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Date / Location

August 19 - 21, 2019
Registration: 8:00 AM

Harrah's Atlantic City
777 Harrah's Blvd
Atlantic City, NJ 08401
609-441-5000

CPE Credits

  • 24.00 CPE Credits in MC

Pricing

  • $279.00 - Full Day Member
  • $379.00 - Full Day Non Member

AICPA members receive a discount of $30 for applicable sessions for this event.

All New Jersey CPAs must earn at least 20 credits before December 31, 2019. Surpass this annual requirement at the Atlantic City CPE Cluster, where you can earn 24 CPE credits in just three days.

Designed For

CPAs in public practice.

Benefits

RESERVE YOUR ROOM: A limited number of hotel rooms are available at Harrah's at a discounted rate of $89 per night (plus applicable fees and taxes). Make your reservations online or by calling 888-516-2215 by Wednesday, July 24. Use group code SH08CP9.

Attend one, two or all three days! Choose from one of several seminars each day.

Each full-day seminar:

  • Begins with registration at 8:00am and concludes at 4:30pm
  • Includes continental breakfast, lunch and two refreshment breaks
  • Qualifies for 8 CPE credits

Highlights

Monday, August 19

2019 FASB and AICPA Update (8 credits AA)
John M. Fleming, CPA, M.B.A. – Kaplan Financial Education powered by Loscalzo Institute

For over 30 years, Loscalzo’s FASB and AICPA Update has been the most popular course among all of Loscalzo’s seminars. This course is a must to keep you on top of the continuing changes in the accounting profession. Whether these changes are in accounting technical standards or professional standards, the course authors will provide practical guidance including standards’ review and implementation guidance where appropriate.
(Qualifies for Yellow Book.)


Annual Update for Controllers (8 credits MT)
Anthony C. LaRusso - AICPA

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. Discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.
*AICPA members deduct $30 from applicable price.


Governmental and Not-for-Profit Annual Update (8 credits AA)
Jeffrey Lieman, CPA - AICPA

Change is inevitable and, at times, overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This seminar will brief you on the latest accounting and auditing developments affecting governments and not-for-profits.
(Qualifies for Yellow Book.)

 

K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools (8 credits CS)
Lawrence A. McClelland, M.B.A., J.D. - K2 Enterprises

In today’s business climate, business intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
(This is not a hands-on course.)


 

The Best Federal Tax Update Course by Surgent (8 credits TX)
Dennis P. Riley, CPA, M.B.A. - Surgent 

In this course, tax advisors will be fully updated on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Individual, partnership and corporate taxation, as altered by tax reform, will be included. As both formal and informal guidance is issued, you will be kept fully up-to- date.
(Qualifies for CFP credit.)

 

The Small Firm of the Future (8 credits SK)
Jon Lokhorst, CPA, ACC 

Many practitioners hear terms such as advisory services, consulting, strategic thinking and innovation but don't know how to apply them to their own practices. At this workshop, you will develop a plan for transforming into a future-ready practice or firm. Identify trends impacting the accounting profession, learn how to attract and retain top talent and explore the many opportunities that smaller firms can leverage that will set them apart from large accounting firms.

Tuesday, August 20

Applying the Uniform Guidance in Your Single Audits (8 credits AA)
Jeffrey Lieman, CPA – AICPA
 
Does a single audit have you running in circles? Become more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. Make sure your skills are up-to-date with the latest information in this challenging audit area.
(Qualifies for Yellow Book.)
*AICPA members deduct $30 from applicable price.


Enterprise Risk Management: New Approaches for Today’s Complexities (8 credits MT)
Anthony C. LaRusso - AICPA 

This course will address new approaches to enterprise risk management, including recent updates to COSO and ISO frameworks with focus on managing risk in increasingly complex business environments. Core tenets of strategy development, risk culture and performance management will be covered to help practitioners implement best practices in enterprise risk management. 
*AICPA members deduct $30 from applicable price.

