2012 second issue cpe schedule

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CHOOSE A DIRECTION AND GROW

South Carolina Association of CPAs

CPE SCHEDULE August 2012 - January 2013

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The South Carolina Association of CPAs is your full-service, one-stop source for quality CPE. Inside this catalog you will find CPE options that are designed to fit your knowledge, budget, schedule and preferred method of learning. Simply choose a direction and grow! Over the course of the year we offer:

a8 Conferences from A&A to tax with variety in between

a 2 Vacation Clusters across South Carolina

a 100 Seminars on A&A, consulting, management, specialized knowledge, taxes, and more

a 9 Satellite Courses provided by ACPEN/Business Professional’s Network

a 8 Professional Issues Updates in Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill, and Spartanburg

a 500 plus live webinars and webcasts on a variety of topics

Stay Tuned – more new programs appear all the time. Be sure to look for the most up-to-date listing of events in the online catalog at www.scacpa.org/coursecatalog. You can also find online information on self-study and customized onsite training options. Visit www.scacpa.org, and click on the Continuing Education tab.

SCACPA membership really pays off with the Choice Card deal. As a SCACPA member you can get up to 40 percent off SCACPA sponsored programs. Generally, you can pay for your membership with the savings from this great deal. Choose from 40 hours or 20 hours.

South Carolina

CPA


CPE SCHEDULE, August 2012 - January 2013

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Seminar Details: Log onto www.scacpa.org/coursecatalog for complete seminar details including seminar description, speaker biographies, and secure online registration.

Confirmation: A confirmation will be sent via email or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE team at (888) 557-4814, ext. 110 or 112 or [email protected].

Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Transfers or cancellations for registrants requesting electronic materials are not accepted after the electronic materials are posted. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.

Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 and 112 or [email protected].

Questions, Modifications, or Requests: SCACPA CPE team members are available Monday-Friday, 8:00 a.m. – 5:00 p.m. at (888) 557-4814, ext. 110 and 112, or [email protected]. Messages may be left 24 hours a day.

Directions: Please log onto our website, www.scacpa.org/coursecatalog for directions.

THINGS YOU NEED TO KNOW

SEMINAR TIMESAM Seminars: 8:30 a.m. – 12:00 p.m.(Registration - 8:00 a.m.); includes continental breakfast only

PM Seminars: 12:30 – 4:00 p.m. (Registration - 12:00 p.m.); includes boxed lunch only

8 Hour Seminars at SCACPA Office: 8:30 a.m. – 4:00 p.m. (Registration - 8:00 a.m.); includes meals

8 Hour Seminars Off-site: 8:30 a.m. – 4:30 p.m. (Registration - 8:00 a.m.); includes meals

Vacation Clusters: 8:00 a.m. – 4:00 p.m. (Registration - 7:30 a.m.); includes meals

Satellite Seminar: 10:00 a.m. – 6:00 p.m.(Registration - 9:30 a.m.); meals are not included

Visit www.scacpa.org/coursecatalog for conference, PIU and CPE Frenzy times.

FEE DESCRIPTIONChoice Card Rate: Available to SCACPA members only. The Choice Card is only good for one CPE year (April - Jan.) and is available on all seminars that are four CPE hours or greater, except for chapter events, vacation clusters, co-sponsored events with other organizations or vendors i.e., SC Bar, IMA, CPA2Biz, AHI/AICPA, IMA, SCCIA. Choice Cards can be purchased online at www.scacpa.org/choicecard.

Early Bird Rate: SCACPA members who register with payment at least three weeks before the event date.

Member Rate: SCACPA members who register with payment less than three weeks before the event date and other state CPA society members.

Non-member Rate: Anyone who is not a member of SCACPA or any other state CPA society.

