| All Upcoming 2013 Conferences and CPE Courses |
|
Date |
Conference / CPE Title |
Course ID |
Discussion Leader |
Location |
Category |
| May |
DETAILS
| May 21 | Succession Planning Update for the Closely Held Business, Farm or Ranch - Failing to Plan is Planning to Fail - How Recent Developments May (or not) Tip the Balance | SPU | Bradley P. Burnett, J.D., LL.M. | Sandhills Conv. Ctr., North Platte, NE | TX |
DETAILS
| May 31 | The New Clarified GAAS – SAS No. 122 | NCAS | Paul Koehler, CPA | Mahoney State Park, Ashland, NE | AA |
| June |
DETAILS
| June 11 - 12 | 32nd Annual Governmental Nebraska Accounting & Auditing Conference | GAAC | Various | The Cornhusker, Lincoln, NE | CN |
DETAILS
| June 13 | 17th Annual Not-For-Profit Conference | NFPC | Various | The Cornhusker, Lincoln, NE | CN |
DETAILS
| June 24 | Loscalzos Compilation & Review Essentials - Rules for Local Practitioners | CRE | Jack Ellovich, Loscalzo Associates, Ltd. | Embassy Suites Conf. Ctr., LaVista, NE | AA |
DETAILS
| June 25 | Loscalzo’s Special Purpose Frameworks & Other Alternatives to GAAP (Formerly OCBOA) | SPF | Jack Ellovich, Loscalzo Associates, Ltd. | Embassy Suites Conf. Ctr., LaVista, NE | AA |
DETAILS
| June 27 | Critical Skills in Budgeting | CSCB | Art Pulis, AICPA | Fairfield Inn & Suites, Grand Island, NE | MA |
DETAILS
| June 28 | Financial Statement Analysis … Improve the Financial Decision Making Process | FSABM | Art Pulis, AICPA | Mahoney State Park, Ashland, NE | MA |
| July |
DETAILS
| July 12 | Farm Taxation Update | FARM | Andy Biebl, CliftonLarsonAllen | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| July 15 | The Top 50 Mistakes Practitioners Make & How to Fix Them: Individual Tax & Financial Planning | INBB | Susan Smith, Surgent McCoy, CPE LLC | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| July 16 | Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLC & Disregarded Entities | ADTS | Susan Smith, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| July 17 | Loscalzos 2013 FASB & AICPA Update - NEW | ARU | Gregory Clark, Loscalzo Associates, Ltd. | Mahoney State Park, Ashland, NE | AA |
DETAILS
| July 18 | Loscalzos Frequently Asked Questions in Employee Benefit Plan Accounting & Auditing - NEW | FAQEBP | Gregory Clark, Loscalzo Associates, Ltd. | Mahoney State Park, Ashland, NE | AA |
DETAILS
| July 24 | Making the Best of Bad Situations - 2013 | BADX | Arthur Werner, Werner Rocca | Mahoney State Park, Ashland, NE | TX |
DETAILS
| July 25 | The Complete Guide to Preparing Forms 706 and 709 | 706X | Arthur Werner, Werner Rocca | Mahoney State Park, Ashland, NE | TX |
DETAILS
| July 29 | A Complete Guide to the Yellow Book | YBYB | Michael Morgan, Surgent McCoy CPE, LLC | Fairfield Inn & Suites, Grand Island, NE | AA |
DETAILS
| July 30 | Corruption & Asset Misappropriation Schemes: The Top 25 Tips on How to Prevent & Detect Illegal Acts By Employees & Third Parties - NEW | CAM4 | Michael Morgan, Surgent McCoy CPE, LLC | The Cornhusker, Lincoln, NE | AA |
DETAILS
| July 30 | Financial Reporting Fraud: The Top 25 Tips on How to Prevent & Detect Executive & Managers from Manipulating Financial Statements - NEW | MFS4 | Michael Morgan, Surgent McCoy CPE, LLC | The Cornhusker, Lincoln, NE | AA |
| August |
DETAILS
