credits

Georgia Society of CPAs t December 2009 - February 2010

Cont inuing Educat ion Newslet ter

don’t delay!

only a few weeks left to fulfill reporting year requirements

2 Credits • December 2009 - February 2010

In This Issue

Credits is a publication of the Georgia Society of CPAs’ CPE Department. It is published four times a year in May, August, October and December.

Editor/Designer: Jamie Etzbach

Materials submitted as advertising or publicity are subject to acceptance for publication at the sole discretion of Credits. For advertising rates, deadlines, and availability, [email protected].

2 Upcoming GSCPA Section Events

3 AICPA Clusters

4 Fulfill Reporting Period Requirements

5 Tax Preparation and Planning Courses

6 New Courses for December and January

The Georgia Society of CPAs3353 Peachtree Road NE, Suite 400

Atlanta, GA 30326-1414404-231-8676800-330-8889

Fax 404-237-1291 www.gscpa.org

Paige BrooksDirector of Education & TrainingExt. 2946, [email protected]

Joanne SingletarySeminar CoordinatorExt. 2950, [email protected]

Marie CarpenterCPE RegistrarExt. 2936, [email protected]

Brian AbramOperations CoordinatorExt. 2951, [email protected]

CPE Staff

8 Courses by Subject

10 Upcoming Conferences

11 Alternative CPE Options

12 Chronological Listing of Courses

15 Registration Form


CPE DepartmentOption 3 when calling the main lineEmail: [email protected]

Estate & Financial Planning Section Lunch N Learn

Georgia Department of Revenue Processing Center Tour

Tuesday, December 8, 2009 Course # 12908Time: 11:30 a.m. - 1 p.m.Location: GSCPA Training CenterCPE Credit: 1 HourFee: $25

Topic: Allocation of GSTPresented by Nikola Djuric

The Estate & Financial Planning Section Lunch N Learn will cover the rules on allocation of GST exemption, especially on gift tax returns, the rules on automatic allocation of GST exemption, including when and how to elect in and out of automatic allocation, late alloca-tions, other allocation problems, and primary uses of GST exemption.

Tuesday, December 15, 2009Course # 12915Time: 10 - 11:30 a.m.Location: Georgia Department of RevenueCPE Credit: 1.5 HoursNo registration fee

The GSCPA Taxation Section co-hosts this event with the Georgia Department of Revenue. The tour will begin with an overview of the Georgia Department of Revenue Processing Center. The tour will include: Business Units, Mail Center, Mail Processing, Imaging, Payment Processing, Data Entry, and Tax Verification. The event will conclude with a discussion of Processing Center workflow and a Q&A.

For more information on GSCPA Section events, please visit the GSCPA web site at www.gscpa.org.

upcoming gscpa section events

3www.gscpa.org

The reporting period ends December 31, 2009 for those CPAs who are licensed by the Georgia State Board of Accountancy. By this date, each person who wishes to renew his/her license must have completed 80 hours of CPE, 16 hours of which must be in specific accounting and auditing topics. If you had extra hours from the prior reporting period, you may carry over up to 15 hours. However, you may not carry over accounting and auditing hours. You must earn 16 hours of accounting and auditing credit each reporting period. Sign up today to take full advantage of the high quality CPE courses the GSCPA offers.

Don’t delay. There are only a few weeks left of the reporting period and classes fill up quickly!

don’t delay - only a few weeks left to fulfill reporting year requirements

reporting year faqs

How many CPE hours have I earned with the GSCPA?Members of the GSCPA can check their CPE history (transcript) at ay time on the GSCPA web site, www.gscpa.org. From the home page, choose the teal “My Membership” tab and then choose “My CPE Transcript” from the drop-down menu. Login using your GSCPA member number and your last name as the password. Once logged on, choose “View CPE Course History” to see your CPE history.

What are the CPE requirements for Georgia?The Georgia State Board of Accountancy’s reporting period ends December 31, 2009. CPAs licensed in Georgia must meet the following requirements:• January 1, 2008 - December 31, 2009 must earn 80 hours of CPE• Need to earn a minimum of 20 hours in each year• 16 of the 80 hours need to be A&A subjects

If I take a class somewhere else does it qualify for CPE and how many hours does it qualify for?It is possible for you to claim CPE credit for a class you took somewhere else. The Georgia State Board of Accountancy regulates the CPE requirements. To see if a class you took through another organization qualifies for CPE, please check the State Board’s guidelines on the GSCPA web site under the blue “Continuing Education” tab and then select “CPE Credit and Reporting Guidelines.”

I cannot make a seminar but I still need CPE. What are my options?Self-study is a great way to earn CPE credit if you cannot make it to a seminar on a specific date. You can earn self-study credit at a time that is convenient for you. See page 11 for a list of self-study vendors the GSCPA recommends.

Questions about CPE?Contact the GSCPA CPE Department at 404-231-8676, Option 3; 800-330-8889, Option 3 or email [email protected].

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Tax Preparation and Planning Courses

Surgent McCoy’s 2009 Annual Tax-Planning Guide for S Corporations, Partnerships and LLCsCourse No. 12082December 28, 2009CPE Credit: 8 hours generalInstructor: Jeffrey Greene CPA8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaThe purpose of this practical course is to focus on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

Advanced Technical Tax Forms Training - Form 1040 IssuesCourse No. 12086December 29, 2009CPE Credit: 8 hours generalInstructor: Jeffrey Greene CPA8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaThis course will cover the practical and complex issues in dealing with these most difficult matters and insure that a CPA firm can increase productivity in this area as well as avoiding costly mistakes when facing complicated 1040 issues.

