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NEXT 2018

CPE Catalog Register at kycpa.org

Tax Planning Courses

New Audit Skills Training

New Federal Tax Updates


Table of contents Registration and discounts

Register.......................................................................... 3 Save money.................................................................. 3

On-site CPE training .............................................. 3

Accounting and Auditing .................................. 17 Governmental/not-for-profit ........................... 24 Information technology/management ...... 27

KyCPA member benefits

Specialty

Spotlight: Tax courses for 2018

Taxation..................................................................... 31

100% Champions.......................................................... 4 Firm Administrators........................................................ 4 Empowering members................................................. 5 Social Security................................................................ 6 Tax Cuts and Jobs Act.................................................. 6 Guide to Tax Reform..................................................... 6 Section 199A: The 20 Percent Deduction for Pass-throughs................................................................. 6 Additional tax planning seminars................................ 6 Federal Tax Updates..................................................... 7

Course listing ........................................................... 8 Free KyCPA App..................................................... 12 Webinars, webcasts, on-demand and self-study options .................................................. 13 Audit Skills Training

Level 2 - Staff Accountant........................................... 14 Level 3 - Experienced Staff.......................................... 15 Level 4 - In-Charge....................................................... 16

Community Bank Update........................................... 30 Professional Issues Updates (includes 2 ethics hours and 2 specialized knowledge hours)........................ 30

Conferences

June Conferences Manufacturing............................................................ 43 Aug. Conferences Forensic Accounting and Litigation.......................... 44 Business Valuation and Litigation.............................. 44 Sept. Conferences Financial Institutions.................................................... 45 CPAs in Business and Industry.................................... 45 Nov. Conferences Commercial Real Estate............................................. 45 Kentucky State Tax..................................................... 45 Dec. Conferences Kentucky Technology................................................ 46

CPE registration form............................................ 47

Are you an experienced Subject Matter Expert? Show us your stuff -- teach for KyCPA. We have opportunities for conference speakers, seminar instructors and course developers. Contact Lisa Kemper, Education Director, at 502.736.1365 or lkemper@kycpa.org.

Thank you to the following CPE committee members: Philip A. Boudreau, CPA, Apellis Pharmaceuticals, Inc., Crestwood Shirley M. Buckner, CPA, Wise Buckner Sprowles & Associates, Campbellsville Diane Cornwell, CPA, Starfish Consulting, Crestwood Frank A. Harris, CPA, Reed & Co of Mayfield PSC, Mayfield Melissa C. Mattox, CPA, Kinkead & Stilz PLLC, Lexington Carrie L. Owens, CPA, Harding Shymanski & Company PSC, Louisville

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Lynn O. Pearson, CPA, Louisville Water Company, Louisville Vickie C. Richardson, CPA, Vickie C Richardson CPA PSC, Mt. Sterling Nancy R. Speaker, CPA, MCM CPAs and Advisors LLP, Louisville (Chair) Clay T. Stinnett, CPA, Stock Yards Bank & Trust Co, Louisville Jennifer Collingwood Tackett, CPA, Faulkner King Romanesko Wenz PSC, Mt. Sterling Jane B. Wells, CPA, University of Kentucky, Lexington


Registration and discounts Register

Online: At kycpa.org with VISA, MasterCard or AMEX • Mail: Kentucky Society of CPAs, 1735 Alliant Avenue, Louisville, KY 40299 • Fax: 502.261.9512 • Phone: 800.292.1754 (in Kentucky) or 502.266.5272 Registration forms for individuals and for groups are available at kycpa.org. KyCPA members may register by mail, fax or phone and be invoiced for payment.

Save money •

Member discount: KyCPA members save $100 on most 8-hour programs. You may qualify for the member discount fee if you are a CPA and have paid your KyCPA membership dues, you are a member of another state CPA society or you are a non-CPA staff member.

Early bird discount: Register at least 14 days in advance to receive a $50 discount on most 8and 16-hour conferences and seminars and a $25 discount on most 4-hour seminars. Some events excluded—see descriptions for complete pricing information. AICPA discount: AICPA members are eligible for a $30 discount per 8 credit-hour day on all AICPAproduced seminars (marked (A) in the seminar description). Automatically applied to online registrations if your membership information is updated in our database. Group discount: Save $25 per person when 4 or more from one organization register for the same 8-or 16-hour event. Please register and pay together. Does not combine with Get Smarter Discount. Get Smarter discount: KyCPA members only Register by Sept. 30, 2018 for three or more 8-hour in-person seminars and/or conferences and save $25 on each event. Register for all programs at the same time and pay at registration. Does not combine with Group Discount. Some programs excluded—see individual course descriptions.

Schedule customized training for your team at your office, the Gratzer Education Center or another site.

On-site CPE Training kycpa.org

Contact Leslie Larkins at 502.736.1361 or llarkins@kycpa.org to learn more about KyCPA on-site training.

• Train your staff as a team and get everyone on the same page • Save money on travel • Choose a date that works for you • Tailor the course to meet the specific needs of your company and employees • Discuss confidential information without competitors present • Access to top-rated instructors and courses Onsite Learning is offered a few ways: • Turnkey Presentations include both a qualified instructor and high-quality learning materials • Materials Only offers the flexibility of purchasing high-quality learning materials and selecting and securing your own instructor • Ethics is a KyCPA produced stand-alone program available beginning September 2018 Simplify CPE planning for your office and let us handle the details for your customized team training. We will: • Work with you to pinpoint the appropriate educational program for your team • Identify and contract top-rated, expert instructors (or you can provide your own speaker)

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KyCPA member benefits 100% Champions 











 

 









Is your firm or business a 100% Champion? Check the list on kycpa.org. 













The businesses on this list demonstrate a commitment to the profession, to the Society’s high ethical standards and to life-long learning. We appreciate all 100% Champions and their support of KyCPA and its mission.



Benefits • Acknowledgement in The Kentucky CPA Journal and on kycpa.org • A window cling and a personalized wall certificate to display in your office • A special 100% Champions logo for your use















Contact Heather Hibbs at hhibbs@kycpa.org or 502.736.1368 with any questions.

Firm Administrators

Are you a Firm Administrator or do you fulfill this role for your organization? KyCPA is pleased to offer you these online resources: • • • • • •

Pay membership dues for an individual or for multiple employees Update your employee roster View/print CPE transcripts View current CPE registrations for employees Update employee profile/ contact info Register individuals or multiple employees for CPE

Access to firm administrator resources is limited to KyCPA members. If you are not a CPA, but are the firm administrator within your firm/company, we offer FREE membership at kycpa.org. Sign up today to take advantage of these time-savings tools.

"Enrolling our employees for CPE classes used to be quite time consuming, but now by using the Firm Administrator section of the Kentucky Society’s web site I can have everyone signed up with just a few clicks of the mouse." Cheryl L. Owen, Office Manager, Miller, Mayer, Sullivan & Stevens, LLP

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kycpa.org


Empowering Members Put KyCPA to work for you

1

We got your back – protecting and improving the business environment for CPAs; fostering relationships with legislators and policymakers

2

Grow your knowledge – discounts on industry-specific CPE seminars, conferences, and online courses, including twelve free hours per year

4

Putting your best foot forward – building and promoting the CPA brand since 1924

5

Investing in future CPAs – scholarships, programs and events to ensure a strong talent pool

6 of nearly 5,000 members to help 7 skills and share expertise by Build relationships – a network

you cultivate your business

3

Stay up to date – access to current information at The Kentucky CPA Journal, and the Business & Industry E-newsletter

Take the lead – utilize your

volunteering for a committee or task force

8 the day at the races, holiday

Have fun! Hang out with us at

luncheon, Family Fun Day, or golf scramble

kycpa.org • 1735 Alliant Ave, Louisville, KY 40299 @KyCPANews

@kycpa.org

@kycpanews

Free KyCPA app


Spotlight: Tax courses for 2018 Ron Roberson is back!

