Southwest Jersey Chapter Season Pass - 2016/17

Earn 31 CPE credits for $350 when you purchase a season pass from the Southwest Jersey Chapter. Brochure
The pass is nonrefundable and substitutions are not permitted.
$350.00 - Member Price

Events included in this bundle:

Click on an event title below to view the details of the event.

September 16, 20168:00-12:00 PMAccounting and Auditing Update
<

Benefits

Earn 4 CPE credits in Accounting and Auditing.

View Full Event Details

October 5, 20168:00-12:00 PMAccounting and Auditing Update
Pick up tips for increased efficiency, and hear about the most pressing issues in A&A and compilations and reviews.<

Benefits

Earn 4 CPE credits in Accounting and Auditing.

View Full Event Details

October 24, 20165:45-8:00 PMShareholder Basis
This seminar will focus on an S-corporation shareholder’s stock and debt basis from formation until liquidation or sale. The seminar will review how basis is created, tracking basis in separate blocks of stock and separate debt obligations, allocation of income and losses, suspended losses and deductions, and liquidation or sale of the S corporation<

Benefits

Earn 2 CPE credits in Taxation.

View Full Event Details

November 14, 20166:00-8:00 PMBank Night - Economic Update
This session will provide an overview of the current state of the domestic and global economy, and explore the implications for businesses and investors.<

Benefits

Earn 2 CPE credits in Economics.

View Full Event Details

December 2, 20168:00-12:45 PMAnnual Tax Seminar
Hear a timely update just in time for tax season.

Highlights

7:00-8:00am
Registration, Exhibitors and Breakfast

8:00am-12:45 pm
Annual Tax Seminar
Speaker courtesty of Kulzer & DiPadova, P.A.
This annual update will provide you with the tools you need to begin tax season with confidence. Major topics include:

  • Federal tax update for individuals and businesses
  • New Jersey corporate and individual income tax and sales tax update
  • Civil tax procedure update, including installment agreements, changes in TEFRA partnership audit rules, and international tax initiatives
  • Estate tax planning in New Jersey in light of the New Jersey estate tax repeal and the new proposed 2704 regulations.
  • Enactment of the New Jersey Uniform Trust Code
  • Employee Benefits Update: ACA reporting, IRA rollovers, and IRS compliance initiatives

Speakers May Include:

  • Arthur A. DiPadova, J.D., LL.M.
  • James B. Evans, CPA, J.D., LL.M.
  • Eric A. Feldhake, J.D., LL.M.
  • Briele N. Haas, J.D., LL.M.
  • Samantha Heaton, J.D.
  • Glenn A. Henkel, CPA, J.D., LL.M.
  • Joseph M. Kempter, CPA, J.D., LL.M.
  • Joseph T. Kenney, CPA, J.D., LL.M.
  • Michael A. Kulzer, CPA, J.D., LL.M.
  • Douglas R. Madanick, CPA, J.D., LL.M.
  • Patrick J. McCormick, J.D., LL.M.
  • Daniel L. Mellor, J.D., LL.M.
  • Kristin Schmid, J.D.
  • Robert H. Williams, , J.D., LL.M.
Speakers will be added to instructor tab as confirmed. <

Benefits

Earn 5 CPE credits in Taxation.

View Full Event Details

January 6, 20178:00-12:00 PMTechnology Update
To keep competitive, today’s CPA professionals need to be in a position to react instantaneously to client needs and concerns. Technology plays a huge role in meeting client expectations on a timely basis. Discuss a number of hottest technology trends including cyber security and issues in the profession.

Highlights

Hear about a range of technologies from tax, including scan and populate, digital signatures, return collaboration with clients, to practice management to outsourced client accounting to the pro’s and con’s of Office 365 and the importance of datacenters for the private cloud. Review the biggest hacks of 2015 and share some cybertips to help make your practice and your clients’ a little “more” secure.<

Benefits

Earn 4 CPE credits in CS

View Full Event Details

January 23, 20175:45-8:00 PMNew Jersey Tax Update
This session will prepare you for all the intricacies of the New Jersey state tax system. Get the latest state tax update, just in time for tax season. Topics to include estate tax changes, corporate and indivudual income tax and sales and use tax.<

Benefits

Earn 2 CPE credits in Taxation

View Full Event Details

April 28, 20178:00-11:45 AMEmployee Benefits Plans
Don't miss the latest updates from the Department of Labor regarding audit quality issues, the corrections program and a DOL investigation.

Highlights

AGENDA

8:00-8:10am
Welcome and Introductions

8:10-9:25am
A&A EBP Update
Michelle E. Gasiorowski, CPA - Bowman & Company LLP
This session will cover:

  • When is a pension (defined contribution or defined benefit plan) required to have an audit
  • Definition of participant – driving factor of whether a plan is required to have an audit
  • What to expect if the decision is made to engage an auditor
  • Utilizing the plans custodian or third party administrator

9:25-10:20am
DOL Corrections Programs and a Walk Through a DOL Investigation
Lisa S. Scimeca - Philadelphia Regional Office, Employee Benefits Security Administration
Learn about the types of prohibited transactions that are eligible for the VFC program and the process for filing a successful application. Then walk though a DOL investigation of retirement and health plans.

10:20-10:35am
Break

10:35-11:30am
Audit Quality Issues: What DOL Regulators Expect Auditors to Do
Lynne McMennamin - US Department of Labor
Hear an overview on the two enforcement programs: Division of Reporting Compliance and Division of Accounting Services focusing on the 5500 filing. Then hear about common deficiencies in audit of plans and best practices in these areas of deficiencies.

11:30-11:45am
Q&A - Ask the Experts <

Benefits

Earn 4 CPE credits in Accounting and Auditing.

View Full Event Details

May 19, 20178:00-12:00 PMAccounting and Auditing Update: How to Enhance Attest Function Practice
Discuss the latest challenges facing CPAs on the quality of compilations, reviews & audits, and how you can best prepare for upcoming busy season and your next peer review! Explore the root causes in the decline in audit and attest quality in private company engagements and take away realistic remedies that CPA firm leaders and individual professionals can implement immediately.<

Benefits

Earn 4 credits in Accounting & Auditing

View Full Event Details

Bundle No Longer Available:

Sorry but this bundle is no longer available for purchase.

View All Available Bundles|Search Live CPE and Events

  In This Section