Advanced Technical Tax Forms Training - LLCs, S Corporations and PartnershipsCourse No. 12087December 30, 2009CPE Credit: 8 hours generalInstructor: Jeffrey Greene CPA8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaIt is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff obtain significantly increased productivity as well as avoid costly mistakes when dealing with flow through entities such as S corporations, LLCs, and partnerships.

** Eligible for $30 per day discount to AICPA members.

z Indicates the course qualifies for CFP® credit

zAICPA’s 2009 Individual Income Tax Returns Workshop by Sid Kess**Course No. 01001January 4 - 5, 2010CPE Credit: 16 hours generalInstructor: Patrick Kelley8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaAICPA’s individual tax workshop provides the latest practical insights from nationally recognized tax experts. Reinforce your understanding of frequently used principles and receive a wealth of tax planning tips and strategies. Learn how to apply the latest changes when preparing federal income tax returns and advise clients on new developments and tax-saving ideas for individuals.

zPreparing Corporate Tax Returns for New Staff and Para-Professionals Course No. 01002January 7, 2010CPE Credit: 8 hours generalInstructor: Robert Henkels8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaThe objective of this course is to train new staff accountants, data processing employees, para-professionals and bookkeepers to prepare a complicated federal corporate income tax return. It is a hands-on, practical course in filling out most tax forms, with extra emphasis on form changes due to new tax law.

zPreparing Individual Tax Returns for New Staff and Para-ProfessionalsCourse No. 01003January 8, 2010CPE Credit: 8 hours generalInstructor: Robert Henkels8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaThe objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with most tax forms. This course covers the latest tax law changes, making it essential for your new staff.

zAICPA’s 2009 Corporate Income Tax Returns Workshop by Sid Kess**Course No. 01004January 11 - 12, 2010CPE Credit: 16 hours generalInstructor: Eugene J. Ristaino8:30 a.m. - 4 p.m. • GSCPA Training Center, AtlantaThis course will give you the AICPA advantage with our unique perspective on the latest tax changes. Look at the most recent tax laws and other developments affecting C corporations, S corporations and other business entities, including limited liability companies. Learn how to advise clients and employees on the latest tax planning ideas. Share marketing ideas from top practitioners based on the latest tax strategies.

New Course


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2009 AICPA Clusters...Out of This World

December 17-18, 2009

Choose your cluster and earn 4, 8, 12 or 16 hours of CPE.

9 out of the 12 sessions qualify for A&A

Cobb Galleria • 16 hours possible CPE

Thursday, December 17, 2009

Morning Sessions8:30 a.m. - 12 p.m.

Afternoon Sessions1 - 4:30 p.m.

Beyond Financial Accounting

Course Number: 12058Credit Hours: 4 General

Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line


Instructor: John Cox

Cash and Tax Basis Financial Statements - Alternatives to GAAP & Reporting Requirements

Course Number: 12059Credit Hours: 4 A&A

Compilation, Review and Accounting Service Update


Instructor: Edgar Gee

Accounting and Auditing Update


Revenue and Cash Receipts: Common Frauds and Internal Controls Course Number: 12063Credit Hours: 4 A&A

Instructor: Thomas Newell, Jr.

Morning Sessions8:30 a.m. - 12 p.m.

Afternoon Sessions1 - 4:30 p.m.

Lean Accounting: Transforming Your Accounting Function for Maximum Performance


Coaching: Enhancing Employee Performance


Instructor: John Cox

Financial Fraud, Forensics and the CPA


Identifying and Communicationg Internal Control Deficiencies Under SAS Nos 112 & 115


Instructor: Edgar Gee

FIN 48 - Uncertainty in Income Taxes: A Must Know for Tax CPAs and Accountants/Auditors!


Reporting and Disclosure for Small Businesses: Problems and Practical Solutions


Instructor: Thomas Newell, Jr.

Friday, December 18, 2009

MEMBERS Early Registration Fee: $139 (by 11/27)Standard Registration Fee: $159 (11/28 - 12/15)Late Registration Fee: $189 (after 12/15)

AICPA Cluster Pricing (prices are per session)NON MEMBERS Early Registration Fee: $179 (by 11/27)Standard Registration Fee: $209 (11/28 - 12/15)Late Registration Fee: $239 (after 12/15)

Please Note: The $30 AICPA discount does not apply and lunch is NOT included.

To register for these courses, visit www.gscpa.org and click on "Clusters" under the blue Continuing Education tab.

5www.gscpa.org


New Courses for december and januaryBelow is a listing of select new courses for December 2009 and January 2010.

For a complete listing of course descriptions, visit the online catalog at www.gscpa.org.