One of Kentucky’s favorite instructors will be in the Commonwealth teaching: June 4 Social Security 8 CPE hours

In this class we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add social security consulting to your office. This course also includes a short review of Medicare.

June 5 Tax Cuts and Jobs Act 8 CPE hours Over 95 percent of the law goes into effect in 2018 and in this course we have two goals: first, discuss and analyze the changes for individuals and small businesses in-depth; and second, provide dozens and dozens of planning tips the professional may utilize for their clients. We include an Excel calculator of the 20 percent flow-through deduction as well as discussion of how this new law may affect the choice of operating entity for a business.

On Sept. 20 John Evanich will be teaching: Guide to Tax Reform (AM) 4 CPE hours

The widespread changes of the TCJA affect many aspects of individual and business taxes, beginning in 2018, and your clients will be coming to you with a myriad of concerns and planning questions. Don’t get caught off guard. This 4-hour seminar will get you up to speed on all the critical aspects of the new law and prepare you to effectively advise both your individual and business clients.

Section 199A: The 20 Percent Deduction for Pass-throughs (PM) 4 CPE hours

Now that the new tax bill has been enacted, tax practitioners have one pressing question about it – how does the 20 percent deduction for pass-through entity owners work? In response to hundreds of questions about this deduction asked during trainings on the TCJA, Surgent developed a 4-hour seminar on Section 199A, complete with numerous examples illustrating how this deduction works in an interesting, insightful, and practical program.

Tax planning will be a huge area for practitioners over the coming years. Here are some seminars to help: June 25 Tax-Planning Guide for S Corps, Partnerships and LLCs June 26 Individual and Financial-Planning Tax Camp July 27 Advanced Tax Strategies for LLCs and Partnerships Oct. 18 Partnership and LLC Core Tax Issues: Formation through Liquidation Oct. 19 S Corp Core Tax Issues: Formation through Liquidation

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Oct. 22 Nov. 1 Nov. 1 Nov. 2 Dec. 20

Hottest Tax Planning Developments Under the Current Law Estate and Life Planning Issues for the Middle-Income Client A+ College Savings Planning: Maximize Resources and Tax Benefits How Much Money Will You Need to Retire? Practical Planning Strategies Practical Planning Boot Camp: S Corps and LLCs


Federal Tax Updates Multiple opportunities to attend federal tax updates

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our clients look to you to provide guidance and you can look to us to provide the education you need. We have scheduled outstanding speakers to bring you comprehensive and timely information. They will lead you through the many significant changes in the tax laws and show you how to guide your clients through important planning decisions in the most effective ways possible.

Best Federal Tax Update Kentucky Road Show with Ed Harter Harter has been teaching tax seminars in Kentucky for more than 20 years. He is one of our highest-rated instructors and frequently receives perfect scores for this class. Get full coverage of all tax changes and implications for individuals and businesses with a view toward planning. This will be in a town near you – do not miss it! • Oct. 22 - Paducah • Oct. 23 - Owensboro • Oct. 24 - Somerset • Oct. 25 - Eastern Kent. • Oct. 26 - Florence

Pat Garverick brings his dynamic federal tax updates back to Louisville Garverick uses multiple screens to move between the course materials and various websites. He can customize his presentation based on the audience—you will get your questions addressed! Includes comprehensive manuals with new forms and schedules, practice aids, real world examples and the Phoenix Beach Quick Reference Chart. • Nov. 11 Federal Tax Update -- Individuals X • Nov. 12 Federal Tax Update – C and S Corps, Partnerships and LLCs X

2-Day Federal Tax Update with Bob Jennings, President of Taxspeaker® Dec. 3-4 - Louisville Jan. 14-15 - Lexington “Bob finds a way to make sitting in a tax seminar interesting and almost enjoyable. I have sat thru tax classes for 38 years and listened to many speakers. Bob is by far the best speaker and instructor I have ever listened to.” - RB As the only continuing education company whose manuals ever won the coveted CPA Practice Advisor Reader’s Choice Award (2016), Taxspeaker® is known for its industry-leading manuals, expert and energetic speakers, and award-winning research and compliance checklists and guides.

1-Day Federal Tax Update with Mark Mirsky Jan. 4 - Louisville X The 2017 Tax Cuts and Jobs Act is the most significant tax reform bill passed in decades. It contains both long and short-term impacts to most taxpayers— individuals, estates/trusts, and businesses. Mirsky along with his team from ROI CPE will utilize their coaching style to present, summarize and simplify the key points of the reform bill as well as other current legislation and rulings. They will break down the TCJA into comprehensible action items that can be applied to your clients’ specific needs. Prepare for a fast-paced team approach and enjoy this one-day seminar.

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Course listing

8

Date

Title

6/4

AM/ City PM

CPE Credit

CPE Type

Member Page Early # Fee

Social Security

Louisville

8

TX

289

31

6/5

Tax Cuts and Jobs Act X

Louisville

8

TX

289

31

6/8

Manufacturing Conference X

Louisville

8

CPE

324

43

6/18

Form 990: Exploring the Form’s Complex Schedules

Louisville

8

TX

289

31

6/19

Governmental Accounting and Auditing Update

6/20

Practical Tax Research

Louisville

8

YB

289

24

Louisville

4

TX

159

31

6/21

Audits of 401(k) Plans X

Louisville

8

A&A

289

17

6/25

Excel Pivot Tables, Formulas and Best Practices

Louisville

4

IT

159

27

6/25

Tax-Planning Guide for S Corps, Partnerships and LLCs

Louisville

8

TX

289

32

6/26

Individual and Financial-Planning Tax Camp

Louisville

8

TX

289

32

AM PM

7/13

Community Bank Update X

Louisville

7

CPE

289

30

7/23

Real-World Frauds Found in Governments

AM

Louisville

4

YB

159

24

7/23

Real-World Frauds Found in Not-for-Profits

PM

Louisville

4

YB

159

24

7/24

Not-for-Profit Financial Reporting: Mastering the Unique Requirements X

Louisville

8

YB

289

24

8/6

Professional Issues Update

PM

Pikeville

4

Ethics

79

30

8/10

Professional Issues Update

PM

Ashland

4

Ethics

79

30

8/13

Annual Update for Accountants and Auditors

Pikeville

8

A&A

274

17

8/13

Annual Update for Accountants and Auditors

Owensboro

8

A&A

274

17

8/13

Form 1041: Income Taxation of Estates and Trusts

Louisville

8

TX

289

32

8/14

Advanced Tax Strategies for LLCs and Partnerships X

Louisville

8

TX

289

32

8/14

Annual Update for Accountants and Auditors

Lexington

8

A&A

274

17

8/14

Annual Update for Accountants and Auditors

Elizabethtown

8

A&A

274

17

8/15

Annual Update for Accountants and Auditors

Florence

8

A&A

274

17

8/15

Annual Update for Accountants and Auditors

Bowling Green

8

A&A

274

17

8/16

Audit Workpapers: Documenting and Reviewing Field Work

Louisville

8

A&A

289

18

8/16

Technology Update

Louisville

4

IT

159

27

AM

8/16

Top PDF Features

PM

Louisville

4

IT

159

27

8/17

Advanced Excel Reporting-Best Practices, Techniques and Tools

AM

Louisville

4

IT

159

27

8/17

Securing Your Data-Practical Tools for Protecting Information

PM

Louisville

4

IT

159

28

8/17

Annual Update for Preparations, Compilations and Reviews

Louisville

8

A&A

289

18

8/23

Forensic Accounting and Litigation Conference X

Louisville

10

CPE

399

44

8/24

Business Valuation and Litigation Conference X

Louisville

10

CPE

399

44

8/23-24

Forensic Accounting and Litigation and Business Valuation and Litigation Conferences X

