F - G
Course Descriptions
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F - G Course Descriptions
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Date: 10/20/2008 City: Twin Falls
Facility: Canyon Crest Dining & Event Center Early Bird Date: 09/29/2008Date: 10/27/2008 City: Coeur d'Alene
Facility: Coeur d'Alene Inn Early Bird Date: 10/06/2008Credits: 8 Level: Update
Speaker: Mike Gordon Vendor: Federal Tax WorkshopsRegistration: 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: Practitioners seeking an update on the latest tax developments and members in industry seeking to keep their knowledge current.
Course Description:
- FTW's most popular course with new cases, rulings, legislation, and tax forms covered in a fast-paced format.
- Practical examples illustrate the impact of new developments.
- Includes developments over the past 12-month period with extensive text and exhibits.
- This is an excellent filing season preparation course with fast response to latest developments, understanding of hot issues facing practitioners and clients and detailed coverage of numerous topics.
Course Highlights:
- The course discusses the major aspects of new tax legislation, cases, rulings, and regulations.
- The specific subjects covered depend upon major developments over the prior twelve months and include coverage of individuals, corporations, S corporations, and partnerships.
- The materials contain exhibits, flowcharts and other helpful materials to aid the participant's understanding of the developments.
Objectives:
- Familiarize participants with major federal income tax developments
- Provide practical solutions and planning approaches to problems of the general practitioner
- Discuss efficient return preparation techniques
Date: 12/5/2008
City: Idaho Falls Credits: 8
Facility: Red Lion on the Falls Level: Update
Speaker: Michael Blackburn Vendor: AICPA - AICPA Discount AppliesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1/2 hour – provided Course Ends: 3:30pmEarly Bird Date: 11/14/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: CPAs who need to stay on top of the latest changes in the federal tax law, including legislation, IRS pronouncements, and judicial decisions issued during the past year
Course Description: Save time and keep current on the latest tax developments! Based on the popular Key Issue" approach designed by national experts, this comprehensive course covers all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans and more.
Course Highlights:
- Practical return preparation applications by leading practitioners
- Tax savings ideas
- Individuals: income, deductions and losses, tax calculations, individual and business credits, filing matters
- Business entities: S corporations and shareholders
- Property transactions: depreciation and amortization, gains and losses, credits
- Accounting methods and periods
- Compensation issues: retirement plans, fringe benefits, SE and FICA issues
- Trusts, estates, and tax-exempts: income taxation of estates and trusts, estate and gift tax, tax-exempt organizations
- Administrative issues: IRS compliance matters
Objectives: Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases and rulings
Financial, Estate and Tax Planning for Individuals Over 55
Date: 11/6/2008
City: Boise Credits: 8
Facility: Holiday Inn, Boise Airport Level: IntermediateSpeaker: Roxanne Ostlund 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: Practitioners whose client base is aging and who need background in counseling for retirement and wealth transfer
Course Description: Older clients desperately need your help with problems they don't even know they have. This program prepares you to advise about qualified plan and IRA distributions, use of trusts, Social Security, Medicare, Medicaid, and taxation of pension distributions, working with the changes to estate taxes and dealing with trusts.
Course Highlights:
- Social Security benefits*Medicare coverage and limitations
- Medicaid eligibility
- Revocable living trusts
- Charitable split-interest trusts
- Living wills, durable powers of attorney
- Estate planning
- Taxation of pension distributions
- Long-term care insurance
Objectives:
- Determine cash flow needs during retirement
- Establish accumulation goals
- Explain the value and purpose of revocable living trust arrangements
- Explain Medicaid Trusts, Durable Powers of Attorney, and Living Wills
- Advise on maximization of Social Security
- Advise on Medicare Supplement and Prescription Drug plans
- Use common planning techniques to maximize IRA benefits
- Recognize estate planning opportunities
Forensics and Financial Fraud: Real World Issues & Answers Yellow Book 80
Date: 10/24/2008
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: 10/03/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Industry CPAs, public practitioners and internal auditors charged with managing fraud risks for their organizations or clients
Course Description: SAS 99 and the Sarbanes-Oxley Act are now part of everyday life for both financial managers and auditors in small and large companies alike. Efforts to grasp and manage the risks of financial reporting fraud and misappropriation continue to evolve, but much uncertainty remains about what works best. This dynamic program provides specific steps to help auditors and accountants fully meet fraud-handling expectations. The how to" approach helps participants identify fraud exposures and risks and provides practical ideas on how to handle those exposures. Course materials, developed by a nationally known fraud expert, include examples of what can go wrong and how fraud is reflected in the records. Also included are planning ideas as well as practical suggestions for responding to wrongdoing when it is discovered."
