Professional Development and Event Catalog

Please note: The CPE deadline has been extended to July 31, 2021.

In light of the tax deadline extension, the Connecticut State Board of Accountancy voted unanimously on May 11 to extend the CPE deadline by one month to July 31, 2021. 

Showing 122 Seminars and Conferences Results

After the SECURE Act: Comparing and Contrasting Retirement Plans for Small - and Medium-Sized Businesses (Morning Session I)

Tuesday, November 30th 8:45am - 10:25am

Online

2.00 Credits

Factors business owners should take into account when choosing a retirement plan in light of SECURE Act changes SIMPLE Plans Simplified Employee Pension Plans 401(k) plans Defined benefit plans Ensuring eligible employees are covered Employees' impact on choice of plan Ongoing compliance requirements Tax filing requirements Establishing a plan after the tax year end! Changes to Safe Harbor 401(k) plans Pooled Employer Plans!

IRS Tax Examinations and Hot Issues (Afternoon Session)

Tuesday, November 30th 12:45pm - 4:30pm

Online

4.00 Credits

Criteria that the IRS uses to select returns for examination Worker classification determinations on who is an employee and who is an independent contractor S corporation officer's reasonable compensation issues Responsibilities to pay the employment taxes when the business defaults Tax-related identity theft procedures

Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Morning Session II)

Tuesday, November 30th 10:35am - 12:15pm

Online

2.00 Credits

Section 1402(a)(1) exclusions from the definition of self-employment income Application of the SE tax to members of limited liability companies Taking a self-employed owner's health insurance deductions against self-employment tax How using the S corporation and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax How hiring a spouse and/or child helps reduce self-employment tax Differentiating between income treated as self- employment income and income that is not self-employment income

Latest Developments in Nonprofit Accounting and Auditing

Wednesday, December 1st 9:00am - 5:00pm

Online

8.00 Credits

Implementing the new Yellow Book Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards Key AICPA developments affecting audits of nonprofits including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Auditor Reporting Statements, and SAS 135, Omnibus Statement on Auditing Standards--2019 Prepare for the implementation of the new FASB ASU on grants, contracts, and contributions (i.e., ASU No. 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made) Develop a deeper understanding of the effects that ASU No. 2016-02, Leases, will have on nonprofits

Securing a Comfortable Retirement (Afternoon Session)

Friday, December 3rd 12:45pm - 4:30pm

Online

4.00 Credits

Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client Using the residence and other real estate as retirement assets through equity and rent 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 An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings

Strategies for Maximizing Social Security Benefits (Morning Session II)

Friday, December 3rd 10:35am - 12:15pm

Online

2.00 Credits

When is a person eligible to take Social Security benefits? Factors to consider when selecting an option for taking Social Security benefits Is there a best age to start taking Social Security benefits? How to maximize Social Security benefit payments for surviving spouses How can a divorced spouse collect Social Security benefits based on the work record of a former spouse? How minor children can collect Social Security benefits based on the work record of an older parent

What Tax Practitioners Need to Know About Medicare (Morning Session I)

Friday, December 3rd 8:45am - 10:25am

Online

2.00 Credits

Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act's impact on Medicare Current and late breaking legislative and regulatory developments

Surgent's Federal Tax Camp

Monday, December 6th 9:00am - 5:00pm

Rocky Hill

8.00 Credits

The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of 529 plans and 401(k) retirement plans for part-time workers The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs The CARES Act changes to 163(j), 461(I), and NOL rules Bonus depreciation rules and expansion of 179 Expansion of taxpayers able to use the cash method of accounting Comprehensive coverage of 199A and its alteration of pass-through taxation and planning Is the "Employee vs Independent Contractor" conundrum about to explode? Crypto currency Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas The latest issues related to any other late-breaking tax law changes

Surgent's Federal Tax Camp (Livestream)

Monday, December 6th 9:00am - 5:00pm

Online

8.00 Credits

The SECURE Act, including RMD changes, the elimination of the stretch IRA, modification of the kiddie tax rules, and expansion of 529 plans and 401(k) retirement plans for part-time workers The CARES Act and FFCRA, including employer tax credits, SBA loans, and EFMLEA and EPSLA expanded leave programs The CARES Act changes to 163(j), 461(I), and NOL rules Bonus depreciation rules and expansion of 179 Expansion of taxpayers able to use the cash method of accounting Comprehensive coverage of 199A and its alteration of pass-through taxation and planning Is the "Employee vs Independent Contractor" conundrum about to explode? Crypto currency Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas The latest issues related to any other late-breaking tax law changes

