Winter/Spring 2013

Public Accountant, Enrolled Agent and other Tax Practitioner Program The objective of the program is to broaden the knowledge of accountants and tax practitioners in order to relate particular specialties to the field of accounting and to examine developments in these professions.

Registration

• Choose the course number that corresponds to the location you plan on attending the most.
• If you have a schedule conflict you may attend class at one of the other locations.
• To receive CPE units, students must be registered/paid before they attend class.
• Requests for refunds must be received 24 hours prior to the start of Week 1.
• Call 412.369.3701 to request a refund.
• No refunds will be processed after the start of Week 1.

Attendance - Accurate records of attendance will be maintained to verify and report continuing education hours. Three (3) Continuing Professional Education (CPE) units are awarded for each attended, for a possible total of thirty-six (36) CPE’s. However, to ensure the integrity of the program, student attendance will be periodically monitored for late arrivals and hours attended will be adjusted accordingly. A summary sheet will be sent to each registered participant when the series is completed.

Class Information

Course Numbers and Locations: Campuses and Centers 

XGD079-5621 - CCAC–North Campus, Room 3002, 8701 Perry Hwy., Pittsburgh, PA 1523

XGD079-5622 - CCAC–South Campus, Room TBA, 1750 Clairton Rd., West Mifflin, PA 15122

XGD079-5623 - CCAC-West Hills Center, Room TBA, 1000 McKee Road, Oakdale, PA 15071

Cost - $289.00 (For the 12 week program regardless of how many presentations you attend)

Register by phone please call Non-Credit Registration - 412.369.3701 

Register ay by check/Money Order. Download a registration form

Register online click shopcommunityed.ccac.edu  and choose 'Accountant' to pay online.

Saturday Tax Seminars

Week 1 CPA
CPA Circular 230 – Ethical Obligations
Speaker: Barry K. Gerber, Esquire, CPA
This course will discuss the historical changes to Circular 230 over the years, including the dramatic 2004 and 2005 changes such that disclaimers are now inserted on all emails and tax letters to clients. Discussion will include problems confronting the IRS that required major changes to the Circular 230 Regulations. Also, September 2012 proposed simplification regulations will be addressed.
Category: Ethics    (Basic)

Week 2
CPA Estate and Gift Tax Planning in 2013
Speaker: John M. Hartzell, Jr., Esquire, CPA
This course will discuss current state of the federal estate and gift tax laws as amended in December 2012, or not.
Category: Tax    (Intermediate)

Week 3
CPA Fraud – Detection and Prevention
Speaker: William J. Miller, Esquire, CPA
Fraud investigation and auditing procedures will be applied to case studies. Civil and criminal differences along with prevention will also be discussed.
Category: Accounting & Auditing    (Overview)

Week 4
CPA Securities & Exchange Commission, Where Does It Go From Here?
Speaker: Todd B. Fortier, CPA, M.B.A.
This course will review the structure and mission of the Securities & Exchange commission including the impact of the recent financial crisis and enforcement failures by the SEC and also the previous problems encountered during both the Enron Madoff eras. The course will also review the process whereby privately held companies “go public” and the pros and cons to be considered when making that decision. He will also discuss the periodic reporting requirements of public companies.
Category: Accounting & Auditing    (Overview)

Week 5
CPA Understanding the Medicare Health Insurance System
Speaker: Wm. McKendree, J.D.
This course will provide a fundamental understanding of how Medicare works and address the nature of a system that delivers health care to over 40 million individuals.
Category: Other    (Basic)

Week 6
CPA Veterans Affairs Benefits Planning
Speaker: Colin Adair Morgan, Esquire
This course will describe the various benefits veterans are entitled to as well as how to aid your client in achieving them.
Category: Other    (Intermediate)

Week 7
CPA Review of Family Law
Speaker: George Entenmann, Esquire
This course will provide an overview of family law to include divorce, alimony, support, custody, etc. Tax effects will be discussed as they occur in these various topics.
Category: Other    (Basic)

Week 8
CPA Commercial Lending in Today’s Economy
Speaker: Ed Wielgus, Divisional Vice President, Northwest Bank
This course will provide insight to how bank’s prepare themselves to gain market share, underwrite loans, and manage commercial loan portfolios.
Category: Accounting & Auditing    (Intermediate) 

Week 9
CPA Accounting for Estate Planning
Speaker: Frederich Earl Liechti, J.D., CPA
This course will cover advanced strategies that will address trusts, family limited partnerships, and life insurance trusts.
Category: Accounting & Auditing    (Advanced)

Week 10
CPA Criminal Tax & Money Laundering Investigations
Speaker: Kevin T. O’Donnell, Special Agent (IRS CI)
Charles P. Dahlmann, Special Agent (IRS CI) (retired)
This course will be an overview of the Internal Revenue Service and criminal investigations.
Category: Tax    (Overview)

Week 11
CPA Tax Aspects of Separation and Divorce
Speaker: David S. Pollock, Esquire
This course will discuss income tax consequences of property transfers, alimony, spousal support, separate maintenance, child support, etc.
Category: Tax    (Overview)

Week 12
CPA Planning for Estate and Gift Taxes Now That We Have Certainty and Clarity
Speaker: John M. Hartzell, Jr., Esquire, CPA
This course will review and discuss the current federal estate and gift tax laws and the status of the “Bush-era” tax cuts, to the extent such cuts exist at such time.
Category: Tax    (Intermediate)

Saturday Tax Seminars

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