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cPe 

WINTER 2012 

NEW! Bundled Savings 

Options for RTRPs 

RTRP CPE Package is a “one-stop shop” 

subscription, or choose the new RTRP 

Webinars series discount! 

Look inside for Premier Package discounts and features on nearly 300 conferences and seminars! 

cl.thomsonreuters.com 

1-800-231-1860 

tAX & AccountInG 

CPE FOR TAX & ACCOUNTING 

PRACTITIONERS

CHECKPOINT LEARNING CPE & TRAINING CATALOG 

DIRECTORy 

tAX PrePArers solutIons 

Registered Tax Return Preparer CPE Package ...........................4 

More Solutions for RTRPs .........................................................5 

lIve leArnInG 

Gear Up ................................................................................. 6 – 27 

Gear Up Conferences ...................................................... 7 – 8 

Gear Up Seminars and Self-Study ...............................9 – 24 

Gear Up Policies and Order Form ..............................24 – 25 

Gear Up Speakers ........................................................26 – 27 

AuditWatch ..........................................................................28 – 31 

TaxWatch University ............................................................ 29 

AuditWatch University ..................................................30 – 31 

Web-Based New Audit Hire Training ................................... 31 

onlIne leArnInG 

Checkpoint Learning .................................................................. 32 

Checkpoint Learning Subscription Packages ................... 33 – 34 

Webinars .............................................................................35 – 38 

PASS Online and MicroMash ............................................39 – 43 

selF-stuDY courses 

PPC Self-Study Courses.................................................... 44 – 45 

RIA Self-Study Courses ..............................................................45 

Quickfinder Self-Study Courses ................................................46 

other solutIons 

Firm-Wide and Custom Training Solutions .............................. 47 

AuditWatch Consulting and In-House Seminars .............. 47 

Practitioners Monthly Video Digest .................................... 47 

PPC In-House Seminars ...................................................... 47 

Checkpoint Learning Group Solutions ............................... 47 

About Thomson Reuters ............................................................ 47 

Research and Guidance Brands ................................................ 47 

2 cl.thomsonreuters.com | 1-800-231-1860 

DEAR CPE DECISION MAkER, 

Welcome to the winter 2012 CPE Catalog from the Tax 

& Accounting business of Thomson Reuters. This issue 

provides an overview of everything tax and accounting 

professionals need to purchase and complete required 

continuing professional education and other training 

products in the 2012 season. 

Gear Up Customers: Welcome to your new, integrated 

learning catalog! You can still locate Gear Up-only 

options online at cl.thomsonreuters.com/G and in the 

first section of this catalog (pages 6 – 27). 

If you are a learning administrator, please take a look 

at our current Organizational Training Catalog online 

at cl.thomsonreuters.com for the topics and solutions 

to help train and manage learning for your team. 

Our Premier Subscription Package continues to gain 

significant attention and popularity with customers. I 

urge you to review pages 33 – 34 to learn more about 

the incredible value in our Comprehensive Subscription 

Packages. 

Thank you for giving us the opportunity to be part of 

your continuing education needs this year! We are 

excited about our fall and winter line-up (take a look 

at "What's New" at right) and are confident we have 

the seminars, courses, and online learning platform to 

provide the most cost-effective, useful, and enjoyable 

CPE for you this season. 

Sincerely, 

Kenneth Koskay 

Vice President 

Learning Solutions 

OCTOBER 2012 

Catalog code: CCUSR42

What’s NeW... 

Year-end Cpe options 

Need to complete your CPE by December 31? Checkpoint 

Learning can help! Quickly select online and downloadable 

courses in the fields of study you require, for individual purchase 

or within a money-saving subscription package. 

See pages 34 and 40 - 43. 

New year-end webinars! Webinars are a great way to catch up 

on your CPE either from home or the office, and we have titles 

planned to maximize your CPE credits with up-to-date learning 

via several full-day and half-day sessions in late December. 

See pages 35 and 38. 

new Cpe subsCription paCkage and 

More for rtrps 

registered tax return preparer Cpe package: Designed 

specifically for RTRPs, this new annual subscription product is a 

“one-stop shop” for tax professionals who need to comply with 

IRS continuing education requirements. 

See page 4. 

registered tax return preparer webinar series: Meet your CPE 

requirements easily and conveniently with the new RTRP webinar 

series! Seven new titles designed just for RTRPs are available at 

a special discount that offers big savings on the tax, ethics, and 

other continuing education you need. 

See page 35. 

irs exam preparation: Select live seminar or new online course 

or webinar to earn credit while you cram for the 

RTRP exam! 

See page 5. 

Cpe Courses for rtrps: Search the Checkpoint Learning catalog 

easily for courses that meet the annual continuing education 

requirements for RTRPs, including Gear Up and AuditWatch 

live seminars; PASS Online and MicroMash online courses; PPC, 

Quickfinder, and Gear Up self-study courses; and Webinars. You’ll 

find more than 80 titles that have been newly created or handpicked 

to meet your learning needs! 

See page 5. 

fisCaL CLiff webinars 

The “fiscal cliff” is quickly approaching as $7 trillion of potential 

spending cuts and increases loom ahead and threaten to weaken 

our economy. Find out now what you need to know to mitigate 

client impact! Two new webinar titles available in November and 

December will provide an overview of how the November election 

will affect your clients, and discuss tax planning strategies related 

to client income, estate and gift taxes, and more. 

See page 35. 

CONTACT US 

General Information and Sales: 


1-800-231-1860 (Monday – Friday 8:00 am – 6:00 pm CST) 

Customer Service and Product Support: 

support.rg.thomsonreuters.com 

1-800-431-9025 (Monday – Friday 8:00 am – 6:00 pm CST) 

Catalog code: CCUSR42 

Here's how to use the new discount tabs 

and icons in this catalog and SAVE: 

Look for this green 

icon on each page for 

information on what 

products are included 

with the PREMIER 

PACKAGE or what 

PREMIER DISCOUNTS 

apply to select 

product lines. 

Look for this orange 

icon for information on 

EARLY BIRD offers. 

Look for this blue icon 

for information on what 

QUANTITY DISCOUNT 

offers apply to select 

product lines. 

Look for this red icon 

to identify special 

savings for Registered 

Tax Return Preparers 

including the RTRP 

CPE PACKAGE, the 

new RTRP WEBINAR 

DISCOUNT, and the 

RTRP QUICKFINDER 

DISCOUNT. 

PREMIER PACKAGE OR 

DISCOUNT: 

Applies at various levels to Gear Up, 

AuditWatch, Webinar, PASS Online and 

MicroMash, PPC Self-Study. Details: p34. 

EARLY BIRD DISCOUNT: 

2013 Conferences offer savings when 

you register early! Details p7. 

QUANTITY DISCOUNT: 

Webinars and PPC Self-Study both have 

Quantity Discount offers available. 

Details: pp36, 44. 

RTRP PACKAGE OR DISCOUNT: 

RTRP CPE Package includes select 

online courses and CPE tracking. 

Details: pp4-5. 

RTRP Webinar discount offers big 

savings on webinar series designed for 

RTRPs. Details: p35. 

RTRP Quickfinder discount when you 

purchase trio of RTRP self-study 

CPE titles. Details: p46. 

Catalog publication October 2012. CPE accreditation information, including 

NASBA, QAS, IRS, (EA and RTRP) CFP, and CTEC, can be found by product line 

inside this catalog and in more detail at cl.thomsonreuters.com. 

BE SOCIAL WITH US: 

Blog: cpetaxaccounting.blogspot.com 

Pinterest: pinterest.com/checkpointcpe 

Facebook: facebook.com/CheckpointLearning 

Twitter: twitter.com/CPETaxAcctng 

YouTube: youtube.com/trainingcpe 

cl.thomsonreuters.com | 1-800-231-1860 3


CHECkPOINT lEARNING 

registered taX return 

preparer Cpe paCkage 

Meet your IRS CPE requirements conveniently, cover your annual tax update training needs, and 

save big with this new, annual subscription package! Designed specifically for RTRPs, the Registered 

Tax Return Preparer CPE Package is a “one-stop shop” for tax professionals who need to comply 

with IRS continuing education requirements. Whether you are starting on the road to preparing for 

the IRS Exam, or ready to jump into meeting annual CPE requirements, you will find what you need 

in this simple-to-buy, simple-to-use subscription. 

Checkpoint Learning offers learning management tools specifically for tax professionals, and is an 

IRS-approved provider of continuing education courses for RTRPs. 

The Registered Tax Return Preparer CPE Package includes unlimited access to everything listed 

below, for only $119* per year! 

Cpe traCking 

Checkpoint Learning provides online CPE 

tracking and compliance monitoring for RTRPs. 

• Automated CPE tracking and compliance 

monitoring 

• CPE certificate storage 

• Monthly email notification of CPE status 

• Personalized learning dashboard 

• Retail value of $49 if purchased separately! 

onLine Courses 

You’ll have immediate access to our complete 

library of 16 RTRP-eligible online courses, from 

leading MicroMash and PASS Online authors! 

This provides you with 116 total CPE credit 

hours to choose from. Topical areas of study 

include: Individual Income Tax, Tax Research, 

Tax Practice and Procedures, Small Business, 

Deductions, and Ethics for RTRPs. These 

courses meet the IRS’s continuing education 

requirements and, upon completion, we will 

automatically report your results to the IRS. 

• All interactive online courses feature a user 

interface designed to enhance your learning 

experience with easy, intuitive navigation 

• Select titles include video clips and other 

enhanced interactive features 

• View complete course list online 

• Retail value of $1,686 if purchased separately! 

* $119 per year, per user 

Product ID: RTRW 

For more information or to purchase the 

Registered Tax Return Preparer CPE Package by 

phone, please call 1-800-231-1860. 

PLUS, receive exam prep course free with package 

for limited time only! 

onLine irs eXaM prep Course 

With the Registered Tax Return Preparer Exam 

Prep: Comprehensive course, you can study 

when and where you want to prepare for the 

IRS RTRP exam. With comprehensive coverage 

of all topics necessary to prepare individual 

tax returns, this course is designed to cover 

exactly what you need to know to pass the 

exam…PLUS, you’ll get off to a head-start on 

your required CPE, earning 10 credits with this 

course! 

Course topics include: how to review the prior 

year’s return and collect the taxpayer’s data, 

including taxpayers with small businesses; 

proper treatment and reporting of income as 

well as standard and itemized deductions; 

tax credits for individuals and businesses; 

depreciation including rental property; and 

Circular 230 rules and regulations pertaining to 

RTRPs. 

• From MicroMash authors, available 

exclusively on the Checkpoint Learning 

platform 

• Make your exam prep time work for you: earn 

10 CPE credits with this online course 

• Retail value of $159 if purchased separately! 

Or, bundle Quickfinder with your CPE! 

registered tax return preparer 

Cpe + quickfinder big bundle 

$1,900 Retail Value for Only $199! 

You’ll have to shop elsewhere for a kitchen 

sink, but there is truly no better value for 

practicing RTRPs than this big bundle of 

Quickfinder Handbooks plus Checkpoint 

Learning CPE courses! These two 

extraordinary packages can be combined 

together at a single, even-lower price. 

Includes: 

• Registered Tax Return Preparer CPE 

Package (described at left). A retail 

value of over $1,700 when purchased 

separately or $119 when purchased in 

the RTRP CPE Package. 

• RTRP Quickfinder Bundle: 1040 

Quickfinder® Handbook — Registered 

Tax Return Preparer Edition (Q4R), 

Small Business Quickfinder Handbook 

(QSB), and All States Quickfinder 

Handbook (QST). A retail value of $168 

purchased separately or $135 when 

purchased in the RTRP Quickfinder 

Bundle. 

This CPE + Quickfinder Big Bundle is 

priced at only $199…take care of your exam 

prep, CPE and reference book needs in one 

fell swoop at unbeatable savings. 

The Big Bundle is only available by phone; 

call 1-800-231-1860 to order. 



MORE SOlUTIONS FOR RTRPs 

irs eXaM prep Courses 

We’ve got your choice of format to help you prepare for the IRS exam. 

Each of our exam prep options covers the seven IRS Domains that 

comprise the exam. Plus, for a limited time you will receive the online 

course for free when you purchase the new RTRP CPE Package! 

Live seMinar: registered taX return preparers 

CoMpetenCY eXaMination prep Course – 2012 

8 Cpe Credits | taX | $149 

This Gear Up self-sponsored seminar is available in Georgia and Florida. 

Additionally, association-sponsored seminars (with Gear Up speakers 

and materials) are available in Pennsylvania (prices and CPE credit 

determined by sponsoring association). 


cl.thomsonreuters.com | 1-800-231-1860 


Whether you are celebrating or dreading the new IRS requirements, we are here to help with courses to fulfill your CPE requirements, plus CPE tracking 

to keep your certificates in one place, and send helpful email reminders to ensure you’re never surprised with a CPE deadline or rule change. 

onLine Courses 

Courses from industry-leading authors are available on Checkpoint 

Learning from leading brands PASS Online and MicroMash. You can start 

and stop courses to learn on your time; bookmark key elements; and 

retake exams as needed. Preview courses for free to find out for yourself 

how intuitive and easy to use our courses are! 

• 18 interactive online courses are available to meet RTRP credit; 

2 - 16 CPE Credits Each 

• Available individually at $40 - 159 each or purchase the RTRP CPE 

Package to access 16 of these titles for a single low price 

webinars 

All you need is a high-speed internet connection to register for our live, 

instructor-led webinars! A time- and cost-effective way to hear from 

expert speakers while you meet annual CPE requirements. 

• Federal Tax Update for the Registered Tax Preparer: 3 CPE Credits | $59 

• Ethics for the Registered Tax Preparer: 2 CPE Credits | $39 

• RTRP Series: 2 CPE Credits Each | $39 Each 

Charitable Contributions—More Complicated Than Ever 

Key Issues in Federal Tax 

Rental Real Estate—Schedule E and Form 8582 (Passive Activity 

Rules) 

Sole Proprietorships—Schedule C and Form 8829 (Home Office 

Deduction) 

The “In’s and Out’s” of Home Ownership 

Purchase all seven and save: only $129 when purchased together! 

See page 35 for offer details. 

onLine Course: registered taX return 

preparer eXaM prep: CoMprehensive 

10 Cpe Credits | taX | $159 or free with rtrp Cpe paCkage! 

Study when and where you want to prepare for the IRS RTRP exam! 

From MicroMash authors, available exclusively on the Checkpoint 

Learning platform. 

webinar: getting readY for the registered taX 

return preparer eXaM 

8 Cpe Credits | taX | $129 

All you need is a high-speed internet connection to register for this live, 

instructor-led webinar! Available on the Checkpoint Learning platform. 

Courses to Meet annuaL rtrp Cpe requireMents 

Whether you prefer a live seminar experience, a webinar from your desktop, or an online course available 24/7, we can help you meet your RTRP CPE 

requirements with ease. 

seLf-studY Courses 

Quickfinder now provides three new courses that satisfy the annual 

RTRP CPE credit requirement. See course details on p. 46. 

• Ethics for RTRPs: 2 CPE Credits | $27 

• Form 1040 for RTRPs: 3 CPE Credits | $35 

• Form 1040 and Schedule C and F Expenses for RTRPs: 

10 CPE Credits | $69 

Purchase all three and save: only $84 when purchased together! 

This course trio exactly fulfills the CPE requirement for RTRPs: 2 CPE 

Ethics, 3 CPE Federal Tax Update, 10 CPE Federal Tax. 

PPC now offers 15 downloadable self-study courses (PDF) that are 

approved for RTRP CPE credit. Download PDF course materials at no 

cost; you’ll only pay to receive CPE credit when you’re ready to take the 

exam via our convenient Checkpoint Learning online grading center! 

Live seMinars 

Gear Up offers 20 seminars that provide CPE credit for RTRPs! Our live 

seminars are available in many states throughout the nation, plus at 

week-long CPE conference events in Las Vegas, Orlando, and Chicago. 

AuditWatch offers staff level training public seminars including 

TaxWatch University. Levels 1-4 of this tax staff training program provide 

CPE credit for RTRPs. Currently, TaxWatch public seminars are available 

in California, Georgia (Atlanta), Illinois (Chicago), Massachusetts 

(Boston), New York/New Jersey, Texas (Dallas/Fort Worth), and 

Washington, DC. 

Cpe traCking for rtrps 

The Checkpoint Learning platform includes tracking and compliance 

monitoring features that will simplify your continuing education 

experience, with e-alerts and prompts to help you stay on track. For 

best value, check out the new RTRP CPE Package, which includes CPE 

tracking for RTRPs. 

