134 available (includes complimentary parking, access to 24-hour fitness center and guestroom internet). Call the hotel at 847.518.1234 and mention “Gear Up.” Room block rate valid until June 29 or rooms sell out.

WINDY CITY WEEKIN CHICAGO

DECEMBER 15 – 19, 2015 | ORLANDO, FL |40 CPE CREDITS | $849

Complete your CPE and enjoy some R&R — head to the Disney Yacht Club Resort in sunny Orlando! December is the perfect time to escape for a week of Florida sunshine. Plus, you’ll be sitting pretty for year-end CPE requirements while being fully prepared for the upcoming tax season withthis week-long learning event.DISNEY’S YACHT CLUB RESORT This exciting venue is a lakeside Disney Deluxe Resort featuring lush landscaping and the formal grace of a grand New England yacht club. Special room rate of $164 per night will be available until November 13, 2015. Call 407.939.4686 and mention Gear Up. Room rate valid for two nights before through two nights after the event.

MAGIC WEEKIN ORLANDO

JUNE 22 – 25, 2015 | ORLANDO, FL | 32 CPE CREDITS | $649

Complete your CPE and enjoy some R&R — head to sunny Orlando! Orlando is beloved for its theme parks, water parks, shopping malls and dining. When it comes to filling up your vacation itinerary, there is no shortage of things to do.

WALT DISNEY WORLD DOLPHIN RESORTSpecial room rate of $175 available two nights before through two nights after the conference and includes free high-speed internet as well as unlimited use of fitness facilities. Call hotel at 888.828.8850 and mention Gear Up. Price valid until May 22 or until room block sells out.

CITRUS WEEKIN ORLANDO

Save $50 with Early Bird or up to $195 with or up to $260 with Premier Plus! Details below. Early Bird expires May 22, 2015.

Save $50 with Early Bird up to $196 with Premier or up to $327 with Premier Plus Plus! Details below. Early Bird expires July 1.



cpe for florida - checkpoint learning · cpe for florida practitioners ... practice by examining...

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