Southwest Chapter Luncheons

Location: Red Lion Downtowner — 1800 Fairview Avenue

Time: Lunch will be served promptly at 12:00 p.m. and will conclude at 1:30 p.m.

Cost: Members - $20.00      Non-Members - $25.00

CPE Credit: up to 3 hours

Pre-registration is strongly encouraged — walk-ins will be accommodated if seats are available. To guarantee a seat, please RSVP to the Idaho Society no later than the Friday preceding the lunch - 208.344.6261 or email Peggy.

Prepaying helps ease the sign-in process; however, you may still pay at the door. Checks should be made payable to ISCPA. American Express, Visa, and MasterCard will also be accepted. For added convenience, you may authorize payment in advance on your credit card when you receive your monthly email reminder of the lunch from the Society office.

Bonus CPE: The ISCPA’s Small Firms Committee is sponsoring a complimentary hour of CPE immediately preceding the luncheons in September, October and November. These sessions start at 10:30 a.m. and will be held in the same room as the luncheons.

Bonus CPE: The ISCPA’s Personal Financial Planning Committee is sponsoring a complimentary hour of CPE immediately following the luncheons in September, October and November. These sessions start at 1:30 p.m. and will be held in the same room.

 

2008 - 2009 Season
Date	Presentation	Presenter
September 17	Student Recruitment	BSU Student Panel
Small Firm Bonus	Technology Roundtable	Earle McEwen, MACC, CPA
	This session will review how technology has changed your practice in the past year and how you expect it to change your practice in the future. Come prepared to share your thoughts about your technology experiences both good and bad. We will address e-file cabinets and scanners, virus and security software, file and data transfer with clients, time and billing solutions, PDA uses, etc. We will discuss every aspect of the application of technology in your office. What works, and what is not ready for prime time yet!
PFP Bonus	Cost Effectiveness of Long Term Care Insurance	Glen W. Nichols, New York Life
	Discussion about the probability of needing insurance and a break even analysis. Learn about the tax benefits of long term care insurance as an employee benefit in C corporations.
October 21	Securities Fraud - What Every CPA Should Be Aware Of	TBA
	Learn about some of the securities frauds and schemes that are currently being promoted in Idaho and gain important insights on how CPAs can help protect their clients and what to do if they are exposed to a suspicious transaction.
Small Firm Bonus	Business Practice Issues	Dr. Bryce T. Bradley, CPA
	Come discuss marketing, engagement letters, receivables, time management, firing/grading clients, practice development and much more! Attendees are encouraged to bring a copy of their engagement letters to the session. Those that bring samples will receive a copy of each sample shared.
PFP Bonus	Personal Financial Planning - Are You Ready for the Unexpected?	Robert D. Long, CPA, PFS, CFP, Jordan & Co. Chrt
	Do you have an "In case I die - Open This Envelope" file? Have you considered the impact of combining past financial histories when entering into a second, third or beyond marriage? How about sharing financial information with significant others? Sound Scary? It needn’t be if you are prepared.
November 26	Taxpayer Advocate Service Today	Jane Knowles, IRS Taxpayer Advocate Service
	A brief overview of TAS including criteria and the top issues burdening taxpayers, such as the increased case load due to ESP refund issues.
Small Firm Bonus	Tax Practices	Thomas Symonds, CPA
	Software - Be prepared to talk about your tax software, what you like about it and improvements that need to be made. Checklists - Bring your tax checklist(s) and share with others. Those that bring samples will receive a copy of each sample shared. Other Tax Problems - Do you have problems that you need help resolving? Your colleagues may already have a solution. Come and discuss them and do not be bashful.
PFP Bonus	Developing the Conservator and Trustee Practice Niche	Larry Braga, CPA, ATARAXIS Accounting & Advisory Services and Dennis Voorhees, The Voorhees Law Firm
	Mr. Braga will share his insights and experience regarding fiduciaries and Mr. Voorhees will provide some observations from an attorney’s prospective who is frequently looking for a CPA candidate to serve in the capacity of either court-appointed conservator or trustee.
January 21, 2009	Legislative Update – Focus on Upcoming Federal & State Legislation Affecting Accounting Profession	Senator Brent Hill & Melissa Nelson, ISCPA
	Discussion will focus on upcoming federal and state legislation affecting the accounting profession.
February 18	Section 6694 – Tax Return Preparer Penalty Provisions	Joe Feider, Tax Manager, Deloitte
	The course addresses the amended tax return paid preparer penalty rules under IRC Sec. 6694. In addition, the course answers several practical questions regarding implementation of IRC Sec. 6694.