5

GeAr uP 

GEAR UP 

TAX & ACCOUNTING 

SEMINARS, CONFERENCES, AND SElF-STUDy CPE 

for sCheduLe, priCing and More 

Cpe inforMation: 

cl.thomsonreuters.com/g 

Lunch, manual, daily free parking (excludes 

valet) and break refreshments are included 

at all Gear Up full-day seminars. 

All Gear Up courses require a basic knowledge of federal tax laws, 

and provide the latest updates and comprehensive overviews 

of each course topic covered. Unless otherwise stated, there are 

no other prerequisites or advanced preparation required to take 

courses. Gear Up seminars and conferences are group-live delivery 

method. Please note: CPE credit amounts based on a 50-minute 

hour. For more CPE information including detailed course 

descriptions and learning objectives, visit cl.thomsonreuters.com/G. 

Gear Up’s National Registry of CPE Sponsor 

membership pertains to Gear Up seminars (hosted 

directly by Gear Up); Quickfinder/Gear Up standalone 

self-study and Gear Up self-study programs only. 

Gear Up is registered with the National Association of 

State Boards of Accountancy (NASBA) as a sponsor 

of continuing professional education on the National Registry of CPE 

Sponsors. State boards of accountancy have the final authority of the 

acceptance of individual courses for CPE credit. Complaints regarding 

registered sponsors may be submitted to the National Registry of CPE 

Sponsors through its website: www.learningmarket.org 

Gear Up’s QAS membership pertains 

to Quickfinder/Gear Up standalone 

self-study and Gear Up self-study 

programs only. Gear Up is registered 

with the National Association of State 

Boards of Accountancy (NASBA) as a Quality Assurance Service 

(QAS) sponsor of continuing professional education. State boards 

of accountancy have final authority on the acceptance of individual 

courses for CPE credit. Complaints regarding registered sponsors 

may be addressed to the National Registry of CPE Sponsors, 150 

Fourth Avenue North, Nashville TN 37219-2417. Website: www. 

learningmarket.org 

Gear Up has been recognized as an approved curriculum provider 

by the California Tax Education Council. Successful completion of 

this course may be reported to fulfill the (continuing education/ 

qualifying education) requirement of the California Business 

and Professions Code 22250-22259. This does not constitute 

an endorsement by the California Tax Education Council as to 

the quality of the course or its contribution to the professional 

competence to the preparer. 

Gear Up is an IRSapproved 

continuing 

education provider, and 

offers several courses 

that are eligible for RTRP (Registered Tax Return Preparer) and/or EA 

(Enrolled Agent) CE credit. 

Gear Up is a registered California CTEC CE Provider. 

Visit cl.thomsonreuters.com/G for more CTEC 

specifics. 

Gear Up is proud to offer courses accepted by the 

CFP board qualifying for CFP credit! Look for the 

CFP logo on the following pages. Please note, CFP 

credit applies only to self-sponsored seminars at 

the full CPE credit value; it applies to self-study 

products at half the CPE credit value. CFP®, CERTIFIED FINANCIAL 

PLANNER®, and the CFP® logo are certification marks owned 

by the Certified Financial Planner Board of Standards, Inc. These 

marks are awarded to individuals who successfully complete CFP® 

Board’s initial and ongoing certification requirements. 

Gear Up is an extensive education and information source with more than 40 years of 

experience, offering live seminars nationwide plus self-study CPE. We are NASBA and CFP 

approved, and are an IRS-approved continuing education provider for RTRPs and EAs. 

View and register for Gear Up seminars, conferences, and self-study products alongside our 

sister CPE and training brands on the Checkpoint Learning website. Select the Gear Up box 

on the home page, or go to cl.thomsonreuters.com/G, to visit the Gear Up home page on 

Checkpoint Learning for familiar navigation and links. 

gear up seMinars—nationwide! 

Our nationwide seminars, including our industry-leading two-day 1040 course, attract 

thousands of attendees each year. Seminars provide insightful application of tax and 

accounting information, and attendees receive a comprehensive manual that alone is worth 

the price of registration! Our seminar speakers are tax and accounting practitioners who 

understand your daily practice. 

Gear Up presents seminars in Alabama, Arizona, California, Colorado, Florida, Georgia, 

Illinois, Indiana, Iowa, Massachusetts, Missouri, Nevada, New Mexico, New York, North 

Dakota, Oklahoma, Oregon, Vermont, and Virginia. Additionally, we partner with 

sponsoring state associations to bring you live seminars nationwide. For up-to-date 

schedule and pricing, visit cl.thomsonreuters.com/G or call 1-800-231-1860. 

gear up ConferenCes—designed with You in Mind 

Gear Up conferences are designed to provide you the best possible learning experience— 

top-notch speakers, the topics that matter to you and your choice of relaxing and 

entertaining locations. Join us at the vacation destination of your choice. 

gear up seLf-studY 

Gear Up has multiple self-study options available for you to complete in your own time 

frame. There are courses related to live seminar material as well as additional Gear Up 

courses on a variety of topics helpful to your tax and accounting needs. Self-study courses 

related to our live seminars are available as a complete learning experience in print format 

with supplemental video and audio material. The optional video and audio presentations 

reproduce a live learning experience. However, please note that the printed self-study CPE 

course materials are not designed to track with the live presentation. 

6 cl.thomsonreuters.com/G | 1-800-231-1860 


GEAR UP CONFERENCES 

TAkE CARE OF All OF yOUR CPE NEEDS IN A 

TERRIFIC vACATION DESTINATION 

gear up ConferenCes are aLL about You! 

YOU'LL 

• Choose a week of learning that’s perfect for you 

• Hear the best speakers in the business 

• Learn from the most comprehensive course manual available at the conference and 

throughout the year 

• Win valuable prizes at raffles held daily 

• Eat delicious breakfasts, lunches, and break refreshments 

• Grow your billable hours with newly learned efficiencies 

• Keep up with the constantly changing demands of the tax and accounting world 

• Equip yourself with the skills to help you offer value-added services. 

to register 

Call 1-800-231-1860 or visit cl.thomsonreuters.com/G. 

CITRUS wEEk 2013 IN ORlANDO 

save $50 with early Bird or up to $180 with Premier Package! Details above. Early Bird expires May 12. 

june 10–13, 2013 | 32 Cpe Credits | $599 | orLando, fL | waLt disneY resort properties 


cl.thomsonreuters.com/G | 1-800-231-1860 

GeAr uP 

PREMIER DISCOUNT: 

Subscription Package includes savings up to $192 when you apply your full annual live event discount to a Gear Up Conference! No expiration. Details: p. 34 

EARLY BIRD DISCOUNT: 

Early Bird prices shown in orange on this page. See specific Early Bird expiration date under each conference header. 

jACkPOT 2013 IN lAS vEGAS 

save $50 with early Bird or up to $180 with Premier Package! Details above. Early Bird expires April 21. 

Complete your CPE and enjoy the sunny pleasures at one of Florida’s most popular destinations! Orlando is beloved for its 

theme parks, water parks, shopping malls and dining. 

wINDy CITy wEEk 2013 IN CHICAGO 

save $50 with early Bird or up to $180 with Premier Package! Details above. Early Bird expires July 1. 

juLY 22–27, 2013 | 44 Cpe Credits | $849 | ChiCago, iL | hiLton roseMont 

five 

outstanding 

ConferenCes— 

THREE GREAT 

LOCATIONS! 

MaY 20-25, 2013 | 48 Cpe Credits | $899 | Las vegas, nv | Las vegas fLaMingo hoteL 

Miss this year's spring conference in Vegas? Plan early for 2013 to get a head start on this popular event, or turn the page to see the terrific events 

still available in 2012! 

Head to wonderful Chicago for a week of top-notch CPE and the best speakers in the business! Discover what makes Chicago 

special —including some of the best architecture in the country—while completing your CPE requirements. 

7

GeAr uP 


Subscription Package includes savings up to $192 when you apply your full annual live event discount to a Gear Up Conference! No expiration. Details: p. 34 

save up to $182 with Premier Package! 

ROyAl FlUSH 

IN lAS vEGAS 

noveMber 26 – deCeMber 1, 2012 | 48 Cpe Credits | $909 

Welcome back to Las Vegas for a week of practical learning led by Gear 

Up speakers! Plan early and lock in your savings for this wintertime 

conference. Our flagship event for many years, Royal Flush never fails 

to draw a record crowd and sell out rooms. Whether you're all about 

the Vegas getaway or all about hitting the books before the holidays, 

Royal Flush will deliver learning and fun for you. 

Las vegas fLaMingo hoteL 

Exceptionally competitive room rates will be available until October 

26, 2012. Call 1-800-835-5686 or 702-733-3111 and mention 

Gear Up for reservations. 

save up to $192 with Premier Package! 

MAGIC wEEk 

IN ORlANDO 

deCeMber 11 – 15, 2012 | 40 Cpe Credits | $799 

Complete your CPE and enjoy some R&R—head to sunny Orlando! 

December is the perfect time to escape for a week of Florida sunshine, 

plus you'll be sitting pretty for year-end CPE requirements 

plus being fully prepared for the upcoming tax season with this 

week-long learning event. 

disneY YaCht CLub resort 

Special room rate of $149 per night will be available until 

November 12, 2012! Call 407-939-4686 and mention Gear Up. 

Disney’s Yacht Club Resort is a lakeside Disney Deluxe Resort 

featuring lush landscaping and the formal grace of a grand New 

England yacht club. 

roYaL fLush ConferenCe price 

entire Week royal Flush, 48 cPe $909 

Select from several seminar options to create the week you need. 

Call us at 1-800-231-1860 to register your seminar choices. 

roYaL fLush individuaL seMinars 

Sunday 

Optional 

Practice Development and management 

(8 cPe) 

$204 

Only $99 with weeklong 

registration! 

Mon—Tues 1040 Individual tax (16 cPe) $379 

Wednesday 

You choose! 

TWO half-Day seminars: 

technology 3.0 (4 cPe) —and— 

california tax update (5 cPe) 12:45 Pm 

—or— 

ONE Full-Day seminar: 

IrAs, Pensions, and other retirement 

resources 



$95 

$95 

$204 

Thursday estates and trusts (8 cPe) $204 

Friday 

You choose! 

Saturday 

You choose! 

Accounting two-Day (Day 1 of 2) (16 CPE) 

—or— 

$379 

Business entities (Day 1 of 2) (16 cPe) $379 

Accounting two-Day (Day 2 of 2) 

—or— 

Business entities (Day 2 of 2) 

optionaL evening Course 

Monday 

Optional 

ethics for the tax Professional 

5:00 Pm 

—Included above— 

$59 

MagiC week ConferenCe price 

entire Week magic Week, 40 cPe $799 

Select from several seminar options to create the week you need. 

Call us at 1-800-231-1860 to register your seminar choices. 

optionaL pre-seMinars 

Monday (am) 

Optional 

Monday (pm) 

Optional 

You choose! 

Irs Audits, Appeals, and collections 

(4 cPe) 

ethics for Florida cPAs (4 cPe) 12:45 Pm 

—or— 

ethics for the tax Professional (2 cPe) 

12:45 Pm 

$95 

$95 

$59 

MagiC week individuaL seMinars 

Tues—Wed 1040 Individual tax two-Day (16 cPe) $379 

Thursday Business entities (8 cPe) $204 

Friday Accounting two-Day (Day 1 of 2) (16 cPe) $379 

You choose! —or— 

IrAs, Pensions, and other retirement 

resources 

$204 

Saturday Accounting two-Day (Day 2 of 2) 

You choose! —or— 

Practice Development & management (8 cPe) $204



GeAr uP 

GEAR UP SEMINARS AND SElF-STUDy 

aCCounting 

16 Cpe Credits | aCCounting | basiC | Live: 2 daYs, $379* 

8 Cpe Credits | aCCounting | basiC | Live: 1 daY, priCing: see website 

Statement on Standards for Accounting and Review Services No. 19, 

effective in 2011, replaced and/or revised almost every one of its 

predecessors, resulting in the most significant change in financial 

statement presentation since 1978. This year's Gear Up Accounting 

seminar is special: the focus is on you, your practice's quality control 

system, and what all this means to your client. In addition to an indepth 

discussion of SSARS No. 19 and SSARS No. 20, other major 

topics include: 

• Professional Ethics: the basic requirements and the most recent 

interpretations 

• OCBOA versus GAAP: how both banks and clients can receive cost 

effective yet useful statements 

• Practice Management: faced with the new requirements, should you 

move to value billing, rather than hourly billing? If so, how do you 

make the transition? 

• Nonprofits and Homeowners Associations: what's the appropriate 

presentation now? 

• Peer Review: using a case study approach, learn what peer reviewers 

look for and how you can be prepared and pass! 

• GAAP Update: when does Fair Value Accounting replace historical 

cost; when do variable interest entities require financial statement 

consolidation; what are the new leasing standards, the changes 

revenue recognition concepts, the tests for impairment, and how does 

each impact disclosure on OCBOA statements? 

Add to that, issues related to: interim financial statements 

and reports; the consideration of fraud in financial statement 

presentation; analytical procedures; cash flow statements; required 

financial statement disclosures; specialty issues relevant to the 

main street accountant…and you have a solid two-day accounting 

seminar that will satisfy the need of both the sole practitioner and 

the mid-sized firm. This course is also available in a one-day version 

that addresses much of the above but in less depth. 

Two-Day: 

CA Anaheim: Dec 17-18 

CA Burbank: Jan 7-8, 2013 

CA San Jose Oct 18-19 

FL Orlando: Dec 14-15 

NV Las Vegas: Nov 30-Dec 1 

One-Day: 

NJ Monroe Township: Dec 7 

PA Philadelphia: Dec 5 

accounting—two day Available October 2012 

Format CPE Product ID 2011 Tax Year 2012 Tax Year 

Self-Study CPE Course 

(print-based manual and exam) 

16 12-ME12022 $149 $199 

Supplemental Audio CD 0 12-AC11022 $52 $ 69 

Reference Manual Only 0 12-M13022 $97 $129 

CPE Credits confirmed for 2011, recommended for 2012. 2011 CPE expires Oct. 31, 2012. 

accounting—one day Available October 2012 




8 12-ME12012 $89 $119 

Supplemental Audio CD 0 12-AC11012 $37 $49 




Subscription Package includes 40% off regular price of self-sponsored 

Gear Up events (cities/dates in blue)! 24 hrs combined Gear Up/ 

AuditWatch annual max. No expiration. Details: p. 34 

CoMpiLation and review engageMents 

6 Cpe Credits | aCCounting | basiC 

If you prepare or report on unaudited financial statements of 

nonpublic companies, this course is for you. Learn about new 

pronouncements (SSARS ) and review current pronouncements. 

Also covers issues surrounding performance of compilation and 

review engagements including adherence with current standards. 

• Latest SSARS and review of the authoritative pronouncements 

• Responsibility for fraud and internal control 

• Special interest reporting—OCBOA financial statements, GAAP 

departures, going-concern issues, prescribed forms 

Compilation and review engagements Available Now 

Format CPE Product ID 2012 Tax Year 

Print Pack 6 12-CRGT $69 

fraud deteCtion 

8 Cpe Credits | auditing | basiC | Live: 1 daY, $204* 

This course is a forum for the discussion and implementation of 

techniques for the detection of fraud, the control of fraud, and the 

implementation of fraud prevention tools for the main street client. 

The subject matter provides practical guidance to help the "Mom 

& Pop" client and the mid-sized client prevent the misclassification 

of financial statement transactions and/or the misappropriation of 

assets by employees—and, perhaps, by management itself. Learn 

to what extent the accountant is held responsible for failure to 

assist the client in the prevention and detection of fraud. 

Meets 8-CPE fraud requirement for California CPA re-certification. 

CA Anaheim: Dec 7 CA Burbank: Nov 28 

fraud detection Available October 2012 




8 12-ME12070 $89 $119 




*Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by 

state; see exact pricing on website. Check website for all association-sponsored events 

(in black); pricing set by associations.All Gear Up self-sponsored seminars begin at 8:00 a.m. 

unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. 

9

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praCtiCe deveLopMent and ManageMent 

8 Cpe Credits | business ManageMent & organization | basiC 

Live: 1 daY, $204* 

Make more...work less...have fun doing it! We’ll teach you the 10 

secrets to a successful tax and accounting practice. Learn how to 

develop relationships with clients and your team so that you can 

build a firm that has value whether you decide to work or sell it. 

Also available: Interactive forms CD that will help your office 

work more effectively and efficiently, and a step-by-step 

reference manual. 