Course Highlights:
- Fraud risk management
- Role of the forensic accountant
- Fraud deterrence and prevention programs
- Fraud detection strategy
- Fraud schemes
- Fraud incident response
- Issues for the CPA in industry or practice
Objectives:
- Build and maintain an anti-fraud environment
- Develop the essential Fraud Policy
- Create the Fraud Loss Scorecard
- Identify and assess key fraud exposure areas
- Find Fraud in Three Steps
- Examine common fraud indicators, symptoms and red flags
- Map fraud risks to prevention and detection internal controls
- Handle special challenges from third party relationships
- Develop effective audit program steps
- Educate clients and others about fraud
Form 990: AICPA's Answer to Unlocking the Tax Complexities
Date: 10/21/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Beginning
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: 09/30/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: CPAs who work for nonprofits or who advise clients on completing Form 990 and related schedules
Course Description: Updated for recent changes to Form 990The IRS crackdown on nonprofits continues û are you ready? New legal traps for the organization and its officers and directors created by the excess benefit rules make this course a must! Find out how to deal with the tricky 990 problems that will confront your clients. With the more complex Form 990, not only are CPAs required to perform numerical computations, but they must now answer probing IRS questions too. This course addresses tricky and potential tax-trap issues you will face. Get practice in completing the 990 tax form and solving unique filing problems. Examine the entire Form 990 family: Schedule A, 990T,990PF, executive compensation reporting, disclosure requirements and guidelines for handling tough UBIT questions.
Course Highlights:
- The entire Form 990 family: Schedule A, 990T, 990PFò Guidelines for handling tough UBIT questions
- Exempt organization filing requirements
- Specific instructions: sources of funding, revenues, expenses, changes in net assets
- Public disclosure requirements
- Ins and outs of electronic filing
- Compensation reporting issues
Objectives:
- Successfully and accurately complete Form 990
- Solve unique filing problems
Fraud and Abuse in Government and Non-Profits
Satisfies 1 hour of Idaho CPE Ethics Yellow Book 24Date: 12/9/2008
City: Boise Credits: 8
Facility: Doubletree Riverside Level: Intermediate
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: 11/18/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Public practitioners, financial managers, Controllers, CFOs, executive directors
Course Description: Materiality is NOT just an amount or percentage. . . . any amount is material if your name ends up on the front page of your local newspaper
Course Highlights:
GAO major changes to:
§ ethics and independence
§ professional judgment and competence
§ quality control and assurance
§ all types of GAGAS audits and attestation engagements
§ internal auditors
§ financial audits
§ attestation engagements
§ performance audits
§ guidance material
Fraud and abuse in and on non-profits:
§ Types of NPOs at risk of fraud and abuse
§ Types of and who commits fraud and abuse against NPOs
§ Comprehensive model for controlling fraud and abuse in NPOs
§ Purchasing and disbursement schemes
§ Preventing fraud and abuse through sound HR and administrative policies
§ Management and board responsibilities and liabilities
Fraud and abuse in and on government entities:
§ The special nature of government fraud and abuse
§ Corruption and funding of public bodies
§ Computer systems. . . . the loose cannon of government fraud and abuse
§ Key revenue and expenditure manipulations, risks, detection and controls
§ Risks and controls over benefits, claims, grants and rebates
- Fraud and abuse committed ON the government entity
Objectives: Find out why government and non-profits have a higher risk of fraud and abuse, how to detect and prevent, and protect yourself.
