Top-Rated Professional Education

Thursday, June 26

Professional Issues Update
CPE Credit: 1-Other
Featuring: James Metzler, CPA
Vice President | small CPA firm interests AICPA

This lively interactive session will focus on the latest developments and emerging trends in the profession and give you the guidance necessary to plan your firm's success. In addition to an update on professional and regulatory issues, participants will learn to harness new opportunities, improve staff recruiting and retention, plan for succession in your firm, and receive updates on AICPA and PCPS initiatives.

Private Company Financial Reporting Committee Update
CPE Credit: 1-A&A
Featuring: Judy O’Dell, CPA
Chair - FASB and AICPA-sponsored Private Companies Financial Reporting Committee
President - O’Dell Consulting

This session will cover the background of the committee, its working relationship with FASB and results of the first set of recommendations submitted to FASB. Participants will also learn about projects in FASB’s pipeline that will have an impact on private companies. In addition, the session will cover efforts abroad relating to private company accounting such as the IASB’s Small and Medium Entity project and the Canadian Framework for Owner Managed Enterprises and how these could apply to accounting for private companies in the US.

Judy was recently of the cover of the Journal of Accountancy. Read the Q&A session with Judy in which she discuss the Private Company Financial Reporting Committee startup and progress.

Expanded View of SAS 112
CPE Credit: 1-A&A
Featuring: Robert M. Barbacane, CPA
Managing Partner | Barbacane Thornton & Company

Friday, June 27

Federal & State Tax Legislation Update, Plus Rulings and Tax Cases
CPE Credit: 2-Tax
Featuring: Terence K. Heaney, CPA
President | Heaney & Kilcoyne LLC

Review current legislative, administrative and court cases dealing with federal and state taxation. Explore the economic stimulus act of 2008 and other 2007 tax law changes. Discuss the current IRS rulings and court cases dealing with federal income tax, and any state income tax changes. Examine planning ideas in dealing with these changes, and get year-end tax planning ideas for 2008.

Tax Controversy & Risk Management
CPE Credit: 2-Tax
Featuring: Mary H. Angelbeck
Senior Manager | Ernst & Young LLP

William M. O’Meara, CPA
Executive Director | Ernst & Young LLP

Understand how to work with the Internal Revenue Service to resolve issues, including what to expect when the IRS audits, how to prepare for an audit, and how to work with the Revenue Agent that is assigned. Discuss how to respond to notices from the IRS and how to navigate through the appeals process.

IRS Update
CPE Credit: 1-Tax
Featuring: Phil Catalano
Director, South Atlantic Examination Area | IRS

Get an update, direct from IRS, regarding examination and what are considered key practitioner issues. Hear about service-wide messages and examination strategic goals.

The Future of Financial Reporting
CPE Credit: 2-A&A
Featuring: Allison M. Henry, CPA
Vice President – Technical & Professional Standards
Pennsylvania Institute of Certified Public Accountants

Explore the rapidly changing financial reporting environment. Examine the global convergence of accounting standards, the joint FASB/IASB project on financial statement presentation, Extensible Business Reporting Language (XBRL), and other non-traditional investor focused reporting.

Saturday, June 28

State Capital Report
Featuring: Peter Calcara
Vice President - Government Relations
Pennsylvania Institute of Certified Public Accountants

This session will provide an overview of the current legislative session and an update on developments surrounding the 2008-09 state budget and tax bills. You will also learn more about PICPA's legislative agenda and get an early look at the 2008 state elections. 

Pennsylvania Tax Update
CPE Credit: 2-Tax
Featuring: William R. Lazor, CPA
Partner | Kronick, Kalada, Berdy, & Company PC

Carl W. Back Jr., CPA
Partner - State & Local Tax Services
SMART Business Advisory and Consulting LLC

Gain valuable insight into the latest developments in state tax legislation and regulations, administrative and policy changes at the Department of Revenue, and important judicial decisions that impact your clients.

Annual Business Meeting & Election of Officers
Find out first-hand what PICPA and your colleagues have accomplished on behalf of your profession…Meet the CPAs who will be leading your organization in the coming year…Experience the value of active PICPA participation.

Early-Bird CPE – Attend Both and Save!

Current Developments in Accounting & Auditing
Tuesday, June 24
Featuring: Robert M. Barbacane, CPA                                        
CPE Credits: 4-A&A
Cost: $60

Creative Tax Planning – Think Outside the Box                      
Wednesday, June 25
Featuring: Terence K. Heaney, CPA                                             
CPE credits: 4-Tax
Cost: $60

Explore the creative processes that are utilized in developing unique planning opportunities. Uncover some of the planning opportunities for newly created entities and ways to provide maximum flexibility for both short term and long term planning. Discuss the tax consequences associated with the sale or disposition of a business interest, including creating capital gains and avoiding double taxation where an entity is selling its assets. Examine sophisticated estate planning techniques and asset protection planning.

Attend both Early-Bird CPE sessions for only $100.