Louisville

20

CPE

529

44

X Live Webcast option


2018 CPE Catalog

kycpa.org

Date

Title

AM/ City PM

CPE Credit

CPE Type

Member Page Early # Fee

8/27

Professional Issues Update X

PM

Louisville

4

Ethics

79

30

8/30

Cybersecurity Risk Management Program: What You Need to Know

AM

Louisville

4

IT

159

28

8/30

Cybersecurity Advisory Engagements: What You Need to Know

PM

Louisville

4

IT

159

28

8/31

Professional Issues Update

PM

Bowling Green

4

Ethics

79

30

8/31

U.S. GAAP: Review for Business and Industry X

Louisville

8

A&A

289

18

9/20

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

Louisville

8

A&A

289

18

9/20

Tax Cuts and Jobs Act: Guide to Tax Reform X

AM

Louisville

4

TX

159

33

9/20

Section 199A: Understand the 20 Percent Deduction for Pass-throughs X

PM

Louisville

4

TX

159

33

9/21

Buying and Selling a Business

Louisville

8

TX

289

33

9/21

Frauds and Internal Controls for Revenue, Purchasing & Cash Receipts X

Louisville

8

A&A

289

19

9/24-25

Audit Skills Training Level 2 -- Staff Accountant

Louisville

16 +

A&A

499

14

9/26

Financial Institutions Conference

Louisville

8

CPE

324

45

9/27-28

CPAs in Business and Industry Conference

Louisville

16

CPE

424

45

9/28

Professional Issues Update

Paducah

4

Ethics

79

30

10/18-19

Audit Skills Training Level 4 -- In-Charge

PM

Louisville

16 +

A&A

499

16

10/18

Partnership & LLC Core Tax Issues: Formation Through Liquidation

Louisville

8

TX

289

33

10/19

S Corp Core Tax Issues: Formation Through Liquidation

Louisville

8

TX

289

34

10/22

Annual Update for Preparations, Compilations and Reviews X

Louisville

8

A&A

289

19

10/22

Hottest Tax Planning Developments Under the Current Tax Law

AM

Louisville

4

TX

159

34

10/22

IRS Disputes: Identifying Options for Your Client

PM

Louisville

4

TX

159

34

10/22

Best Federal Tax Update

Paducah

8

TX

274

35

10/23

Best Federal Tax Update

Owensboro

8

TX

274

35

10/23

Annual Update for Accountants and Auditors

Louisville

8

A&A

289

19

10/23

Reviewing Individual Tax Returns: What Are You Missing?

AM

Louisville

4

TX

159

35

10/23

Reviewing Partnership Tax Returns: What are you Missing?

PM

Louisville

4

TX

159

35

10/24

Best Federal Tax Update

Somerset

8

TX

274

35

10/24

Capitalized Costs and Depreciation: Key Issues and Answers X

AM

Louisville

4

TX

159

36

10/24

Taxation of Property Transactions X

PM

Louisville

4

TX

159

36

10/25

Best Federal Tax Update

Pikeville

8

TX

274

35

10/25

Controller's Update: Today's Latest Trends X

Louisville

4

FIN

159

28

AM

X Live Webcast option

9


Course listing

10

Date

Title

AM/ City PM

CPE Credit

CPE Type

Member Page Early # Fee

10/25

Lean Accounting and Management: Save Money by Streamlining Operations X

PM

Louisville

4

FIN

159

28

10/26

Best Federal Tax Update

Florence

8

TX

274

35

10/26

The Changing Role of the Controller: Advancing from Tactical to Strategic

Louisville

4

Manage

159

29

AM

10/26

Analyzing a Company's Financial Statement

PM

Louisville

4

FIN

159

29

10/29

Professional Issues Update

PM

Louisville

4

Ethics

79

30

10/30

Accounting and Auditing Update

AM

Lexington

4

A&A

159

19

10/30

Preparation, Compilation, and Review Engagements: Update and Review

PM

Lexington

4

A&A

159

20

10/31

Integrating Audit Data Analytics into the Audit Process X

Louisville

8

A&A

289

20

10/31

National Social Security Advisor Course

Louisville

8

TX

350

36

11/1

Select Estate and Life Planning Issues for MiddleIncome Clients X

AM

Louisville

4

TX

159

36

11/1

A+ College Savings Planning: Maximizing Resources and Tax Benefits X

PM

Louisville

4

TX

159

37

11/2

How Much Money Do You Need to Retire: Practical Planning Strategies

Louisville

8

TX

289

37

11/2

Professional Issues Update

Owensboro

4

Ethics

79

30

11/5

Construction Contractors: Accounting, Auditing and Tax X

Louisville

8

A&A

289

20

11/6

A&A Update for Small Business

Louisville

8

A&A

289

20

11/7

Latest Developments in Government & Nonprofit Accounting

Lexington

8

YB

274

25

11/8

Fraud and Abuse in NFPs and Governments: Stealing from Everyone

Louisville

8

YB

289

25

11/9

Commercial Real Estate Conference X

Louisville

8

CPE

324

45

PM

11/9

Professional Issues Update

Erlanger

4

Ethics

79

30

11/12

Federal Tax Update for Individuals X

PM

Louisville

8

TX

289

37

11/13

Federal Tax Update for Business X

Louisville

8

TX

289

38

11/12-13

Federal Tax Update for Individuals and Business (combo) X

Louisville

16

TX

529

11/16

Professional Issues Update

Corbin

4

Ethics

79

30

11/26

Governmental and Not-for-Profit Annual Update X

Louisville

8

YB

289

25

11/27

Accounting and Reporting for Not-for-Profit Organizations

Louisville

8

YB

289

25

11/27

Kentucky State Tax Conference

Louisville

8

CPE

324

45

11/28

Revenue Recognition: Mastering the New FASB Requirements X

Louisville

8

A&A

289

21

11/29

Leases: Mastering the New FASB Requirements

Louisville

8

A&A

289

21

11/29

Fiduciary Returns – Form 1041 Workshop with Forms

Louisville

8

TX

289

38

11/30

Accounting of Estates and Trusts: Fiduciary Accounting and Tax Issues

Louisville

8

A&A

289

21

PM

X Live Webcast option


2018 CPE Catalog

kycpa.org

Date

Title

AM/ City PM

CPE Credit

CPE Type

Member Page Early # Fee

11/30

Professional Issues Update

PM

Lexington

4

Ethics

79

30

12/3-4

Federal Tax Update for Individuals and Business

Louisville

16

TX

529

38

12/6-7

Audit Skills Training Level 3 -- Experienced Staff

Louisville

16 +

A&A

499

15

12/10

Forensic Accounting Investigative Practices X

Louisville

8

A&A

289

21

12/10

5 Critical A&A Issues for Public Accountants in 2018

AM

Louisville

4

A&A

159

22

12/10

Mastering Accounting for Income Taxes

PM

Louisville

4

A&A

159

22

12/11

Identity Theft: Preventing, Detecting and Investigating

Louisville

8

A&A

289

23

12/11

Annual FASB Update & Review

AM

Louisville

4

A&A

159

22

12/11

Financial Statement Disclosures: Guide for Small and Mid-size Businesses

PM

Louisville

4

A&A

159

22

12/12

Real Estate Tax Boot Camp

Louisville

8

TX

289

39

12/13

Reviewing Pass-Through Tax Returns: What Are You Missing?