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= CLE

= Yellow Book

= EA

= Calculator

= Satellite/Webcast

= eMaterials

= CFP

= CFM

= CMA

LEGEND

August 20NEW! Real-World Fraud: War Stories from the Front Lines (83712)Area: AuditingCredits: 8 Level: Intermediate Leader: Glenn HelmsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

August 202012 Professional Issues Update (89012RH)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Baxter Hood - Rock HillFees: Free, SCACPA members onlyNotes: eMaterials required

August 21Internal Controls Design, Evaluation, and Communication for Smaller Entities Co-sponsored by the Central Chapter (CE83812) Area: AuditingCredits: 8 Level: Intermediate Leader: Glenn HelmsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Note: Central Chapter member discount $-75

August 22QuickBooks Advanced Features, Tools, and Techniques (83912)Area: Accounting/Specialized Knowledge and ApplicationsCredits: 6/2 Level: Advanced Leader: Mac McClellandLocation: SCACPA - West ColumbiaFees: CC$200, EB$230, M$255, NM$355

AUGUST 2012August 23Technology for CPAs - Don’t Get Left Behind (84012)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Basic Discussion Leader: Mac McClellandLocation: SCACPA - West ColumbiaFees: CC$200, EB$230, M$255, NM$355

August 23Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (84112) Area: Administrative Practice/TaxCredits: 4/4 Level: Intermediate Discussion Leader: Neil BrownLocation: Marriott - SpartanburgFees: CC$200, EB$215, M$240, NM$340

August 24Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (84212) Area: TaxCredits: 8 Level: Basic Discussion Leader: Neil BrownLocation: Marriott - SpartanburgFees: CC$200, EB$215, M$240, NM$340

August 272012 Professional Issues Update (89012FL)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Southeastern Institute of Manufacturing and Technology - FlorenceFees: Free, SCACPA members onlyNotes: eMaterials required

August 282012 Professional Issues Update (89012MB)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Horry-Georgetown Technical College - Myrtle BeachFees: Free, SCACPA members onlyNotes: eMaterials required

August 29Compilation and Review Update (84312SW) Area: Accounting and AuditingCredits: 8 Level: Update Leader: PanelLocation:

· Charleston, College of Charleston· Greenville, Buck Mickel Center· West Columbia, SCACPA

Fees: CC$200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory

2012 SCACPA Choice Card!It’s your answer to more affordable CPE! You pay only $1000 for 40 hours or $500 for 20 hours of CPE--that’s $25 per hour.

Start Saving TODAY!wwww.scacpa.org/choicecard

2012

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HAVE YOU HEARD? SCACPA conferences and workshops are going paperless.

Beginning April 1, 2012, SCACPA conferences and workshops will provide

materials in electronic (PDF) format only. To find out more about this new process,

including how to download your ematerials, visit www.scacpa.org/ematerials.

SEPTEMBER 2012September 7Financial Planning Issues for Boomers Co-Sponsored by the Central Chapter (CE83912) Area: TaxCredits: 8 Level: Intermediate Discussion Leader: Neil BrownLocation: Embassy Suites - ColumbiaFees: CC $200, EB 215, M 240, NM 340Discounts: Central Chapter Member Discount - $75Notes: eMaterials Optional

September 12Accounting & Auditing Update (84412SW) Area: A&A/Regulatory EthicsCredits: 3/3/2 Level: Update Leader: PanelLocation:



September 17SCCIA Captive Insurance Academy Co-sponsored by the SC Association of CPAs (88712)Area: Spec. Knowledge and applicationsCredits: 7 Level: AllLeader: VariousLocation: Charleston Place Hotel- CharlestonFees: M $250, NM $300

September 18Upcoming Peer Review: Is Your Firm Ready (84512A) Area: AuditingCredits: 8 Level: Intermediate Leader: Mark HobbsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

September 19NEW! Financial Reporting: Turn Information into Action! (84612)Area: AccountingCredits: 8 Level: Intermediate Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 19NEW! Estate and Life Planning Issues for Middle-Income Client (84712)Area: TaxCredits: 8 Level: Basic Leader: Erin CookLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 20Metrics Management: Choose and Use Key Performance Indicators (84812)Area: Accounting/Business Management & OrganizationCredits: 4/4 Level: Intermediate Discussion Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 20The Best Federal Tax Update Course by Surgent McCoy (84912) Area: TaxCredits: 8 Level: Update Leader: William GroomsLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 21Performance Analysis: Identify Profit Improvement Opportunities (85012) Area: AuditingCredits: 8 Level: Intermediate Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 21Surgent McCoy's 2012 Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (85112)Area: TaxCredits: 8 Level: Intermediate Leader: William GroomsLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 24The CPA’s Role in Buying or Selling a Business (89212AM) Area: TaxCredits: 4 Level: Intermediate Discussion Leader: Hennie van BulckLocation: SCACPA - West ColumbiaFees: CC $100, EB $30, M$145, NM$195Notes: Breakfast only