ACCOUNTING & AUDITING

Auditing: The 50 Biggest Risks NOT in Your 2009 ChecklistGary Zeune AssociatesLearn the risks facing all entities (private companies, government entities, nonprofits) to comply with the Risk Assessment Standards.Level: Advanced CPE: 8 A&ADec 8 12018 Atlanta GSCPA Training Ctr. Gary ZeuneDec 21 12076 Duluth Gwinnett Center Gary Zeune

Business & Financial Statement Analysis (8:30 a.m. - noon)Regal SeminarsThis course will explain how to analyze a business and its financial statements to help you make better business or investment decisions. Learn how to determine if the business is improving or declining. Pick up tips on how to find the areas that need improvement. Learn how to “read between the lines.” For example: Should you invest in a particular company? Should a company expand its business contract? Should credit be extended to a customer? Numerous practical tips will be provided.Level: Basic CPE: 4 A&ADec 15 12044 Columbus Cunningham Center Dennis GerschickDec 16 12055 Atlanta GSCPA Training Ctr. Dennis Gerschick

Loscalzo’s Analyzing Financial Statements, Including Techniques for Cash Flow AnalysisLoscalzo AssociatesRe-examine traditional analysis techniques to recognize their strengths and limitations. Take analysis to a new level by incorporating cash-flow based measurements. Utilize cases ranging from public companies to small privately-helds to assess profitability and management of resources.Level: Basic CPE: 8 A&ADec 21 12074 Atlanta GSCPA Training Ctr. Rebecca Lee

Loscalzo’s Tips on How to Review Documentation EffectivelyLoscalzo AssociatesCut down review time by: understanding the documentation issues caused by SSARS 10, SAS 103 (redrafted), and the Risk Assessment SASs; learning tips on how to quickly catch problems and motivate staff to correct them; motivating staff to correct documentation “deficiencies.” Through a series of interactive cases, you will get practice with reviewing engagement files.Level: Basic CPE: 8 A&ADec 22 12081 Atlanta GSCPA Training Ctr. Rebecca Lee

Strengthen the Inquiry Skills You Need to Gather Evidence (1 - 4:30 p.m.) Business Learning InstituteThis course will provide tips and techniques for effectively gathering information needed from management, employees, and others – while maintaining and enhancing interpersonal relationships. We will also emphasize how to evaluate whether sufficient and appropriate evidence has been obtained to satisfy objectives of inquiry procedures.Level: Basic CPE: 4 A&ADec 29 12085 Atlanta GSCPA Training Ctr. Jennifer Louis

INFORMATION TECHNOLOGY

Half and Half - QuickBooks for Beginners and Excel for BeginnersAccounting Software Advisor, LLCThis course provides you with the opportunity to get started using the two most popular technology courses on the planet – QuickBooks 2009 and Microsoft Excel 2007. This course includes four hours of beginning coverage of Microsoft Excel 2007 before lunch as well as four hours of beginning coverage of QuickBooks 2009 after lunch. Your instructor will walk you through both products slowly and methodically using easy to understand examples that are relevant to CPAs. By day’s end you will be prepared to begin using Excel and QuickBooks in your own organization.Level: Basic CPE: 8 A&ADec 11 12037 Atlanta GSCPA Training Ctr. Carlton Collins

** Eligible for $30 per day discount to AICPA members.

New Course

z Indicates the course qualifies for CFP® credit

Warren Buffett & Charlie Munger - Lessons for Business & Investing (1 - 4:30 p.m.)Regal SeminarsAmerica’s most famous investor is Warren Buffett and he is the chairman of Berkshire Hathaway. His long-time friend and confidant, Charlie Munger, himself a billionaire, is the vice-chairman of Berkshire Hathaway. This course will focus on their investments, their business strategies, and how they built Berkshire Hathaway into one of the most successful companies of all time.Level: Update CPE: 4 GenDec 15 12045 Columbus Cunningham Center Dennis GerschickDec 16 12056 Atlanta GSCPA Training Ctr. Dennis Gerschick

Critical Performance Measures: Useful Tools for Gauging Success (8:30 a.m. - noon)Business Learning InstituteSuccessful organizations know how to effectively channel the energies, abilities and knowledge of their people toward achieving short- and long-term strategic goals. Financial professionals have a special obligation to make decisions that are in the best interest of an organization. Focusing on critical performance measures may change the way you measure and manage your company.Level: Intermediate CPE: 4 GenDec 29 12084 Atlanta GSCPA Training Ctr. Jennifer Louis

TAxATION

Surgent McCoy’s Top 10 Tax Issues in Dealing with LLCs and PartnershipsSurgent McCoyThis course covers selected critical tax issues that practitioners need to know when working with partnerships and limited liability companies, with a focus on planning opportunities and pitfalls. Level: Intermediate CPE: 8 GenDec 8 12020 Atlanta GSCPA Training Ctr. John SchaafDec 15 12046 Macon Central Georgia Tech John Schaaf

Guide to Tax-Exempt Organizations and the New IRS Form 990Loscalzo AssociatesNonprofits will face the challenge of filing a new Form 990 in 2009. This course will help those working with nonprofits learn about recent major developments in nonprofit tax law, including different types of tax-exempt organizations and the process for obtaining a tax-exemption; congressional and IRS policy for amending the form; how the new Form 990 specifically differs from the old form.Level: Intermediate CPE: 8 GenDec 16 12051 Atlanta GSCPA Training Ctr. Marci Thomas

6

MANAGEMENT/CONSULTING/PERSONAL DEvELOPMENT

Credits • December 2009 - February 2010

7www.gscpa.org


Courses By SubjectBelow are partial listings of courses offered through the GSCPA. For a complete listing and for course descriptions, visit the online catalog at www.gscpa.org.

Accounting & Auditing

Information TechnologyYellow Book

Date Course No.

