C - D
Course Descriptions
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C - D Course Descriptions
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Date: 12/1/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Advanced
Speaker: Michael Mares Vendor: Mares Nichols CPE, Inc.Registration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 11/10/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: CPAs who deal with planning and compliance for corporations with complex tax issues
Course Description: Tax free incorporation . . . or not! Taxable distributions . . . or not! Mergers, acquisitions, and reorganizations made simple. Understand the law governing corporate organization, distributions of property, liquidations, reorganizations, carryover of net operating losses, and other corporate tax attributes. You might be the only one in your office who knows the real balance of earnings and profits and why that number might be important.
Course Highlights:
- Distributions by corporations
- Stock redemptions
- Corporate liquidation's
- Corporate organizations and reorganizations
- Split ups
- Carryovers --NOLs and other tax attributes
- Debt vs. Equity
Objectives:
- Deal with complicated forms of corporate organization, reorganization and liquidation
- Recognize unique tax problems in distributions to shareholders
- Structure family buyouts to avoid income tax problems
- Calculate earnings and profits
- Structure a corporate reorganization to comply with IRC Sec. 368
- Minimize the tax burden in a corporate liquidation
- Account for corporate net operating loss and other attribute limitations
Chief Financial Officer - Executive Level Skills for Financial Managers
Satisfies 2 hours of Idaho CPE Ethics
Date: 11/11/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Intermediate
Speaker: John Daly Vendor: Executive Education IncRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 10/21/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: This seminar is for people who are, or aspire to be, Chief Financial Officers. Discussion will be primarily oriented towards medium-sized companies.
Course Description: Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people whose knowledge goes well beyond accounting. This seminar deals with the CFO's role in four important aspects of running a business.
Course Highlights:
- CFO's Role as Chief Ethics Officer
- Setting the Tone at the Top
- The importance of corporate values
- Codes of Corporate Conduct
- Handling allegations of wrong-doing
- CFO's Role in Banking & Financing
- Understanding debt capacity
- Sources of funding
- Debt structure
- CFO's Role in Operational Control
- The Balanced Scorecard
- Benchmarking
- Metrics for control
- CFO's Role in Compensation & Incentive Plans
- Developing compensation plans
- Incentive plans that work
- Reengineering the performance review
- This seminar will include group discussion of at least four cases.
Objectives: Provide skills in four areas that relate to the effective functioning of a Chief Financial Officer.
Construction Contractors: Special Tax And Accounting Considerations
Date: 11/5/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: Intermediate
Speaker: Ed Zollars Vendor: Mares Nichols CPE, Inc.Registration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 10/20/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: CPAs with basic accounting and tax knowledge who will prepare tax returns and financial statements for construction contractors
Course Description: This program explains and illustrates work-in-process, over and under billing, classification of current vs. long-term assets and liabilities, contractor specific disclosure rules, deferred federal income tax, percentage of completion, completed contract method, look back" rules, Qualified Domestic Production Deduction, and other current developments affecting contractors. Unique audit program and financial statements illustrated."
Course Highlights:
- Presentation of work-in-process
- Calculation and presentation of over and under billings
- Profit Fade
- Accounts receivable and retainage
- Deferred income taxes
- Disclosure of Risk and Uncertainty
- Audit Program for Contract Related Items
- Applying risk analysis to contractors operations
- Cash versus Accrual
- Contract accounting methods available to "small contractors" . . . cash . . . accrual excluding retention . . . simple accrual
- Percentage of Completion vs. Completed Contract
- "Look back" rules of IRC Sec. 460
- AMT as it applies to contractors
- Treas. Reg. under Sec. 460 relating to accumulation of contract costs
- IRS audit initiatives
- New IRC Sec. 199 "Qualified Domestic Production Deduction."
Objectives:
Apply unique accounting rules to contractor's work-in-process and interim billings
Calculate look-back" adjustments to taxable income of contractors using percentage of completion income recognition method for federal income tax purposes
Calculate IRC Sec. 199 "Qualified Domestic Production Deduction"
Apply IRC Secs. 263A and 460 to cost accumulation methods
Efficiently audit a contractor
Plan financial and tax transactions to assure maximum bonding capacity
Advise contractors regarding the effect of other business decisions on their financial statements and tax returns
Comply with new accounting rules
Understand the effects of current developments
Translate complex information into critical knowledge
Controller's Workshop: Financial Issues Yellow Book 80
Date: 9/25/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: Intermediate
Speaker: Alisa Hunt Vendor: California CPA Education FoundationRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 9/04/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Controllers or people going into controllership positions.
Course Description: As controllers, we are often mired down in the detail of the numbers. This course is designed to help controllers take a step back and be able to use the numbers. What do they tell us, how should we use them, and what should we give management? This course is also laid out to review various financial and/or traditional roles of the controller giving some tips and tools to make these areas run more smoothly.
