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Course Descriptions
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A - B Course Descriptions
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1040 Tax In-Depth Satisfies 2 hours of Idaho CPE Ethics
Date: 12/11/2008 - 12/12 City: Coeur d'Alene
Facility: Coeur d'Alene Inn Early Bird Date: 11/20/2008
Speaker: Robert Jennings Vendor: Jennings Seminars
Registration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pm
Member Fee: $475 $525 – after early bird registration deadline
Non Member Fee: $575 $625 – after early bird registration deadlineDesigned For: All tax practitioners and corporate tax professionals.
Course Description: Are you tired of boring cookie-cutter classes from non-practitioners at the mega-seminar companies? Take the Industry's best 1040 reference manual, add in a free electronic manual, include a free complete IRS research library hyper-linked to the manual, and throw in the absolute best, actively-practicing speakers, including the 2006 Speaker of the Year, and you have the Jennings Seminars 1040 In-Depth tax course. Like all of our seminars, this seminar is taught by practicing CPAs with years of experience-if you don't do at least 250 returns per year you don't speak for us! We review the entire 1040, but we go further-we also throw in dozens of planning ideas and identify the tax traps that trip preparers every year. This is a 2 day group-live seminar providing 16 hours of CPE credit. The manual is a top-notch reference source that is practitioner oriented, with form-by-form reference and order, dividing tabs for major topics, and additional special sections for education, retirement, practice, social security and other topics.
Course Highlights:
- All aspects of Form 1040
- Retirement plans
- Education
- And more
Objectives: To update and review major individual income tax issues
2-day Federal Tax Update for the Year 2008-2009: Individual, Business, and Corporations
Date: 11/20/2008 - 11/21
City: Boise Credits: 16
Facility: Grove Hotel Level: Update
Speaker: Vern Hoven & Ron Roberson Vendor: Vern Hoven Tax Seminars
Registration: 7:00am Course Begins: 8:00am
Lunch: 1 hour – provided Course Ends: 4:00pm
Early Bird Date: 10/30/2008
Member Fee: $500 $550 – after early bird registration deadline
Non Member Fee: $600 $650 – after early bird registration deadlineDesigned For: All tax practitioners, both public and industry, who need the latest - and necessary - tax changes for their individual, partnership, corporate, and estate clients.
Course Description: One tax seminar a year is a must... and this is it! This 2-day program -- taught by practicing CPA Vern Hoven and Ron Roberson, in a high-tech and often humorous manner -- combines real-life experiences with essential down-to-earth tax materials, responding to fast-breaking new tax developments that affect individuals, estates, businesses, partnerships and corporations. Course materials contain numerous practical examples, flowcharts, editorial planning tips and other helpful information to aid the participant's understanding of new developments.
Course Highlights:
- Potential tax changes
- Individual changes
- Real estate changes
- Retirement plans
- Business changes
- Corporate changes
- Federal payroll changes
- Partnership/LLC changes
- IRS audit issues
- Per-diem and travel deduction rules
- Independent contractor vs. employee issues
- Weekly updates
Objectives: To enable all tax practitioners to identify and solve their clients' tax problems before tax season starts. New tax planning ideas are emphasized.
DAY 1
Individual changes: New: most cash donations are no longer deductible, neither are most donations of clothing and household goods; Medicare B premium surcharge increases in 2008 and again in 2009; planning ideas to avoid AMT; $2,133 minimum personal exemption for wealthy in 2008; itemized deduction phaseout reduced to 1%; Social Security benefits offset by disability insurance (including worker’s comp) includible in income; credit when purchasing hybrid cars; planning for estate and gift tax repeal; using family limited partnerships effectively; in-depth discussion of Health Savings Accounts and Health Reimbursement Plans.
Real estate changes: New 0% capital gain rate starting in 2008; cancellation of debt relief for acquisition debt on principal residences; amazing pro-taxpayer “unforeseen” circumstances relief on sale of principal residence; meeting passive loss real estate professional eligibility requirements; discussion on basic like-kind exchange.