FL Orlando: Dec 15 

NV Las Vegas: Nov 25 

TN Pigeon Creek: Oct 22 

practice development and Management Available November 2012 



Interactive Forms CD 0 12-CD060 $75 $99 

NeW! teChnoLogY 3.0: the neXt step in Making 

Your praCtiCe teChnoLogiCaLLY savvY 

8 Cpe Credits | CoMputer sCienCe | basiC | Live: 1 daY, $204* 

4 Cpe Credits | CoMputer sCienCe | basiC | Live: haLf daY, $95 

Where does a practitioner go to understand the complexities of 

dealing with technology in the practice? We will study the real 

world issues of dealing with the adaption of technology to solve 

practice issues. 

• Is it time to take my practice into the cloud? 

• The mobility of data access and the handheld computer: smart 

phones, tablets, and notebooks 

• Advances in the world of manipulating documents and workpapers in 

the modern accounting and tax practice 

• Work smarter, not harder! Great utility software that can make life 

easier in the office 

• Security, remote access, and backing up data: How to properly set up 

and maintain your systems 

• Floware: Managing daily office activities from your computer 

• Operating systems Windows 7 and 8, Mac, Linux: How to keep up with 

all the changes 

Half-Day: 

NV Las Vegas: Nov 28 AM 

technology 3.0 Available October 2012 




8 12-ME12040 $119 

Supplemental DVD 0 12-VD11040 $69 

Reference Manual Only 

CPE Credits recommended for 2012. 

0 12-M13040 $85 

ethiCs for fLorida Cpas 

4 Cpe Credits | haLf-daY | reguLatorY ethiCs | basiC | $95 

This class meets the CPE ethics requirements for the Florida State 

Board of Public Accountancy. Speakers address the major aspects 

and recent changes related to the Rules of Professional Conduct as 

they affect the CPA in public practice and in industry. 


visit our website for 

a CoMpLete sCheduLe: 


*Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing 

set by associations.All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. 



ethiCs for the taX professionaL 

2 Cpe Credits | reguLatorY ethiCs | basiC | Live: $59* 

Credits onLY appLY for: ea, rtrp, CteC 

The Office of Professional Responsibility (OPR) has been very busy, 

ensuring that Circular 230 Practitioners (that's us) follow rules 

that prescribe and proscribe our behavior. We will discuss what we 

can—and must—do to assist our clients while maintaining ethical 

integrity and complying with Circular 230 rules. CTEC approved. 

Start time for self-sponsored 

events (in blue): 5:00 PM 

AZ Phoenix: Nov 14 

AZ Tucson: Oct 31 

CA Anaheim: Nov 19 

CA Anaheim: Jan 9, 2013 

CA Burbank: Nov 7 

CA Burbank: Dec 11 

CA San Jose: Dec 13 

CO Denver: Oct 25 

FL Orlando: Dec 10 12:45 PM 

ID Boise: Nov 12 

ID Idaho Falls: Nov 1 

MT Billings: Oct 22 

1041 

8 Cpe Credits | taXation | basiC | Live: 1 daY 

for: Cpa, ea, rtrp, CteC, Cfp*, aLL taX pros 


NJ Atlantic City: Dec 3 

NJ Monroe Township: Nov 12 

NJ Monroe Township: Dec 12 

NJ Pompton Plains: Nov 19 


TX Arlington: Nov 15 

TX Houston: Nov 8 

TX Lubbock: Oct 22 

TX San Antonio: Dec 6 

WA Auburn: Dec 3 

WA Everett: Nov 12 

WA Spokane: Dec 3 

ethics for the tax professional Available November 2012 




2 12-ME12020 $34 $45 

CPE Credits confirmed for 2011, recommended for 2012. 2011 CPE expires Nov 30, 2012. 

Designed to help beginner and experienced practitioners, this 

course includes: 

• A look at the decedent’s final return and available elections 

• What you need to know about estate planning and probate 

• Overview of split-interest charitable trusts 

• What can and cannot be deducted on Form 1041 

• How to calculate the income distribution deduction 

• Fiduciary accounting 

• Proper handling of depreciation and rental losses 

• Identifying IRD and calculating the estate tax deduction on IRD 

• How and when estates and trusts terminate and how to report in the 

final year 

• Why estate work should be included in your practice 

Note: The 8-credit 1041 course is contained in the 16-credit 

Estates and Trusts course. 

NJ Monroe Township: Oct 19 PA Bethlehem: Oct 18 

1041 Available November 2012 




8 12-ME12003 $89 $119 


Supplemental DVD 0 12-VD10003 $52 $69 




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1040 individuaL taX 

16 Cpe Credits | taXation | basiC 

Live: 2 daYs, $289-379* 


This comprehensive course covers the key tax issues for completing 

complicated Individual returns. In addition, all topics cover new 

legislation and extenders, revenue rulings and procedures, as well 

as case law to help the busy practitioner keep current on changes for 

2012. The 2013 year is going to see many changes, and steps taken 

in 2012 will have a major impact on your client’s returns. Practical 

tips and insights are shared by practicing practitioners to help you 

get up-to-date for the 2012 tax season. RTRPs: This course satisfies 

15 hours of tax CPE including 3 hours of tax updates. 

• Specific topics for the 1040 seminar include: 

• Full coverage of the tax provisions included in the recently upheld 

Health Care Acts 

• New rates and new taxes on investment income 

• Temporary and proposed capitalization and repair regulations 

• New Form 8958 for allocation of income for certain returns 

• Enhanced chapter on retirement planning 

• Updated information on Form 1099 

• Extenders and other tax incentives 

• W2 reporting requirements for 2012 & 2013 

• Remaining options for higher education expenses 

• Practical advice on reporting covered transactions 

• IRS Voluntary Classification Settlement Program 

• Due diligence requirements for claiming the EIC 

AR Little Rock: Nov 29-30 

AR Springdale: Nov 15-16 

AZ Phoenix: Nov 14-15 

AZ Tucson: Oct 31-Nov 1 

CA Anaheim: Nov 19-20 

CA Anaheim: Jan 9-10, 2013 

CA Burbank: Nov 7-8 

CA Burbank: Dec 11-12 

CA Carlsbad: Dec 19-20 

CA Concord: Jan 8-9, 2013 

CA Culver City: Oct 29-30 

CA Eureka: Dec 10-11 

CA Fresno: Nov 26-27 

CA Long Beach: Jan 3-4, 2013 

CA Monterey: Dec 18-19 

CA Ontario: Oct 30-31 

CA Redding: Nov 8-9 

CA Sacramento: Dec 4-5 

CA San Bernardino: Dec 3-4 

CA San Diego: Dec 3-4 

CA San Jose: Dec 13-14 

CA Santa Barbara: Dec 5-6 

CA Santa Rosa: Oct 16-17 

CA Temecula: Dec 12-13 

CO Colorado Springs: Nov 1-2 

CO Denver: Oct 25-26 

CO Ft Collins: Oct 30-31 

DE Claymont: Nov 15-16 

FL Ft Lauderdale: Nov 8-9 

FL Orlando: Dec 11-12 

FL Tampa: Nov 26-27 

GA Atlanta: Nov 7-8 

IA Des Moines: Oct 17-18 

ID Boise: Nov 12-13 

ID Idaho Falls: Nov 1-2 

IL Chicago: Oct 24-25 

IL Chicago: Dec 13-14 

IN Indianapolis: Dec 11-12 

KS Topeka: Dec 5-6 

KS Wichita: Nov 29-30 

LA New Orleans: Dec 6-7 

MA Marlborough: Jan 3-4, 2013 

MA Needham: Dec 10-11 

MD Baltimore: Dec 11-12 

MD Frederick: Dec 5-6 

MD Frederick: Jan 8-9, 2013 

MD Gaithersburg: Nov 28-29 

MD Gaithersburg: Dec 18-19 

MD Greenbelt: Dec 5-6 

MD Hagerstown: Nov 19-20 

MD Hunt Valley: Jan 7-8, 2013 

MD Ocean City: Nov 29-30 

ME Portland: Dec 3-4 

MI East Lansing: Nov 5-6 

MI Grand Rapids: Oct 22-23 

MI Novi: Dec 3-4 

MN Bloomington: Nov 6-7 

MN Bloomington: Dec 12-13 

MN Bloomington: Jan 8-9, 2013 

MN St Cloud: Nov 13-14 

MO Branson: Nov 19-20 

MO Kansas City: Nov 28-29 

MO St Louis: Nov 14-15 

MS Jackson: Nov 1-2 

MT Billings: Oct 22-23 

ND Fargo: Nov 8-9 

NE Lincoln: Nov 8-9 

NH Manchester: Dec 6-7 

NJ Atlantic City: Dec 3-4 

NJ Monroe Twshp: Nov 12-13 

NJ Monroe Twshp: Dec 12-13 

NJ Monroe Twshp: Jan 7-8, 2013 

NJ Mt Laurel: Nov 28-29 

NJ Pompton Plains: Nov 19-20 

NJ Randolph: Nov 5-6 

NJ Swedesboro: Dec 17-18 

NM Albuquerque: Nov 26-27 

NV Las Vegas: Nov 26-27 

NV Las Vegas: Jan 3-4, 2013 

NY Buffalo: Nov 6-7 

NY Long Island: Oct 29-30 

NY Syracuse: Nov 12-13 

OH Cincinnati: Nov 13-14 

OH Cleveland: Nov 15-16 

OH Columbus: Nov 14-15 

OK Oklahoma City: Oct 18-19 

OK Tulsa: Oct 24-25 

OR Eugene: Oct 31-Nov 1 

OR Lake Oswego: Dec 19-20 

OR Portland OR: Nov 7-8 

PA Altoona: Nov 12-13 

PA Bethlehem: Nov 8-9 

PA Erie: Nov 14-15 

PA Harrisburg: Dec 17-18 

PA New Cumberland: Nov 19-20 

PA Philadelphia: Nov 13-14 

PA Pittsburgh: Nov 15-16 

PA Scranton: Nov 14-15 

PA Trevose: Dec 6-7 

RI Warwick: Dec 6-7 

SC Columbia: Nov 27-28 

SD Sioux Falls: Nov 8-9 

TN Knoxville: Nov 1-2 

TN Memphis: Nov 29-30 

TX Arlington: Nov 15-16 

TX Houston: Nov 8-9 

TX Lubbock: Oct 22-23 

TX San Antonio: Dec 6-7 

UT Salt Lake City: Nov 19-20 

VA Fredericksburg: Nov 5-6 

VA Herndon: Dec 13-14 

VA Virginia Beach: Oct 30-31 

VA Tysons Corner: Oct 16-17 

VT Burlington: Oct 23-24 

WA Auburn: Dec 3-4 

WA Everett: Nov 12-13 

WA Spokane: Dec 3-4 

WI Hudson: Dec 3-4 

WI Waukesha: Nov 5-6 

1040 individual tax self-study Available December 2012 




16 12-ME12000 $149 $199 

Supplemental Audio CD 0 12-AC11000 $52 $ 69 



Manual on CDROM 0 12-CD002 $74 $99 

CPE Credits confirmed for 2011, recommended for 2012. 2011 CPE expires Dec. 31, 2012. 





usiness entities 

16 Cpe Cr. | taXation | basiC | Live: 2 daYs, $289-379* 

8 Cpe Credits | taXation | basiC | Live: 1 daY, $179-204* 


The 2012 Business Entities seminar will focus on providing 

practical advice for tax practitioners serving small business 

clients. We will examine the impact of the Budget Control Act of 

2011, discuss the sweeping proposed and temporary regulations 

affecting all taxpayers that acquire, produce or improve property, 

update practitioners on informational reporting and Form 1099- 

K, examine 2012 and future impacts of the Health Care reform 

legislation, and look ahead to anticipated post-election tax reform. 

The course will highlight new court rulings, regulations, and other 

updates relevant to small business tax advisors. 

Two-Day: 

CA Anaheim: Oct 16-17 

CA Burbank: Oct 23-24 

CA San Diego: Oct 25-26 

IL Chicago: Oct 30-31 

MD Ocean City: Oct 18-19 

NV Las Vegas: Nov 30-Dec 1 

OH Cincinnati: Oct 16-17 

OH Cleveland: Oct 18-19 

OH Columbus: Oct 17-18 

PA Trevose: Oct 25-26 

business entities—two day Available November 2012 




16 12-ME12008 $149 $199 






business entities—one day Available November 2012 




8 12-ME12007 $89 $119 






One-Day: 

FL Ft. Lauderdale: Nov 10 


FL Tampa: Nov 28 

GA Atlanta: Nov 9 

MO St. Louis: Nov 16 

NJ Atlantic City: Dec 5 

NY Long Island: Oct 31 

PA Pittsburgh: Oct 22 

TX Wichita Falls: Dec 13 

VT Burlington: Oct 25 

WA Auburn: Oct 22-23 





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estates and trusts 

16 Cpe Credits | taXation | basiC | Live: 2 daYs, $289-379* 

8 Cpe Credits | taXation | basiC | Live: 1 daY, $204* 


This course will help you get started incorporating estate work into 

your practice or serve as a refresher for those already doing estate 

work. The aging baby boomers are in an inheriting mode and you 

will learn how to advise them on such matters as portability and 

funding of sub-trusts. There is something for everyone from the 

novice to the seasoned practitioner. The course also explores the 

decisions required in handling clients’ estates and trusts from 

beginning to close, including tax elections available, distributing 

assets to beneficiaries, and filing all applicable tax forms. We 

analyze Form 1041 (including all topics listed under the 1041 course 

description on page 10), U.S. Income Tax Return for Estates and 

Trusts, Form 709, U.S. Gift (and GST) Tax Return, and Form 706, 

Estate Tax Return. In addition, we will cover all the new tax law 

changes and important rulings and cases. 

Two-Day: 

CA San Diego: Oct 23-24 

One-Day: 


estates and trusts Available November 2012 




16 12-ME12021 $149 $199 






“The Gear Up 1040 manual is a great reference tool to use during tax 

season, when I don't have the time to spend looking and reading about 

technical items. It is very practical, easy to read, and flows with the tax 

return. The manual does a great job of making it easier to interpret 

issues so I can make a timely decision and also advise clients on 

questions they might have. I also appreciate being able to show clients 

the charts that are included; the charts are excellent to look at as they 

clarify the more technical tax issues. 

Plus, I like the fact that the manual expands on many practical issues 

such as social security and retirement. These are areas that I get 

questions from clients all the time, and the manual is a great reference 

source to find these answers. Lots of your competitors’ manuals don't 

address some of these much-needed topics in too great of detail.” 

—Quinn Smith, CPA 



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farM and ranCh taX update 

8 Cpe Credits | 1 daY | taXation | update 


While the number of farmers and ranchers dwindles, their tax 

issues do not. Review tax issues unique to farmers and ranchers, 

including agriculture aspects of economic stimulus bills; 

depreciation; social security and retirement; payroll compliance; 

benefit plans; Schedule F bio-mass issues; and farm accounting 

software. Prereq: Experience in farm and ranch taxation. 

KS Topeka: Oct 26 

farm and ranch Available November 2012 




8 12-ME12027 $89 $119 




federaL taX update 

Live: 8 Cpe Credits | 1 daY | taXation | basiC | $179-204* 


This course offers practical insight into the ever-changing world 

of federal taxation. Federal Tax Update is a one-day, fast-paced 

seminar that covers the latest developments affecting individuals, 

corporations, pass-through entities, and estates and trusts. 

Written and taught by practitioners for practitioners, it is designed 

to provide you with practical, working knowledge of the latest 

tax law changes. This highly popular seminar will enable you to 

effectively and confidently complete tax planning, compliance, and 

consultation engagements during the coming year. 

CO Denver: Dec 5 

FL Ft Lauderdale: Jan 15, 2013 

FL Tampa: Jan 16, 2013 

IL Chicago: Nov 7 

MD Ellicott City: Jan 14, 2013 

OK Oklahoma City: Dec 4 

OR Lake Oswego: Jan 10, 2013 

TX Wichita Falls: Dec 14 

UT Salt Lake City: Dec 3 

VA Fairfax: Dec 7 

federal tax update Available November 2012 



(CPE exam) 

16 12-ME12081 $75 $99 

**Price does not include optional grading fee of $79 if you require CPE credit. 

CPE Credits confirmed for 2011, recommended for 2012. 2011 CPE expires Dec 31, 2012. 

NeW! iras, pensions, and other 

retireMent resourCes 



This course will cover the detailed and unique requirements of 

various types of retirement savings and other resources that 

are used in retirement planning. Coverage includes funding 

requirements to avoid disqualification during the working years, 

and distribution options and opportunities during the retirement 

years. Know the best options for saving and distributing from 

retirement resources including social security. 

FL Orlando: Dec 14 NV Las Vegas: Nov 28 

iras, pensions, and other retirement resources 

Available November 2012 NEW! 