 

Financial Statement Fraud (8 credits AA)
John M. Fleming, CPA, M.B.A. – Kaplan Financial Education powered by Loscalzo Institute

Instances of financial statement fraud have occurred ever since the first financial statements were prepared. Financial statement fraud poses a significant threat to all businesses regardless of size. In this program, we will discuss fraud, fraud risk assessments, the Fraud Triangle, who commits fraud, fraud red flags and motivations to commit fraud. Then, discuss common fraud activities, COSO internal controls, anti-fraud controls and numerous financial statement fraud case studies. 


K2's Budgeting and Forecasting Tools and Techniques (4 credits AA, 4 credits MT)
Lawrence A. McClelland, M.B.A., J.D. – K2 Enterprises

Are your budgeting and forecasting processes working as well for you as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits. In this course, you will learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques available in today’s market.
(This is not a hands-on course.)

 

Securing a Comfortable Retirement in the Age of Spending (8 credits TX)
Dennis P. Riley, CPA, M.B.A. - Surgent

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.
(Qualifies for CFP credit.)

 

Wednesday, August 21

Advanced Controller and CFO Skills (8 credits MT)
Anthony C. LaRusso - AICPA

This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show the company’s leadership how vital you are to their profitability!
*AICPA members deduct $30 from applicable price.


Buying and Selling a Business:  Critical Tax and Structuring Issues (8 credits TX)
Dennis P. Riley, CPA, M.B.A. - Surgent 

One of the major transactions CPA clients enter is a purchase or disposition of a business. To help tax professionals in advising those clients, this seminar offers a comprehensive analysis of the business and tax aspects of buying and selling a business.




Compilation and Review Practice Guide (8 credits AA)
Salvatore A. Collemi, CPA - Kaplan Financial Education powered by Loscalzo Institute

Compilation and review issues have dominated the profession during the past few years, and the codification of SSARS 21 in AR-C Sections 60, 70, 80, and 90, as well as the changes made in SSARS 22, 23 and 24. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS, while applying best practices for both efficiency and effectiveness.

 




K2's Excel Best Practices (8 credits MT)
Lawrence A. McClelland, M.B.A., J.D. – K2 Enterprises

As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel. The topics covered in this seminar include best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

This course covers features in Excel found in versions 2007 and newer.
(This is not a hands-on course.)


The New Yellow Book: Government Auditing Standards, 2018 Revision (8 credits AA)
Jeffrey Lieman, CPA – AICPA

This course is based on Government Auditing Standards, 2018 Revision, which is effective for financial audits of fiscal years ending on or after June 30, 2020. It provides an excellent baseline of information for accountants as it relates to understanding the guidance in the new Yellow Book. It also provides detailed information regarding auditor independence as found in Government Auditing Standards, 2018 Revision. It is essential that all auditors planning and conducting engagements in accordance with the new Yellow Book understand and be able to discern the requirements related to independence as found in Government Auditing Standards, 2018 Revision because those independence standards are effective for fiscal years beginning July 1, 2019.
(Qualifies for Yellow Book.)
*AICPA members deduct $30 from applicable price.

Additional Notes

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Monday, Aug 19, 2019

8:30 AM to 4:30 PM
2019 FASB and AICPA Update

DESIGNED FOR:  All accounting and financial professionals needing a good year-round update on recently issued standards.
  • Accounting standard updates
  • FASB projects
  • Audit service issues
  • ARSC initiatives, preparation, compilation and review updates, and initiatives
  • AICPA activities and profession update

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
Annual Update for Controllers

DESIGNED FOR: CFOs, controllers, treasurers and other financial managers.
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, and emotional intelligence
  • New issues in treasury management and controllership
  • Current trends in information systems and technology and developing staff to increase productivity and profitability
  • Accounting as a complement to the sales function

Credits

  • 8.00 Credits of Category MT

8:30 AM to 4:30 PM
Governmental and Not-for-Profit Annual Update

DESIGNED FOR: Accounting and finance personnel responsible for accounting and financial reporting for governments and nonprofits, as well as accounting and auditing.
  • Federal government activities
  • Accounting standards updates
  • Auditing Standards Board Clarity Project
  • AICPA activities and emerging issues related to not-for-profit entities
  • GASB activities
  • FASB activities