IRS Disputes (Afternoon Session)

Wednesday, December 8th 12:45pm - 4:30pm

Online

4.00 Credits

The assessment process  Audit selection, examination, and the appeals process  Installment agreements  Offers in compromise  Advising delinquent taxpayers  The IRS collection process for tax liens, levy, seizure, and sale  Bankruptcy and the effect on tax liabilities  Practice before the IRS  Business taxation  Tax liens levy seizure  Fund recovery penalty

Reviewing Individual Tax Returns: What Are You Missing? (Morning Session)

Wednesday, December 8th 8:45am - 12:15pm

Online

4.00 Credits

Common errors made involving the following tax forms:  Form 1040  Schedule A  Schedule B  Schedule C  Schedule D  Schedule E  Form 4562  Form 4797

Reviewing Partnership Tax Returns: What Are You Missing? (Morning Session)

Thursday, December 9th 8:45am - 12:15pm

Online

4.00 Credits

Form 1065  Schedules K and K-1  Schedules M-1 and M-2  Form 4562  Form 4797  And More!

Reviewing S Corporation Tax Returns: What Are You Missing? (Afternoon Session)

Thursday, December 9th 12:45pm - 4:30pm

Online

4.00 Credits

Form 1120S  Schedule K-1  Schedule L  Schedules M-1 and M-2  Form 4562  Form 4797  And More!

Tax Forms Boot Camp: LLCs, Partnerships, and S Corporations

Monday, December 13th 9:00am - 5:00pm

Online

8.00 Credits

Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S corporation Gain a comprehensive understanding of income tax laws for S corporations from eligibility and election, to tax return preparation, stock basis, and loss limitation issues Recognize and properly handle special pass-through items of income and expense Accurately prepare S corporation returns and reconcile book income to taxable income Accurately prepare partnership returns and reconcile book income to taxable income Properly handle the tax treatment of distributions to shareholders, partners, or members Understand the special restrictions and sanctions for tax year end selection Review the basics of partnership and LLC formation and basis calculation Self-employment tax or NOT, for each entity Filling in K-1s correctly for S corporations, partnerships, and LLCs How the Affordable Care Act affects tax returns The most frequently used forms and schedules, including some form "oddities"

Professional Ethics for Connecticut CPAs (Morning Session)

Tuesday, December 14th 8:45am - 12:15pm

Online

4.00 Credits

The conceptual framework  Confidentiality and conflicts of interest  Issues impacting attest services, including independence  Issues impacting non-attest practices and engagements  Issues impacting CPAs in industry  Connecticut state laws and regulations

Lease Accounting Implementation

Wednesday, December 15th 8:45am - 12:15pm

Online

4.00 Credits

Managing the risks of material misstatements  Time-saving practical expedients  Calculating present value for a lease's remaining payments  Examples of documentation that will avoid internal-control deficiencies and maximize audit efficiency

Estate and Life Planning Issues for the Middle-Income Client

Thursday, December 16th 9:00am - 5:00pm

Online

8.00 Credits

The SECURE Act, including IRA and RMD changes  Other major SECURE Act provisions, such as expansion of section 529 plans and 401(k) access to part-time workers  The CARES Act section 72(t) 10% early withdrawal penalty waiver  The CARES Act temporary waiver of RMD rules  More than 20 documents that should be reviewed that are neither a will nor trust  Applicable rates, and tactics that may be used to minimize them  Reducing the impact of ancillary administration  Provisions you need in a will  When a trust is needed for children  Durable powers of attorney, for financial matters and for healthcare  Realistic retirement goals  Management of insurance: liability, disability, and life  Dealing with marriage and divorce  Titling assets effectively  Developments relative to estate tax, and the implications for planning

Advanced Individual Income Tax Workshop

Monday, January 10th 8:30am - 4:30pm

Rocky Hill

8.00 Credits

Advanced Individual Income Tax Workshop (Livestream)

Monday, January 10th 8:30am - 4:30pm

Online

8.00 Credits

Advanced Corporate Income Tax Workshop

Tuesday, January 11th 8:30am - 4:30pm

Rocky Hill

8.00 Credits