Contact our CPE Team at (803) 791-4181 ext. 110 and 112 or e-mail [email protected]

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CUSTOMIZED ON-SITE TRAININGBalancing cost-effectiveness with the need to get relevant training in today's fast-paced business environment can be challenging. The South Carolina Association of CPAs offers a highly effective solution - delivering high-quality training to you when and where you want it. Visit www.scacpa.org/onsitetraining for more information or contact Reva Brennan at (888) 557-4814, ext. 103 or [email protected] to discuss your needs.

OCTOBER 2012October 42012 Professional Issues Update (89012CH)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Embassy Suites - CharlestonFees: Free, SCACPA members onlyNotes: eMaterials required

October 52012 Professional Issues Update (89012HH)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: HH Island Beach & Tennis Resort - Hilton HeadFees: Free, SCACPA members onlyNotes: eMaterials required

October 92012 Professional Issues Update (89012CO)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Doubletree by Hilton Hotel - ColumbiaFees: Free, SCACPA members onlyNotes: eMaterials required

SEPTEMBER, con’tSeptember 24Advanced Issues in Mergers, Acquisitions and Sales of Closely Held Businesses (89212PM)

Area: TaxCredits: 4 Level: Advanced Leader: Catherine StoddardLocation: SCACPA - West ColumbiaFees: CC $100, EB$130, M$145, NM$195Notes: Lunch only

September 25-26How to Conduct a Review Under the AICPA Practice-Monitoring Program (88812A) Area: AuditingCredits: 16 Level: Basic Leader: Bob BezginLocation: SCACPA - West ColumbiaFees: CC$400, EB$325, M$360, NM$460Discounts: AICPA Members $-60

September 27AICPA Advanced Course: Overview of the AICPA Peer Review Program Standards (88912A) Area: AuditingCredits: 8 Level: Advanced Leader: Bob BezginLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

September 272012 Professional Issues Update (89012SP)Area: Personal DevelopmentCredits: 4 Level: All Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Converse College - SpartanburgFees: Free, SCACPA members onlyNotes: eMaterials required

September 282012 Professional Issues Update (89012GR)Area: Personal DevelopmentCredits: 4 Level: All Discussion Leader: Erin Hardwick Pate, Michael Putich, Doris CubittLocation: Embassy Suites - GreenvilleFees: Free, SCACPA members onlyNotes: eMaterials required

September 28Conservation Easements: What, Why and How Co-sponsored by the Lowcountry Open Land Trust and SCACPA(89012) Area: TaxCredits: 7.5 Level: All Leader: VariousLocation: Embassy Suites - Charleston Fees: M$200, NM$300Notes: Accepted for IMCA credits

Get Social with SCACPA on Facebook,

Twitter, LinkedIn and Wordpress!

Visit www.scacpa.org/socialmedia

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SELF-STUDYOnline: SCACPA has partnered with Smart Pros to offer The Continuing Professional Education Center, and with Surgent to offer the Essential CPE Collection. These companies offer hundreds of course titles and thousands of hours of accredited CPE. There are several subscriptions to choose from with a compelling collection of courses in accounting and auditing, taxation, management, and more. For more details or to purchase, visit www.scacpa.org/selfstudy.Traditional: If you prefer the traditional format of CD and text, these are still viable options for self-study. Simply contact the SCACPA office to receive a catalog at 888-557-4814, ext. 110.

October 15NEW! Service Organization Reporting Frameworks: Life After SAS 70 (89112) Area: AuditingCredits: 8 Level: Intermediate Discussion Leader: William WagnerLocation: SCACCPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Notes: eMaterials Optional

October 16NEW! A Complete Guide to the New 20117 Yellow Book (85212) Area: Governmental AuditingCredits: 8 Level: Basic Leader: William WagnerLocation: SCAPCA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

October 17NEW! I See It! Bringing Into Focus the New Clarified Auditing Standards (85312) Area: Auditing Credits: 8 Level: Basic Leader: William WagnerLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

October 18Women in Leadership Conference (417012)Area: VariousCredits: 8 Level: All Leader: Various Location: Embassy Suites - ColumbiaFees: CC$200, EB$235, M$260, NM$360Notes: eMaterials mandatory; Includes Conflict Dynamic Profile Self Assesment

“Is this an annual event? I surely hope so. I can’t wait until next year!”

