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25
Connecticut CPA
g
May/June 2012
June 2012
1

Estate and Financial Planning for the
Baby Boomer Client
1

Loscalzo's Accounting and Auditing Update
(Afternoon Session)
1
Governmental Accounting and Auditing Update
1

Loscalzo's Professional Ethics for Connecticut CPAs
(Morning Session)
4
Single Audits Under OMB Circular A-133
4

Fresh New Tax Planning and Compliance Ideas
That Take Advantage of Recent Tax Acts and
IRS Pronouncements
5

Self-Employed Tax Clients: The Latest
Strategies for Your Schedule C, 1120S, 1065,
and LLC/LLP Clients
5
Accounting and Auditing Conference
5

AICPA Advanced Course: Overview of the AICPA
Peer Review Program Standards
6
Upcoming Peer Review: Is Your Firm Ready?
6
Excel PivotTables for Accountants
(Morning Session)
6
Excel Macros
(Afternoon Session)
6

Larry Stein's 2012 Update on Complex Form 1040
Moves and Strategies Solutions for Schedules A,
C, D, E, and Much More!
6
A Complete Guide to the New 2011 Yellow Book
7

Small Business Internal Controls, Security, and
Fraud Prevention and Detection
7

Applying Integrated Estate, Financial, and Asset
Protection Planning Techniques
7

I See It! Bringing into Focus the New Clarified
Auditing Standards
8

Fair Value Accounting: Making the Complex Issues
Understandable
8

Financial Planning Concepts and Techniques:
Beyond the Basics
8
Cloud Computing
11 Annual Accounting and Auditing Update
11 Debt Related Tax Issues: Foreclosures,
Short Sales, and Cancellation of Debt
11 Cash and Tax Basis Financial Statements:
Preparation and Reporting
12 Surgent McCoy's Audit Workshop: Best Practices
in Planning and Designing a High-Quality and
Profitable Audit
12 Introduction to Business Valuations
(Morning Session)
12 Estate and Life Planning Issues for the
Middle-Income Client
12 S Corporations: A Complete Guide to Planning
and Compliance
13 Annual Update for Accountants and Auditors
13 Loscalzo's Audits of Defined Contribution Pension
Plans (Emphasizing 401[k] Plans)
13 Surgent McCoy's Handbook for Mastering Basis,
Distributions, and Loss Limitation Issues for S
Corporations, LLCs, and Partnerships
Chief Financial Officer: Executive-
Level Skills for Financial Managers
Date: June 22, 2012
ExpressCode:CFO
Location: Rocky Hill
CPECreditHours:8
Being a great accountant alone will not qualify you to be a
chief financial officer. Effective CFOs are strong business
people whose knowledge goes well beyond accounting.
This seminar deals with the CFO's role in four important as-
pects of running a business.
Instructor:Richard A. Karwic, MBA
StandardFees
EarlyBirdFees*
$285 Member
$250 Member
$385 Nonmember
$350 Nonmember
*Early Bird fee good through 6/7/2012.
How to Manage Your Practice and
Your Life: The Best Ideas I've Learned
from 35 Years of Consulting
Date:June 27, 2012
ExpressCode:HTM
Location:Rocky Hill
CPECreditHours:8
In his 35 years of consulting and leading seminars, Frank
Sanitate has come across and tested many great ideas
and probably even more that weren't so great. He has put
together the best lessons he's learned for work and life into
one seminar. Find out which will work for you!
Instructor:Frank Sanitate
StandardFees
EarlyBirdFees*
$285 Member
$250 Member
$385 Nonmember
$350 Nonmember
*Early Bird fee good through 6/12/2012.
Three-for-One Accounting,
Assurance, and Compilation
Annual Update
Date: June 21, 2012
ExpressCode:TFOUD
Location:Rocky Hill
CPECreditHours: 8
This update focuses on three broad categories of profes-
sional standards accounting standards, assurance stan-
dards, and standards related to the compilation of financial
statements.
Instructor:Gary A. Hotchkiss, CPA
StandardFees
EarlyBirdFees*
$285 Member
$250 Member
$385 Nonmember
$350 Nonmember
*Early Bird fee good through 6/6/2012.