Lexington

8

TX

274

39

12/13

Annual Accounting and Auditing Update X

Louisville

8

A&A

289

23

12/13

Mastering Basis Issues for S Corps, Partnerships and LLCs

AM

Louisville

4

TX

159

39

12/13

Essential Depreciation and Expensing Update

PM

Louisville

4

TX

159

39

12/14

Compilations, Review and Preparations: Annual Update

Louisville

8

A&A

289

23

12/14

Protecting Your Client and Your Firm From Tax Return Identity Theft

AM

Louisville

4

TX

159

40

12/14

Mergers and Acquisitions: Tax and Due Diligence Considerations

PM

Louisville

4

TX

159

40

12/17-18

Kentucky Technology Conference

Louisville

16

IT

449

46

12/19

Applying the Uniform Guidance in Your Single Audits

Louisville

8

YB

289

26

12/19

Social Security, Medicare & Prescription Drug Benefits X

Louisville

8

TX

289

40

12/20

Practical Planning Bootcamp for S Corps and LLCs

Louisville

8

TX

289

41

12/20

Best Practices for Payroll Taxes and 1099 Issues X

Louisville

8

TX

289

40

1/4/19

1-day Federal Tax Update X

Louisville

8

TX

349

41

1/10/19

Get Ready for Busy Season: New Forms, Filing Issues and Critical Developments

Louisville

8

TX

289

41

1/10/19

Tax Prep Boot Camp-Individual

Louisville

8

TX

289

41

1/11/19

Tax Forms Boot Camp: LLCs, Partnerships and S Corporations

Louisville

8

TX

289

41

1/1011/19

Tax Forms Boot Camp: Indivudual, LLCs, Partnerships and S Corps (Combo)

Louisville

16

TX

478

42

1/1415/19

Federal Tax Update for Individuals and Business

Lexington

16

TX

529

42

X Live Webcast option

11


DOWNLOAD THE FREE KYCPA APP New prizes just added! • Receive special offers from vendors • Earn bonus points for attending events, participating in fan polls and more • Earn rewards by collecting bonus points For more information, contact Kimberly Lindsey at klindsey@kycpa.org


Webinars, webcasts, on-demand and self-study options

X Live Webcast options These programs are broadcast live from the Gratzer Education Center. Participate in real time from your computer. Your questions are read aloud to the presenter. Date

Code

AM/ PM

Title

CPE Credit

CPE Type

Page #

6/5

TCJA65

Tax Cuts and Jobs Act

8

TX

31

6/8

MCC68

Manufacturing Conference

8

CPE

43

6/21

AFKP621

Audits of 401(k) Plans

8

A&A

17

7/13

CBU713

Community Bank Update

7

CPE

30

7/24

NFPF724

Not-for-Profit Financial Reporting: Mastering the Unique Requirements

8

YB

24

8/14

DTT814

Advanced Tax Strategies for LLCs and Partnerships

8

TX

32

8/23

FAC823

Forensic Accounting and Litigation Conference

10

CPE

44

8/24

BVLC824

Business Valuation and Litigation Conference

10

CPE

44

8/27

PIU827

Professional Issues Update

4

Ethics

30

8/31

GFASBI831

U.S. GAAP: Review for Business and Industry

8

A&A

18

9/20

4S199920

Section 199A: Understand the 20 Percent Deduction for Pass-throughs

4

TX

33

9/20

4GTR920

Tax Cuts and Jobs Act: Guide to Tax Reform

4

TX

33

9/21

CFIC921

Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts

8

A&A

19

10/22

CORU1022

Annual Update for Preparations, Compilations and Reviews

8

A&A

19

10/24

4CCD1024

AM

Capitalized Costs and Depreciation: Key Issues and Answers

4

TX

36

10/24

4TPT1024

PM

Taxation of Property Transactions

4

TX

36

10/25

4SKS1025

AM

Controller's Update: Today's Latest Trends

4

FIN

28

10/25

4LAM1025

PM

Lean Accounting and Management: Save Money by Streamlining Operations

4

FIN

29

10/31

AUDA1031

Integrating Audit Data Analytics into the Audit Process

8

A&A

20

11/1

4CSP111

AM

Select Estate and Life Planning Issues for Middle-Income Clients

4

TX

36

11/1

4PMI111

PM

A+ College Savings Planning: Maximizing Resources & Tax Benefits

4

TX

37

11/5

CAAT115

Construction Contractors: Accounting, Auditing and Tax

8

TX/A&A

20

11/9

REC119

Commercial Real Estate Conference

8

CPE

45

11/12

FTUI1112

Federal Tax Update for Individuals

8

TX

37

11/13

FTUB1113

Federal Tax Update for Business

8

TX

38

11/12 - 13

FTUIB112

Federal Tax Update for Individuals and Business (combo)

16

TX

38

11/26

GNAU1126

Governmental and Not-for-Profit Annual Update

8

YB

25

11/28

INRR1128

Revenue Recognition: Mastering the New FASB Requirements

8

A&A

21

12/10

FAIP1210

Forensic Accounting Investigative Practices

8

A&A

21

12/13

ACAU1213

Annual Accounting & Auditing Update

8

A&A

23

12/19

SSRB1219

Social Security, Medicare & Prescription Drug Benefits

8

TX

40

12/20

GBT1220

Best Practices for Payroll Taxes and 1099 Issues

8

TX

40

1/4

FTU114

1-day Federal Tax Update

8

TX

41

Visit kycpa.org for thousands of live webcasts and hundreds of on-demand courses. Webcasts are available on a very wide variety of topics, range from one to eight hours, and some are available evenings or Saturdays. On-demand courses can be taken anywhere and anytime—allowing you to fit CPE into your busy schedule. Watch your email in-box each month for a selection of webcasts or use the filtering tools online to find just the right course.

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Audit Skills Training Our Audit Skills Training is all new for 2018. Take your audit staff from the beginning of their careers to fully in-charge of the audit process with levels 2, 3 and 4. Each seminar offers 16 hours of in-person, hands-on training using case studies and group activities. An additional 8 hours of on-demand training and CPE credits are available after each course – reinforcing the lessons learned and allowing participants to apply their new skills.

Audit Skills Training: Level 2 – Staff Accountant __________________________________________________________________________________________ 9/24-25/2018 CPE: 16 A&A (8 additional self-study hours available) Gratzer Education Center, Louisville Course Code: 2AUD924 Vendor: Surgent Instructor: James Myers Level 2 prepares less-experienced staff for assuming a greater level of responsibility on engagements. Once staff have “gotten their feet Staff wet” by participating on Accountant a few engagements, this course will help auditors thoughtfully reflect on their experiences and help to take basic knowledge to the next level. This course includes many real-life case studies for common audit areas assigned to staff in the first year.

Level 2

Each module includes a lecture followed by inclass group case studies and activities. In this twoday course, the following two-hour modules will be presented:

Day 1: • Compilations and reviews: Performing effective and efficient compilations and reviews • A/R and revenue: Auditing accounts receivable, including external confirmation requirements • Property, plant, and equipment: Auditing PP&E, including leases       • Inventory: Auditing basic inventory - performing physical inventory observations Day 2: • A/P, accrued expenses, and debt: Auditing liabilities, including debt classification and covenants • Analytical procedures: Analytical procedure fundamentals used in an audit • Sampling: Audit sampling fundamentals • Financial statement reporting: Financial statement drafting and reporting fundamentals

Bonus: Self-study follow-up is included in the course purchase -- an additional 8 hours based on the modules is available. This allows attendees to apply the skills acquired and continues the learning. Learning Objectives • Perform effective and efficient compilations and reviews • Describe the fundamentals of strong analytical procedures on an audit • Explain the fundamentals of sampling for attribute testing and substantive purposes • Perform high quality audit procedures for common audit areas in nonpublic entities • Discuss the financial statement drafting and issuance process, including significant elements of the auditor’s report • Be familiar with the results of the numerous case studies, exercises, and illustrations that reinforce key learning points throughout the course Who should attend: Staff accountants with 4-12 months of audit experience

14

X Live Webcast option - participate in live event from your computer.