Course Title City

12/1 12001 Advanced Update for Compilation, Review and Accounting Services**

Savannah

12/2 12003 AICPA/AHI Staff Training - Basic Atlanta

12/2 12004 AICPA/AHI Staff Training - Semi-Senior Atlanta

12/2 12005 AICPA/AHI Staff Training - Beginning In-Charge

Atlanta


Atlanta

12/3 12007 Cash and Tax Basis Financial Stmts. Preparation & Reporting**

Atlanta

12/4 12009 Common Frauds & Internal Controls for Rev. Purch. & Cash Receipts**

Macon

12/4 12010 Loscalzo’s Guide to the New World of Acquisitions & Consolidations

Gainesville

12/4 12011 Annual Update for Accountants and Auditors**

Dalton

12/7 12015 Detecting and Preventing Internal Fraud, Theft and Abuse

Rome

12/8 12018 Auditing: The 50 Biggest Risks NOT in Your 2009 Checklist

Atlanta

12/8 12019 Accounting & Auditing Issues for in the Construction Industry

Atlanta

12/10 12031 The Coming IFRS Conversion Atlanta

12/10 12032 A Practical Approach to Deferred Income Taxes Under FAS #109

Atlanta

12/11 12034 FASB Review for Industry** Duluth

12/14 12040 Documenting and Reviewing Field Work**

Tifton

12/14 12042 Accounting for Goodwill & Intangibles: Fair Value Measurements**

Atlanta

12/15 12044 Business & Financial Statement Analysis (8:30 a.m. - noon)

Columbus

Date Course No.

Course Title City


Atlanta

12/17 12059 Cash &Tax Basis Fin.Stmts-Alt.to GAAP & Report. Req. AICPA Cluster (8:30 a.m. - noon)

Cobb

12/17 12060 Accounting and Auditing Update - AICPA Cluster (8:30 a.m. - noon)

Cobb

12/17 12062 Comp, Review & Accounting Service Update- AICPA Cluster (1-4:30 p.m.)

Cobb

12/17 12063 Rev & Cash Receipts:Common Frauds & Int.Cont.-AICPA Cluster (1-4:30 p.m.)

Cobb

12/18 12067 Financial Fraud, Forensics & the CPA - AICPA Cluster (8:30 a.m. - noon)

Cobb

12/18 12068 FIN 48-Uncertainty in Income Taxes - AICPA Cluster (8:30 a.m. - noon)

Cobb

12/18 12070 Identify & Comm Int Cont Defs SAS 112 & 115-AICPA Cluster (1-4:30 p.m.)

Cobb

12/18 12071 Reporting & Disclosure for Small Bus.Prob & Pract. Sols-AICPA Cluster (1-4:30 p.m.)

Cobb

12/21 12074 Loscalzo’s Analyzing Financial Stmts Inc Tech for Cash Flow Analysis

Atlanta


Duluth

12/22 12080 Detecting and Preventing Internal Fraud, Theft and Abuse

Atlanta

12/22 12081 Loscalzo’s Tips on How to Review Documentation Effectively

Atlanta

12/28 12083 Real World Business Ethics: How Will You React?**

Atlanta

12/29 12085 Strengthen the Inq. Skills You Need Gather Evidence (1-4:30 p.m.)

Atlanta

2/12 02001 FASB Review for Industry** Atlanta

Date Course No.

Course Title City

12/1 12002 Loscalzo’s A&A Issues Unique to Health Care Organizations

Atlanta

12/7 12014 Loscalzo’s Nonprofit Auditing Made Easy Atlanta

12/9 12025 Fraud and Abuse in Government & Nonprofits

Atlanta

12/14 12041 Studies on Single Audit and Yellow Book Deficiencies**

Atlanta

12/15 12047 Cost Allocation in Nonprofits: Who Gets It?**

Atlanta

12/18 12072 Loscalzo’s Disclosure - The Key To Financial Statements

Dalton

Date Course No.

Course Title City

12/4 12008 How to be a PivotTable Expert in One Day (BYOL)

Atlanta

12/11 12037 Half and Half - Quickbooks for Beginners & Excel for Beginners

Atlanta

12/15 12043 Technology Symposium Cobb

12/16 12052 QuickBooks for CPAs 2008 (Intermediate & Advanced)

Duluth

12/21 12078 Excel for CPAs - Tips, Tricks & Vital Features

Atlanta

** Eligible for $30 per day discount to AICPA members. New Course z Indicates the course qualifies for CFP® credit


9www.gscpa.org

Consulting Services/Management/ Personal Development

Taxation

Special Subjects


Date Course No.

Course Title City

12/7 12012 How to be a More Intelligent Investor Atlanta

12/8 12017 2009 Annual Business Law Update Macon

12/10 12028 2009 Annual Business Law Update Alpharetta

12/10 12030 The Leadership Secrets of Football’s Master Coaches

Atlanta

12/11 12035 Chief Financial Officer-Executive Level Skills for Financial Managers

Atlanta

12/11 12036 Financial Leadership 2009 Atlanta

12/14 12038 2009 Annual Business Law Update Columbus

12/15 12048 Negotiating Skills for Finance Professionals**

Atlanta

12/15 12045 Warren Buffett & Charlie Munger - Bus. & Investing (1-4:30 p.m.)

Columbus

12/16 12053 CPA’s “4 Rs” of Communicating: Talking, Listening, Writing & Presenting**

Atlanta

12/16 12056 Warren Buffett & Charlie Munger - Bus. & Investing (1-4:30 p.m.)

Atlanta

12/17 12057 AICPA’s Annual Update for Controllers** Augusta

12/17 12058 Beyond Financial Accounting - AICPA Cluster (8:30 a.m. - noon)

Cobb

12/17 12061 Analyzing Costs, Productivity, & Efficiency - AICPA Cluster (1-4:30 p.m.)