| August 01 | Tax Planning & Compliance for Closely-Held Businesses & Their Owners | TPCB | Edward K. Zollars, Nichols Patrick CPE, Inc. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 02 | Investment Taxation: The Medicare Tax and Beyond | ITMT | Edward K. Zollars, Nichols Patrick CPE, Inc. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 05 | Advanced Excel | ADE | Karl Egnatoff, K2 Enterprises | Mahoney State Park, Ashland, NE | MA |
DETAILS
| August 06 | Top Accounting Solutions | TAS | Karl Egnatoff, K2 Enterprises | The Cornhusker, Lincoln, NE | MA |
DETAILS
| August 07 | PDF Documents - Beyond the Basics | PDF | Karl Egnatoff, K2 Enterprises | The Cornhusker, Lincoln, NE | MA |
DETAILS
| August 08 | Surgent McCoys Multistate Tax Update | MSTU | Charles Owen, Surgent McCoy, CPE LLC | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| August 09 | The Best Income Tax, Estate Tax & Financial Planning Ideas of 2013 | IEFP | Charles Owen, Surgent McCoy, CPE LLC | The Cornhusker, Lincoln, NE | TX |
DETAILS
| August 12 | From Hiring to Firing & Everything in Between: Legal, Tax & Health Care Issues - NEW | HTOF | Susan Smith, Surgent McCoy, CPE LLC | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| August 13 | Social Security, Medicare & Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now | SSRB | Susan Smith, Surgent McCoy, CPE LLC | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| August 14 | 2013 Mid-Year Tax Update | MYTU | Bradley P. Burnett, J.D., LL.M. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 14 | Health Care Reform Reality - You Say I Have to Do What? Are You Kidding? Prepare in Earnest & Other Freight Train Stories | HCRR4 | Bradley P. Burnett, J.D., LL.M. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 15 | 2013 Tax Planning Update for Corporations, Partnerships & LLCs | TPCP | Bradley P. Burnett, J.D., LL.M. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 15 | IRS’ Scathing New Repair vs. Capitalize Regs | ISNR | Bradley P. Burnett, J.D., LL.M. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 16 | Audits of School Districts | ASD | Dana J. Weber, CPA, & Russ Inbody, NDE | Holiday Inn & Conf. Ctr., Kearney, NE | AA |
DETAILS
| August 19 | Occupational Fraud: The Top 50 Tips on How to Prevent Executives, Managers & Employees From Stealing & Not Getting Caught - NEW | OCFR | Michael Morgan, Surgent McCoy CPE, LLC | Embassy Suites Conf. Ctr., LaVista, NE | AA |
DETAILS
| August 20 | I See It! Bringing into Focus the New Clarified Auditing Standards | GNFR | Michael Morgan, Surgent McCoy CPE, LLC | Embassy Suites Conf. Ctr., LaVista, NE | AA |
DETAILS
| August 21 | Surgent McCoys Comprehensive Guide to Tax Depreciation, Amortization & Property Transactions from Acquisition to Exchange or Disposition | TDAP | John Sherrick, Surgent McCoy, CPE LLC | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| August 22 | Surgent McCoys Handbook for Mastering Basis, Distributions, & Loss Limitation Issues for S-Corporations, LLC & Partnerships | HMBI | John Sherrick, Surgent McCoy, CPE LLC | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| August 23 | Shortcuts to Tax Cuts: Individual Tax, Social Security & Retirement Planning Tools & Strategies - NEW | TXCU | John Sherrick, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| August 26 | Succession & Exit Planning - The Fourth Quarter Game Plan - NEW | SUEP | Nick Niemann, McGrath North Law Firm | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| August 27 | AICPAs Financial Reporting Framework for Small- to Medium-Sized Entities: What You Need to Know Right Now | FRFSME | Ray Thompson, Acctg. & Auditing CPE | Fairfield Inn & Suites, Grand Island, NE | AA |