Audit Skills Training Audit Skills Training: Level 3 – Experienced Staff __________________________________________________________________________________________ 12/6-7/2018 CPE: 16 A&A (8 additional self-study hours available) Gratzer Education Center, Louisville Course Code: 3AUD126 Vendor: Surgent Instructor: James Myers Level 3 focuses on transitioning staff auditors to performing more complex audit procedures, and assuming more responsibilities related Experienced to handling financial Staff reporting issues. This course builds on the technical experiences of auditors to introduce them to the tips and techniques necessary to assume responsibility on larger engagements with increased audit risk, including considering audit report modifications.

Level 3

Each module includes a lecture followed by inclass group case studies and activities. In this twoday course, the following two-hour modules will be presented:

Day 1: • Code of conduct: Independence considerations when performing attest services • Fraud risk considerations: Assessing fraud risk in a financial statement audit • Risk-based audit concepts: Identifying and evaluating audit risk to tailor the nature, timing, and extent of procedures • Internal controls: Internal control testing for operating effectiveness    Day 2: • Investments: Auditing common investments held by entities • A/R and revenue: Auditing revenue recognition potential fraud and error • Analytical procedures: Substantive analytic procedures best practices • Financial statement reporting: Financial reporting disclosures and report modifications

Bonus: Self-study follow-up is included in the course purchase -- an additional 8 hours based on the modules is available. This allows attendees to apply the skills acquired and continues the learning. Learning Objectives • Explain how to properly safeguard independence when performing both attest and nonattest services • Describe how to alter the nature, timing, and extent of audit procedures to be commensurate with assessed risk of material misstatement, including fraud risk • Discuss how a proper evaluation of the design and operating effectiveness of internal control could impact assessed risk of material misstatement • Explain significant risks such as revenue recognition and fair value of investments • Draft complex footnotes and properly modify auditor reports for emphasis-of-matters • Be familiar with the results of the numerous case studies, exercises, and illustrations that reinforce key learning points throughout the course Who should attend: Experienced staff with 1-2 busy seasons of experience

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Audit Skills Training Audit Skills Training: Level 4 – In-Charge _________________________________________________________________________________________ 10/18-19/2018 CPE: 16 A&A (8 additional self-study hours available) Gratzer Education Center, Louisville Course Code: AUD1018 Vendor: Surgent Instructor: Jennifer Louis Level 4 focuses on building upon an auditor’s technical experience to identify and resolve complex accounting and financial reporting issues, and introduces In-Charge improving people and project management. This course will teach the skills necessary to improving the firm’s profitability and ability to deliver high quality audits for more complex engagements.

Level 4

Each module includes a lecture followed by inclass group case studies and activities. In this twoday course, the following two-hour modules will be presented:

Day 1: • Fraud risk considerations: Fraud trends in smaller and mid-size environments • Audit documentation & review: Responsibilities when reviewing workpapers • Risk-based audit concepts: Assessing risk for a higher quality audit • Internal controls: Internal control advanced concepts for smaller entities Day 2: • Auditing complex issues: Auditing estimates • Analytical procedures: Maximizing analytic procedure audit evidence to interpret financial results • Research: Performing research using the FASB codification • Client and engagement management: Best practices for effective and efficient engagements

Bonus: Self-study follow-up is included in the course purchase -- an additional 8 hours based on the modules is available. This allows attendees to apply the skills acquired and continues the learning. Learning Objectives • Explain common fraud schemes in small and mid-size entities • Describe the importance of thoughtful workpaper review • Explain more advanced internal control and analytic procedures techniques • Research complex accounting and financial reporting issues • Discuss the critical importance of proper client and engagement management to ensure a high quality and profitable audit • Be familiar with the results of the numerous case studies, exercises, and illustrations that reinforce key learning points throughout the course Who should attend: Professionals with experience as leaders and 2-3 busy seasons of experience

16

X Live Webcast option - participate in live event from your computer.


Accounting and auditing Audits of 401(k) Plans (A) X ___________________________________________ 6/21/2018 CPE: 8 A&A Gratzer Education Center, Louisville Course Code: AFKP621 Vendor: AICPA Instructor: Randy Dummer 401(k) plans are the most popular option for employee benefit plans, so auditors of employee benefit plans must have the proper skills to audit these plans effectively. Work through how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements. Tap into ways to plan and conduct 401(k) audits more efficiently and effectively, and understand the differences between 401(k) audits and other employee benefit plan audits. Who should attend: Auditors of employee benefit plans; accountants in business and industry responsible for company benefits Industry

Annual Update for Accountants and Auditors (A) ___________________________________________ 8/13/2018 CPE: 8 A&A Hilton Garden Inn, Pikeville Course Code: AUAAR813 8/14/2018 Indiana Wesleyan University, Lexington Course Code: AUAAR814 8/15/2018 Indiana Wesleyan University, Florence Course Code: AUAAR815 Instructor: Richard Reisig

Vendor: AICPA

kycpa.org

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on the topics impacting the profession - don’t get left behind. Learning Objectives When you complete this course, you will be able to: • Identify key points related to recently issued FASB standards and guidance. • Recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services. • Identify key concepts related to exposure drafts and other projects in accounting, auditing, compilation, preparation, and review services. Topics Discussed • Recently issued ASUs, including an update on leases, revenue recognition and financial instruments • Current FASB projects • Recent PCAOB guidance • Latest activity from ARSC Who should attend: CPAs in public practice and industry who want to remain up-to-date on accounting, auditing, preparation, compilation and review pronouncements Industry

8/13/2018 Hilton Garden Inn, Pikeville Course Code: AUAAW813 8/14/2018 Elizabethtown Community College, Elizabethtown Course Code: AUAAW814 8/15/2018 Holiday Inn University Plaza, Bowling Green Course Code: AUAAW815 Instructor: Robert Wells

Vendor: AICPA

See kycpa.org for complete seminar information.

17


Accounting and auditing Audit Workpapers: Documenting and Reviewing Field Work (A) ___________________________________________

U.S. GAAP: Review for Business and Industry (A) X ___________________________________________

8/16/2018 CPE: 8 A&A Gratzer Education Center, Louisville

8/31/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Course Code: AUDW816 Vendor: AICPA Instructor: James Myers

Course Code: FASBI831 Vendor: AICPA Instructor: Joann Cross

Work papers are the building blocks of an audit. If it’s not in the working papers, audit quality may suffer, as the manager and partner might not know about it or its ramifications may not be fully considered. Make this course part of your firm’s quality control system. Learn the fundamentals of working paper preparation to make sure audit considerations, work performed, and conclusions reached are properly documented. Explore examples showing field work supervisors what factors to consider and what steps to follow when reviewing working papers. Typical working paper deficiencies are explained to help minimize potential liability.

Which FASB ASUs become effective in the next year and beyond and how should the new guidance be applied? This course answers those questions by addressing GAAP financial accounting and reporting topics in conjunction with an overview of recent FASB pronouncements. Applicable to a broad cross section of CPAs, this course is a must for CPAs in business and industry. Utilizing detailed descriptions and examples of how to implement the new standards, get instructions on how to assess new and recent FASB guidance having a major effect on all industries. You will understand the latest pronouncements and exposure documents and how to develop implementation strategies.