Cobb

12/18 12066 Lean Accounting: Trans Acctng Func Max Perf. - AICPA Cluster (8:30 a.m. - noon)

Cobb

12/18 12069 Coaching: Enhancing Employee Perform. - AICPA Cluster (1-4:30 p.m.)

Cobb

12/21 12077 Managing Time, Stress and Burnout Atlanta

12/29 12084 Critical Performance Measures (8:30 a.m. - noon)

Atlanta

Date Course No.

Course Title City

12/7 12013 Construction Contractors: Special Tax and Accounting Considerations

Augusta

12/8 12019 Accounting & Auditing Issues for in the Construction Industry

Atlanta

12/9 12023 Tax Reporting for Contractor and Homebuilder

Atlanta

12/9 12026 Real Estate Taxation Duluth

12/16 12051 Loscalzo’s Guide to Tax-Exempt Orgs & the New IRS Form 990

Atlanta

Date Course No.

Course Title City

12/1 12054 zDon Farmer’s 2009 Federal Tax Update Cobb

12/2 12064 zDon Farmer’s Pre-Tax Season Review for Individual Returns

Cobb

12/3 12065 zDon Farmer’s Pre-Tax Season Review for Corporate Returns

Cobb


Augusta

12/8 12016 zFederal Individual Tax Update - Individuals (Form 1040)

Valdosta

12/8 12020 SM’s Top 10 Tax Issues Dealing w/LLCs and Partnerships

Atlanta

12/8 12021 zCurrent Federal Tax Development Augusta

12/9 12022 zFederal Tax Update-C & S Corps, Pships & LLCs (Forms 1120, 1120S,& 1065)

Valdosta

12/9 12023 Tax Reporting for Contractor and Homebuilder

Atlanta

12/9 12024 zThe Complete Guide to Preparing LLC, Pship,& S Corp Fed Inc Tax Rets

Atlanta

12/9 12026 Real Estate Taxation Duluth

12/10 12029 zFederal Individual Tax Update - Individuals (Form 1040)

Savannah

12/11 12033 zFederal Tax Update-C & S Corps,Pships & LLCs (Forms 1120, 1120S,& 1065)

Savannah

12/14 12039 zThe Complete Trust Workshop! Atlanta

12/15 12046 SM’s Top 10 Tax Issues Dealing w/LLCs and Partnerships

Macon

12/15 12049 zSocial Security, Medicare, & Prescrip Drug Retirement Benefits

Atlanta

12/16 12050 zThe Complete Guide to Preparing LLC, Pship,& S Corp Fed Inc Tax Rets

Macon

12/16 12051 Loscalzo’s Guide to Tax-Exempt Orgs & the New IRS Form 990

Atlanta

12/18 12073 Fundamentals of Estate and Gift Taxation Tifton

12/21 12075 zAICPA’s Federal Tax Update** Columbus

12/22 12079 zInnovative Tax Planning for Small Businesses:Corps,Pships,& LLCs**

Atlanta

12/28 12082 SM’s 2009 Annual Tax-Planning Guide S Corps, Ptnshps & LLCs

Atlanta

12/29 12086 Advanced Technical Tax Forms Training: Form 1040 Issues

Atlanta

12/30 12087 Advanced Technical Tax Forms Training: LLCs, S Corps & Partnerships

Atlanta

1/4-5 01001 zAICPA’s 2009 Indiv Income Tax Returns Workshop by Sid Kess**

Atlanta

1/7 01002 zPreparing Corporate Tax Returns for New Staff & Para-Professionals

Atlanta

1/8 01003 zPreparing Individual Tax Returns to New Staff & Para-Professionals

Atlanta

1/11-12 01004 zAICPA’s 2009 Corporate Income Tax Returns Workshop by Sid Kess**

Atlanta

9www.gscpa.org


Upcoming Conferences - Register NowPlan to join the GSCPA at the following conferences. Designed to further enhance your knowledge and experience, there is a conference that will fit your needs. To register for these conferences, visit the GSCPA web site, www.gscpa.org, and click on “Conferences” under the Continuing Education tab.

December 11, 2009Course No. 13070

Cobb Galleria CentreCPE Credit: 8 hours A&A (including 8 hours Yellow Book)

GOvERNMENTAL A&A CONFERENCE

Topics will include:GASB UpdateKen Schermann, GASB, Norwalk, Conn.A Single Audit Update Mary Foelster, AICPA, Washington, D.C.

Gearing Up Your Knowledge

February 25, 2010Course No. 13010

Cobb Galleria CentreCPE Credit: 8.5 CPE (including possible 6.5 hours A&A)

CLE applied for

2010 HEALTHCARE CONFERENCE

Topics will include:• Legal Update (A&A)• Healthcare Reform Panel• Lean Principles in Healthcare• IRS Form 990 (A&A)• Hospital/Physician Alignment Using Health Information Technology

Sampling and Single AuditsLynford Graham, Bentley University, Waltham, Mass.Best Practices: Getting Ready for an AuditJohn G. Hulsey, Jackson County Government, Jefferson, Ga.Fighting Fraud in Tough Economic Times Beth Grimes, Bates, Carter & Co., LLP, Gainesville, Ga.