8 12-ME12029 $119 

Supplemental DVD 0 12-VD10029 $69 



0 12-M13029 $85 

irs audits, appeaLs, and CoLLeCtions: 

suCCessfuL strategies 



IRS compliance activity is at an all-time high. How will you assist your 

client through what may come, compliance correspondence, an audit 

of a return, or enforced collections of clients with financial problems? 

This course will show you pathways through the increasingly complex 

maze that awaits practitioners when dealing with the IRS. The course 

authors bring over 50 years of combined practical experience, from 

yesterday and today, dealing with the most complex of problems and 

finding a successful resolution to your most difficult issues with the 

IRS bureaucracy. 

• Skills required to go toe-to-toe with IRS compliance requests 

• The five steps of successful audit representation 

• How to present an effective appeal in exam or collection 

• Writing effective responses to IRS correspondence 

• E-services: electronic access that speeds taxpayer issue resolution 

• Dealing with IRS requests for taxpayer financial information 

• Injured spouses, innocent spouses, trust fund recovery penalties 

and more 

CA Pasadena: Nov 19 

FL Orlando: Dec 10 AM (Half Day) 

irs audits, appeals, and Collections Available October 2012 




8 12-ME12055 $89 $119 



CPE Credits confirmed for 2011, recommended for 2012. 2011 CPE expires Oct 31, 2012. 





egistered taX return preparers (rtrp) CoMpetenCY 

eXaM prep Course 

1 daY | taXation | basiC | $149* 

Credits aLso appLY for: rtrp onLY 

The IRS has established a Registered Tax Return Preparers 

competency test and mandatory continuing education as part 

of its ongoing effort to improve oversight of the tax preparation 

industry. Many unlicensed tax preparers are required to pass this 

competency test in order to achieve the title of Registered Tax 

Return Preparer. The test will focus on the ethical responsibilities 

of federal tax return preparers and the completion of the Form 

1040 series along with the basic related schedules and forms. 

This one-day comprehensive instructor-led course is designed to 

provide you with the training you will need to pass the exam, with 

material covering all seven of the IRS Domains: 

• Domain 1: Preliminary Work and Collection of Tax Payer Data 

• Domain 2: Treatment of Income and Assets 

• Domain 3: Deductions and Credits 

• Domain 4: Other Taxes 

• Domain 5: Completion of the Filing Process 

• Domain 6: Practices and Procedures 

• Domain 7: Ethics 

FL Ft. Lauderdale: Oct 19 

GA Atlanta: Oct 18 

soCiaL seCuritY, MediCare and 

heaLth Care 




MD Columbia: Oct 22 

PA Harrisburg: Oct 22 

Clients often ask questions on financial matters outside of tax and 

accounting. Three of the most common topics of conversation 

include social security, Medicare, and health care reform. This 

seminar will address all three areas, providing valuable tips and 

information to share with your clients. Aging Baby Boomers and 

younger caregiver clients need more assistance on how and when 

to apply for benefit programs, and to understand what choices 

may be available to them. This course will include information on 

insurance relevant to each benefits group. 

IL Chicago: Oct 29 

MD Gaithersburg: Nov 1 

social security, Medicare and health Care Available October 2012 




8 12-ME12080 $89 $119 



CPE Credits confirmed for 2011, recommended for 2012. 2011 CPE expires Oct 31, 2012. 


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NeW! CaLifornia ruLes and reguLations 

2 Cpe Credits | reguLatorY ethiCs | overview 

for: CaLifornia Cpa onLY 

California Rules and Regulations is designed to meet the two-hour 

Regulatory Review requirement, which must be completed every 

six years by California CPAs renewing their licenses. The course 

covers a review of the current California Accountancy Act, a review 

of the current California Board of Accountancy Regulations, a 

discussion on how the specified articles relate to the practice of 

public accountancy in California, and a review of historic and recent 

disciplinary actions taken by the Board. In addition to meeting 

the Board of Accountancy requirements, this course is designed 

to provide the CPA with a guide for identifying, evaluating and 

dealing with ethical dilemmas. 

California rules and regulations Available Now 


Self-Study CPE Course 2 12-CRRT $45 

1040 taX update 

4 Cpe Credits | taXation | update | Live: haLf daY, $95 


Also see CALFED TAX COMBO on this page for bundle option with 

California Tax Update! 

This course is for the busy tax professional who needs to know the 

essentials of important changes from the previous year, including 

recent tax law changes, court cases and IRS rulings. 

CA Anaheim: Oct 29 $ 

CA Burbank: Jan 14, 2013 $ 

CA Fresno: Jan 11, 2013 $ 

CA Irvine: Nov 27 $ 

CA Irvine: Jan 17, 2013 $ 

CA Long Beach: Jan 16, 2013 $ 

CA Modesto: Jan 10, 2013 $ 

CA Ontario: Jan 15, 2013 $ 

CA Palm Springs: Nov 12 $ 

CA Redding: Jan 9, 2013 $ 

CA Sacramento: Jan 8, 2013 $ 

CA San Jose: Jan 14, 2013 $ 

$ All events above are available individually or as part of full-day 

CalFed Tax Combo, comprised of half-day 1040 Update (AM) and 

half-day California Tax Update (PM) seminars. 

1040 tax update Available December 2012 




4 12-ME12001 $79 

Supplemental Audio CD 0 12-AC11001 $35 



0 12-M13090 $65 

CaLifornia CoMbo: Ca taX + Ca ethiCs 

9 CPE CREDITS | $204 

Sign up for a full day of California training, including 5-credit 

California Tax Update (morning) and 4-credit California 

Professional Ethics (afternoon) seminars. Save time and money 

by attending one full day of training at a single registration 

price! Available dates and locations are shown under each 

individual seminar description. 

CaLfed taX CoMbo: Ca taX + federaL 1040 taX 

9 CPE CREDITS | $204 

Sign up for a full day of tax update training, including 4-credit 

1040 Update (morning) and 5-credit California Tax Update 

(afternoon) seminars. Save time and money by attending one 

full day of training at a single registration price! Available 

dates and locations are shown under each individual seminar 

description. 

CaLifornia professionaL ethiCs 

4 Cpe Cr. | reguLatorY ethiCs | basiC | Live: haLf daY, $95 

for: Cpa, ea, rtrp, CteC, aLL taX pros 

Also see CALIFORNIA COMBO on this page for bundle option with 

California Tax Update! 

The requirements of the California Board of Accountancy state 

that the course subject matter will discuss: A review of nationally 

recognized codes of conduct emphasizing how the codes relate 

to professional responsibilities; case-based instruction focusing 

on real-life situational learning; ethical dilemmas facing the 

accounting profession; and business ethics, ethical sensitivity, and 

consumer expectations. In this fast-paced, 4-hour course, we cover 

all of that plus more. Qualifies for CTEC Ethics requirement. 

CA Anaheim: Jan 11, 2013 † 

CA Burbank: Dec 17 † 

CA Fresno: Nov 28 † 

CA Ontario: Nov 1 † 

CA Sacramento: Dec 6 † 

CA San Diego: Dec 5 † 

CA San Jose: Jan 15, 2013 

†Available individually or as part of full-day California Combo, 

comprised of half-day California Tax Update (AM) and half-day 

California Ethics (PM) seminars. 

California professional ethics Available Now 




4 12-ME12018 $59 $79 



CPE Credits confirmed for 2011. 2011 CPE expires Oct 31, 2012. 

*Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set 

by associations.All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. 



CaLifornia taX update 

5 Cpe Cr. | taXation | update | Live: haLf daY, $95* 

for: CaLifornia Cpa, CteC, Cfp* 

Also see CALIFORNIA COMBO on previous page for bundle option 

with California Professional Ethics, or CALFED TAX COMBO for 

bundle option with 1040 Tax Update! 

2012 will be another year of California tax changes and turmoil as 

the state wrestles with balancing the budget. We will cover: 

• The latest on the state’s position on deducting half of selfemployment 

tax 

• Certain items on the property tax bill that may be disallowed as a 

deduction 

• Reporting use tax after Amazon caves on withholding 

• The latest with regard to federal conformity 

• Possible tax increases on high-income earners 

CA Anaheim: Oct 29 $ 12:25 PM 

CA Anaheim: Jan 11, 2013 † 8:00 AM 

CA Burbank: Nov 9 8:00 AM 

CA Burbank: Dec 17 † 8:00 AM 

CA Burbank: Jan 14, 2013 $ 

12:45 PM 

CA Eureka: Dec 12 TBA 

CA Fresno: Nov 28 † 8:00 AM 

CA Fresno: Jan 11, 2013 $ 12:25 PM 

CA Irvine: Nov 27 $ 12:45 PM 

CA Irvine: Jan 17, 2013 $ 12:25 PM 

CA Long Beach: Jan 16, 2013 $ 

12:25 PM 

CA Modesto: Jan 10, 2013 $ 

12:25 PM 

California tax update Available December 2012 




5 12-ME12005 $79 

Supplemental Audio CD 0 12-AC11005 $35 

Reference Manual Only 0 12-M13005 $65 

Manual on CDROM 


0 12-CD502 $49 


CA Ontario: Nov 1 † 8:00 AM 

CA Ontario: Jan 15, 2013 $ 12:25 PM 

CA Palm Springs: Nov 12 $ 12:25 PM 

CA Redding: Jan 9, 2013 $ TBA 

CA Sacramento: Dec 6 † 8:00 AM 

CA Sacramento: Jan 8, 2013 $ 

12:25 PM 

CA San Diego: Dec 5 † 8:00 AM 

CA San Jose: Dec 15 8:00 AM 

CA San Jose: Jan 14, 2013 $ 

12:25 PM 

CA Santa Barbara: Dec 7 8:00 AM 

CA Temecula: Dec 14 8:00 AM 

NV Las Vegas: Nov 28 † 12:45 PM 

† Available individually or as part of full-day California Combo, 

comprised of half-day California Tax Update (AM) and half-day 

California Ethics (PM) seminars. 

$ Available individually or as part of full-day CalFed Tax Combo, 

comprised of half-day 1040 Update (AM) and half-day California 

Tax Update (PM) seminars. 





GeAr uP 







17

GeAr uP 

2012 GEAR UP SEMINAR SCHEDUlE 


Subscription Package includes 40% off 

regular price of self-sponsored Gear 

Up events (cities/dates in blue)! 24 hrs 

combined Gear Up/AuditWatch annual 

max. No expiration. Details: p. 34 

arizona 

For more information or to register, call 

1-800-231-1860. 

2 CPE—$59 

8 CPE—$149 

16 CPE—$289 

state sPeCIaL: save 20% when you 

purchase any two of our must-have 

tax or accounting courses at the same 

time! Delicious breakfast, lunch, and 

break refreshments included with the 

registration price! 

1040 

Phoenix, Nov 14-15 

Tucson, Oct 31 - Nov 1 


(5:00 pM) 

Phoenix, Nov 14 

Tucson, Oct 31 

arkansas 

The following dates in Arkansas are cohosted 

by our partner association. For 

more information or to register, call 

1-501-305-9110. 

1040 

Little Rock, Nov 29-30 

Springdale, Nov 15-16 

The shaded blue boxes in the following sections represent locations where Gear Up offers 

live seminar events directly to the public (self-sponsored seminars), and includes pricing 

details. Gear Up self-sponsored seminars begin at 8:00 AM unless otherwise noted. 

Non-shaded listings represent locations where Gear Up seminars are available hosted by 

associations. Contact information is available by each state; contact the hosting association 

for pricing and registration information. 

CaLifornia 


1-800-231-1860. 

2 CPE—$59 

4 CPE—$95 

8 CPE—$204 

16 CPE—$379 


purchase any two or save 15% when you 

purchase any three or more of our musthave 





1040 

Anaheim, Nov 19-20 

Anaheim, Jan 9-10, 2013 

Burbank, Nov 7-8 

Burbank, Dec 11-12 

Carlsbad, Dec 19-20 

Concord, Jan 8-9, 2013 

Culver City, Oct 29-30 

Fresno, Nov 26-27 

Long Beach, Jan 3-4, 2013 

Monterey, Dec 18-19 

Ontario, Oct 30-31 

Sacramento, Dec 4-5 

San Bernardino, Dec 3-4 

San Diego, Dec 3-4 

San Jose, Dec 13-14 

Santa Barbara, Dec 5-6 

Santa Rosa, Oct 16-17 

Temecula, Dec 

1040 update 

Anaheim, Oct 29 

Burbank, Jan 14, 2013 

Fresno, Jan 11, 2013 

Irvine, Nov 27 

Irvine, Jan 17, 2013 

Long Beach, Jan 16, 2013 

Modesto, Jan 10, 2013 

Ontario, Jan 15, 2013 

Palm Springs, Nov 12 

Sacramento, Jan 8, 2013 

San Jose, Jan 14, 2013 

aCCounting (two-daY) 

Anaheim, Dec 17-18 

Burbank, Jan 7-8, 2013 

San Jose, Oct 18-19 

business entities (two-daY) 

Anaheim, Oct 16-17 

Burbank, Oct 23-24 

San Diego, Oct 25-26 

San Jose, Sep 27-28 

CaLfed taX CoMbo 

1040 Update (AM) 

California Tax Update (PM) 

Anaheim, Oct 29 

Burbank, Jan 14, 2013 

Fresno, Jan 11, 2013 

Irvine, Nov 27 

Irvine, Jan 17, 2013 

Long Beach, Jan 16, 2013 

Modesto, Jan 10, 2013 

Ontario, Jan 15, 2013 

Palm Springs, Nov 12 

Sacramento, Jan 8, 2013 


CaLifornia professionaL ethiCs 

Anaheim, Jan 11, 2013 † 

Burbank, Dec 17 † 

Fresno, Nov 28 † 

Ontario, Nov 1 † 

Sacramento, Dec 6 † 

San Diego, Dec 5 † 


† Part of California Combo 




Anaheim, Oct 29 $ 

Anaheim, Jan 11, 2013 † 

Burbank, Nov 9 

Burbank, Dec 17 † 

Burbank, Jan 14, 2013 $ 

Fresno, Nov 28 

Fresno, Jan 11, 2013 $ 

Irvine, Nov 27 $ 

Irvine, Jan 17, 2013 $ 

Long Beach, Jan 16, 2013 $ 

Modesto, Jan 10, 2013 $ 

Ontario, Nov 1 † 

Ontario, Jan 15, 2013 $ 

Palm Springs, Nov 12 $ 

Sacramento, Dec 6 † 

Sacramento, Jan 8, 2013 $ 

San Diego, Dec 5 † 

San Jose, Dec 15 

San Jose, Jan 14, 2013 $ 

Santa Barbara, Dec 7 

Temecula, Dec 14 

† Part of California Combo 

$ Part of CalFed Tax Combo 

CaLifornia CoMbo 

California Tax Update (AM) 

California Professional Ethics (PM) 

Anaheim, Jan 11, 2013 

Burbank, Dec 17 

Fresno, Nov 28 

Ontario, Nov 1 

Sacramento, Dec 6 

San Diego, Dec 5 

estates and trusts 

San Diego, Oct 23-24 


(5:00 pM) 

Anaheim, Nov 19 

Anaheim, Jan 9, 2013 


Burbank, Dec 11 

San Jose, Dec 13 

fraud deteCtion 

Anaheim, Dec 7 


Ontario, Oct 1 

irs audits, appeaLs, and 

CoLLeCtions 

Pasadena, Nov 19 


CaLifornia 

The following dates in California are 

co-hosted by our partner association. For 


1-530-242-6278 (Redding) or 

1-707-442-1737 (Eureka). 

1040 

Eureka, Dec 10-11 

Redding, Nov 8-9 

CaLfed taX CoMbo 

1040 Update (AM) 

California Tax Update (PM) 

Redding, Jan 9, 2013 


Eureka, Dec 12 

CoLorado 


1-800-231-1860. 

8 CPE—$204 

16 CPE—$379 




tax or accounting courses at the 

same time! Delicious breakfast, lunch, 

and break refreshments included with the 


1040 

Colorado Springs, Nov 1-2 

Denver, Oct 25-26 

Ft Collins, Oct 30-31 


Denver, Oct 25 (5PM) 


Denver, Dec 5 

deLaware 

The following dates in Delaware are cohosted 


more information or to register, 

call 1-800-535-3006. 

1040 

Claymont, Nov 15-16 


GeAr uP 







“Gear Up locations are terrific! I’ve been 

an accountant for 39 years, and I really 

like being able to plan vacation time 

around completing my CPE.” 

—William Berry 

“I’ve been a CPA for over 20 years, and 

I like Gear Up Seminars because I can 

count on the information being current 

and keeping me updated on 

tax changes.” 

—John Coffey 

"After 20 years in practice I attended a 

Gear-Up 1040 seminar for the first time 

in 2008. 

I can easily say the Gear Up 1040 

seminar was the best of its kind I've 

attended, and I've attended many. 