 

SW Chapter CPE Mini-Seminars

Time:          September - November seminars - 12:30 - 4 p.m.
                    December seminars - 8:30 a.m. - 12:00 p.m. & 12:30 p.m. - 4 p.m.
                    Check-in desk opens ˝ hour before class

Location:    Holiday Inn - 3300 Vista Avenue - Boise

CPE Credit: 4

Member Fees:          $75 - pre registration        add $25 at the door

Non-Member Fees:  $100 - pre registration      add $25 at the door

Lunch:   Box Lunches are now available for your convenience!
                Lunches must be pre-order and paid for with registration.
                Lunches are $12.00 each and include a soda, chips, cookie, fruit &
                choice of : Roast Beef, Turkey, Ham, or Veggie

                  

2008 Mini Seminars
Date	Presentation	Presenter
October 22	Current Issues in Bankruptcy and Foreclosures in Idaho	Laura Burri, Ringert Law Chartered
	The presentation will involve a discussion as to the current bankruptcy and foreclosure laws in Idaho with practical aspects for accountants and their clients.
November 12	IRS Speakers Panel	Moderator - John McGown, Tax Attorney & CPA, Hawley Troxell Ennis & Hawley LLP
	Taxpayer Advocate Service: Jane Knowles heads the IRS Taxpayer Advocate Service (TAS) for the State of Idaho. She will provide an overview of the current state of TAS including a brief discussion of staffing issues and case criteria. The discussion will also address the most prevalent issues faced by taxpayers, especially those relating to the Economic Stimulus Payment. IRS Collection: Hester Pulling, IRS Boise Group Manager, will address current collection matters in Idaho. She will discuss collection program priorities, and provide updates on recent court decisions and office staffing. Partnerships & S corporations: Liska Foss, IRS SBSE Boise Exam Group Manager, will give a presentation on partnerships and S corporations. The discussion will cover general S corporation and partnership audit coverage, hot topics in partnerships and S corporations, common mistakes with partnerships and S corporations and salary determinations on S corporations. Estates: Rick Poplack, retired IRS Estate/Gift Tax Examiner, will discuss the flow of a federal estate tax return after it is filed along with a general discussion of the audit process.
December 17 - AM	A & A Update	Lealan I. Miller, CPA, CGFM, EideBailly LLP
	Learn about the new accounting, auditing, compilation and review standards and exposure drafts that will require dramatic changes in the performance of audits, compilations and reviews and revisions to ethical rules.
December 17 - PM	Body Watching and Eavesdropping: Gender and Communication Styles	Dr. Janet Mills, Retired, BSU
	Dr. Janet Mills is a body watcher — but lest you think this an unseemly pastime for a professor, be assured, she does it for purely professional purposes! And she watches women as well as men. Using the audience as a database and as volunteers, she gently and humorously describes and demonstrates how men and women speak different body language. She illustrates how gendered behaviors convey unspoken messages of power, dominance, and high status — in the service of hierarchical social arrangements — or, messages of affiliation, connection, and egalitarian status — in the service of rapport-filled social arrangements. You’ll gain a set of gender lenses that will enable you to see gendered nonverbal behaviors at work in any professional setting. And, you’ll expand your own repertoire of nonverbal behaviors to enhance effectiveness with clients, staff, and professional peers. But that’s not all! Dr. Mills is also an eavesdropper! She listens carefully to women and men to discern how they use language differently — and for different ends. For example, she identifies how men strive to hold the floor and exert conversational control — and why — while women focus on turn taking and sharing conversational space — and why. You’ll learn how manly talk and womanly talk differ in purpose, content and style. Finally, Dr. Mills listens for the subtle subscripts or codes that underlie women’s and men’s conversational styles. You’ll learn what these subtexts are and how they function for both women and men. Throughout the session, Dr. Mills suggests strategies for understanding others and flexing your style for enhanced interpersonal effectiveness.

 

Help Wanted

Website Contents

Search Website