• Hot Topics in Government Enforcement Actions• Fair Value Topic for Hospitals (A&A)• Valuation and Compensation Issues when Hospitals Purchase Physician Practices (A&A)• Audit and Accounting Update (A&A)• Fraud and Healthcare (A&A)

Your Prescription For Success

Join Us!


11www.gscpa.org

Sampling and Single AuditsLynford Graham, Bentley University, Waltham, Mass.Best Practices: Getting Ready for an AuditJohn G. Hulsey, Jackson County Government, Jefferson, Ga.Fighting Fraud in Tough Economic Times Beth Grimes, Bates, Carter & Co., LLP, Gainesville, Ga.

Your Prescription For Success

Surgent Associates, LLCWith Surgent and Associates Educational Software Products, LLC, you earn much more than your mandatory CPE

requirements. You benefit from the comprehensive and up-to-the-minute coverage that can only come from almost 20 years of experience in the continuing professional education industry. All Surgent McCoy courses are NASBA approved. Furthermore, most are accepted for CFP®, CLU, ChFC, EA, CFM, and CMA continuing education credit.

ACPENThe Accounting Continuing Professional Education Network (ACPEN), sponsored by many State CPA Societies, is dedicated to

bringing highly relevant, interactive CPE to every CPA in the most convenient and economical ways possible. Participants, with a broadband internet connection, using their own computer, join the rest of the thousands of accountants and other financial and tax professionals as an attendee. You are able to watch the broadcast, download the written materials and interact with speakers, live, during the program.

Schedule as of 9/14 - see web site for additional courses

Schedule as of 11/13 - see web site for additional courses

Alternative CPE Options

Date Course Title

December 10 Ethics: Protecting the Integrity of Florida CPAs

December 16 2009 Annual Tax Update

December 29 Business Fraud and Internal Controls Management

January 13 Compilation and Review Update: Advanced Issues

January 19 Compilation and Review Update: Advanced Issues

Date Course Title

December 12 Outlook Part 1 – E-Mail Management Tips & Techniques (Basic)

December 19 Adobe Acrobat for Accountants - Part 1

December 22 Excel Deep Dive - Formulas, Functions, Tips, Tricks & More!

December 31 MS Office 2007 - What’s New?

January 14 Strategic Technology Planning for the CPA Firm

CCH Learning CenterThe CCH Learning Center offers a comprehensive line of current, engaging, interactive continuing education courses - giving you the content and tools you

can trust, combined with the speed and power of CCH® Tax Research NetWork™ and Accounting Research Manager™. CCH is registered as a sponsor for both NASBA and QAS.

The GSCPA offers a variety of ways to meet your CPE requirements. In addition to the many conferences and seminars offered by the GSCPA, the Society partners with the following vendors to bring you options for self-study and webcast CPE. For more information and to register, visit www.gscpa.org and click on Continuing Education. You will register directly with the vendors for these programs.

Self-Study

PASSOnline.com PASSOnline has been a provider of CPE for CPAs and other financial professionals since 1990 specializing

in accounting, ethics and taxation education. PASS and PASSOnline offer Continuing Professional Education software and online education courses to a wide variety of accounting professionals. Courses are available on diskette or CD-ROM, via download or online over the Internet.

CPEasy.comCPEasy provides quality CPE progra.m.s that are easy to access, simple to use and available whenever and wherever you choose. With CPEasy, you register online for your choice of

courses and monthly reports, study in your home or office, and take quizzes and track your CPE progress online.

Webcasts

The GSCPA has partnered with CPA Crossings, LLC to provide you with access to an extensive catalog of CPA Technology Best Practices webinars. These courses are delivered in a “live webinar” format that allows you to participate from the comfort of your office or home.

11www.gscpa.org


For driving directions to any of these facilities visit www.gscpa.org and click on Continuing Education. The Early Registration fee is applicable when the registration fee is received by the GSCPA prior to the Early Registration deadline (3 weeks before event).

Chronological Listing of Courses

Date Course No.

Course Title City Facility Mbr Early

NM Early

Mbr Stand

NM Stand

Mbr Late

NM Late

Gen Credit

A&A Credit

DECEMBER

12/2-4 12003 AICPA/AHI Staff Training - Basic Atlanta GSCPA Training Ctr. 625 625 675 675 705 705 0 24

12/2-4 12004 AICPA/AHI Staff Training - Semi-Senior Atlanta GSCPA Training Ctr. 625 625 675 675 705 705 0 24

12/2-4 12005 AICPA/AHI Staff Training - Beginning In-Charge Atlanta GSCPA Training Ctr. 625 625 675 675 705 705 0 24


Atlanta GSCPA Training Cttr. 209 309 269 369 299 399 0 8

12/2 12064 Don Farmer's Pre-Tax Season Review for Individual Returns (CFP)

Atlanta Cobb Galleria 249 349 299 399 329 429 8 0

12/3 12007 Cash and Tax Basis Financial Statements - Preparation and Reporting**

Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 0 8

12/3 12065 Don Farmer's Pre-Tax Season Review for Corporate Returns (CFP)


12/4 12008 How to be a PivotTable Expert in One Day (Bring Your Own Laptop)


12/4 12009 Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts**

Macon Central GA Tech 229 329 289 389 319 419 0 8

12/4 12010 Loscalzo's Guide to the New World of Acquisitions and Consolidations

Gainesville GA Mtns Ctr. 229 329 289 389 319 419 0 8

12/4 12011 Annual Update for Accountants and Auditors** Dalton Northwest Georgia Trade & Convention

229 329 289 389 319 419 0 8

12/7 12012 How to be a More Intelligent Investor Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 8 0