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools

DESIGNED FOR:  Business professionals seeking to develop and implement BI solutions.
  • Create Excel-based BI dashboards
  • List the potential shortcomings of BI solutions based wholly on Excel
  • Identify and implement various Excel add-ins that might useful in BI applications
  • Differentiate between the BI opportunities in Excel and Power BI
  • Create and distribute dashboards using Power BI

Credits

  • 8.00 Credits of Category CS

8:30 AM to 4:30 PM
The Best Federal Tax Update Course by Surgent

DESIGNED FOR:  CPAs who need to know the latest tax law changes in all areas of practice.
  • New loss limitation rules applicable to NOLs and the ability to offset income
  • Treatment of state and local taxes
  • Section 1031 like-kind exchanges
  • New bonus depreciation rules and expansion of Sec 179
  • New business credit for wages paid due to family and medical leave
  • Sec 199A and its alteration of pass-through taxation and planning

Credits

  • 8.00 Credits of Category TX

8:30 AM to 4:30 PM
The Small Firm of the Future

DESIGNED FOR:  This event is ideal for sole practitioners and partners of small firms. However the concepts discussed may still apply to medium-large firms.
  • Understand VUCA forces and their impact on the accounting profession.
  • Develop and practice innovation and strategic thinking skills.
  • Apply the “Jobs to Be Done Theory” to develop advisory services for clients.
  • Employ five strategies to build a high-performance team.
  • Create a Team Engagement and Development Plan for your firm.
  • Instuctor(s)

    Credits

    • 8.00 Credits of Category SK

    Tuesday, Aug 20, 2019

    8:30 AM to 4:30 PM
    Applying the Uniform Guidance in Your Single Audits

    DESIGNED FOR:  Auditors performing single audit engagements, internal financial staff of governments, and not­for-profit entities interacting with auditors.
    • Introduction to single audits
    • Preparation of the schedule of expenditures of federal awards and determining major programs
    • Understanding, assessing and testing internal contro
    • Testing compliance with federal statutes and regulations and applicable compliance requirements
    • Auditor reporting in a Uniform Guidance compliance audit
    • Administrative requirements and cost principles in a single audit
    • Update on Government Auditing Standards, 2018 Revision

    Credits

    • 8.00 Credits of Category AA

    8:30 AM to 4:30 PM
    Enterprise Risk Management: New Approaches for Today’s Complexities

    DESIGNED FOR:  Practitioners of any level who play a risk management role in entities of any size.
    • Building a risk awareness and management culture
    • Cybersecurity/Cyber Terrorism and technology
    • Employee recruitment, development and retention
    • Succession planning
    • Social media issues
    • COSO ERM framework revisions
    • ISO31000, Risk management, revisions
    • Risk management in strategy development

    Credits

    • 8.00 Credits of Category MT

    8:30 AM to 4:30 PM
    Financial Statement Fraud

    DESIGNED FOR:  CPAs, accountants, and financial professionals in industry and public practice.
    • Overview of financial statement fraud
    • COSO and COSO Principle 8 concerning fraud
    • 2018 Report to the Nations
    • Fraud Triangle
    • Fraud classification
    • Identifying red flags of financial statement fraud
    • Financial statement fraud activities (cases)
    • Preventing and detecting financial statement fraud

    Credits

    • 8.00 Credits of Category AA

    8:30 AM to 4:30 PM
    K2's Budgeting and Forecasting Tools and Techniques

    DESIGNED FOR:  CPAs and other business professionals involved in budgeting and forecasting activities.
    • Utilize processes for obtaining budget data and collaborating with others when using Excel
    • Apply various Excel techniques for interacting with the accounting system, such as Office Data Connections, Open Database Connectivity, importing text files, and linking Internet-based data into budgeting and forecasting models
    • Using Data Tables for sensitivity analysis, working with Excel’s Goal Seek feature, using Solver to maximize scarce resources, working with Scenario Manager, forecasting with Regression Analysis, and analyzing risk with Monte Carlo simulations
    • Implement various Excel functions – including NPV, IRR, XNPV, and XIRR – in capital budgeting situations
    • Compare and contrast Excel with other applications used for budgeting and forecasting activities