Who should attend: Staff auditors who create working papers and supervisors/seniors who supervise audit engagements

Annual Update for Preparations, Compilations and Reviews (A) ___________________________________________

Who should attend: Accountants, controllers, internal auditors, and other management-level accounting personnel and educators Industry

8/17/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (A) ___________________________________________

Course Code: CORU817 Vendor: AICPA Instructor: James Myers

9/20/2018 CPE: 8 A&A Gratzer Education Center, Louisville

A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.

Course Code: TTFS920 Vendor: AICPA Instructor: Glenn Helms

Who should attend: CPA firm seniors (and above) managing engagements performed in accordance with SSARSs

Many costly fraudulent schemes have occurred repeatedly throughout the past several decades. Why do they succeed? One reason is that business owners, management, auditors, and employees fail to recognize the red flags associated with these financial statement and misappropriation of asset frauds. Sometimes the reporting and transaction processing systems do not have adequate controls to prevent and/or detect these schemes. This course will provide descriptions of how these major frauds are perpetrated and cost-effective controls that can be implemented by small and large businesses and nonprofits to identify and prevent these deceptive acts. Who should attend: Business owners, managers, supervisors, employees, accountants and auditors Industry

18

X Live Webcast option - participate in live event from your computer.


kycpa.org

2018 CPE Catalog

Frauds & Internal Controls for Revenue, Purchasing & Cash Receipts (A) ___________________________________________

Annual Update for Accountants and Auditors (A) ___________________________________________

9/21/2018 CPE: 8 A&A Gratzer Education Center, Louisville

10/23/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Course Code: CFIC921 Vendor: AICPA Instructor: Glenn Helms

Course Code: AUAA1023 Instructor: Michael Brand

As an accounting professional, you are in a unique position to protect your organization from fraud and human error. Learn how to establish a cost-effective system of controls to reduce your organization’s exposure while maximizing profits. Explore the common areas for misstatements, both unintentional and fraudulent, that fall within an entity’s revenue and purchase cycles and learn how to protect your clients or company against these risks.

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on the topics impacting the profession - don’t get left behind.

Who should attend: Business owners, managers, supervisors, accountants and auditors Industry

Annual Update for Preparations, Compilations & Reviews (A) X ___________________________________________ 10/22/2018 CPE: 8 A&A Gratzer Education Center, Louisville Course Code: CORU1022 Instructor: Michael Brand

Vendor: AICPA

A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical. Who should attend: CPA firm seniors (and above) managing engagements performed in accordance with SSARSs

Vendor: AICPA

Who should attend: CPAs in public practice and industry who want to remain up-to-date on accounting, auditing, preparation, compilation and review pronouncements Industry

Accounting and Auditing Update (AM) ___________________________________________ 10/30/2018 CPE: 4 A&A Indiana Wesleyan University, Lexington Course Code: 4AUA1030 Instructor: Thomas Newell

Vendor: AICPA

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers all the relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting and auditing arenas. We sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession - don’t get left behind. Who should attend: CPAs in public practice and industry who want to remain up-todate on accounting and auditing pronouncements

See kycpa.org for complete seminar information.

19


Accounting and auditing Preparation, Compilation and Review Engagements: Update and Review (PM) ___________________________________________

Construction Contractors: Accounting, Auditing and Tax (A) X ___________________________________________

10/30/2018 CPE: 4 A&A Indiana Wesleyan University, Lexington

11/5/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Course Code: 4COM1030 Instructor: Thomas Newell

Course Code: CAAT115 Vendor: AICPA Instructor: Bruce Shepard

Vendor: AICPA

If you supervise preparation, compilation, and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements. Learn about the U.S. business economy, peer review, FASB updates, International Financial Reporting Standards, and other areas affecting preparation, compilation, and review engagements. Who should attend: CPA firm seniors (and above) managing engagements performed in accordance with SSARS

Integrating Audit Data Analytics into the Audit Process (A) ___________________________________________

Who should attend: Practitioners and financial professionals in the construction industry

10/31/2018 CPE: 8 A&A Gratzer Education Center, Louisville

A&A Update for Small Business (A) ___________________________________________

Course Code: AUDA1031 Instructor: Thomas Newell

11/6/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Vendor: AICPA

This course introduces the concept of audit data analytics, provides a brief overview of what audit data analytics are, and illustrates how these tools can be integrated into the current audit process (i.e. examples of how these tools can be used in the risk assessment, planning, control testing, substantive testing, etc.) The course will show examples of simple analytic tools that could help automate a traditional audit procedure that is currently being performed manually. Designed for beginners, or those who are looking for additional training on how to apply content from the new AICPA Audit Data Analytics guide. Who should attend: CPAs who want to learn the potential applications of audit data analytics, including those illustrated in the related Audit Data Analytics Guide

20

The construction industry is one of the most unique when it comes to being in compliance with the various accounting and auditing standards. This course examines the core knowledge necessary to succeed and the key issues impacting construction accounting, auditing, and taxation. Find out what new developments may mean for you, your company, or your clients. In addition, this course explores the relationship between the contractor and the surety. With construction comprising such a large portion of the economy and always growing, it is more important than ever for you to be on top of the very latest in accounting, auditing, and tax changes for the construction industry.

Course Code: SMBZ116 Vendor: AICPA Instructor: Bruce Shepard Geared toward practitioners who provide accounting and auditing services to small businesses, this course updates you on the new accounting, auditing, compilation and review standards, and other professional guidance that impact small businesses and their auditors. Materials include practical applications of the topics covered to help you understand and apply the standards to reallife scenarios. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession. Your clients are counting on you. Who should attend: CPAs who require a review of recent accounting and auditing pronouncements Industry

X Live Webcast option - participate in live event from your computer.


kycpa.org

2018 CPE Catalog

Revenue Recognition: Mastering the New FASB Requirements (A) X ___________________________________________

Accounting of Estates & Trusts: Fiduciary Accounting and Tax Issues ___________________________________________

11/28/2018 CPE: 8 A&A Gratzer Education Center, Louisville

11/30/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Course Code: INRR814 Vendor: AICPA Instructor: Eugene Ristaino

Course Code: FACT1130 Vendor: Surgent Instructor: Scott Emerson

The effective date of the new accounting standard for revenue recognition is fast approaching! This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five-step process. Understanding the changes and new requirements is critical for successful implementation of this new standard. Supported by practical examples, this course will help you avoid revenue recognition traps and provide you with latest FASB guidance. You will also understand how the new guidance impacts certain industries as a result of new criteria for recognizing revenue and changes in disclosure requirements.

Fiduciary income tax is a complex blend of state accounting rates and the tax law of Subchapter J. Only by understanding this interaction can the practitioner acquire the skills and knowledge to provide income tax planning for an estate or trust and its beneficiaries, sure to be an important skill in practice in the new income tax environment.

Who should attend: Accountants in public practice and industry who need an update on the latest revenue recognition guidance

Who should attend: All practitioners who wish to learn about the complex and unique accounting issues for estates and trusts

Forensic Accounting Investigative Practices (A) X ___________________________________________ 12/10/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Industry

Course Code: FAIP1210 Vendor: AICPA Instructor: Douglas Warren

Leases: Mastering the New FASB Requirements (A) ___________________________________________

Expand your skills in the growing and lucrative field of forensic accounting -- start with this course. Effective forensic accountants are part of a new breed of practitioners who possess a broad spectrum of traits and knowledge. This course dives into the unique investigative and communications skills and analytical practices required of the best forensic accountants by teaching you how to provide expert witness testimony in mediations, arbitrations, and governmental hearings. You’ll also learn how to use proven research, investigative methods, and proper documentation of evidence to successfully complete a forensic accounting engagement.