October 22Tax Planning Based on Form 1040 (85412)Area: TaxCredits: 8 Level: Basic Discussion Leader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345

October 23The Complete Guide to Preparing Forms 706 and 709 (85512)Area: TaxCredits: 8 Level: Basic Leader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345

October 23Personal Financial Planning Conference (418012) Area: VariousCredits: 8 Level: All Leader: VariousLocation: SCACPA- West ColumbiaFees: CC$200, EB$210, M$235, NM$335Note: eMaterials mandatory

“Overall I thought it was one of the best PFP conferences I have attended. Topics were ones that generated a lot of questions and speakers were good at gearing the presentation toward the areas of greatest interest to the group.”

October 24Loscalzo’s Tax, Cash and Modified Cash Basis Financial Statements and Other Alternatives to GAAP (Special Purpose Frameworks) (85712)Area: AccountingCredits: 8 Level: Basic Leader: James NewhardLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

October 24Not-for-Profit Accounting, Auditing & Tax Update (85612SW) Area: Spec. Knowledge & Apps./TaxCredits: 6/2 Level: Update Leader: PanelLocation:



October 25NEW! Impacts of Healthcare Reform (89412AM)Area: Specialized Knowledge and ApplicationsCredits: 4 Level: All Leader: Robby KerrLocation: SC Bar Association- ColumbiaFees: CC$100, EB$135, M$150, NM$200Notes: eMaterials Mandatory; Snacks Provided. This course is also available as a live webcast. To register for the webcast please visit www.scacpa.org.

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November 1-2CPA Summit & Member Meeting (411012)Area: VariousCredits: 17 Level: All Leader: VariousLocation: Columbia Metropolitan Convention Center - ColumbiaFees: CC$400, EB$330, M$355, NM$455Notes: Complimentary Parking; eMaterials mandatory; Session registration required. Visit www.scacpa.org/summit for sessions.

“Great event! Enjoyed it very much and learned quite a bit.”

“Everything was outstanding. I was very impressed with the organization of the event, the materials, the flow, the variety of topics.”

“SCACPA did an EXCELLENT job of making sure attendees WANTED to be in the exhibit hall, and made the experience very enjoyable, with activities and drawings.”

November 5Hot IRS Tax Examination Issues for Individuals and Businesses (85812)

Area: TaxCredits: 8 Level: Intermediate Leader: William MarutzkyLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 6Effective and Efficient Senior-Level Review of Individual Tax Returns (85912)Area: TaxCredits: 8 Level: Intermediate Leader: William MarutzkyLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 12Not For Profit Auditing Made Easy (86212) Area: AuditingCredits: 8 Level: Basic Leader: Margaret ThomasLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 13NEW! Governmental Workshop: Governmental Update and Major Accounting and Disclosure Issues (413012) Area: Governmental AccountingCredits: 8 Level: Intermediate Leader: Margaret ThomasLocation: Columbia Conference Center - ColumbiaFees: CC$200, EB$210, M$235, NM$335Note: eMaterials mandatory

November 14Small Business Accounting and Auditing Update (86312A)

Area: Accounting/AuditingCredits: 4/4 Level: Update Leader: Mark DaubermanLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 15Running a Nonprofit Like a For Profit Business (86012A)

Area: Business ManagementCredits: 8 Level: Basic Leader: Sheldon LangsamLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 15Variable Interest Entity Consolidation Rules: Not Just a Big Company Issue (86412A) Area: AccountingCredits: 8 Level: Basic Leader: Mark DaubermanLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 16Nonprofit Accounting and Auditing Update (86112A) Area: Gov’t Accounting/Gov’t AuditingCredits: 4/4 Level: Update Leader: Sheldon LangsamLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

SATELLITE SEMINARSBusiness Professional Network (formerly ACPEN) produces between eight and twelve full-day programs that provide eight CPE credit hours (400 minutes) in the form of live, interac-tive video. CPAs gather at these sites, watch the live program and ask questions of panelists by calling in or faxing questions. If the prices at the pump are breaking your budget, try this CPE method in your local area. The 2012 locations are Charleston, Columbia and Greenville. Learn more about satellite seminars at www.scacpa.org/satelliteseminars.