Retirement plans: Tax-free distributions from IRAs for charitable purposes; rollover allowed to non-spouse beneficiaries; major expansion of Roth-IRA and pension provisions; problems and benefits when investing pension funds in real estate; understanding single-person 401(k) plans; waiver of 60-day rollover regulations ... and increased IRS filing costs; how to prepare relief for 10% early withdrawal penalties; are self-directed IRAs permitted?
Weekly update: Closing with a general tax update discussion.
DAY 2
Business changes: Major discussion on how to properly compute 6% “phantom” deduction for manufacturers, contractors, farmers, etc.; major repair-vs-improvement regulations; new $250,000 §179 expensing election; new hobby loss cases; how to establish value for cost segregation depreciation; update on day-trader rules.
Corporate changes: 0% dividend rate for low-income (how low is low?); New Form 990 for 2008; numerous C and S corporation reasonable compensation cases; IRS auditing certain exempt organizations; late Selection made easy.
Federal payroll changes: How to eliminate IRS’s new employee-vs independent contractor audits; avoid IRS problems when deducting salaries paid to children; personal property rentals not subject to FICA... but IRS disagrees; understanding the 100% trust fund penalty.
Partnership changes: Single-person LLC may not have limited liability for back payroll taxes; self-employment tax for LLC members; partner’s unreimbursed expenses not deductible
IRS audit issues: New $1,000 preparer penalty; changes in the “more-like–than-not” standards for tax preparers; audit rates go up again; how to respond to IRS’s aggressive new audit procedures.
Advanced Course: Overview of the AICPA Peer Review Program Standards Yellow Book 80
Date: 10/20/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Advanced
Speaker: James Woy Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 9/29/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Experienced reviewers who want to expand their knowledge of the peer review process
Course Description: This one-day, advanced course is designed for experienced reviewers who want to heighten their peer-review skills. It is an excellent follow-up to the AICPA's training course, How to Conduct a Review Under the AICPA Practice-Monitoring Programs, and includes an up-to-the-minute analysis of the AICPA Peer Review Program Standards effective January 1, 2009. Enhance your ability to conclude and report peer-review findings for system, engagement and report reviews while learning about changes to the peer review standards and the risk-based approach to planning a peer review.
Course Highlights:
- Overview of Standards effective January 1, 2009
- Risk-based approach to planning a system review
- Evaluating a system of quality control
- Determining the cause of and documenting engagement deficiencies
- Identify appropriate, practical solutions to system deficiencies
- Tips on writing reports and letters of comment
- Conducting exit conferences
- Refresher for engagement and report peer reviews
Objectives:
- Gain an understanding of the AICPA Peer Review Program Standards effective January 1, 2009
- Increase their practice-monitoring expertise
- Enhance their ability to reach conclusions on engagement deficiencies and bridge those conclusions to their peer review findings
Date: 12/11/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Advanced
Speaker: Will Fleenor Vendor: K2 EnterpriseRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 11/20/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Accountants who work with Excel and want to learn all of the best features and functions
Course Description: This course is designed for accountants who work with Excel and want insights on how to use the product faster and more effectively. Although many accountants consider themselves experts when it comes to using Excel, the fact is that most accountants are self-taught and are not aware of how to utilize Excel to its fullest. This course takes these users to the next level. It provides real world examples developed by accountants for accountants on how to take advantage of the full power of Excel. The content is based not only on the knowledge of the K2 team (many of whom have been teaching electronic spreadsheets to accountants since 1983) but also the comments and inputs of thousands of previous course participants. A common comment heard after the first break is: I have already learned enough to make the course worth the time and effort." If you use Excel extensively, you need this course. Access to sample worksheets will be included. The course includes coverage of Excel 2007 as well as earlier versions of Excel."