11/29/2018 CPE: 8 A&A Gratzer Education Center, Louisville Course Code: LEAS815 Vendor: AICPA Instructor: Eugene Ristaino How do the leasing requirements in the new standard differ from current GAAP? This course examines the core principles of the new standard, including identification, recognition, measurement, presentation and disclosure requirements. We use examples to illustrate application of the new standard. Understand the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. The course also explains the lessor accounting model, including transfer of risk, profit recognition, and collectability. Additional topics include short-term leases, purchase options, variable lease payments, and sale and leaseback transactions.

Who should attend: Individuals looking to expand their knowledge of forensic accounting

Who should attend: Accountants in public practice and industry Industry See kycpa.org for complete seminar information.

21


Accounting and auditing 5 Critical A&A Issues for Public Accountants in 2018 (AM) ___________________________________________ 12/10/2018 CPE: 4 A&A Gratzer Education Center, Louisville Course Code: 4CIA1210 Vendor: Surgent Instructor: Gregory Clark Understanding forces affecting your A&A public practice is critical to success in today’s complex and rapidly changing market. We will tackle accounting standards updates, cybersecurity and ID theft, millennials in the workforce, metrics for measuring and managing firm success, and avoiding professional liability risks on attest and nonattest services at a “need to know” level and then discuss the practical implications. You will come away armed with the big picture. Preparedness is half the battle, so do not miss this critical briefing. Who should attend: Practicing CPAs with a need to stay on top of the issues and trends that will affect their practice this year

Mastering Accounting for Income Taxes (PM) ___________________________________________ 12/10/2018 CPE: 4 A&A Gratzer Education Center, Louisville Course Code: 4AIT1210 Vendor: Surgent Instructor: Gregory Clark Since its inception nearly 25 years ago, many have continued to struggle with applying the current model for accounting for income taxes. This course will provide you with the basic knowledge necessary to understand the complexities of this challenging topic. Through discussions and use of exercises, we will analyze the authoritative literature to provide a thorough understanding of such topics as deferred taxes, income tax expense, uncertain tax positions and other classification and disclosure requirements. We’ll also explore the changes on the horizon to accounting for income taxes. Who should attend: Practicing CPAs and their staffs, controllers and other financial accounting personnel involved in financial statement preparation and review Industry

Annual FASB Update & Review (AM) ___________________________________________ 12/11/2018 CPE: 4 A&A Gratzer Education Center, Louisville Course Code: 4FUR1211 Vendor: Surgent Instructor: Gregory Clark Designed for practitioners and their staff, in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. We begin by reviewing recent PCC activities and recently issued ASUs, analyzing guidance that has a major effect on all industries, including those covering revenue recognition and leases. Special attention is given to standard setters’ activities affecting small- and medium-sized entities. Examples and illustrations provide hands-on application to help you assess and implement the new standards and guidance applicable to your practice or company. Who should attend: Practicing CPAs and their staffs, controllers and other financial accounting personnel involved in financial statement preparation and review Industry

Financial Statement Disclosures: Guide for Small and Mid-size Businesses (PM) ___________________________________________ 12/11/2018 CPE: 4 A&A Gratzer Education Center, Louisville Course Code: 4GSM1211 Instructor: Gregory Clark

A clear and concise set of proper financial statement disclosures can make or break an entity’s financial statements. Users often turn first to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading. This course will focus on key balance sheet and income statement disclosures and those relating to adoption of new accounting standards. The course uses illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards. Who should attend: CPAs and other accounting professionals in public practice or business and industry involved in preparing financial statement disclosures for small and medium-sized businesses Industry

22

Vendor: Surgent

X Live Webcast option - participate in live event from your computer.


2018 CPE Catalog

kycpa.org

Identity Theft: Preventing, Detecting and Investigating (A) ___________________________________________

Compilations, Review and Preparations: Annual Update ___________________________________________

12/11/2018 CPE: 8 A&A Gratzer Education Center, Louisville

12/14/2018 CPE: 8 A&A Gratzer Education Center, Louisville

Course Code: IDEN1211 Vendor: AICPA Instructor: Douglas Warren

Course Code: CRAU1214 Instructor: Thomas Newell

Protect yourself and your clients from identity theft, including theft of personal and professional identities. Your clients will seek your advice, and you will be required to perform due diligence in protecting their IDs. You may even need to investigate the crime. Don’t allow yourself or your client to become the next victim! If you have clients who are victims of identity theft, learn how to be an advocate for them and where to report the theft in order to assist them in recovering from this crime. Bring a device to connect to the Internet to this class.

Designed for preparation, compilation, and review practitioners and their staff, this is a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. Learn the ins and outs of SSARS No. 21, Clarification and Recodification, as well as the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, and other areas relevant to SSARS No. 21 engagements. This course also provides examples and illustrations to help you effectively perform these types of engagements.

Who should attend: CPAs, forensic accountants, fraud examiners, individuals in the banking and financial services industry, attorneys Industry

Annual Accounting and Auditing Update X ___________________________________________

Vendor: Surgent

Who should attend: Accounting practitioners and their staff performing and managing compilation, preparation, and review engagement services

12/13/2018 CPE: 8 A&A Gratzer Education Center, Louisville Course Code: ACAU1213 Instructor: Thomas Newell

Vendor: Surgent

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this is a comprehensive review of recent standard setting activities of the PCC, FASB, ASB, and ARSC. This course gets you up to date on the requirements and provides you with many handson examples and illustrations to help you apply the guidance in practice. Learn about the latest standards, exposure drafts, and guidance focusing on issues applicable to accountants and attestation practitioners in public accounting and private industry. It includes a discussion of common audit quality issues noted in peer reviews and updates practitioners on the latest developments impacting compilation, preparation, and review engagements. Who should attend: Accounting and auditing practitioners at all levels who want to keep current on recent pronouncements and standard setters’ activities Industry See kycpa.org for complete seminar information.

23


Governmental/not-for-profit Governmental Accounting and Auditing Update (A) ___________________________________________

Real-World Frauds Found in Not-for-Profits (PM) NEW ___________________________________________

6/19/2018 CPE: 8 YB Gratzer Education Center, Louisville

7/23/2018 CPE: 4 YB Gratzer Education Center, Louisville

Course Code: GAU619 Vendor: AICPA Instructor: Daniel Bradley

Course Code: 4RFNF723 Vendor: AICPA Instructor: Michele Kemp

Don’t let recent developments slip by you. Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements toward governments and provides an understanding of OMB and Yellow Book requirements.

Due to the nature of NFPs, fraud may be more common than it seems. Through a comprehensive learning approach using real-world examples, explanations of audit standards and informative case studies, learn how to recognize red flags of fraud in NFPs, including cyber fraud, and your responsibilities when dealing with fraud. This course analyzes several unique frauds which occurred in the NFP industry.