NOVEMBER 2012

Navigating the Changing LandscapeThe 2012 Professional Issues Update (PIU) brings you 4 hours of free CPE in personal development. This fast-paced, comprehensive look at key issues impacting CPAs will be held in eight cities across the state.

Oct. 5 Hilton Head Oct. 9 Columbia

WEBINARS (LIVE)Webinars are growing as a source of CPE credit among our members. It doesn’t get any more convenient than this! Live, group-study webinars are taken right at your home or office computer. And you won’t miss a beat - you’ll still benefit from live interaction with an instructor and through the ability to ask questions during the presentation! Join the thousands of CPAs across the country who have taken advantage of this easy and convenient format! Learn more about this option at www.scacpa.org/webinars or search the online catalog at www.scacpa.org/coursecatalog.

November 19The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2012 (86512) Area: TaxCredits: 8 Level: Intermediate Leader: Peter TowleLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 19South Carolina Tax Update (89312AM)

Area: TaxCredits: 4 Level: Update Leader: Bob Baldwin & John von LeheLocation: SC Bar Association - ColumbiaFees: CC $100, EB$135, M$150, NM$200Notes: Approved for CLE; eMaterials mandatoryRegister for webcast at www.scacpa.org

November 20Make Money for You and Your Clients: Surgent McCoy's Top Business Tax Planning Strategies (86612)Area: TaxCredits: 8 Level: Intermediate Leader: Peter TowleLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 26NEW! Effective Tax Strategies-The Benefits and Hurdles (86712)Area: TaxCredits: 8 Level: Intermediate Leader: Dennis GerschickLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 27Family Wealth Management (86812)Area: Administrative PracticeCredits: 8 Level: Overview Leader: Dennis GerschickLocation: SCACPA- West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 28Estate Planning Tax Forms Workshop (86912SW) Area: TaxCredits: 8 Level: Intermediate Leader: PanelLocation:


Fees: CC$200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory.

November 29NEW! 2012 Accounting & Tax Technology Update (87012)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Overview Leader: John HigginsLocation: SCACPA - West ColumbiaFees: EB $260, M $285, NM $385Notes: iPad based seminar

November 30NEW! Excel Boot Camp – Top 10 Features Every CPA Should Know (87112)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Intermediate Leader: John HigginsLocation: SCACPA - West ColumbiaFees: EB $260, M $285, NM $385Notes: iPad based seminar

SCACPAChange is on the horizon. Whether regulatory, legislative or professional issues, let SCACPA help you navigate the changing landscape that will impact your business.

Aug. 20 Rock Hill Aug. 27 Florence Aug. 28 Myrtle Beach

Sept. 27 Spartanburg Sept. 28 Greenville Oct. 4 Charleston 9

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December 10Chief Financial Officer: Executive Level Skills for Financial Managers (87612) Area: Behavioral Ethics/Business Management/AccountingCredits: 2/4/2 Level: Intermediate Leader: Donna SylverLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 10Federal Tax Update with Walter Nunnallee (87512FH) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Charleston Marriott Hotel Fees: CC $200, EB $205, M$230, NM$330Notes: Complimentary parking; Valet $7

December 11NEW! Corporate Accounting: Hone Your Skills (87712) Area: Accounting/Business Management/Behavioral EthicsCredits: 4/2/2 Level: Intermediate Discussion Leader: Donna SylverLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Notes: Bring a Laptop

December 12NEW! Loscalzo's 2012 FASB and AICPA Update (87912) Area: Accounting/AuditingCredits: 5/3 Level: Update Leader: Kenneth HeaslipLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 12Annual Tax Update (87812SW)

Area: TaxCredits: 8 Level: Update Leader: PanelLocation:



December 13Compilation & Review Essentials– Rules for Local Practitioners (88012)

Area: AuditingCredits: 8 Level: Intermediate Leader: Kenneth HeaslipLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 13Federal Tax Update with Walter Nunnallee (87512FG) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Embassy Suites - GreenvilleFees: CC $200, EB$205, M$230, NM$330