    Credits

    • 4.00 Credits of Category AA
    • 4.00 Credits of Category MT

    8:30 AM to 4:30 PM
    Securing a Comfortable Retirement in the Age of Spending

    DESIGNED FOR:  CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement.
    • Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party
    • Asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement, tax-saving investment transactions, and the optimal asset mix between retirement plans and taxable savings
    • Distribution/asset liquidation planning including the pros and cons of various annuity options, guidelines/strategies using the minimum required distribution rules for qualified plans and IRAs, beneficiary elections, and the use of trusts
    • Sustainable portfolio withdrawal rates during retirement for differing stock/bond/cash asset allocations, inflation rates, and tax rates both from tax deferred accounts and taxable accounts

      Credits

      • 8.00 Credits of Category TX

      Wednesday, Aug 21, 2019

      8:30 AM to 4:30 PM
      Advanced Controller and CFO Skills

      DESIGNED FOR:  Controllers and CFOs with at least four years of experience and the desire to expand in their role.
      • Isolate the critical skills and attitudes to be effective in the future
      • Become an effective coach
      • Develop measurable missions and strategies
      • Align a firm’s strategies with its internal reporting system
      • Recognition of and response to the need for constant change and adaptation
      • Developing a tailored action plan suitable to specific needs

      Credits

      • 8.00 Credits of Category MT

      8:30 AM to 4:30 PM
      Buying and Selling a Business: Critical Tax and Structuring Issues

      DESIGNED FOR:  All practitioners who will be involved in the sale of a business.
      • Discounted cash flow and alternate valuation methods
      • Deemed asset sales -- Is §338 or §338(h)(10) appropriate?
      • The impact of the §197 amortizable intangibles regulations on the acquisition and disposition of a business
      • Impact of the Tax Cuts and Jobs Act of 2017
      • Liquidations as alternatives to sales of a business
      • Bootstrap acquisitions
      • State tax issues, including tax clearance certs
      • Individually owned goodwill

      Credits

      • 8.00 Credits of Category TX

      8:30 AM to 4:30 PM
      Compilation and Review Practice Guide

      DESIGNED FOR:  Practitioners who perform compilation and review engagements for non-public entities.
      • SSARS Clarity Project
      • Preparation of financial statements
      • AR-C Sections 60, 70, 80, 90 and 120
      • Document and perform compilations and reviews
      • Special purpose frameworks financial statements
      • Legal liability concerns and issues
      • Independence
      • Non-attest services
      • Common issues raised in peer reviews

      Instuctor(s)

      Credits

      • 8.00 Credits of Category AA

      8:30 AM to 4:30 PM
      K2's Excel Best Practices

      DESIGNED FOR:  Excel users who want to learn best practices for working with spreadsheets.
      • Critical spreadsheet design fundamentals
      • Using Excel’s Table feature as a foundational component of spreadsheets
      • Techniques for consolidating data
      • Sharing an Excel workbook and collaborating with others
      • Auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing

      Credits

      • 8.00 Credits of Category MT

      8:30 AM to 4:30 PM
      The New Yellow Book: Government Auditing Standards, 2018 Revision

      DESIGNED FOR:  Government auditors and public accountants that will be planning or conducting engagements in accordance with Government Auditing Standards, 2018 Revision ("Yellow Book").
      • Foundation and principles for government auditing
      • General requirements for complying with GAGAS
      • Ethics, independence, and professional judgment
      • Competence and CPE
      • Quality control and peer review
      • Standards for financial audits
      • Standards for attestation and review engagements
      • Fieldwork and reporting standards for performance audits

      Credits

      • 8.00 Credits of Category AA
      Salvatore Collemi

      Salvatore A. Collemi, CPA
      Managing Member & Founder
      Collemi Consulting & Advisory Services, LLC

      Salvatore A. Collemi, CPA, is the partner-in-charge of the Professional Standards Group at Marks Paneth LLP. To this role, he brings more than two decades of experience with US and international financial reporting, professional standards, corporate governance and risk management practices.