Course Highlights:
- What do they really want from a controller -Big picture, solutions
- How to look beyond the numbers -Evaluating relationships of the numbers to operations and the big picture
- Accounts receivable issues
- Inventory issues
- Payroll and benefits
- Internal controls -Why are we paying attention to these
- What are the things we should be looking at
- How to get the resources to focus on these
- Computer systems -Tips for selecting and implementing new systems
- Reports -What to prepare, how to present
- Budgeting -An overview of the process, how should a good system operate
Objectives:
- Advance the controller from just being a numbers person to someone who is an integral part of management
- Define more clearly the various financial areas a controller is responsible for and provide tips on making some of these areas run more smoothly
- Provide ideas and tips for preparation and presentation of financial information to those non-financial individuals
Controller's Workshop: Management Issues Yellow Book 80
Date: 9/26/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: Intermediate
Speaker: Alisa Hunt Vendor: California CPA Education FoundationRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 9/05/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Controllers or people going into controllership positions.
Course Description: Controllers have to wear many hats. This course is designed to help controllers deal with some of the duties that they are required to perform outside of the traditional financial ones. In addition to wearing so many hats, controllers also are in a position of having to communicate financial data to non-financial individuals. This course includes techniques for communicating information to non-financial individuals so that they actually understand the information and appreciate the efforts.
Course Highlights:
- What do they really want from a controller - Big picture, solutions
- Making the best use of your time - Time saving techniques for effective use of your day
- Getting the most from your staff - Interviews - Evaluations -Motivation – Training
- Getting heard - Credibility - Confidence - Presentation skills
- Dealing with different personalities - What style are you - How to handle different styles
Objectives:
- Advance the controller from being just a numbers person to someone who is an integral part of management
- Be able to communicate more effectively with non-financial people
- Get heard, have people respect your ideas and give them what they need to make decisions
- Be more effective with time and staff
Dealing with the IRS - Cancelled
Date: 11/13/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: Beginning
Speaker: Howard Bookbinder Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 10/23/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Tax practitioners and industry CPAs responsible for tax compliance in their company
Course Description: Are you prepared to face the IRS? Packed with practical insights and how-to's, this course gives you everything needed to choose or reject a tactic when dealing with the IRS. This course will help you state your client's case with confidence. It shows you how to evaluate your client's options and select the best method of working with the IRS. Understand what triggers an audit, how to negotiate, settle on appeal, and how to qualify for an IRS collection program. Develop a tax compliance strategy using the latest Tax Court cases. Evaluate the pros and cons of installment agreements, offers in compromise and other strategies. Keep up to date on the latest laws, regulations, rulings, and cases.
Course Highlights:
- Audits of returns: selection, negotiation, appeals
- Latest laws, regulations, rulings, and cases
- Tax penalties: imposition, mitigation, avoidance
- Trust fund taxes and trust fund recovery penalties
- Delinquent taxpayer's options
- Bankruptcy, offers in compromise, and installment agreements
- Abatements
- Interest and surcharges
- IRS collection program
Objectives:
- Deal effectively with the IRS
- Evaluate pros and cons of installment agreements, offers in compromise and other strategies
- Identify the latest legislative developments
- Analyze applicability of recent case settlements
Documenting and Reviewing Field Work Yellow Book 80
Date: 10/2/2008 City: Coeur d'Alene
Facility: Coeur d'Alene Inn Early Bird Date: 9/11/2008
Speaker: Mike BrandDate: 11/24/2008 City: Boise
Facility: Doubletree Riverside Early Bird Date: 11/03/2008
Speaker: Larry PerryCredits: 8 Level: Beginning
Vendor: AICPA - AICPA Discount Applies
Registration: 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: Staff auditors who create workpapers; In-charges, supervisors and seniors who supervise audit engagements
Course Description: Workpapers are the building blocks for the audit. If it's not in the workpapers, the manager and partner might not know about it or consider its ramifications. A badly prepared workpaper is a time-waster for managers and partners, so training in proper workpaper preparation is critical. Make this course part of the firm's quality control system, and partners can rest easier. This course teaches the basics of workpaper preparation - form and content - to make sure everything significant is properly documented. Its many case examples show field work supervisors what factors to consider and the steps to follow when reviewing working papers. It alerts them to typical deficiencies and explains how to minimize potential liability by making certain that the firm's reports are fully and accurately supported by documentation. A comprehensive final review helps staff apply what they have learned to their engagements.
Course Highlights:
- What all workpapers should contain
- How to document different types of procedures
- Common shortcomings of workpapers
- Opportunities to analyze and critique illustrative workpapers
- Suggestions for improving efficiency through savvy workpaper technique
- The “nuts and bolts" of reviewing
- Checklists for the review of audit documentation
- Reviewing internal control and substantive procedures
Objectives:
- Apply the basic standards regarding workpaper documentation and proper workpaper technique
- Perform supervisory-level reviews of workpaper documentation for audit engagements to ensure compliance with current professional documentation standards