December 14Federal Tax Update with Walter Nunnallee (87512FC) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Embassy Suites - ColumbiaFees: CC $200, EB$205, M$230, NM$330


DECEMBER 2012December 3The Complete Guide to Payroll Taxes and 1099 Issues (87212)Area: TaxCredits: 8 Level: Basic Leader: William GroomsLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 4NEW! 2012 Annual Individual Tax Update (87312)Area: TaxCredits: 8 Level: Update Leader: Dennis GerschickLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 5NEW! 2012 Annual Business Tax Update (87412)Area: TaxCredits: 8 Level: Update Leader: Dennis GerschickLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 6-7Accounting & Auditing Conference (416012)Area: Accounting/AuditingCredits: 16 Level: All Leader: VariousLocation: Charleston Marriott Hotel Fees: CC$400, EB$385, M$410, NM$510Notes: Complimentary parking;eMaterials mandatory; Session registra-tion required. Visit www.scacpa.org for sessions. Registration opens 09/06/12.

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December 17Disclosure - The Key to Financial Statements (88112) Area: AccountingCredits: 8 Level: Basic Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 17Federal Tax Update with Walter Nunnallee (87512FF) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Southeastern Institute of Manufacturing & Technology - FlorenceFees: CC$200, EB$205, M$230, NM$330

December 17WEBCAST: Federal Tax Update with Walter Nunnallee (WEB87512)Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: OnlineFees: M $230, NM $330Notes: eMaterials mandatory; register online at www.scacpa.acpen.com

December 18Form 990: Moving Beyond the Basics (88212A) Area: TaxCredits: 8 Level: Advanced Leader: Michael MorganLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

December 19NEW! Now I Oversee! Advanced OMB A-133 Issues (88312A)

Area: Governmental AuditingCredits: 8 Level: Advanced Leader: Michael MorganLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

December 20Governmental Accounting & Reporting: Putting It All Together (88412A) Area: Governmental AccountingCredits: 8 Level: Intermediate Leader: Michael MorganLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

December 21Surgent McCoy's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (88512)

Area: TaxCredits: 8 Level: Advanced Leader: Linda Bradley McKeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 27Professional Ethics for CPAs (88612AM)Area: Regulatory EthicsCredits: 4 Level: Intermediate Discussion Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC $100, EB$160, M$185, NM$250Notes: eMaterials Optional; meals are not provided

December 27Accounting and Auditing Update (88612PM) Area: Accounting/AuditingCredits: 2/2 Level: Basic Discussion Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC $100, EB$160, M$185, NM$250Notes: eMaterials Optional; meals NOT provided

December 28Identifying and Addressing the Risk of Fraud in Not-for-Profit Organizations (88712AM) Area: AuditingCredits: 4 Level: Basic Discussion Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC $100, EB$160, M$185, NM$250Notes: eMaterials Optional; meals NOT provided

December 28Using Tax Basis and Other Special Purpose Frameworks Presentations Effectively (88712PM)Area: AccountingCredits: 4 Level: Basic Discussion Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC $100, EB$160, M$185, NM$250Notes: eMaterials Optional; meals are not provided

JANUARY 2013JANUARY 7The Complete Guide to the Preparation of Form 1041 (90213)Area: TaxCredits: 8 Level: Basic Leader: Arthur WernerLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

JANUARY 7-9Multi-State CPE & Ski Conference (K2CONF13)Area: VariousCredits: Up to 24 Level: Update Location: Beaver Run Resort and Conference Center - Breckenridge, COFees: $200 per 8 credit hours Notes: To register visit www.k2e.com/ski or call the Colorado Society of CPAs at 303-773-2877

JANUARY 8The Complete Guide to the Preparation of Form 1041 (90313)Area: TaxCredits: 8 Level: Basic Discussion Leader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

JANUARY 9Small Business Entity Tax Forms Workshop (90113SW) Area: TaxCredits: 8 Level: Intermediate Leader: PanelLocation:


Fees: CC$200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory.