DETAILS
| August 27 | A 2013 Ethics Update for Accountants | EUBI | Ray Thompson, Acctg. & Auditing CPE | Fairfield Inn & Suites, Grand Island, NE | ET |
DETAILS
| August 28 | Accounting & Auditing Current Developments (2013) | ACDC | Ray Thompson, Acctg. & Auditing CPE | Mahoney State Park, Ashland, NE | AA |
DETAILS
| August 29 | Hot Topics in Compilation & Review | HTCR | Ray Thompson, Acctg. & Auditing CPE | Mahoney State Park, Ashland, NE | AA |
DETAILS
| August 29 | Hot Topics in Accounting & Financial Reporting | HTAA | Ray Thompson, Acctg. & Auditing CPE | Mahoney State Park, Ashland, NE | AA |
| September |
DETAILS
| September 05 | CFO/Controllers Roadmap to Organization Success with Integrated Planning & Forecasting & Budgeting | PLFB | Art Pulis, Surgent McCoy CPE, LLC | Mahoney State Park, Ashland, NE | MA |
DETAILS
| September 06 | Current Developments & Best Practices for Todays CFOs and Controllers - NEW | TCFO | Art Pulis, Surgent McCoy CPE, LLC | Mahoney State Park, Ashland, NE | MA |
DETAILS
| September 09 | Applying the Risk Assessment Standards | RCSA | Fred Christensen, AICPA | Mahoney State Park, Ashland, NE | AA |
DETAILS
| September 10 | Understanding COSO Internal Control | CL4ICDAD | Fred Christensen, AICPA | Mahoney State Park, Ashland, NE | AA |
DETAILS
| September 10 | Advanced Compilation & Review Issues | CL4CRA | Fred Christensen, AICPA | Mahoney State Park, Ashland, NE | AA |
DETAILS
| September 12 | Revised Yellow Book / Single Audit Guide | RSAG | Paul Koehler, CPA | The Cornhusker, Lincoln, NE | AA |
DETAILS
| September 13 | Accounting & Auditing of State & Local Governments | ASLG | Paul Koehler, CPA | The Cornhusker, Lincoln, NE | AA |
DETAILS
| September 16 | Fraud 2013 Alert for Small & Mid-size Firms - NEW | F2013 | Gary Zeune, CPA, Zeune & Assoc. | The Cornhusker, Lincoln, NE | MA |
DETAILS
| September 17 | Detecting & Preventing Internal Fraud, Theft & Abuse - NEW | IFTA | Gary Zeune, CPA, Zeune & Assoc. | The Cornhusker, Lincoln, NE | MA |
DETAILS
| September 18 | When CPAs Make the Headlines | GZHEAD | Gary Zeune, CPA, Zeune & Assoc. | The Cornhusker, Lincoln, NE | ET |
DETAILS
| September 18 | The Nebraska Sales & Use Tax for Contractors & The Nebraska Advantage Economic Incentives Program - NEW | SUTAEI | Steve Drzaic & Mary Hugo, Nebr. Dept. of Revenue | The Cornhusker, Lincoln, NE | TX |
DETAILS
| September 23 | Loscalzos Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) | DCPP | James Woy, Loscalzo Associates, Ltd. | Mahoney State Park, Ashland, NE | AA |
DETAILS
| September 24 | Loscalzos Not-For-Profit & Governmental Update - NEW | NFPGU | James Woy, Loscalzo Associates, Ltd. | Mahoney State Park, Ashland, NE | AA |
DETAILS
| September 26 | IRAs, Roth IRAs, SIMPLES, SEPs, 401(k)s & Roth 401(k)s - Make the Right Moves Now and Down the Line Salt It Away & Pepper It | IRAS | Bradley P. Burnett, J.D., LL.M. | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| September 27 | IRS Practice Update / Technology in Practice Update | TPC | Bradley P. Burnett, J.D., LL.M. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| September 30 | Exploring the Updated Internal Controls Framework: Critical Concepts in Design, Evaluation, Implementation & Monitoring - NEW | UICF | Michael Morgan, Surgent McCoy CPE, LLC | Mahoney State Park, Ashland, NE | AA |