      The Professional Standards Group oversees overall compliance with and implementation of accounting, audit and attestation standards, independence and ethics and quality control standards set by the American Institute of Certified Public Accountants (AICPA), the Financial Accounting Standards Board (FASB), the Public Company Accounting Oversight Board (PCAOB), the US Department of Labor (DOL) and US. General Accounting Office (GAO).

      Prior to joining Marks Paneth, Mr. Collemi served as the Managing Member and Founder of Collemi Consulting & Advisory Services, LLC. In this role, he provided high-level strategic and technical guidance to many small and mid-size public accounting firms, litigation attorneys, valuation experts and the C-suite.

      As a former Staff Accountant in the Division of Corporation Finance, a Technical Manager in the National Peer Review Program and external auditor at leading institutions such as the US Securities and Exchange Commission (SEC), the American Institute of Certified Public Accountants (AICPA) and several mid-size to large international public accounting firms, he has demonstrated the impact of US and international financial reporting, internal control systems and regulatory compliance acumen as they affect privately-held and publicly-traded companies.

      As a recognized subject matter expert on International Financial Reporting Standards (IFRS), Sal was named by the AICPA as an official participant in the development and review of IFRS questions for the Uniform CPA Examination and the content for the IFRS Certificate of Accomplishment Program. He served as the IFRS Expert-at-Large for the AICPA Board of Examiners Content Committee from 2011-2014.

      John Fleming

      John M. Fleming, CPA, M.B.A.
      Kaplan Financial Education, Powered by Loscalzo

      John M. Fleming, CPA/MBA, licensed as a CPA in Pennsylvania, has served as the Director of Content Development for Kaplan Financial Education, powered by SmartPros, and also as President and Director of Accounting and Auditing for Kaplan Financial Education, powered by Loscalzo Institute. John retired on October 1, 2017. In retirement, John continues to provide seminars as a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, on a part-time basis. John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance. John served as the 1999/2000 President of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA). In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession and in 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession and community. John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region.

      Anthony LaRusso

      Anthony C. LaRusso, CMA, M.B.A.
      AICPA/Professional Development Institute

      Tony has over 30 years of experience in industrial and service organizations. Over the course of his career he has held senior-level management, operating, and staff positions, including as president of companies with annual sales of $500 million, consisting of domestic and international facilities. Tony has also held senior-level positions in finance, planning, and business development, as well as being a board member for start-up companies. Prior to retiring, during 2003, he was the president of a major division in an international company. Tony was an Adjunct Professor of Management for 20 years and has written numerous articles on a variety of business topics. He is a member of several professional organizations, has spoken at annual meetings and programs at universities, and served as an officer in trade associations. In 2015, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Tony also has had two books published: Management: Ready Aim Fire (2005) and Practical Financial Decision Making (2011). His biography is included in several publications by Who’s Who. In addition, since retiring from full-time employment, he has lectured in numerous states, including at major corporations; conducted consulting activities; and managed real estate investments for a family company. Tony has developed and written courses and webinars covering topics in finance, accounting, and management; was a reviewer for a new book; and authored an article, How to Avoid Tunnel Vision.

      Jeffrey Lieman

      Jeffrey Lieman, CPA
      AICPA/Professional Development Institute

      Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Lieman's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

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      Jon Lokhorst

      Jon Lokhorst, CPA, ACC
      Leadership Coach and Consultant
      Lokhorst Consulting

      Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with CPAs, CFOs, and other leaders who face massive change in their industry and recognize the need for a new approach to leadership to navigate those challenges. Before launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader. He has a Master's in Organizational Leadership and is recognized by the International Coach Federation as an Associate Certified Coach. Jon services as adjunct faculty in the School of Business and Nonprofit Management at North Park University. He is a member of the National Speakers Association and speaks regularly for CPA conferences and firms.

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      Lawrence McClelland

      Lawrence A. McClelland, M.B.A., J.D.
      K2 Enterprises

      Lawrence A. (Mac) McClelland, MBA, JD Associate, K2 Enterprises Carriere, Mississippi mac@k2e.com Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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      Dennis Riley

      Dennis P. Riley, CPA, M.B.A.
      Dennis Riley, CPA

      Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

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