Course Highlights:
- Manipulate information in PivotTables
- Use the =Subtotal function for ease of creating totals
- Edit with cut, copy & paste -- advanced data exchange in Windows -- the best tricks and techniques
- Build database queries
- Learn custom Formatting tricks including zero suppression, date, and text formatting
- Use VLOOKUP and HLOOKUP to deal with information in tables
- Program Excel macros
- Practice advanced data validation techniques
- Work with array formulas
- Use Excel newsgroups for support
- Use string arithmetic
- Encrypt worksheet files for security
- Create and manage Macros
- Assigning Macros to Icons & Buttons
- Use custom number format to label your totals
- Excel 2007 New Menu Structure Including the New Quick Access Bar
- Excel 2007 Remove Duplicates Feature
- Explore the Completely Redesigned Office Excel 2007 Charting Engine
- Work with Excel 2007's New Conditional Formatting for Finding Trends and Exceptions in Financial Data
Objectives:
- Use Excel more efficiently and effectively
- Learn dozens of powerful features
- Use Excel to exchange data with other software applications
Prerequisite: Experienced Excel user
Misc. Notes: NOT a hands-on course
Advanced Individual Income Tax Return Issues
Date: 12/16/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Advanced
Speaker: Susan Smith Vendor: Surgent McCoy CPE, LLCRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 11/25/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Experienced CPAs who want and need an in-depth knowledge of the most difficult individual-income-tax-return issues.
Course Description: Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Course Highlights:
- New Circular 230 requirements that impact preparation
- Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax.
- Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client.
- Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return.
- Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and more
- Passive loss issues -- You can't just trust your software. What to watch out for, and the questions you need your clients to answer in order to do it right!
- Miscellaneous issues -- Flow through income and deduction issues of estates and trusts; understanding the foreign tax credit; when legal fees are deductible; hobby loss rules; business expense issues; and much more.
- Special forms and elections - TDF 90.22.1; 8886 Reportable Transactions; the real estate professional; start-up expenditures; and much more.
Objectives: Most CPAs have been preparing individual income tax returns for years, and while many of the returns are easy, there are always a number of issues that come up in busy season of which experienced practitioners wish they had more knowledge. This course is designed to explore the tough tax issues for experienced practitioners and help them provide better planning strategies and results for their higher income clients.
Advanced Planning for LLC & Partnership Transactions
Date: 10/29/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Advanced
Speaker: Albert Grasso Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pm
Early Bird Date: 10/08/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Tax practitioners who prepare partnership returns and advise clients on LLC and partnership issues
Course Description: Plan now to protect your LLC and partnership clients from potential tax traps. Study the complex issues necessary to ensure that the LLC, partnership and its owners attain the maximum benefits. Focus on a broad range of distribution issues including disproportionate distributions of hot" assets and structuring distributions to retiring partners in order to maximize tax benefits for both the retiring partner and the partnership. Learn how to analyze the tax consequences arising from troubled debt transactions involving partnerships or LLCs. Apply complex rules of Subchapter K to related "groups" of partnerships or LLCs and understand tax consequences of partnership/LLC acquisitions and divisions, technical terminations, etc.