The instructors were very 

knowledgeable and experienced and 

gave real-world examples from their 

many years in practice. 

There was an emphasis on tax-planning 

and the text for the course was so good I 

referred to it all tax season. 

I highly recommend this seminar to 

other tax professionals." 

—Robert Rich, EA 

19

GeAr uP 







fLorida 

(*Part of Magic Week; see page 8 for information.) 

For more information or to register, 

call 1-800-231-1860. 

2 CPE—$59 

4 CPE—$95 

8 CPE—$204 

16 CPE—$379 


purchase any two or save 25% when 

you purchase any three or more of our 

must-have tax or accounting courses 

at the same time! (Does not apply to 

seminars offered as part of a Gear Up 

Conference) Delicious breakfast, lunch, 



1040 

Ft Lauderdale, Nov 8-9 

*Orlando, Dec 11-12 

Tampa, Nov 26-27 


*Orlando, Dec 14-15 

business entities (one-daY) 

Ft Lauderdale, Nov 10 

*Orlando, Dec 13 

Tampa, Nov 28 

ethiCs for fLorida Cpas 


12:45 PM 


*Orlando, Dec 10 12:45 PM 


Ft Lauderdale, Jan 15, 2013 

Tampa, Jan 16, 2013 

iras, pensions and other 

retireMent resourCes NeW! 


irs audits, appeaLs, and 

CoLLeCtions 

*Orlando, Dec 10 Half-Day 

praCtiCe deveLopMent and 

ManageMent 


rtrp eXaM prep Course 

Ft Lauderdale, Oct 19 

georgia 


call 1-800-231-1860. 

8 CPE—$204 

16 CPE—$379 




tax or accounting courses at the 

same time! Delicious breakfast, lunch, 



1040 

Atlanta, Nov 7-8 


Atlanta, Nov 9 


Atlanta, Oct 18 

idaho 

The following dates in Idaho are co-hosted 

by our partner association. For more 

information or to register, call 

1-888-866-2160 or visit www.iapacct.com. 

1040 

Boise, Nov 12-13 

Idaho Falls, Nov 1-2 


Boise, Nov 12 

Idaho Falls, Nov 1 

iLLinois 


call 1-800-231-1860. 

4 CPE—$95 

8 CPE—$204 

16 CPE—$379 


purchase any two or save 25% when 

you purchase any three or more of our 

must-have tax or accounting courses 

at the same time! (Does not apply to 

seminars offered as part of a Gear Up 

Conference) Delicious breakfast, lunch, 



1040 

Chicago, Oct 24-25 

Chicago, Dec 13-14 


Chicago, Oct 30-31 


Chicago, Nov 7 

soCiaL seCuritY, MediCare, heaLth 

Care reforM 

Chicago, Oct 29 

indiana 


call 1-800-231-1860. 

16 CPE—$379 

Delicious breakfast, lunch, and break 

refreshments included with the 


1040 

Indianapolis, Dec 11-12 

iowa 


call 1-800-231-1860. 

8 CPE—$179 

16 CPE—$289 




1040 

Des Moines, Oct 17-18 



kansas 

The following dates in Kansas are cohosted 



call 1-785-827-7225. 

1040 

Topeka, Dec 5-6 

Wichita, Nov 29-30 

farM and ranCh 

Topeka, Oct 26 

Louisiana 

The following dates in Louisiana are 



1-800-847-6276. 

1040 

New Orleans, Dec 6-7 

Maine 

The following dates in Maine are cohosted 



1-207-892-2234 

or visit www.ourmapa.org. 

1040 

Portland, Dec 3-4 

MarYLand 

The following dates in Maryland are cohosted 


more information or to register, visit 

www.msacct.org. 

1040 

Baltimore, Dec 11-12 

Frederick, Dec 5-6 

Frederick, Jan 8-9, 2013 

Gaithersburg, Nov 28-29 

Gaithersburg, Dec 18-19 

Greenbelt, Dec 5-6 

Hagerstown, Nov 19-20 

Hunt Valley, Jan 7-8, 2013 

Ocean City, Nov 29-30 


Ocean City, Oct 18-19 


Ellicott City, Jan 14, 2013 

soCiaL seCuritY, MediCare and 

heaLth Care 

Gaithersburg, Nov 1 


MassaChusetts 


call 1-800-231-1860. 

16 CPE—$379 

1040 

Needham, Dec 10-11 

Marlborough, Jan 3-4, 2013 

MiChigan 

The following dates in Michigan are cohosted 



call 1-517-641-7505. See also IAAM.net. 

1040 

East Lansing, Nov 5-6 

Grand Rapids, Oct 22-23 

Novi, Dec 3-4 


East Lansing, Nov 5 

Grand Rapids, Oct 22 

Novi, Dec 3 

Minnesota 

The following dates in Minnesota are 



call 1-651-290-6289. 

1040 

Bloomington, Nov 6-7 

Bloomington, Dec 12-13 

Bloomington, Jan 8-9, 2013 

St Cloud, Nov 13-14 

Mississippi 

The following dates in Mississippi are 



call 1-601-631-3325. 

1040 

Jackson, Nov 1-2 


GeAr uP 







Missouri 


call 1-800-231-1860. 

8 CPE—$179 

16 CPE—$289 







1040 

Branson, Nov 19-20 

Kansas City, Nov 28-29 

St Louis, Nov 14-15 


St Louis, Nov 16 

Montana 

The following dates in Montana are cohosted 



call 1-406-656-1643. 

1040 

Billings, Oct 22-23 


Billings, Oct 22 

nebraska 

The following dates in Nebraska are 



call 1-402-764-2314 or visit nebsia.com. 

1040 

Lincoln, Nov 8-9 


Lincoln, Nov 8 

21

GeAr uP 







nevada 

(*Part of Royal Flush; see page 8 for information.) 


call 1-800-231-1860. 

2 CPE—$59 

4 CPE—$95 

8 CPE—$204 

16 CPE—$379 

1040 

*Las Vegas, Nov 26-27 

Las Vegas, Jan 3-4, 2013 


*Las Vegas, Nov 30-Dec 1 

business entities (2-daY) 

*Las Vegas, Nov 30-Dec 1 

CaLifornia taX update 12:45 pM 

*Las Vegas, Nov 28 

estates and trusts (one-daY) 



(5:00 pM) 


iras, pensions and other 

retireMent resourCes 


praCtiCe deveLopMent and 

ManageMent 


teChnoLogY 3.0 (haLf-daY) aM 


new haMpshire 

The following dates in New Hampshire are 



1-603-778-0822. 

1040 

Manchester, Dec 6-7 

new jerseY 

The following dates in New Jersey are 



call 1-800-535-3006. 

1040 

Atlantic City, Dec 3-4 

Monroe Township, Nov 12-13 

Monroe Township, Dec 12-13 

Monroe Township, Jan 7-8, 2013 

Mt Laurel, Nov 28-29 

Pompton Plains, Nov 19-20 

Randolph, Nov 5-6 

Swedesboro, Dec 17-18 

1041 

Monroe Township, Oct 19 

aCCounting (one-daY) 

Monroe Township, Dec 7 


Atlantic City, Dec 5 


Atlantic City, Dec 3 

Monroe Township, Nov 12 

Monroe Township, Dec 12 

Pompton Plains, Nov 19 

new MeXiCo 


call 1-800-231-1860. 

16 CPE—$289 




1040 

Albuquerque, Nov 26-27 

new York 


call 1-800-231-1860. 

8 CPE—$204 

16 CPE—$379 







1040 

Long Island, Oct 29-30 

Syracuse, Nov 


Long Island, Oct 31 

new York 

The following dates in New York are 



call 1-716-832-7853. 

1040 

Buffalo, Nov 6-7 

north dakota 


call 1-800-231-1860. 

16 CPE—$289 




1040 

Fargo, Nov 8-9 

ohio 

The following dates in Ohio are co-hosted 


information or to register, call 

1-614-791-1212 or 1-888-959-1212. 

1040 

Cincinnati, Nov 13-14 

Cleveland, Nov 15-16 

Columbus, Nov 14-15 


Cincinnati, Oct 16-17 

Cleveland, Oct 18-19 

Columbus, Oct 17-18 

okLahoMa 


call 1-800-231-1860. 

8 CPE—$179 

16 CPE—$289 







1040 

Oklahoma City, Oct 18-19 

Tulsa, Oct 24-25 


Oklahoma City, Dec 4 



oregon 


call 1-800-231-1860. 

8 CPE—$179 

16 CPE—$289 







1040 

Eugene, Oct 31-Nov 1 

Lake Oswego, Dec 19-20 

Portland, Nov 7-8 


Lake Oswego, Jan 10, 2013 

pennsYLvania 

The following dates in Pennsylvania are 

co-hosted by our partner association. 

For more information or to register, visit 

pspacpe.com or call 1-800-270-3352. 

1040 

Altoona, Nov 12-13 

Bethlehem, Nov 8-9 

Erie, Nov 14-15 

Harrisburg, Dec 17-18 

New Cumberland, Nov 19-20 

Philadelphia, Nov 13-14 

Pittsburgh, Nov 15-16 

Scranton, Nov 14-15 

Trevose, Dec 6-7 

1041 

Bethlehem, Oct 18 

aCCounting (one-daY) 

Philadelphia, Dec 5 


Pittsburgh, Oct 22 


Trevose, Oct 25-26 


Harrisburg, Oct 22 

rhode isLand 

The following dates in Rhode Island are 



1-401-461-1887. 

1040 

Warwick, Dec 6-7 


south CaroLina 

The following dates in South Carolina are 



call 1-803-540-7521. 

1040 

Columbia, Nov 27-28 

south dakota 

The following dates in South Dakota are 



call 1-877-674-1996. 

1040 

Sioux Falls, Nov 8-9 

tennessee 

The following dates in Tennessee are 

co-hosted by our partner association. 

For more information or to register for 

Knoxville and Memphis, 

call 1-888-308-1468. 

For Pigeon Forge, call 1-615-277-2802 

or visit www.TSCPA.com 

1040 

Knoxville, Nov 1-2 

Memphis, Nov 29-30 

praCtiCe deveLopMent 

ManageMent 

Pigeon Forge Oct 22 

teXas 

The following dates in Texas are co-hosted 


information or to register, 

call 1-800-272-8272 

or visit www.tafts.org. 

For Wichita Falls, call 1-940-691-0703. 

1040 (two-daY) 

Arlington, Nov 15-16 

Houston, Nov 8-9 

Lubbock, Oct 22-23 

San Antonio, Dec 6-7 


Wichita Falls, Dec 14 


Wichita Falls, Dec 13 


Arlington, Nov 15 

Houston, Nov 8 

Lubbock, Oct 22 

San Antonio, Dec 6 


GeAr uP 







utah 

The following dates in Utah are co-hosted 


information or to register, 

call 1-800-323-3879 or 1-801-571-8549. 

1040 

Salt Lake City, Nov 19-20 


Salt Lake City, Dec 3 

verMont 


call 1-800-231-1860. 

8 CPE—$204 

16 CPE—$379 







1040 

Burlington, Oct 23-24 


Burlington, Oct 25 

23

GeAr uP 







virginia 

For more 

information or 

to register, call 

1-800-231-1860. 

8 CPE—$204 

16 CPE—$379 







1040 

Fredericksburg, Nov 5-6 

Herndon, Dec 13-14 

Tysons Corner, Oct 16-17 

Virginia Beach, Oct 30-31 


Fairfax, Dec 7 

vasea Members: 

Call for special 

pricing! 

washington 

The following dates in Washington are 



call 1-800-733-6286 or visit 

www.waa.org. 

1040 

Auburn, Dec 3-4 

Everett, Nov 12-13 

Spokane, Dec 3-4 


Auburn, Oct 22-23 


Auburn, Dec 3 

Everett, Nov 12 

Spokane, Dec 3 


Auburn Jan 11, 2013 

wisConsin 

The following dates in Wisconsin are 



call 1-715-425-0482. 

1040 

Hudson, Dec 3-4 

Waukesha, Nov 5-6 

seMinar poLiCY 

Gear Up seminar Registration: Please call 

the number listed for each seminar to get 

specific Transfer, Cancellation and Auxiliary 

Aids information. The following information on 

registration, transfers and cancellations applies 

only to Gear Up seminars sponsored directly 

by Gear Up in the states of Alabama, Arizona, 

California, Colorado, Florida, Georgia, Illinois, 

Indiana, Iowa, Massachusetts, Missouri, Nevada, 

New Mexico, New York, North Dakota, Oklahoma, 

Oregon, Vermont, and Virginia. 

Registration: When you receive your admission 

ticket, please verify the location and date. Hotel 

information is noted on your ticket. If you have 

not received your ticket before the seminar date, 

please call Customer Service at 1-800-231-1860. 

At-Door Late Registration Fee: $25. 

transfers: A request to transfer to another location 

at no charge must be made TWO WEEKS prior to 

the confirmed seminar reservation date, whether 

or not you have received your ticket. Otherwise, a 

$25 fee will be charged. 

Guest Registration: We welcome staff, spouses, 

and clients to attend any seminar at a discounted 

rate. Please call 1-800-231-1860, at least 14 days 

in advance, to register a guest. CPAs, attorneys, 

and other professionally regulated participants do 

not qualify for guest registration. 

Cancellations: 25% fee is charged for cancellation 

within two weeks of the scheduled seminar. NO 

REFUNDS OR TRANSFERS WILL BE ISSUED 

AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. 

30-day money-back guarantee on all self-study 

products. Gear Up assumes no responsibility for 

cancelled seminars other than the refund of your 

seminar fee. 

Complaints: For more information regarding 

administration policies including complaints and 

refunds, please contact our offices at 1-800-231- 

1860. 

Prices, locations and availability subject to change 

without notice. 



Please use this order form to purchase self-study and reference products, and to register for 

Gear Up Self-Sponsored Seminars and week-long conferences. 

Customer # (above name on mail panel): _______________________________ Date: ______________________ 


register faster at 



GeAr uP 

Name: ___________________________________________________________________________________________ 

Company: _______________________________________________________________________________________ 

How Would You Like to Order? 

We’re here at Your Convenience! 

Shipping Address: _______________________________________________________________________________ tip: for fastest registration, order online 

City: __________________________________________ State: _________ ZIP: ________________________ 

at cl.thomsonreuters.com/g. 

CTEC ID Number (if applicable): _________________CFP ID Number (if applicable): ________________ 

Online: cl.thomsonreuters.com/G 

Phone: ( ) ______________________________ [ ] Mobile [ ] Work [ ] Home [ ] Other 

Phone: 1-800-231-1860, option 1, Monday 

through Friday, 8:00 am to 6:00 pm CST. 

Email: ________________________________________________________________ [ ] Personal [ ] Business Fax: 817-877-3694 

MAKE CHECKS PAYABLE TO: Gear Up 

Mail: 

Enclosed is my: [ ] Check [ ] Visa [ ] MasterCard [ ] American Express [ ] Discover 

Gear Up 

36948 Treasury Center 

Card #: __________________________________________________________ Exp. Date: _________________ Chicago IL 60694-6900 

Cardholder’s Name: _____________________________________________________________________________ For customer service or general questions, 

Signature of Cardholder: ________________________________________________________________________ 

you can also email us: sales@gearup.com 

Seminar Registration (Must register directly with state for association-sponsored events) 

Please use only ONE form per person. Feel free to copy this form as needed. 

COURSE TITLE LOCATION DATE(S) PRICE 

________________________ _________________________ ___________ _________ 

________________________ _________________________ ___________ _________ 

________________________ _________________________ ___________ _________ 

________________________ _________________________ ___________ _________ 

________________________ _________________________ ___________ _________ 

Self-Study and Reference Products 

SEMINAR TOTAL _________ 

PRODUCT # QTY. DESCRIPTION PRICE EACH TOTAL COST 

________ _____ ___________________________________ __________ _________ 

________ _____ ___________________________________ __________ _________ 

________ _____ ___________________________________ __________ _________ 

________ _____ ___________________________________ __________ _________ 

________ _____ ___________________________________ __________ _________ 

Call us: 1-800-231-1860 

Fax to: 817-877-3694 

Mail to: 

Gear Up 

36948 Treasury Center 

Chicago IL 60694-6900 

for auxiliary aids 

Call 1-800-231-1860 

PRODUCTS TOTAL _____________ 

See chart on next page for SALES TAX _____________ 

See chart on next page for SHIPPING & HANDLING _____________ 

Fill in from above SEMINAR TOTAL _____________ 

GRAND TOTAL _____________ 

QUESTIONS? Please call our helpful sales 

representatives at 1-800-231-1860, option 1! 

Mon – Fri, 8:00 a.m. – 6:00 p.m. CST 

Our sales representatives can accept checks by phone. 