Fraud: 14 Things You Need to Know for 2008
Satisfies 1 hour of Idaho CPE Ethics Yellow Book 80
Date: 12/8/2008
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: 11/17/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineDesigned For: Public practitioners, Controllers, CFOs, CEOs, business owners
Course Description: Protect yourself, and your firm or company from constantly evolving fraud techniques
Course Highlights:
- Latest trends and techniques to detect and prevent fraud/theft/abuse
- Jury finds guilty of gross negligence for missing a fraud -- the $170 million will bankrupt the firm
- How one company mislead customers about its product and paid the price, violating SAS 54
- Find out what scientists have discovered why people commit fraud/steal/embezzlement
- How and why a CFO was convicted of fraud and is now in jail
- Why a company and 3 executives paid a $600+ million criminal settlement
- 10 questions to gauge your fraud IQ
- How funeral homes and household movers put accountants at risk
- New regulations that dramatically increase the risk of fraudulent financial reporting
- How a pharmacist killed customers for the bottom line
- What airport behavior and fraud have in common
- Inexpensive, but effective, fraud prevention techniques
- Environmental fraud: it's not illegal mid-night dumping (violating auditing standard)
- How management can prevent fraud by example
Objectives: No matter what the environment, people who commit fraud, theft, embezzle, or enter into kick-back and corruption schemes are thinking of ways to fool you. Stay up-to-date on their newest techniques and the new regulatory requirements including relevant audit standards.
Getting On Top of It All: The New Science for Increasing Productivity in Yourself and Others
Date: 6/5/2008
City: Boise Credits: 8
Facility: Hampton Inn & Suites Level: Intermediate
Speaker: Jonathan Robinson Vendor: Frank Sanitate AssociatesRegistration: 7:45am Course Begins: 8:00am
Lunch: 1 hour – provided Course Ends: 5:00pmEarly Bird Date: 5/15/2008
Member Fee: $235 $285 – after early bird registration deadline
Non Member Fee: $335 $385 – after early bird registration deadlineCourse Description: This workshop will enable you to:
- Get the truly important work done which tends to be put off or never completed
- Handle heavy workloads with greater ease, efficiency, & effort
- Manage yourself and others to stay motivated, focused, & productive over a long period of time
- Take more time to relax since you’ll finally be “on top of it all”
Course Highlights: Discover:
- Why important things don’t get done on time & what to do about it
- Five ways to increase productivity that almost no one ever uses
- The 4 proven ways to keep yourself & your staff motivated to consistently work at the highest level
- How to avoid feeling stressed out—even with an endless “to do” list
- The 3 time management techniques that you’re not using that are critical to your success
- How to know & avoid what is a poor use or waste of your time
- How to set goals that excite you & guarantee they actually get done
- Three ways to elicit help from others that ensure their cooperation & help
Governmental & Nonprofit Annual Update Yellow Book 24
Date: 6/10/2008 City: Boise
Facility: Doubletree Riverside Early Bird Date: 5/20/2008
Speaker: Lynda DennisDate: 11/7/2008 City: Pocatello
Facility: Red Lion Hotel Early Bird Date: 10/20/2008
Speaker: Laura LindalCredits: 8 Level: Update
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:
Practitioners and management personnel responsible for accounting and financial reporting for governments and nonprofit organizations
Bankers, financial analysts and those who provide consulting services to these entities
Course Description: This seminar encompasses the latest developments in accounting, financial reporting and auditing requirements for governmental and nonprofit entities. It also features practice aids and implementation advice for audits as well as in-depth examination of current accounting and reporting issues and forthcoming pronouncements. The training will equip you to apply the latest accounting and financial reporting requirements and comply with Single Audit and related compliance standards. Find out not only what's new but what's coming.
Course Highlights:
- Effects of recent Yellow Book changes
- Latest OMB compliance supplement developments
- Information on federal requirements for nonprofits and governments receiving federal financial assistance
- Latest standards issued by the AICPA relating to nonprofits and governments
- New pronouncements issued or pending by the FASB and GASB
Objectives:
- Apply the latest accounting and financial reporting requirements
- Comply with Single Audit and related compliance standards
- Prepare reports for governmental entities and nonprofit organizations
- Understand selected audit requirements
Prerequisite: Basic knowledge and experience in governmental and nonprofit accounting and auditing