| October |
DETAILS
| October 01 | Financial Reporting Framework for Small & Medium-Sized Entities - NEW | FRFS | Michael Morgan, Surgent McCoy CPE, LLC | Mahoney State Park, Ashland, NE | AA |
DETAILS
| October 03 | Right the First Time | CNFP | Robert Leslie, AICPA | Fairfield Inn & Suites, Grand Island, NE | AA |
DETAILS
| October 04 | Not-For-Profits Treated as a Business | RNPO | Robert Leslie, AICPA | The Cornhusker, Lincoln, NE | AA |
DETAILS
| October 07 | New Medicine: Key Issues CPAs Need to Know about the Patient Protection & Affordable Care Act - NEW | NMED | Susan Smith, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| October 07 | Should Client Expenditures be Capitalized or Expensed? A Guide to the New IRS Regulation - NEW | CPE4 | Susan Smith, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| October 08 | Surgent McCoys Federal Tax Camp | SATC | Susan Smith, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| October 17 | Creative Strategies for Buying, Selling or Gifting a Business | CSBS | Arthur Werner, Werner Rocca | Quarry Oaks, Ashland, NE | TX |
DETAILS
| October 18 | Applying Integrated Estate, Financial & Asset Protection Planning Techniques | AEFP | Arthur Werner, Werner Rocca | Quarry Oaks, Ashland, NE | TX |
DETAILS
| October 23 - 24 | AHI Staff Training – Semi Senior | STP2A | Roger Nelson, AHI Associates | Mahoney State Park, Ashland, NE | AA |
DETAILS
| October 30 - 31 | 13th Annual FALL CPE Conference | FALL | Various | Embassy Suites Conf. & Conv. Ctr, LaVista, NE | CN |
| November |
DETAILS
| November 04 | Accounting & Auditing: Essential Internal Controls & Policies for Data Protection & Data Privacy with Cloud-based Systems, Paperless Work Environments, Small Mobile Computing Devices & Social Media in the Workplace | AAIC | Kyle Anderson, Nichols Patrick CPE, Inc. | Mahoney State Park, Ashland, NE | AA |
DETAILS
| November 05 | Professional Ethics Updates: Independence, Are You in Compliance With New Rule 101-3 Requirements & Other Updated Provisions from the PEEC? | PEEC | Kyle Anderson, Nichols Patrick CPE, Inc. | Mahoney State Park, Ashland, NE | ET |
DETAILS
| November 05 | Seven Cracks in the Financial Foundation - NEW | SCFF | Jeff Johnson & Mike Johnson, Exec. Wealth Mgmt. | Mahoney State Park, Ashland, NE | TX |
DETAILS
| November 06 | Preparing C Corporation Tax Returns for New Staff & Para-Professionals | PCTR | Lucretia Wilson Mattson, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| November 07 | Preparing Individual tax Returns for New Staff & Para-Professionals | PITR | Lucretia Wilson Mattson, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| November 08 | 2013-14 1-Day Federal Tax Update – Individual, Business & Corporate | H1TU | Vern Hoven & Ron Roberson, Hoven Roberson Tax Seminars | The Cornhusker, Lincoln, NE | TX |
DETAILS