If you do not currently have a Checkpoint Learning account, you will receive an email with your new user name 

and password to access your account on the platform. 

1-800-231-1860 Visit cl.thomsonreuters.com/G for up-to-date seminar dates and locations 

seMinar poLiCY: See Page 24 

nasba, qas, CteC, Cfp, irs 

aCCreditation: See Page 6 

average sales tax by state* 

co, hI, mA, mD, me, nD, vA, WI, WY, 5% 

sD 

ct, Dc, ID, In, Ks, KY, mI, mo, ne, 6% 

nJ, nm, PA, sc, vt, Wv 

Al, AZ, cA, Fl, GA, IA, Il, mn, ms, 7% 

nc, nv, oh, oK, rI, tX, ut 

Ar, lA, nY, tn, WA 8% 

Gear up does not charge tax in AK, De, mt, 

nh or or. 

*If you know your exact state and local sales tax, please add it 

on the sales tax line on your order form. Note: Do not include 

seminars—sales tax is based on total product purchase only. We 

now charge sales tax on products for all states listed here. 

shipping & handling 

Product Total S&H 

$ 1 - 59 $5 

$60 - 99 $10 

$100 - 150 $12 

$151 - 250 $17 

$251 - 350 $22 

$351 - 500 $31 

$501 - 800 $42 

$801 - 1000 $55 

Please add your s&h total to the s&h line on your order form. 

Note: Do not include seminars—s&h is based on total product 

purchase only. 

You are not charged Sales Tax or Shipping and Handling for 

live seminar registration. These charges apply to product 

purchases only. 

Need Your CPE Grade ASAP? 

Express grading is available for an additional 

$24.95 per exam. Fax your test and credit card 

information to 817-252-4021. If you pass, we’ll fax or 

email a certificate to you the next business day! 

25

GeAr uP 

GEAR UP SPEAkERS 

All of our highly rated speakers are practicing professionals! The hands-on guidance and practical knowledge provided by Gear Up speakers 

is based on expertise, training and skills that includes current working experience with individual and business clients. 

joseph anthony, ea, has a firm 

in Portland, Oregon specializing 

in small businesses and creative 

professionals. His articles have 

appeared in The New York Times, 

Smart Money, the AICPA’s CPA2Biz 

website, and others. He has a 

bachelor’s degree from George Washington 

University and a Master’s from Ohio State 

University, where he was a Kiplinger Fellow. 

Charles burdoin, Cpa, is a 

graduate of California State 

University, East Bay. He has been 

licensed since 1975 and has been 

a sole practitioner in the Greater 

Oakland/East Bay area since 

1978. His practice emphasizes 

individuals, estates and trusts. He served six 

years on the board of directors of the Tri-Valley 

Estate Planning Council and was a part-time 

accounting and tax lecturer at Las Positas 

College in Livermore. 

stephen Cadieux, Cpa, practices 

in Avon, CT. Since graduating 

from Notre Dame University, he 

has been involved in a publicly 

traded national corporation 

and several senior positions in 

locally-owned accounting firms. 

His specialties include tax leveraged business, 

estate and succession planning, and a full range 

of compliance and accounting services. He has 

served as director for numerous not-for-profit 

community based organizations. 

joe Calvo, Cpa, has a BA in 

accounting from Loyola College in 

Maryland and an MBA from Golden 

Gate University in Seattle, WA. Joe 

has written several articles for the 

Practical Accountant, reviewed 

AICPA self-study CPE courses, and 

is the author of Loss Limitations and Imputed 

Income, published by Clark Boardman Callaghan. 

Joe received his licenses to practice from New 

York and Washington. 

abe Carnow, Cpa, graduated 

from UCLA and joined the IRS, 

where he worked for 16 years in the 

Examination Division. Now a sole 

practitioner in Los Angeles, Abe is 

involved in individual and business 

taxation, and has many small 

businesses among his clients. He received his 

license to practice from California. 

frances j. Coet, Cpa, Cva, Cfp, 

was the 2000 SBA Accountant- 

Advocate for Colorado and 

Region VIII, and has over thirty 

years experience in accounting, 

tax preparation and planning 

for individuals, corporations, 

partnerships, and fiduciaries. A specialist in 

divorce taxation planning and cash flow, Fran has 

qualified as an expert witness regarding business 

valuations and income tax issues. Fran is a 

graduate of Regis University. 

jon Cook, ea, is a partner in the 

firm The Tax Specialists, with 

offices in Northridge and Ventura, 

California, servicing 3,400 clients. 

He was enrolled to practice before 

the Internal Revenue Service 

beginning in 1976 and has been 

giving seminars for the past 25 

years. 

bob Corallino, Cpa, Mba practices 

as a professional corporation in 

Manchester, NH, specializing in 

small business, forensic accounting, 

aggressive tax and estate planning 

and litigation support. He has 

over 20 years college teaching 

experience as an assistant professor, including two 

years in Europe teaching at the MBA level. Robert 

has also spoken at various seminars throughout 

the US. His firm has over 1,300 clients and 

prepares over 1,400 tax returns annually. 

susan e. eaton, ea, has been an 

Enrolled Agent since 1984 and 

practices in Redding, CA. She 

prepares 650 returns annually, 

and specializes in individuals 

and small businesses. She also 

performs consulting services for 

businesses, including business planning, payroll 

and computer software. 

richard M. edmunds, Cpa, 

is a sole practitioner in Ivins, 

Utah, focusing on the taxation 

of individuals and closely-held 

companies. He has a Bachelor of 

Science degree and a Master of 

Accountancy degree from Brigham 

Young University, and a Master of Business 

Taxation degree from the University of Southern 

California. Richard received his licenses to 

practice from California, Nevada and Utah. 

brian e. eisenmenger, Cpa, is 

a graduate of Eastern Illinois 

University. He has extensive 

experience in tax services and 

financial consulting including trust 

administration, business planning, 

and personal financial planning. 

His practice is located in Wheaton, Illinois, where 

he serves a diverse group of clients including 

individuals, small businesses, estates and trusts. 

Michael gordon, Cpa, spent 5 years 

with Arthur Andersen & Co. in their 

Denver office. He now has his own 

CPA practice in rural Oregon, and 

specializes in tax and consulting 

for small businesses and their 

respective owners. He has been 

teaching seminars to other tax professionals for 

over 18 years. 

Carl heintz, Cpa , has his own 

accounting firm in Leawood, Kansas, 

which focuses on taxation and small 

business issues. He has over 30 

years experience in both large and 

small firms, and has owned and 

operated several small businesses. 

He has published articles, been interviewed by 

the media about tax issues, and taught numerous 

classes. 

anthony johnson, Cpa, attended 

Benedictine College and graduate 

school at Kansas State University. 

He spent eleven years with the 

international firms of Peat Marwick 

Mitchell & Co. and Coopers & 

Lybrand before starting his own 

practice in 1978. He is a sole practitioner in 

Lincoln, California, handling all types of tax 

matters, and received his license to practice from 

California. 

Lawrence kopf, Mba, Cpa, spent 

four years in the “Big 8,” was a Tax 

Planning Manager for a Fortune 

100 corporation and managed 

the tax department of a New York 

public accounting firm. He has 

reviewed U.S. consolidated corporate tax returns, 

responded to audit inquiries, and counseled 

domestic and foreign personnel on international 

tax planning. 



david krebs, Cpa, is a graduate of 

Miami University, Ohio. He is Chief 

Visionary Officer of The CPA Advisory 

Group and Managing Member of 

Envision Financial Services, LLC. 

Dave has led a multi-divisional 

accounting, tax, financial services 

and education firm in Columbus, Ohio, for over 25 

years, and is a sought-after presenter on taxation, 

small business and financial planning. 

jimmy L. Lundy, Cpa, pfs, joined 

O’Sullivan Creel in 2010 as a Partner, 

after owning and managing his own 

CPA firm for the last 27 years. Jimmy 

brings 34 years of experience in tax 

and accounting, concentrating in the 

tax area, especially in IRS relations. 

Jimmy spent seven years working with the Internal 

Revenue Service as an Agent and an Examination 

Group Manager prior to entering public practice. 

His experience includes tax planning and preparation, 

and representation before taxing authorities 

for individuals and privately held entities, governmental 

audits, financial planning, public speaking, 

and teaching CPE classes for certified public accountants, 

attorneys, and other professionals. 

sunish Mehta, Cpa, has over 15 

years of experience in assurance 

and advisory services having 

worked at Ernst & Young LLP, 

PricewaterhouseCoopers LLP and 

IBM Global Business Services. He 

has his own advisory practice and 

is a graduate from California State University, 

Northridge. 

Melanie Mogg, Cpa, is an 

experienced practitioner, educator, 

author and professional speaker 

in the areas of accounting, tax and 

personal finance. As a professional, 

she works with individuals and 

closely held businesses on tax 

and financial matters. Melanie is lecturer at the 

University of Minnesota – Carlson School of 

Business. Currently she serves on the board of 

directors at Minnesota Society of CPA’s. 

rick e. oelerich, Lpa, ea, is 

licensed by Iowa in 1983 and an 

Enrolled Agent since 1975. Rick 

has served three years each on 

the IRS Advisory Committee and 

the Electronic Tax Administration 

Advisory Committee. He is the 

principal of a firm serving over 2000 individual and 

business clients. As a specialist in IRS disputes, he 

has testified before the IRS Oversight Board and 

House Ways and Means Committee. 


richard parchman, Cpa, Ms, is 

a sole practitioner in San Antonio, 

Texas, specializing in tax-oriented 

consulting and compliance for high 

net worth individuals, executives, 

and closely-held entities. He 

previously served as the head 

of Private Client Services practice at Arthur 

Andersen in San Antonio. 

stan pollock, Cpa, received his 

bachelors degree in Business 

Administration from California 

State University, Northridge in 

1980. He runs a tax and consulting 

practice in Oakland and San 

Francisco, California, focusing on 

high net worth individuals and small businesses. 

Stan has been a regular guest on a local radio 

show discussing taxes, and he previously taught 

accounting courses. 

jo ann f. sabbagh, ea, ata, atp, 

ara is a graduate of The University 

of Toledo (Ohio), majoring in 

accounting. Her practice, where 

she is a champion for the needs 

of small business owners, is 

located in Tucson, Arizona. Jo Ann 

is an active member of the National Society of 

Accountants (NSA) and is a Past President of the 

Arizona Society of Practicing Accountants (ASPA). 

Jo Ann’s goals include advancing the profession 

through both continuing education and advocacy 

for the profession. 

joseph L. santoro Mba, Cpa, 

Cva, Cffa, aba, is a retired 

US Air Force reserve colonel 

from New Hampshire and is a 

Certified Valuation Analyst. He has 

chaired various National Society 

of Accountants committees, 

including National Affairs, Budget, Education, 

Audit, and Peer Review, and served four years 

on the Accreditation Council for Accounting and 

Taxation as a subject matter expert. In 1998, Joe 

was voted NSA’s Speaker of the Year. 

gary M. steinberg, Cpa, 

graduated Florida Atlantic 

University as the Florida Institute 

of CPA’s Scholar and began his 

career with Price Waterhouse. He 

currently practices in Fort Myers, 

FL with clients located nationwide, 

including CPA firms for which he performs tax 

review services. Gary has served as a guest editor 

to a major tax software company and has taught 

extensively in the area of taxation. 


GeAr uP 

john stevko, Cpa, graduated 

from the University of California 

at Davis. He began his career with 

Peat, Marwick, Mitchell & Co. before 

founding a local firm in Beaverton, 

Oregon. Specializing in taxation, 

he now lives and practices in 

Southwest Washington. John has been with Gear 

Up for 22 years. 

Laurie a. stillwell, Cpa, is a 

Certified Public Accountant with a 

practice based in Saratoga Springs, 

New York. She specializes in 

working with professional practices, 

businesses, and their owners. Prior 

to forming Laurie A Stillwell, CPA, 

P.C. in 2001, Laurie spent more than a decade with 

international, regional and local accounting firms 

and specialized in providing tax and accounting 

services to closely held businesses. 

timothy j. sundstrom, Cpa, 

Cfp, is a partner in Wealthcare 

Financial Group, LLC, in Newtown 

Square, Pennsylvania. Tim helps 

entrepreneurs and business 

executives with their tax and 

financial decisions. His firm services 

a diverse group of clientele with a specialty in the 

construction and entertainment industries. Prior to 

starting his own business, Tim was a manager with 

a national accounting firm. 

richard h. tami, Cpa, jd, is a sole 

practitioner in Orlando, Florida, 

focusing on estate planning, trust 

administration, probate law, and 

general civil litigation. He attained 

a Bachelor of Science degree in 

accounting and a Juris Doctor 

degree from the University of Florida. He spent 

five years in public accounting with the “Big 

Eight,” and two years in industry as controller of a 

public company. 

george a. van buren, ea, 

Mba, received a BS in Business 

Administration from the University 

of Redlands and an MBA from 

Pepperdine University. He worked 

as the Director of Finance for a 

major corporation, and has taught 

graduate accounting and finance courses at the 

University of Redlands, University of Phoenix, 

and the University of California at Irvine. His tax 

practice is located in San Pedro, California. 

27

AuDItWAtch 

AUDITwATCH 

OUR TRAINING IS AbOUT 

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28 cl.thomsonreuters.com/A | 1-800-231-1860 


TAXwATCH UNIvERSITy 

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This program is designed for tax professionals with multiple 

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29

AuDItWAtch 

AUDITwATCH UNIvERSITy 





knowLedge and skiLLs 

AuditWatch University (AWU) is an integrated development 

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In this course participants reach beyond technical expertise to 

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30 cl.thomsonreuters.com/A | 1-800-231-1860 


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Build learning and CPE into your busy schedule with ease...all you need is a high-speed 

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webinar Course topiCs 

We offer hundreds of webinars each 

year on the topics of most importance 

to you. Nationally recognized experts 

bring monthly webinars to you 

highlighting current developments in: 

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• Federal Tax Update for the RTRP 

• Ethics for the RTRP 

• RTRP Series: 

Charitable Contributions – 

More Complicated Than Ever 

Key Issues in Federal Tax 

Rental Real Estate – Schedule E and 

Form 8582 

(Passive Activity Rules) 

Sole Proprietorships – Schedule C and 

Form 8829 (Home Office Deduction) 

The “In’s and Out’s” of Home Ownership 


new webinars speCifiCaLLY for 

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the fiscal Cliff: what You need to know now 

Nov 1, Dec 5 | 1 CPE Credit Hour | $69 

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see above for quantity discount! 

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before the scheduled webinar. 

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sponsors may be submitted to the National Registry of CPE Sponsors 

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35

WeBInArs 


Subscription Package includes UNLIMITED access to all 1-4 hour 

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Use offer code WEB3 to save 10% when you purchase 3 or more, in single 

transaction for the same attendee. See bottom of p. 35 for details 



Details: p35 

upCoMing 2012 webinars 

Monthly Corporate Tax Update (1hr) Oct 22 

Monthly Accounting Alert (1hr) Oct 22 

Auditing Standards Update: Including Significant Clarity Issues (2hr) Oct 22 

Total Payroll Management (2hr) Oct 23 

PPC 101:Materiality, Sampling, Scoping, Test of Controls (4hr) Oct 24 

Charitable Contributions: Not nearly as simple as it may sound (2hr) Oct 24 

Independence Rules–Independence and Professional 

Ethics Update (2hr) Oct 24 

SMART Tools: Risk Assessment (2hr) Oct 25 

SMART Tools: Internal Controls (2hr) Oct 25 

2012 Federal Tax Update (8hr) Oct 26 

Performing Efficient Audits of Nonpublic Companies 

Using the PPC Audit Approach (8hr) Oct 30 

Estate and Gift Tax Update (2hr) Oct 30 

Identifying and Correcting the Most Common Audit Inefficiencies (2hr) Oct 31 

Delegating for Results (2hr) Oct 31 

Late oCtober 2012—sCheduLed webinars More information and up to date schedule: cl.thomsonreuters.com 

Mon Tues Wed Thu Fri 

12pm: Monthly Corporate 

Tax Update (1hr) 

22 

2pm: 

Total Payroll Management (2hr) 

23 

10am: PPC 101: 

Materiality, Sampling, Scoping, 

24 

10am: SMART Tools: 

Risk Assessment (2hr) 

25 

9am: 

2012 Federal Tax Update (8hr) 

1pm: Monthly Accounting Alert (1hr) 

Test of Controls (4hr) 

12pm: SMART Tools: 

2pm: Auditing Standards Update (2hr) 

2pm: Charitable Contributions (2hr) 

3pm: Independence Rules (2hr) 

Internal Controls (2hr) 

9am: Performing Efficient Audits of 

29 30 

Nonpublic Companies Using the 

PPC Audit Approach (8hr) 

12pm: Estate and Gift Tax Update (2hr) 

10am: Identifying & Correcting Most 

Common Audit Inefficiencies (2hr) 

12pm: Delegating for Results (2hr) 

screenshots from a current webinar title—expert speakers point 

out key information you need to know. 