Course Highlights:
- Current developments in partnership/LLC taxation
- Distributions, disguised sales and like-kind exchanges - between investors in the LLC/partnership - and between investors and the LLC/partnership
- Distributing hot assets without triggering gain to members or partners
- Tiered partnerships/LLCs, partnership/LLC mergers and divisions
- Minimizing ordinary income to retiring partners, particularly for payments with respect to partnership & LLC goodwill
- Compensation planning for service partners
- Troubled debt workouts, foreclosure and repossession transactions
- Advanced Form 1065 checklist provided
Objectives:
- Analyze partnership or LLC balance sheets to recognize potential tax traps associated with distributions and other transfers between a partnership/LLC and its partner/members
- Recognize the tax consequences associated with the sale or issuance of convertible debt instruments, and other potential future equity interests in the partnership or LLC, including non-compensatory options
- Recognize opportunities to make tax-free exchanges of like-kind properties through the partnership or LLC
- Evaluate the tax consequences when partnership debt is restructured or forgiven
- Structure retirement" distributions to maximize after-tax benefits to the distributee-partner or LLC member and minimize after-tax costs to the partnership or LLC
- Understand the tax consequences associated with transferring equity interests to partners or LLC members that are not commensurate with their capital contributions
- Determine the tax consequences associated with the merger of two or more partnerships/LLCs or the division of a single entity into two or more entities
Advanced Update for Compilation, Review & Accounting Services Yellow Book 80
Date: 10/1/2008 City: Coeur d'Alene
Facility: Coeur d'Alene Inn Early Bird Date: 9/10/2008
Speaker: Mike BrandDate: 11/3/2008 City: Boise
Facility: Doubletree Riverside Early Bird Date: 10/20/20008
Speaker: John MyersDate: 11/4/2008 City: Twin Falls
Facility: Canyon Crest Dining & Event Center Early Bird Date: 10/20/2008
Speaker: John MyersDate: 11/6/2008 City: Pocatello
Facility: Red Lion Hotel Early Bird Date: 10/20/2008
Speaker: Laura Lindal
Credits: 8 Level: Advanced
Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmMember Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Partners managing compilation, review, and accounting service practices
Course Description: If you manage a compilation, review, and accounting service practice, this course is an absolute must, as it enables a partner to ensure that current year engagements conform to all applicable professional standards. A practice-oriented review of the latest developments, cases and lively discussion among the experienced participants make this class informative and practical. The material covers the entire spectrum of partner concerns: current professional standards, independence rules, engagement and representation letters, field work, disclosure, reporting, documentation, quality control, engagement administration, specialty engagements, and peer review.
Course Highlights:
- What the engagement team really needs to know to correctly plan, review, and report this year's engagements
- Fraud-where the firm responsibility begins and ends
- Hands-on practice in case studies applying recent SSARSs pronouncements, interpretations and technical practice aids
- The most common deficiencies found by peer reviewers
- Proposed standards and other developments on the horizon that may affect compilation, review, or accounting service practices
Objectives: Identify responses to compilation, review, and accounting service practice issues that conform to all applicable current professional standards.
Annual Accounting & Auditing Workshop 2 - Day Yellow Book 80
Date: 11/17/2008 - 11/18
City: Boise Credits: 16
Facility: Doubletree Riverside Level: Update
Speaker: Thomas Snell Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 10/27/2008
Member Fee: $475 $525 – after early bird registration deadline
Non Member Fee: $575 $625 – after early bird registration deadlineDesigned For: CPAs who require a comprehensive review of recent accounting and auditing pronouncements
Course Description: Make sure your accounting and auditing skills are on par with industry standards. This comprehensive, two-day course updates you on all the new standards in accounting and auditing, compilation and review and other professional standards. The course covers topics including practical applications of the pronouncements covered, a compilation and review update, the latest insights on problems of financial statement fraud and professional ethics activities.
Course Highlights:
- Practical applications of the pronouncements covered
- Compilation and review update
- Newly released AICPA audit and accounting guides
- PCAOB and SEC reporting requirements
- Latest issues such as variable interest entities
- Other FASB topics
- Assurance services
- Latest insights such as the risk assessment process
- Professional ethics update
Objectives: Apply the recently issued FASB Statements and Interpretations, AICPA Statements of Position, Statements on Auditing Standards, Statements on Standards for Accounting and Review Services and Statements on Standards for Attestation Engagements to accounting and auditing problems.
Date: 9/22/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Update
Speaker: Rebecca Lee Vendor: Loscalzo AssociatesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 9/03/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: All firms, all staff, all CPAs in privately-held companies - all accountants needing a good year-round update on recently issued standards.
Course Description: This course is a must to keep you on top of the changes you need to know to be effective. The course authors evaluate and emphasize only those standards that affect the small and medium sized entity and develops detailed practical guidance and illustrations. Synopses are provided for specialized issues.