Augusta Doubletree Hotel 229 329 289 389 319 419 4 4

12/7 12014 Loscalzo’s Nonprofit Auditing Made Easy Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 0 8

12/7 12015 Accountants Guide to Detecting and Preventing Internal Fraud, Theft and Abuse

Rome The Forum 229 329 289 389 319 419 0 8

12/8 12016 zFederal Tax Update - Individuals (Form 1040) Valdosta James H. Rainwater Conference Center

229 329 289 389 319 419 8 0

12/8 12017 2009 Annual Business Law Update Macon Central GA Tech 239 339 299 399 329 429 0 8



12/8 12019 Accounting and Auditing Issues for the Construction Industry


12/8 12020 Surgent McCoy’s Top 10 Tax Issues in Dealing with LLCs and Partnerships


12/8 12021 zCurrent Federal Tax Developments Augusta Doubletree Hotel 229 329 289 389 319 419 8 0

12/9 12022 zFederal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S, & 1065)

Valdosta James H. Rainwater Conference Center

229 329 289 389 319 419 8 0

12/9 12023 Tax Reporting for Contractor and Homebuilder Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 8 0

12/9 12024 zThe Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns


12/9 12025 Accountants Guide to Fraud and Abuse in Government and Nonprofits


12/9 12026 Real Estate Taxation Duluth Gwinnett Center 239 339 299 399 329 429 8 0

12/10 12028 2009 Annual Business Law Update Alpharetta Embassy Suites Alpharetta

239 339 299 399 329 429 0 8

12/10 12029 zFederal Tax Update - Individuals (Form 1040) Savannah Coastal GA Ctr. 229 329 289 389 319 419 8 0

12/10 12030 The Leadership Secrets of Football’s Master Coaches


12/10 12031 The Coming IFRS Conversion - Preparing for the Ultimate GAAP Makeover




13www.gscpa.org

Date Course No.


NM Early

Mbr Stand

NM Stand

Mbr Late

NM Late

Gen Credit

A&A Credit

12/10 12032 A Practical Approach to Deferred Income Taxes Under FAS #109


12/11 13070 GOvERNMENTAL A&A CONFERENCE Atlanta Cobb Galleria 219 319 289 389 319 419 0 8

12/11 12033 zFederal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S, & 1065)

Savannah Coastal GA Ctr. 229 329 289 389 319 419 8 0

12/11 12034 FASB Review for Industry** Duluth Gwinnett Center 229 329 289 389 319 419 0 8

12/11 12035 Chief Financial Officer - Executive Level Skills for Financial Managers


12/11 12036 Financial Leadership 2009 Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 8 0

12/11 12037 Half and Half - Quickbooks for Beginners & Excel for Beginners


12/14 12038 2009 Annual Business Law Update Columbus Cunningham Ctr. CSU

239 339 299 399 329 429 0 8

12/14 12039 zThe Complete Trust Workshop! Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 8 0

12/14 12040 Documenting and Reviewing Field Work** Tifton Rural Dev. Ctr. 229 329 289 389 319 419 0 8

12/14 12041 Studies on Single Audit and Yellow Book Deficiencies**


12/14 12042 Accounting for Goodwill and Other Intangibles: Fair Value Measurements**


12/15 12043 Technology Symposium Atlanta Cobb Galleria 229 329 289 389 319 419 8 0


Columbus Cunningham Ctr. CSU

149 189 169 219 199 249 0 4

12/15 12045 Warren Buffett & Charlie Munger - Lessons for Business & Investing (1 - 4:30 p.m.)

Columbus Cunningham Ctr. CSU

149 189 169 219 199 249 4 0

12/15 12046 Surgent McCoy’s Top 10 Tax Issues in Dealing with LLCs and Partnerships


12/15 12047 Cost Allocation in Nonprofits: Who Gets It?** Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 0 8

12/15 12048 Negotiating Skills for Finance Professionals: Get What You Want When You Want It**


12/15 12049 zSocial Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now


12/16 12050 zThe Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns


12/16 12051 Loscalzo’s Guide to Tax-Exempt Organizations and the New IRS Form 990


12/16 12052 QuickBooks for CPAs 2009 (Intermediate & Advanced)

Duluth Gwinnett Center 229 329 289 389 319 419 0 8

12/16 12053 CPA’s “Four Rs” of Communicating: Talking, Listening, Writing and Presenting**




12/16 12056 Warren Buffett & Charlie Munger - Lessons for Business & Investing (1 - 4:30 p.m.)


12/17 12057 AICPA’s Annual Update for Controllers** Augusta Doubletree Hotel 229 329 289 389 319 419 8 0

12/17 12058 Beyond Financial Accounting - AICPA Cluster (8:30 a.m. - noon)


12/17 12059 Cash and Tax Basis Financial Statements - Alternatives to GAAP & Reporting Requirements- AICPA Cluster (8:30 a.m. - noon)


12/17 12060 Accounting and Auditing Update- AICPA Cluster (8:30 a.m. - noon)


12/17 12061 Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line- AICPA Cluster (1 - 4:30 p.m.)


12/17 12062 Compilation, Review and Accounting Service Update- AICPA Cluster (1 - 4:30 p.m.)



13www.gscpa.org



Date Course No.


NM Early

Mbr Stand

NM Stand

Mbr Late

NM Late

Gen Credit

A&A Credit

12/17 12063 Revenue and Cash Receipts: Common Frauds and Internal Controls- AICPA Cluster (1 - 4:30 p.m.)