| November 11 | Succession & Exit Planning - The Fourth Quarter Game Plan - NEW | SUEP | Nick Niemann, McGrath North Law Firm | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| November 12 | Pass Through Entities: Advanced Tax Issues | PTEA | Ricky Wright, Nichols Patrick CPE, Inc | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| November 13 | Preparing Complex 1040s | PCR | Ricky Wright, Nichols Patrick CPE, Inc | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| November 14 | Nonprofit Accounting & Financial Reporting | NAFR | Paul Koehler, CPA | Fairfield Inn & Suites, Grand Island, NE | AA |
DETAILS
| November 15 | The Clarified SASs - SAS 117 to Current - NEW | SASC | Paul Koehler, CPA | Mahoney State Park, Ashland, NE | AA |
DETAILS
| November 18 | Fiduciary Income Tax Returns - Form 1041 Workshop | 1041 | Robert Barnhill, Surgent McCoy, CPE LLC | Fairfield Inn & Suites, Grand Island, NE | TX |
DETAILS
| November 19 | Advanced Selected Issues for Trusts, Estates & Their Beneficiaries | ITEB | Robert Barnhill, Surgent McCoy, CPE LLC | Mahoney State Park, Ashland, NE | TX |
DETAILS
| November 21 | The Essential Audit Toolkit: Best Practices for Smaller Entities | ATKN | Dallon Christensen, Surgent McCoy CPE, LLC | The Cornhusker, Lincoln, NE | AA |
DETAILS
| November 22 | Financial Statement Disclosures: Guide to Current Requirements & Developing Issues - NEW | FSD4 | Dallon Christensen, Surgent McCoy CPE, LLC | Mahoney State Park, Ashland, NE | AA |
DETAILS
| November 22 | Innovative Forecasting & Budgeting: Moving Beyond the Traditional Techniques - NEW | IFB4 | Dallon Christensen, Surgent McCoy CPE, LLC | Mahoney State Park, Ashland, NE | AA |
DETAILS
| November 25 | Tax Advisors Update (Co-Sponsored with the IA Society of CPAs) | TAU | Andy Biebl, CliftonLarsonAllen | Stoney Creek Inn, Sioux City, IA | TX |
DETAILS
| November 25 | Essential Tax Update – Dec 2013 | ETU | Bradley P. Burnett, J.D., LL.M. | Divots Conf. Ctr., Norfolk, NE | TX |
DETAILS
| November 26 | Planning to Defeat the 3.8% Medicare Tax & Other Tax Topics | MOTT | Bradley P. Burnett, J.D., LL.M. | Mahoney State Park, Ashland, NE | TX |
| December |
DETAILS
| December 04 | Hot IRS Tax Examination Issues for Individuals & Businesses | EXIB | Wendy Ezell, Surgent McCoy, CPE LLC | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| December 05 | Getting Ready for Busy Season: A Guide to New Forms, Filing Issues & Other Critical Developments - NEW | NFFI | Wendy Ezell, Surgent McCoy, CPE LLC | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| December 06 | The Nebraska Sales & Use Tax for Contractors & The Nebraska Advantage Economic Incentives Program - NEW | SUTAEI | Steve Drzaic & Mary Hugo, Nebr. Dept. of Revenue | Mahoney State Park, Ashland, NE | TX |
DETAILS
| December 06 | Can Ethics Be Taught? The Role of Colleges in Ethics Education - NEW | ETH13 | Courtney Baillie, Nebr. Wesleyan Univ. | Mahoney State Park, Ashland, NE | ET |
DETAILS
| December 09 - 10 | 2013-14 2-Day Federal Tax Update – Individual, Business & Corporate | H2TU | Vern Hoven & Ron Roberson, Hoven Roberson Tax Seminars | Embassy Suites Conf. Ctr., LaVista, NE | TX |
DETAILS
| December 12 | The New 2011 Yellow Book – Government Auditing Standards | NYBS | Paul Koehler, CPA | Mahoney State Park, Ashland, NE | AA |
DETAILS
| December 13 | Governmental Accounting & Auditing Update | GAAU | Paul Koehler, CPA | Mahoney State Park, Ashland, NE | AA |
DETAILS
| December 16 | Essential Tax Update - Dec 2013 | ETU | Bradley P. Burnett, J.D., LL.M. | Fairfield Inn & Suites, Grand Island, NE | TX |