Course Highlights:
- This course does not focus on pronouncements with an SEC orientation.
- Special emphasis is placed on those pronouncements impacting small and medium sized companies
- Relevant FASBs, FSPs, EITFs, SASs, SSARSs issued since June 2007
- FASBs - Business combinations - (FASB 141 (R)) and non-controlling interests (FASB 160)
- Update on EITF consensus opinions
- FASB Staff
- Positions update
- Changes in auditing standards
- SSARS 16 and 17 and other recent issues
- Quality Control Standard No. 7 and peer review standards
Objectives: Participants will be able to apply the provisions of recently issued FASB Statements (FASBs), FASB Staff Positions (FSPs), Statements on Standards for Accounting and Review Services (SSARSs), Statements on Auditing Standards (SASs), Emerging Issues Task Force Consensus Opinions (EITF), and other relevant pronouncements.
Auditing: Solving 17 Common Problems in the Risk Assessment Standards
Satisfies 1 hour of Idaho CPE Ethics Yellow Book 24
Date: 12/10/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Advanced
Speaker: Gary Zeune Vendor: The Pros and The ConsRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 11/19/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Auditors who must comply and their clients who want to minimize audit costs
Course Description: Efficiently comply with these tough new auditing standards without losing your clients
Course Highlights:
- SAS 104 -- 111, the Risk Assessment Standards, have increased both audit fees and malpractice exposure.
- Review the 18 problems the standards cause and hoe to minimize your liability and maximize your efficiency
- How to change years of practice to minimize your malpractice liability
- What's not OK as technical training and proficiency
- Learn how a new client puts you and your firm at risk....and you won't even know it
- Do you need to realign existence/observation/valuation assertions as audit evidence
- How the Risk Standards differ from previous requirements
- Planning and supervision is not _______________________ (fill in the blank)
- Determine if you're complying with the new 'reasonable assurance' requirement
- Learn why the new materiality is NOT a percentage or amount
- You've found a misstatement......now what's required
- Do you know when ANY amount of misstatement is material
- Learn the two best, no cost, ways to protect yourself
- When is what management tells you NOT audit evidence
- Find out when you're required to document internal controls
- Get the 3 simple questions for the required understanding of controls
- Learn when you required to dig deeper
- When should you audit more than year end numbers
- If you don't comply with this one requirement you are not permitted to issue any kind of opinions
Objectives: Eliminate the malpractice exposure of failure to comply with the Risk Assessment Standards
Auditor Communications: Critical New Requirements Yellow Book 80
Date: 10/23/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: Intermediate
Speaker: Teresa Thamer Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 10/02/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Independent auditors, managers and internal auditors in nonpublic companies, nonprofits and government agencies
Course Description: Feeling a bit confused about what the recently released SAS Nos. 112 and 114 might mean to your engagements? In the wake of well-publicized audit failures and emerging best practices in corporate governance, expectations have increased for auditors to openly and candidly communicate regarding significant findings and issues related to the audit. This course will provide you the opportunity to understand how to implement these standards as well as other forms of auditor communications. Course coverage includes: SAS No. 112 - Has two unconditional requirements: the auditor must (1) evaluate identified control deficiencies and determine whether those deficiencies, individually or in combination, are significant deficiencies or material weaknesses and (2) communicate, in writing, significant deficiencies and material weaknesses to management and those charged with governance. SAS No. 114 - Identifies specific matters to be communicated and provides guidance on the communication process, in particular, the principal purposes of communication and the importance of effective two-way communication. This course also includes an overview of management letters, electronic confirmations, representation letters and other types of auditor communications.