JANUARY 10Audits of HUD-Assisted Projects (90813A) Area: Governmental AuditingCredits: 8 Level: BasicLeader: Peter BellLocation: SCACPA – West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

JANUARY 14The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (90513)

Area: TaxCredits: 8 Level: Basic Leader: James McCoyLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

JANUARY 15Preparing Individual Tax Returns for New Staff and Para-Professionals (90613)Area: TaxCredits: 8 Level: Basic Leader: James McCoyLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

JANUARY 16NEW! Closely Held Business Taxation: Smart Strategies to Slash Taxes (90013A) Area: TaxCredits: 8 Level: Intermediate Discussion Leader: Charles BorekLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

JANUARY 17-18AICPA's 1040 Tax Return Workshop by Sid Kess (90413A) Area: TaxCredits: 16 Level: Update Discussion Leader: Charles BorekLocation: SCACPA - West ColumbiaFees: CC$400, EB$335, M$360, NM$460Discounts: AICPA Members $-60

Your staff deserves the best training available but providing it can be a challenge. Now you

can bring top-quality programs directly to your office with the

South Carolina Association of CPAs’ On-site Customized

Training program.

Get Started Today! Contact Reva Brennan, MPA, CAE

at (803)791-4181 x103 or [email protected], or visit

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Discover the advantages of customized ON-SITE training


13

CHAPTER EVENTSAs a member of SCACPA, you are eligible to join one of SCACPA’s eight regional chapters, based on the county in which you live or work. Chapters are an integral part of SCACPA and facilitate networking and educational opportunities throughout the state, tailored to meet your needs.

CatawbaAugust 20: Professional Issues Update (89012RH, 4 hours)

October 25: Federal Tax Update (CA102512, 8 hours)

CentralAugust 21: Internal Controls Design, Evaluation, and Communication for Smaller Entities, Glenn Helms (CE83812, 8 hours)

September 7: Financial Planning Issues for Boomers with Neil Brown (CE83912, 8 hours)

September 20: Annual Business Meeting Dinner (CEABM12)

October 9: Professional Issues Update (89012CO,4 hours)

October 26: Annual Oyster Roast & Harvest Hope Food Bank Drive (CEOR2012)

November 12: Annual Tax Update, William Grooms (CE111212, 8 hours)

CoastalSeptember 24: Technology Update (CO092412) with Randy Johnston (6 hours) and Current Tax Update with Jason Sweatt (2 hours)

October 4: Professional Issues Update (89012CH, 4 hours)

November 8: Federal Tax Update with Jack Surgent (CO110812, 8 hours)

November 15: Entertainment Night Social Event (COEN12)

FoothillsSeptember 20: Student Night and Annual Business Meeting

September 27: Professional Issues Update (89012SP, 4 hours)

October 24 : Federal Tax Update (FO102412, 8 hours)

Grand StrandAugust 28: Professional Issues Update (89012MB, 4 hours)

September 24: Annual Business Meeting (GRABM12)

September 24: CCU Meet & Greet Student Event (GRSN12)

November 15: A&A Update, Mark Hobbs (GR11512A, 8 hours)

Pee DeeAugust 27: Professional Issues Update (89012FL, 4 hours)

September 19: Annual Business Meeting

October 26: Federal Tax Update (PE102612, 8 hours)

PiedmontSeptember 28: Professional Issues Update (890126R, 4 hours)

September 28: Annual Business Meeting following PIU

Sea IslandOctober 5: Professional Issues Update(89012HH, 4 hours)

October 5: Estate Planning Update and a Guide to Probate Administration, Erin Cook (SE89112, 4 hours)

October 29: Federal Tax Update (SE102912, 8 hours)

CHAPTER EVENTS

Catawba: Chester, Lancaster and York Central: Aiken, Allendale, Bamberg, Barnwell, Calhoun, Edgefield, Fairfield, Kershaw, Lexington, McCormick, Newberry, Orangeburg, Richland, Saluda and Sumter

Coastal: Berkeley, Charleston, Colleton, Dorchester, Hampton and Jasper

Foothills: Cherokee, Union and Spartanburg

Grand Strand: Georgetown and Horry

Pee Dee: Chesterfield, Clarendon, Darlington, Dillon, Florence, Lee, Marion, Marlboro and Williamsburg

Piedmont: Abbeville, Anderson, Greenville, Greenwood, Laurens, Oconee and Pickens

Sea Island: Beaufort

CONTACT INFORMATIONIf you are already a member of SCACPA and would like to join your local chapter, or for additional information regarding chapter events, please contact SCACPA’s Chapter & Member Events Manager, Sandra Oxner, CMP, CMMM at [email protected] or call 888-557-4814 x 112.