31 

WEBINAR CUSTOMERS SAID: 

“The presenter was fantastic! Passionate, extremely 

knowledgeable, enthusiastic, humorous, actually made 

accounting sound interesting!” 

—Leslie Haughey 

“Excellent! Clear, informed, informal, realistic, experienced— 

thank you!” 

—Diane Green 

“The speaker did a wonderful job; I really enjoyed his enthusiasm. 

They hit the high points very well.” 

—James McDermott 

“Speakers were very good, not boring or monotone. 

Really enjoyed it!” 

—Amanda Johnson 

“Both speakers were very effective, and had a great sense of 

humor which made the class go by fairly quickly. Appreciated the 

insights from speakers' professional experiences.” 

—Shelah Aczon 

26

Compliance Audits of Non-supervised and 

Supervised Mortgagees (2hr) Nov 1 

Fiscal Cliff (1hr) Nov 1 

Health Care–What’s Next? (1hr) 

Accounting for Income Taxes– Practice Issues and 

Nov 1 

Common Pitfalls (2hr) Nov 1 

Accounting & Auditing Update (8hr) Nov 2 

Year-End Business Entity Tax Update (8hr) 

Proposed Changes in Accounting for Leases & 

Nov 2 

Other Significant Proposals (2hr) 

Compilation and Review Insights–Timely Advice for 

Nov 5 

Improving Quality and Efficiency (2hr) Nov 6 

Monthly Tax Alert (2hr) 

Depreciation/Cost Recovery: Significant changes again 

Nov 6 

for 2012 and beyond (2hr) Nov 6 

Employee vs. Independent Contractor: Expect more Scrutiny (2hr) Nov 6 

The Mobile Web for Accountants (2hr) Nov 7 

Performing Effective and Efficient Single Audits (8hr) Nov 8 

Schedule A Itemized Deductions- So much is left off (2hr) Nov 8 

2012 Federal Tax Update (4hr) Nov 9 

Construction Contractors Taxation (2hr) Nov 9 

Home Ownership from A to Z (2hr) Nov 13 

New Regulations on Capitalization (2hr) Nov 13 

Efficient Audits of Construction Contractors (2hr) Nov 14 

Getting Ready for the Registered Tax Return Preparer Exam (8hr) Nov 15 

Ethics and Independence Update- A Comprehensive Review (4hr) 

Proposed Changes in Accounting for Leases & Other 

Nov 15 

Significant Proposals (2hr) Nov 15 

Financial Reporting and Disclosures for Small Businesses (8hr) Nov 16 

Tax Planning for Cancellation of Debt (2hr) Nov 16 

Financial Performance Measurement and Analysis (2hr) Nov 16 

Liquidation and Termination of Entities (2hr) Nov 16 

Partnership /LLCs- Advanced Topics (2hr) Nov 19 

Monthly Corporate Tax Update (1hr) Nov 19 

Monthly Accounting Alert (1hr) Nov 19 

Passive Activities–Not a Subject to be Passive About (2hr) 

Compilation and Review Insights–Timely Advice for Improving 

Nov 19 

Quality and Efficiency (8hr) 

Avoiding Common Errors with Special Purpose Framework (OCBOA) 

Nov 20 

Reporting and Disclosures (2hr) Nov 20 

noveMber 2012—sCheduLed webinars More information and up to date schedule: cl.thomsonreuters.com 


2pm: Proposed Changes in 

Accounting for Leases & Other 

Significant Proposals (2hr) 

10am: Partnership/LLCs— 

19 

Advanced Topics (2hr) 

12pm: Monthly Corporate Tax Update (1hr) 


2pm: Passive Activities (2hr) 


5 

10am: Compilation and Review 

6 

Insights—Advice (2hr) 

12pm: Monthly Tax Alert (2hr) 

12pm: Depreciation/Cost Recovery (2hr) 

2pm: Employee vs. Independent 

Contractor (2hr) 

12 

10am: Home Ownership (2hr) 

12pm: New Regulations on 

Capitalization (2hr) 

13 



12pm: Avoiding Common Errors with 

OCBOA Reporting (2hr) 

9am: 2012 Federal Tax Update (8hr) 

26 27 

10am: Common Practice Problems— 

Nonprofit Statements (2hr) 

12pm: The Mobile Web for 

Accountants (2hr) 

2pm: Efficient Audits of 

Construction Contractors (2hr) 

20 

9am: Fiscal Cliff (6hr) 

10am: RTRP Series: 

Charitable Contributions (2hr) 

21 

12pm: RTRP: Rental Real Estate (2hr) 

2pm: RTRP: Sole Proprietorships (2hr) 

12pm: Avoiding Common 

Peer Review Comments (2hr) 

2pm: Perfecting Analytical 

Procedures (2hr) 


10am: Audits of Mortgagees (2hr) 

12pm: Health Care—What’s Next? (1hr) 

1pm: Fiscal Cliff (1hr) 

2pm: Accounting for Income Taxes (2hr) 

9am: Performing Effective & Efficient 

7 

8 

Single Audits (8hr) 

2pm: Schedule A Itemized Deductions 

(2hr) 

9am: Getting Ready for the 

14 

15 

RTRP Exam (8hr) 

12pm: Ethics and Independence 

Update—Comprehensive Review (4hr) 

2pm: Proposed Changes in Accounting 

for Leases & Other Significant 

Proposals (2hr) 

28 

10am: Charitable Contributions (2hr) 

29 



12pm: SMART Tools: Internal Controls (2hr) 


Compilations & Reviews (2hr) 

1 

WeBInArs 











Details: p35 

Fiscal Cliff (6hr) 

RTRP Series: Charitable Contributions– 

Nov 21 

More Complicated than Ever!!! (2hr) Nov 21 

RTRP Series: Rental Real Estate–Schedule E and Form 8582 

(Passive Activity Rules) (2hr) Nov 21 

RTRP Series: Sole Proprietorships–Schedule C and Form 8829 

(Home Office Deduction) (2hr) Nov 21 

2012 Federal Tax Update (8hr) Nov 27 

Common Practice Problems in Preparing Nonprofit Organization 

Financial Statements (2hr) Nov 27 

Avoiding Common Peer Review Comments (2hr) Nov 28 

Perfecting Analytical Procedures (2hr) Nov 28 

Charitable Contributions: Not nearly as simple as it may sound (2hr) Nov 29 

SMART Tools: Risk Assessment (2hr) Nov 29 

SMART Tools: Internal Controls (2hr) Nov 29 

SMART Tools: Compilations and Reviews (2hr) Nov 29 

Buying/Selling A Business–Tax Considerations (2hr) Nov 30 

Federal Tax Update for the Registered Tax Preparer (3hr) Nov 30 

Ethics for the Registered Tax Preparer (2hr) Nov 30 

9am: Accounting & Auditing (8hr) 

9am: Year-End Business Entity Tax 

Update (8hr) 


9 

2pm: Construction Contractors 

Taxation (2hr) 

9am: Financial Reporting & 

Disclosures, Small Businesses (8hr) 

10am: Tax Planning for 

Cancellation of Debt (2hr) 

12pm: Financial Performance 

Measurement and Analysis (2hr) 

2pm: Liquidation and Termination 

of Entities (2hr) 

2 

16 

22 23 

10am: Buying/Selling 

30 

A Business (2hr) 

12pm: Federal Tax Update/Registered 

Tax Preparer (3hr) 

3pm: Ethics/Registered Tax Preparer 

(2hr) 

37

WeBInArs 











Details: p35 

Monthly Corporate Tax Update (1hr) Dec 3 

Monthly Accounting Alert (1hr) Dec 3 

Information Technology & Fraud–The Puzzle (2hr) Dec 3 

GAAP Update (8hr) Dec 4 

Tax Planning for Cancellation of Debt (2hr) Dec 4 

PPC 101: Materiality, Sampling, Scoping, Test of Controls (2hr) Dec 4 

Liquidation and Termination of Entities (2hr) 

Depreciation/Cost Recovery: Significant changes again 

Dec 4 

for 2012 and beyond (2hr) Dec 5 

Service Organization Controls and SAS 70 Reports–What’s New? (2hr) Dec 5 

Employee vs. Independent Contractor: Expect more Scrutiny (2hr) Dec 5 

Fiscal Cliff (1hr) Dec 5 

Charitable Contributions: Not nearly as simple as it may sound (2hr) 

Avoiding Common Errors with Special Purpose Framework (OCBOA) 

Dec 6 

Reporting and Disclosures (2hr) Dec 6 

Home Ownership from A to Z (2hr) Dec 6 

Year End Government & Non Profit Update (8hr) Dec 7 

SMART Tools: Risk Assessment (2hr) Dec 11 

SMART Tools: Internal Controls (2hr) Dec 11 

SMART Tools: Compilations and Reviews (2hr) Dec 11 

deCeMber 2012—sCheduLed webinars More information and up to date schedule: cl.thomsonreuters.com 


12pm: Monthly Corporate Tax 

3 

Update (1hr) 


2pm: Information Technology & Fraud 

(2hr) 

9am: Year-End Business Entity 

Tax Update (8hr) 

10am: RTRP Series: Charitable 

Contributions (2hr) 

1pm: RTRP Series: Home Ownership 

(2hr) 

3pm: RTRP Series: Key Issues in 

Federal Tax (2hr) 

9am: GAAP Update (8hr) 

10am: Tax Planning for 

Cancellation of Debt (2hr) 

12pm: PPC 101 (2hr) 

2pm: Liquidation and Termination 

of Entities (2hr) 


10 11 


12pm: SMART Tools: Internal Controls (2hr) 


Compilations and Reviews (2hr) 

17 

24 

9am: Getting Ready for 

RTRP Exam (8hr) 

10am: Monthly Tax Alert (2hr) 

12pm: Financial Instruments (2hr) 

2pm: Schedule C and Sole 

Proprietorships (2hr) 

4 

10am: Depreciation/ 

Cost Recovery (2hr) 

12pm: Service Organization Controls 

& SAS 70 Reports (2hr) 

12pm: Fiscal Cliff (1hr) 

2pm: Employee vs. Independent 

Contractor (2hr) 


Insights (8hr) 

2pm: Basis Calculations— 

S Corporations, Partnerships, LLCs 

(2hr) 



5 

12 

18 

10am: Quarterly Sales and 

Use Tax Update (2hr) 

10am: Revenue Recognition (2hr) 

12pm: Internal Controls for 

Financial Professionals (2hr) 

19 

2pm: Total Payroll Management (2hr) 

Basis Calculations–S Corporations, Partnerships, LLCs (2hr) 


Dec 12 

Quality and Efficiency (8hr) Dec 12 

Auditing Standards Update: Including Significant Clarity Issues (2hr) Dec 13 

IFRS Update (2hr) Dec 13 

2012 Federal Tax Update (8hr) Dec 14 

Year-End Government & Nonprofit Update (2hr) 


Dec 14 

Quality and Efficiency (2hr) 

RTRP Series: Charitable Contributions– 

Dec 14 

More Complicated than Ever! (2hr) Dec 17 

RTRP Series: The “In’s and Out’s” of Home Ownership (2hr) Dec 17 

RTRP Series: Key Issues in Federal Tax (2hr) Dec 17 

Year-End Business Entity Tax Update (8hr) Dec 17 

Getting Ready for the Registered Tax Return Preparer Exam (8hr) Dec 18 

Monthly Tax Alert (2hr) 

Financial Instruments–Comparing Current and 

Dec 18 

Proposed Standards (2hr) 

Schedule C and Sole Proporietorships -Still the most popular way 

Dec 18 

to do business (2hr) 

Quarterly Sales and Use Tax Update for Controllers 

Dec 18 

and Financial Managers (2hr) Dec 19 

Revenue Recognition–Current Issues and Future Considerations (2hr) Dec 19 

Internal Controls for Financial Professionals–Best Practice Basics (2hr) Dec 19 

Total Payroll Management (2hr) Dec 19 

Federal Tax Update for the Registered Tax Preparer (3hr) Dec 20 

Ethics for the Registered Tax Preparer (2hr) Dec 20 

RTRP Series: Rental Real Estate–Schedule E and Form 8582 

(Passive Activity Rules) (2hr) Dec 21 

RTRP Series: Sole Proprietorships–Schedule C and Form 8829 

(Home Office Deduction) (2hr) Dec 21 



Accounting & Auditing Update (8hr) Dec 28 

Fiscal Cliff (6hr) Dec 28 

10am: Charitable Contributions (2hr) 

12pm: Avoiding Common Errors 

with OCBOA (2hr) 

2pm: Home Ownership (2hr) 

12pm: IFRS Update (2hr) 

2pm: Auditing Standards 

Update (2hr) 

12pm: Federal Tax Update for the 

Registered Tax Preparer (3hr) 

3pm: Ethics for the Registered Tax 

Preparer (2hr) 

9am: 2012 Federal Tax Update 

25 26 27 

(8hr) 

6 

13 

20 

9am: Year End Government & 

Non Profit Update (8hr) 


14 

12pm: Year End Government & 

Nonprofit Update (2hr) 

2pm: Compilation and Review 


12pm: RTRP Series: 

21 

Rental Real Estate (2hr) 

12pm: 2012 Federal Tax Update (4hr) 

2pm: RTRP Series: Sole Proprietorships 

(2hr) 

9am: Accounting & Auditing 

Update (8hr) 

9am: Fiscal Cliff (6hr) 

7 

28


MicroMash and PASS Online are registered with the National Association of State 

Boards of Accountancy (NASBA) as a sponsor of continuing professional education on 

the National Registry of CPE Sponsors. State boards of accountancy have final authority 

on the acceptance of individual courses for CPE credit. Complaints regarding registered 

sponsors may be submitted to the National Registry of CPE Sponsors through its 

website: www.learningmarket.org 

MicroMash and PASS Online are registered with the National Association of 

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of continuing professional education. State boards of accountancy have final 

authority on the acceptance of individual courses for CPE credit. Complaints 

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CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: 

www.learningmarket.org 

MicroMash and PASS Online are IRS approved continuing 

education providers, and offer several courses that are eligible 

for RTRP (Registered Tax Return Preparer) and/or EA (Enrolled 

Agent) CE credit. 

For all taxation and other applicable subjects, PASS Online courses have been accepted 

by the CFP Board. 


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MicroMash and PASS Online comprise a library of nearly 340 

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instant access to today’s most important Cpe titles—online or 

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On the following pages you will find a selection of our online course 

titles relevant to practicing tax and accounting professionals 

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39






aCCounting 

2011 FASB Update 

Accountant's Overview of Financial 

Management 

Accounting and Auditing Real Estate 

Transactions 

Accounting and Financial Reporting 

Developments 

Accounting Changes and Error Corrections 

Accounting for Derivatives and Hedging 

Activities 

Accounting for Income Taxes 

Accounting for Investments in Debt and 

Equity Securities 

Accounting for Leases 

Accounting for Leases: 

What’s Changing New! 

Accounting for Liabilities 

Accounting for Pensions 

Accounting for Share-Based Compensation 

Accounting for Uncertainty in Income 

Taxes—FASB ASC: 740-10 

Activity-based Costing (ABC) 

Analysis of the Corporate Annual Report 

Analyzing the Financing Options of a 

Company 

ASC: Codification of Standards 

Balance Sheet and GAAP Reporting 

Budgeting, Planning and Financial 

Forecasting 

Business Combinations, Goodwill, and 

Other Intangible Assets 

Cash Flows (FASB ASC 230) 

Changing Accounting Methods 

Comprehensive Income 

Consolidation of Variable Interest Entities 

Credit and Collections Management 

Current Developments - Accounting and 

Financial Reporting 

Earnings per Share (FASB ASC 260) 

Employee Benefit Plans I: Accounting 

Principles 

Fair Value Measurement: An Introduction to 

Fair Value Measurements and Disclosures 

(FASB ASC 820) 

Financial Accounting Standards Update 

IFRS and a Comparison with U.S. GAAP 

IFRS for Non-CPAs 

Impairment or Disposal of Long-Lived 

Assets (ASC 360-10) New! 