Course Highlights: Guidance on communicating matters related to an entity's internal control over financial reporting identified in an audit of financial statements under SAS No. 112
Objectives:
- Understand and implement the requirements of SAS No. 112 and SAS No. 114
- Review and understand other selected forms of auditor communications including management letters, electronic confirmations and representation letters
Audits of 401(k) Plans Yellow Book 80
Date: 6/6/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: Beginning
Speaker: Randy Dummer Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 5/16/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For:
Practitioners who perform audits of employee benefit plans or who advise companies in this area
CPAs in business or industry responsible for administering their company's benefit plans
CPAs employed by banks and insurance companies, outside service agencies, brokerage firms and investment managers and advisors
Course Description: 401(k) plans have become a popular option for employee benefit plans so it is imperative that you have the skills necessary to audit these plans effectively. Every aspect of how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements are covered in this course. Tap into ways to plan and conduct 401(k) audits more efficiently and effectively and understand the differences between 401(k) audits and other employee benefit plans audits.
Course Highlights:
- ERISA and SEC requirements
- Audit planning ~ analytical procedures, accounting estimates, fraud
- Evaluating internal control
- Auditing the statement of net assets available for benefits
- Auditing the statement of changes in net assets available for benefits
- Special audit considerations
- Preparing the auditor's report
- Financial statement disclosures
- Supplementary schedules
Objectives:
- Understand the requirements for 401(k) audits as distinguished from audits of other types of employee benefit plans
- Plan and conduct 401(k) audits, including those with voice response recordkeeping systems, more efficiently and effectively
- Recognize new developments affecting 401(k) audits
Best Practices and Current Update for Today's Compilations and Reviews
Satisfies 1 hour of Idaho CPE Ethics Yellow Book 80
Date: 9/24/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Intermediate
Speaker: Rebecca Lee Vendor: Loscalzo AssociatesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 9/03/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Practitioners who perform basic bookkeeping, compilations, and reviews for small business clients.
Course Description: Avoid common pitfalls by: Recognizing exactly when an accountant is expected to issue a report on non-traditional presentations and prescribed forms" Performing analytical procedures the right way." Documenting your compilation and review procedures properly." Understanding how compilation and review procedures differ from bookkeeping procedures. The manual includes a number of "Best Practices Tips.
Course Highlights:
- SSARS 16 and 17 and other recent SSARS standards and interpretations
- Association with financial statements - when a report is required
- Management use only financial statements - what they are and when they can be used
- Common issues raised in peer reviews
- How to perform and document analytical procedures appropriately, including developing expectations
- Documentation (what is enough and what is too much)
- Frequently encountered client requests and how to meet them
- Recurring reporting problems
Objectives:
- Understand when and which standards apply to each type of service
- Effectively perform compilations and reviews
- Efficiently document compilations and reviews
- Identify the problem and exposure areas
Misc. Notes: Includes Practice Aids
Business Law Essentials for Accountants
Date: 9/19/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Intermediate
Speaker: Michael Blackburn Vendor: AICPARegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pm
Early Bird Date: 8/29/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: *Industry CPAs and public practitioners needing a refresher on recent litigation and statutory changes ~ not designed for attorneys
Course Description: Like it or not, bankruptcy is a fact of life today. Is your company or client able to take advantage of the laws enacted by Congress to protect the creditor's limited assets? What about employment laws? Are you aware of regulations that deal with ADA, sexual harassment and discrimination? Lack of knowledge on these issues can cost your company some of its most precious resources. In this course, you will gain real-world advice to avoid costly litigation and learn to build a viable defense when your back is against the wall.
Course Highlights:
- Bankruptcy and reorganization ~ debtors' and creditors' rights
- Employment law ~ race, sex, age and disabilities
- Intellectual property law ~ patent, trademark, copyright, trade secrets
- Asset protection ~ protecting your assets for yourself
- Directors' liability ~ avoiding a stockholders' derivative suit
- Alternative dispute resolution ~ reducing the high cost of litigation
- Securities regulations ~ requirements of an initial public offering
Objectives:
- Identify business and industry practices that lose court cases
- Minimize risk of violation regarding recent laws
- Understand what causes litigation and take steps to avoid or minimize it
- Implement changes necessary to comply with new legislation