About the Chapters

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SCHEDULERegistration: 11:45 a.m.Lunch: 11:45 a.m. – 12:20 p.m.Seminar: 12:20 p.m. – 2:00 p.m.

EDUCATION CREDITSCPE: 2 hours CLE: 1.67 hours

FEES*Early Bird: $75.00 (SCACPA members only at least two weeks before the event)Regular: $100.00 (SCACPA members less than two weeks before the event and other state CPA society members)Non-members: $150.00

*Registration fee includes lunch, eMaterials mandatory

SCACPA has partnered with the SC Bar to host educational sessions mid-day across the state which offer lunch, networking, and learning. What a great combination at a convenient time of day. These programs are designed for CPAs and attorneys with an interest in taxation and business valuations. Make plans to join us at one or all of these programs. Seating is limited, register today!

Monday, September 17Helping Your Client Select the Right Corporate Structure (LC091712)

Leaders: Jim Denning, JD, LLM (Taxation); Catherine Stoddard, CPA/ABV, CVALocation: McNair Law FirmPoinsett Plaza104 South Main Street - Suite 700Greenville, SC 29601(864) 271-4940

Wednesday, October 24Key Concepts in Understanding Valuations in Probate, Domestic, and Business Cases (LC102412)

Leader: Hennie van Bulck, M.B.A., Ph.D., CPA/ABV; Mike Munden, JDLocation: Logan’s Roadhouse1136 Oak Forest Lane Myrtle Beach, SC 29577(843) 839-4666

Monday, November 12Structuring Settlements to Maximize Your Client’s Interests (LC111212)

Leader: Mark Chappell, JD;Kristen Buch, CPALocation: SC Bar Conference Center1501 Park StreetColumbia, SC 29202(803) 771-0333

SCACPA and SC Bar present

Learning Café Series for CPAs and Lawyers:Dollars & Uncommon Sense

About These EventsFor more details and to

register visit www.scacpa.org/learningcafes

15

Registration

m A participant list will be provided to registrants and exhibitors attending the events upon request. Please check the following box if you wish to opt out of the listing.

m If you are disabled and require special services check here, and contact the SCACPA office at 888-557-4814, ext 110 or 112.

DIETARY REQUESTSr Vegetarian r Food Allergy r Other ____________________

ELECTRONIC MATERIALSGO GREEN

o Electronic Materials: Choosing this option will reduce your carbon footprint. This option does not offer a discount. eMaterials will be uploaded approximately 3 days before the event. Once materials are uploaded refunds or transfers are no longer acceptable. Materials are for the individual use of the registrant only and should not be shared. eMaterials are mandatory for webcasts, satellite seminars, workshops and conferences. Please check the eMaterials box by the appropriate course code to accept the terms and conditions. For download instructions visit www.scacpa.org/ematerials.

Email (required)

Credit Card #

Exp. Date CCV (3-4 Digits)

Name on Credit Card

Signature Date

q Firm Card q Personal Card

REGISTRANT INFORMATION

Name (Please Print)

SCACPA Member # or other state CPA Society #

AICPA #

Firm/Organization

Daytime Phone

Fax

Phone

Address

City/State/ZIP

Email

PAYMENT INFORMATION

Total Fees $_______

Please indicate method of paymentq Check: I have enclosed a check payable to SCACPA

q Visa q MasterCard

q American Express q Discover

q Choice Card: _______________ , ______________

_______________ , ______________

_______________ , ______________

coupon number 1 coupon number 2



Registrations Accepted Online www.scacpa.org/coursecatalog Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169 Fax 803-791-4196 (credit card & choice card only)

Course Code Date Location Fee eMat. Sessions

TotalDiscounts are subject to verification

Note: Full payment must accompany registration.

m yesm no

m yesm no

m yesm no

m yesm no

m yesm no

m yesm no

m yesm no

m yesm no

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SC Association of CPAs570 Chris DriveWest Columbia, SC 29169www.scacpa.org

South Carolina

CPA


South Carolina Association of CPAs

CPE SCHEDULE August 2012 - January 2013

2012 second issue cpe schedule

Documents