12/18 12066 Lean Accounting: Transforming Your Accounting Function for Maximum Performance- AICPA Cluster (8:30 a.m. - noon)


12/18 12067 Financial Fraud, Forensics and the CPA- AICPA Cluster (8:30 a.m. - noon)


12/18 12068 FIN 48 - Uncertainty in Income Taxes: A Must Know for Tax CPAs and Accountants/Auditors!- AICPA Cluster (8:30 a.m. - noon)


12/18 12069 Coaching: Enhancing Employee Performance - AICPA Cluster (1-4:30 p.m.)


12/18 12070 Identifying and Communicating Internal Control Deficiencies Under SAS Nos 112 & 115- AICPA Cluster (1 - 4:30 p.m.)


12/18 12071 Reporting and Disclosure for Small Businesses: Problems and Practical Solutions- AICPA Cluster (1-4:30 p.m.)


12/18 12072 Loscalzo’s Disclosure - The Key To Financial Statements

Dalton NW GA Trade & Conv.

229 329 289 389 319 419 0 8

12/18 12073 Fundamentals of Estate and Gift Taxation: What Every CPA Needs to Know about Transfer Taxes and Financial Planning

Tifton Rural Dev. Ctr. 229 329 289 389 319 419 8 0

12/21 12074 Loscalzo’s Analyzing Financial Statements, Including Techniques for Cash Flow Analysis


12/21 12075 zAICPA’s Federal Tax Update** Columbus Hilton Garden Inn 229 329 289 389 319 419 8 0


Duluth Gwinnett Center 229 329 289 389 319 419 0 8

12/21 12077 Managing Time, Stress and Burnout Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 8 0

12/21 12078 Excel for CPAs - Tips, Tricks and Vital Features Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 0 8

12/22 12079 zInnovative Tax Planning for Small Businesses: Corporations, Partnerships, & LLCs**


12/22 12080 Accountants Guide to Detecting and Preventing Internal Fraud, Theft and Abuse


12/22 12081 Loscalzo’s Tips on How to Review Documentation Effectively


12/28 12082 Surgent McCoy’s 2009 Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs


12/28 12083 Real World Business Ethics: How Will You React?**


12/29 12084 Critical Performance Measures (8:30 a.m. - noon)


12/29 12085 Strengthen the Inquiry Skills You Need to Gather Evidence (1 - 4:30 p.m.)


12/29 12086 Advanced Technical Tax Forms Training - Form 1040 Issues


12/30 12087 Advanced Technical Tax Forms Training - LLCs, S Corporations and Partnerships


JANUARY 2010

1/4-5 01001 zAICPA’s 2009 Individual Income Tax Returns Workshop by Sid Kess**


1/7 01002 zPreparing Corporate Tax Returns for New Staff and Para-Professionals


1/8 01003 zPreparing Individual Tax Returns for New Staff and Para-Professionals


1/11-12 01004 zAICPA’s 2009 Corporate Income Tax Returns Workshop by Sid Kess**


FEBRUARY 2010

2/12 02001 FASB Review for Industry** Atlanta GSCPA Training Ctr. 209 309 269 369 299 399 0 8

2/25 13010 HEALTHCARE CONFERENCE Atlanta Cobb Galleria 219 319 289 389 319 419 8 6.5


15www.gscpa.orgCode: CR

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REGISTRATION 4 Ways to Register for GSCPA CPE Programs

INTERNET registration available at www.gscpa.org. Web site registration closes 48 hours before event is held.

FAX a completed registration form with credit card information to the GSCPA at 404-237-1291.

MAIL your completed registration form with credit card information or a check made payable to the Georgia Society of CPAs to:GSCPA, Atlanta Financial Center, North Tower, Suite 4003353 Peachtree Road, Atlanta, Ga. 30326-1414.

CALL the GSCPA Customer Service at 404-231-8676, Opt. 3 or800-330-8889, Opt. 3 to place a credit card order.

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Cancellation Policy: Seminars and Conferences - Cancellations/transfers made up to 3 weeks before a seminar or conference will not incur an administration fee. Cancellations/Transfers made within the 3 weeks and up to 3 business days before a seminar or conference are subject to a $50 administration fee. Cancellations/Transfers made within 3 business days are subject to a $100 administration fee for members; $150 administration fee for nonmembers. Cancellations/No-shows on the date of the event forfeit the entire registration fee. No refunds or transfer of fees will be made after the date of the event.

Webcasts - Effective June 1, 2009, cancellations for webcasts are subject to a $20 administration fee. Cancellations/No-shows on the date of the event forfeit the entire registration fee. No refunds or transfer of fees will be made after the date of the event.

Items to Note2 3If you have a specific dietary or other need, please contact the CPE Department at least one week prior to the seminar/conference at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3.

Enclosed is a check for $ made payable to the Georgia Society of CPAs.

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Discounts: Early Registration fee is applicable when registration is received by the GSCPA prior to the Early Registration deadline (3 weeks prior to event).

**AICPA members are eligible for an additional $30 per day discount on AICPA courses (except Staff Training and 4-hour courses including Clusters). These courses are indicated by (**) in all marketing pieces. This discount is available until the date of the course and cannot be applied retroactively. If you are claiming this discount, please include your AICPA member number:

Georgia Society of CPAsAtlanta Financial CenterNorth Tower, Suite 4003353 Peachtree RoadAtlanta, GA. 30326-1414

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