International Financial Reporting 

Standards (IFRS) Update 

Introduction to International Financial 

Reporting Standards 

Preparing Personal Financial Statements 

Revenue and Expenses and GAAP 

Reporting 

Revenue Recognition: Fundamentals 

Revenue Recognition: Rules and Standards 

Segment Accounting and Reporting 

Specialized Industry GAAP for Computer 

Software 

Specialized Industry GAAP for Financial 

and Investment Activities 

Specialized Industry GAAP for Not-For- 

Profit and Governmental Activities 

Specialized Industry GAAP for Real Estate 

Specialized Industry GAAP for the 

Entertainment Industry 

The Costs of Capital and Capital Budgeting 

Understanding and Analyzing Financial 

Statements 

Valuation Concepts and Derivative 

Instruments 

aCCounting, governMentaL 

GASB 34: Basic Financial Statements for 

State and Local Governments 

GASB Statement No. 54: Fund Balance 

Reporting and Governmental Fund 

Government Accounting Principles 

adMinistrative praCtiCe 

A Complete Guide to Investing 

An Accountant's Guide To Trusts 

CPA Practice Management: 

Billing, Collecting and Managing 

Cash Flows New! 

Personal Financial Planning 

Valuation Methods: Statement on 

Standards for Valuation Services No. 1 

Valuation Methods: The Normalization of 

Earnings 

auditing 

Audit Risk Assessment Standards: Building 

a Foundation 

Audit Sampling 

Auditing Developments 

Auditors and Those Charged with 

Governance: SAS 114 

Clarity project: significant Changes 

to auditing standards New! 

8 CPE Credits | Auditing | Basic 

In January, 2012, the AICPA issued 

a document entitled, Clarity Project: 

Update and Final Product. The goal 

of the project is to make existing U.S. 

auditing standards easier to apply 

and comprehend and to converge 

U.S. GAAS with International 

Standards on Auditing issued by the 

International Auditing and Assurance 

Standards Board. This course explains 

the significant changes made to 

auditing standards by the Auditing 

Standard Board's Clarity Project that 

resulted in the issuance of SAS Nos. 

122-125. 

Compilation and Review 

Computer Fraud: Detection and Deterrence 

the effects of the Clarity project on 

group audits and the audit opinion 

New! 

1 CPE Credit | Auditing | Basic 

This is an all video course presenting 

material on the clarity standards, Group 

Audits and the Audit Opinion. The 

course will cover the changes you need 

to understand and the impact of those 

clarity standards on your practice as we 

head into this next audit season or the 

year end of 2012. There have been only a 

few changes to the actual requirements 

but those changes that do exist are all 

effective for audits of periods on or after 

Dec 15th 2012. This course summarizes 

what you need to know about Group 

Audits and the Audit Opinion. 

Employee Benefit Plans II: Auditing 

Considerations 

Forensic Accounting 

Fraud I: Prevention 

Fraud II: Detection 

Fraud III: Auditing 

Information Technology Auditing 

Internal Control and Fraud Detection 

Internal Controls for Auditors and 

Managers: Evaluation 

Introduction to Audits of Inventory 

Investment Fraud I: Ponzi Schemes, 

Advance Fee Fraud, and Other Scams 



PCAOB Standards 

Practice Issues - Compilation And Review 

Update 

SAS 99: Consideration of Fraud in a 

Financial Statement Audit 

Special Purpose Frameworks (OCBOA): An 

Introduction 

The Clarity Project: Convergence with 

International Standards 

The Detection and Prevention of Fraud in 

Financial Statements 

auditing, governMentaL 

Audits of State and Local Governmental 

Units 

Audits of States, Local Governments and 

Non-Profit Organizations 

GAO Standards: Yellow Book 

OMB Circular A-133: The Single Audit 

behavioraL ethiCs 

Harassment: Response, Prevention, and 

Protection 

business Law 

Bankruptcy Law 

Business Law for Accountants 

Foreclosure Law 

Hiring Independent Contractors 

business ManageMent and 

organization 

Advising and Consulting to the Small 

Business 

Benchmarking Strategies: A Tool for Profit 

Improvement 

Cash Flow: Managing the Lifeblood of the 

Organization 

Disaster Recovery Development Plan — 

Small Entities 

Financial Statement Analysis for Profit 

Improvement 

How to Write a Business Plan 

I Am Supposed to Supervise These People 

Management Accounting: Tools for Making 

More Effective Business and Operating 

Decisions 

Planning and Budgeting for Competitive 

Advantage 

Techniques of Financial Analysis, Modeling, 

and Forecasting 


CoMMuniCations 

Powerful Presentations: How to Build and 

Deliver 

CoMputer sCienCe 

Getting Started with Microsoft Excel 2007 

Getting Started with Microsoft Excel 2010 

Getting Started with PowerPoint 2010 With 

Lots of Tips and Tricks 

Microsoft Access 2010: Introduction to 

Access 2010 with Lots of Tips and Tricks 

Microsoft Excel 2007: Working with 

Formulas and Functions with Lots of Tips 

and Tricks 

Microsoft Excel 2007: Creating and 

Formatting Charts with Lots of Tips and 

Tricks 

Microsoft Excel 2007: Moving, Copying and 

Filling Cells with Lots of Tips and Tricks 

Microsoft Excel 2007: Useful Functions for 

CPAs With Lots of Tips and Tricks 

Microsoft Excel 2010: Creating and 

Formatting Charts With Lots of 

Tips and Tricks 

Microsoft Excel 2010: Working with 

Formulas and Functions With Lots of Tips 

and Tricks 

Microsoft PowerPoint 2007: Getting 

Started With PowerPoint 2007 With Lots 

of Tips and Tricks 

Microsoft Word 2007: Getting Started with 

Word 2007 With Lots of Tips and Tricks 

Microsoft Word 2010: Getting Started with 

Word with Lots of Tips and Tricks 

QuickBooks Pro 2010 

QuickBooks Pro 2012 

finanCe 

101 Financial Solutions: Diagnosis and 

Remedy 

Capital Budgeting 

The Breakthrough Budget 

ManageMent advisorY serviCes 

A Practical Guide to Mergers, Acquisitions 

and Divestitures 

Cost Management: Accounting and Control 

Free Cash Flow: A Powerful Decision 

Making Metric 

GRC: Enterprise Risk Management for 

Business Professionals 

How to Start a Business 

Performing the Operational Review for 

Results: Looking Beyond the Numbers 

The Fraud of Identity Theft 

Total Cash Management 







personaL deveLopMent 

Bottom-Line Leadership 

Delegating to Financial Employees 

Effective Writing for Accountants 

Essential Coaching Skills 

Influencing People in Organizations: The 

Leadership Imperative Overview and Basic 

Concepts 

Moral Leadership and Character 

Development 

personneL/hr 

Human Resource Management: An 

Introduction to the Workforce 

reguLatorY ethiCs 

2012 Ethics for Virginia CPAs 

2012 Personal and Professional Ethics for 

North Carolina CPAs 

California Rules and Regulations 

CPAs and Independence 

Ethics for Alaska CPAs 

Ethics for Arkansas CPAs 

Ethics for Attest Firms 

Ethics for Attest Firms and Tax 

Professionals 

Ethics for California CPAs 

Ethics for Certified Financial PlannerTM Certificants 

Ethics for Colorado CPAs 

Ethics for Connecticut CPAs 

Ethics for CPAs 

Ethics for CPAs and Tax Professionals 

Ethics for Delaware CPAs 

Ethics for District of Columbia CPAs 

Ethics for Enrolled Agents New! 

Ethics for Georgia CPAs 

Ethics for Guam CPAs 

Ethics for Idaho CPAS 

Ethics for Illinois CPAs 

Ethics for Indiana CPAs 

Ethics for Iowa CPAs 

Ethics for Kansas CPAs 

Ethics for Kentucky CPAs 

Ethics for Maine CPAs 

41






Ethics for Maryland CPAs 

Ethics for Massachusetts CPAs 

Ethics for Michigan CPAs - Part I 

Ethics for Michigan CPAs - Part II 

Ethics for Minnesota CPAs 

Ethics for Mississippi CPAs 

Ethics for Missouri CPAs - Part I 

Ethics for Missouri CPAs - Part II 

Ethics for Montana CPAs 

Ethics for Nebraska CPAs 

Ethics for Nevada CPAs 

Ethics for New Hampshire CPAs 

Ethics for New Mexico CPAs 

Ethics for New York CPAs 

Ethics for New York Tax Professionals 

Ethics for Ohio CPAs 

Ethics for Oklahoma CPAs 

Ethics for Oregon CPAs 

Ethics for Pennsylvania CPAs 

Ethics for Rhode Island CPAs 

Ethics for Tax Professionals 

Ethics for Tennessee CPAs - 2 Hours New! 

Ethics for Vermont CPAs 

Ethics for Washington CPAs 

Ethics for West Virginia CPAs 

Ethics for Wyoming CPAs 

Independence—An Overview for Attest 

Firms 

Independence and Attest Firms 

Independence for CPAs — An Overview 

Independence, Integrity and Objectivity 

Personal and Professional Ethics for Florida 

CPAs 

Personal and Professional Ethics for 

Louisiana CPAs 

Personal and Professional Ethics for Texas 

CPAs 

Personal and Professional Ethics for Texas 

CPAs (Video) 

Professional Ethics for Arizona CPAs 

Professional Ethics for Arizona CPAs - 

2 hours 

Professional Ethics for Hawaii CPAs 

speCiaLized knowLedge and 

appLiCations 

Cloud Computing: doing business 

in the Cloud 

1 CPE Credit | Specialized Knowledge 

and Applications | Basic 

Is there a cloud in your future? What 

exactly is cloud computing? Designed 

for individuals who work or provide 

services for small- to mid-sized 

businesses, this course will explain 

what cloud computing is and then 

describe both the advantages and 

disadvantages of cloud computing. 

Discover the potential uses for the 

cloud in your business or other smallto 

mid-sized businesses. 

CPA's Role in Mediation 

Introduction to Business Valuation and Use 

of Comparables 

Introduction to E-Commerce 

Introduction to Investment Companies 

Introduction to the Food and 

Beverage Industry 

Introduction to Securities Broker/Dealers 

Introduction to the Health Care Industry 

Introduction to the Media Industry 

Introduction to the Pharmaceutical Industry 

Negotiating Skills for CPAs 

Not-for-Profit Accounting 

social Media to Market 

Your business New! 

1 CPE Credit | Specialized Knowledge 

and Applications | Basic 

This course provides an overview of 

the use of social media to market 

your business. It provides an overview 

of the key elements of the big three 

social networking sites and how they 

can be used to further your business 

and marketing interests. 

Valuation Methods: The Income Approach 

Valuation Methods: The Adjusted Net 

Assets Method 

Valuation Methods: The Excess Earnings 

(Treasury) Method 

taXes 

2012 Corporate Tax Update New! 

2012 Individual Tax Update New! 

2011 Individual Tax Overview 

Alternative Minimum Tax 

Amendments to the Michigan Individual 

Income Tax 

Asset Protection—Tax and Financial 

Aspects 

C Corporations: Income Tax Reporting 

C Corporations: Overview of Corporate 

Income Tax 

C Corporations: Tax Depreciation and 

Amortization 

C Corp schedule M-3 2011 simulation 

New! 

7 CPE Credits | Taxes | Basic 

Prepare the new Schedule M-3 (Form 

1120) for 2011 for your large clients. 

Work through a comprehensive 

problem to complete a Schedule 

M-3 for a corporation with multiple 

consolidated and nonconsolidated 

subsidiaries. The course explains 

each line of the form, frequently 

adding examples and insight. All 

corporations with assets of more 

than $10 million must complete the 

schedule and reconcile the differences 

between taxable income and the 

reported financial income. 

Capitalization of tangible assets 

regulations New! 

3 CPE Credits | Taxes | Intermediate 

In December 2011 the IRS issued its 

comprehensive set of rules to deal 

with what should be capitalized as 

the cost of a tangible asset. The 

regulations are effective for taxable 

years beginning on or after January 

1, 2012. In general, these regulations 

provide guidance in distinguishing 

a current expense from a direct cost 

of a capital expenditure. This course 

provides an overview of the guidance 

provided in these new regulations. 

Capital Gains and Losses 

Car, Travel and Entertainment and Home 

Office Deductions 

Choice of Entity 

Choosing the Right Entity and Getting Cash 

Out of It 

Community Property Taxation 



Consolidated Tax Returns 

Corporate Net Operating Losses 

Corporate Tax Planning 

Corporate Tax Update 

Corporate Taxation 

Death and Taxes 

Depreciation: Modified ACRS 

Employee Benefit Plans: Introduction 

Employee Compensation and Benefits 

Entity Comparisons 

Estate Planning for the Small and Midsized 

Estate 

Estate Planning II: The Large Estate 

Estates and Trusts 

Family Tax Planning 

Federal Estate Taxation 

Federal Gift Tax (and the Generation- 

Skipping Transfer Tax) 

Fiduciary Income Distribution and 

Beneficiary Taxation 

Fiduciary Law and Accounting Mechanics 

Fiduciary Taxation Introduction 

Financial Planning for Higher Education 

Costs 

Fundamentals of International Tax I: 

Subpart F and CFCs 

Fundamentals of International Tax II: 

Foreign Tax Credit and the FPHCo 

Healthcare: Costs and Implications 

Human Resource Management: Tax 

Implications 

Individual Income Tax: Depreciation 

Individual Income Tax: Above-the-Line 

Deductions 

Individual Income Tax: Capital Gains, Pass- 

Through Income and Other Income 

Individual Income Tax: Earned Income 

Individual Income Tax: Itemized Deductions 

Individual Income Tax: Overview 

Individual Income Tax: Schedule C, E, and F 

Expenses 

Individual Income Tax: Taxes, Credits, and 

Penalties 

Interest Deduction Rules 


international taxation: foreign 

account tax Compliance act (fatCa) 

5 CPE Credits | Taxes | Basic 

This legislation, known as the Foreign 

Account Tax Compliance Act (FATCA), 

is a withholding tax imposed upon 

withholdable payments of U.S. 

investors in foreign financial and 

other types of foreign entities. These 

are very onerous provisions and 

will impose significant information 

reporting requirements on foreign 

financial institutions with respect 

to U.S. accounts, withholding tax 

payments, documentation, and 

reporting requirements. To the 

extent of noncompliance, the U.S. 

tax cost could be 30% of the gross 

withholdable payment received 

by a U.S. person. In order to be in 

compliance, tax advisors for both 

U.S. persons with deposits abroad 

and foreign financial institutions will 

require a basic understanding of the 

new legislation. 

International Taxation: Foreign Investment 

in U.S. Real Estate 

IRAs: Contributions 

IRAs: Distributions 

IRAs: Transfers and Conversions 

LIFO Inventory Method 

Limited Liability Companies 

LLCs and LLPs: Rules for Limited Liability 

Entities 

Multistate Taxation 

Oil and Gas Taxation 

Partnership Taxation 

Partnership Taxation: Advanced 

Partnership Taxation: Fundamentals 

Passive Losses 

Purchasing and Selling a Business 

Representing Taxpayers Before the IRS 

Research Credit 

Retirement Income Taxation 

S Corporations 

Sales and Use Tax: California—Getting 

Started 

Sales and Use Tax: Delaware—Getting 

Started 

Sales and Use Tax: Florida—Getting Started 

Sales and Use Tax: Getting Started— 

Georgia 







Sales and Use Tax: Getting Started—Ohio 

Sales and Use Tax: Illinois—Getting Started 

Sales and Use Tax: Michigan—Getting Started 

Sales and Use Tax: New Jersey—Getting 

Started 

Sales and Use Tax: New York—Getting 

Started 

Sales and Use Tax: New York – Preparing for a 

State Audit and Appeal New! 

Sales and Use Tax: Preparing for a State Audit 

and Appeal—Arizona New! 


and Appeal—California 


and Appeal—Florida New! 


and Appeal—Illinois New! 


and Appeal—New Jersey New! 

Sales and Use Tax: Texas—Getting Started 

Sales and Use Tax: Texas—Preparing for a 

State Audit and Appeal 

Sales and Use Tax: Washington—Getting 

Started 

Small Business Schedule C and F Expenses 

Social Security and Medicare: A Survey of 

Benefits 

State and Local Taxes 

Subchapter C: Fundamentals of Corporate 

Taxation 

Tax Accounting Methods and Periods 

Tax Incentives for Green Initiatives 

Tax Practice and Procedure: Fundamentals — 

Tax Resolution and Solving IRS Issues 

Tax Research II: Court Interpretations and 

Citator 

Tax Research: Tax Law and Treasury 

Interpretations 

Tax Research: Case Analysis 

The New Michigan Corporate Income Tax 

Transaction Privilege and Use Tax: Arizona — 

Getting Started 

Understanding Schedules M-1 and M-2 on 

Forms 1120 and 1120S 

43

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PPC brings you the following self-study courses dealing with recent developments in the 

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PPc selF-stuDY 



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PPC is registered with the National Association 

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Complaints regarding registered sponsors may be 

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PPC is registered with the National 

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