Who should attend: Accounting and finance personnel responsible for accounting and financial reporting for governments and auditors of governments

Who should attend: Auditors and accounting and financial professionals of not-for-profit entities

Real-World Frauds Found in Governments (AM) NEW ___________________________________________

Not-for-Profit Financial Reporting: Mastering the Unique Requirements ___________________________________________

7/23/2018 CPE: 4 YB Gratzer Education Center, Louisville Course Code: 4RFGO723 Vendor: AICPA Instructor: Michele Kemp

7/24/2018 CPE: 8 YB Gratzer Education Center, Louisville

Frauds in governments are as unique as government entities themselves. Through a comprehensive learning approach using examples, explanations of audit standards and informative case studies, learn about real-world government fraud, including cyber fraud, and your responsibilities when dealing with government fraud. This course analyzes several unique frauds which occurred in the government sector. Who should attend: Auditors and accounting and financial professionals of governmental entities

Course Code: NFPF724 Vendor: AICPA Instructor: Michele Kemp Are you aware of how not-for-profit financial statements will change because of FASB’s Financial Statement Standard? Do you know what makes not-for-profit accounting and financial reporting different? Avoid confusion and provide a financial picture that end users can truly understand. Through a combination of practical guidance and case studies, this course provides insight into what makes not-for-profits different. You will receive guidance on FASB’s new financial statement standard which will have a major impact on the financial reporting for not-for-profits, allowing you to clear any hurdles in an efficient and effective manner Who should attend: Professionals working with or in the not-for-profit environment

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Latest Developments in Government and Nonprofit Accounting ___________________________________________

Governmental and Not-for-Profit Annual Update (A) X ___________________________________________

11/7/2018 CPE: 8 YB TBA, Lexington

11/26/2018 CPE: 8 YB Gratzer Education Center, Louisville

Course Code: GNAA117 Vendor: Surgent Instructor: Curtis Quickel

Course Code: GNAU1126 Instructor: Melisa Galasso

This is another year of significant change in the world of government and nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over 30 focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

Who should attend: Accounting and finance personnel responsible for accounting and financial reporting for governments and not-for-profit entities and auditors for these entities

Who should attend: Auditors and industry professionals working in the government and nonprofit environment

Fraud and Abuse in NFPs and Governments: Stealing from Everyone ___________________________________________ 11/8/2018 CPE: 8 YB Gratzer Education Center, Louisville Course Code: FANG118 Vendor: Surgent Instructor: Curtis Quickel When not-for-profit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers. Fraud and abuse also causes donors and taxpayers to lose confidence in those not-forprofit entities and governments. In this course, we will focus on the common types of fraud and abuse that occur in not-for-profit entities and governments and also address the auditor’s responsibilities related to fraud and abuse. The course materials utilize a highly illustrative format and innovative format. Over 30 focused exercises are included to provide an enhanced knowledge of fraud and abuse in not-forprofit entities and governments.

Vendor: AICPA

Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-forprofits.

Accounting and Reporting for Not-for-Profit Organizations (A) ___________________________________________ 11/27/2018 CPE: 8 YB Gratzer Education Center, Louisville Course Code: FSNP1127 Vendor: AICPA Instructor: Melisa Galasso Do you need to enhance your not-for-profit accounting skills? Through a case-study intense and highly interactive classroom environment, this course provides you with the tools necessary to go beyond the theory and create value-added services for your clients. This course allows you to examine, evaluate and perform case studies which will enhance your working knowledge of fundamental not-for- profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits and options allowed under GAAP. FASB’s new financial statement standard updates are included in this course. Who should attend: Auditors, practitioners and accounting and finance professionals of not-for-profit organizations

Who should attend: Auditors of not-for-profit entities and governments and industry professionals interested in preventing fraud

See kycpa.org for complete seminar information.

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Governmental/not-for-profit Applying the Uniform Guidance in Your Single Audits (A) ___________________________________________ 12/19/2018 CPE: 8 YB Gratzer Education Center, Louisville Course Code: INUG1219 Vendor: AICPA Instructor: Beth Stenberg Does a single audit have you running in circles? This course provides you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act. Make sure your skills are up-to-date with the latest information in this challenging audit area. Who should attend: Auditors performing single audit engagements, internal financial staff of governments, and not-for-profit entities interacting with auditors

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Information technology/management Excel Pivot Tables, Formulas and Best Practices (PM) NEW ___________________________________________ 6/25/2018 CPE: 4 IT Gratzer Education Center, Louisville Course Code: 4EPTF625 Vendor: KyCPA Instructor: Shane Sparks This class will focus first on keyboard shortcuts, navigation tricks, and customizing your Quick Access Toolbar. With these tools in hand, we will explore a variety of formulas to automate or support common tasks. Various uses for Pivot Tables, Excel’s best tool, will be demonstrated, and the Options and Design features will be explored. Learn how to use best practices when building spreadsheets, to use shortcuts and simple formulas, and how to take advantage of Pivot Tables to help you achieve significant improvements in efficiency, accuracy, and the value provided to your organization. Who should attend: CPAs, financial professionals and staff Industry

Top PDF Features (PM) ___________________________________________ 8/16/2018 CPE: 4 IT Gratzer Education Center, Louisville Course Code: 4TPF816 Vendor: K2 Instructor: Brian Tankersley Stop struggling with PDFs and increase your efficiency and productivity. Using Adobe Acrobat and other PDF tools provides a number of features, which can make working with these common files a breeze. In this course, learn how to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, electronic signatures, creating and applying tick marks, building indices and catalogs, portfolios, and securing PDF documents, to their fullest in order to work more effectively and efficiently with PDF documents. Who should attend: Business professionals seeking to become more efficient and effective when working with PDF documents Industry

Technology Update (AM) ___________________________________________

Advanced Excel Reporting-Best Practices, Techniques & Tools (AM) ___________________________________________

8/16/2018 CPE: 4 IT Gratzer Education Center, Louisville

8/17/2018 CPE: 4 IT Gratzer Education Center, Louisville

Course Code: 4TUP816 Vendor: K2 Instructor: Brian Tankersley

Course Code: 4EXR817 Vendor: K2 Instructor: Brian Tankersley

Would you like clear guidance regarding Windows, Office, the Cloud, security, and other technologyrelated issues? Make plans now to invest 4 hours in this fast-paced and highly informative seminar that is sure to ramp up your return on technology investment. The technology tools available to businesses have never been better, but many are not taking full advantage of these tools. This course helps professionals, at all levels, understand the major trends in hardware, software, and services and how to utilize these tools to meet organizational objectives both efficiently and effectively.

Learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. Also learn to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers. Hear best practices for presenting compelling Excel-based reports and charts, and using Excel add-ins - BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot - to streamline and automate many of the manual processes associated with building Excelbased reports.

Who should attend: Financial professionals interested in how technology affects their business and who want an update on relevant technology trends, tools and techniques Industry

Who should attend: Accounting and financial professionals who use Excel for reporting and want to reduce the risk of errors, simplify reporting processes, and improve the quality of reports Industry

See kycpa.org for complete seminar information.

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Information technology/management Securing Your Data-Practical Tools for Protecting Information (PM) ___________________________________________

Cybersecurity Advisory Engagements: What You Need to Know (PM) NEW ___________________________________________

8/17/2018 CPE: 4 IT Gratzer Education Center, Louisville

8/30/2018 CPE: 4 IT Gratzer Education Center, Louisville

Course Code: 4SEC817 Vendor: K2 Instructor: Brian Tankersley

Course Code: 4CSAE830 Vendor: AICPA Instructor: Joann Cross

Security is not optional and yesterday’s security techniques are not working to minimize today’s security threats. Attend to find out the latest tools and techniques for securing your data, including encryption, virus protection, secure communications, electronic signatures, secure authentication and more. Learn how to implement a practical, five-step approach to securing your PC and what you should ask of your staff to ensure server-based information remains protected. Extensive demonstrations will be used to teach the techniques and concepts presented.

Cyber threats come in all shapes, sizes, and are ever-evolving. Attacks cause great financial loss and serious damage to companies. It is essential for organizations to establish a baseline for critical components to incorporate into any cybersecurity risk management approach. Cybersecurity yields potential business opportunities for a firm to better serve its clients. This course will prepare firms who conduct readiness assessments for their clients through consulting or advisory services. Participants will learn how to keep abreast of the latest cybersecurity trends, manage risks, and ensure that clients have a sound risk management program to safeguard their organization.

Who should attend: Business professionals seeking to secure sensitive data Industry

Cybersecurity Risk Management Program: What You Need to Know (AM) NEW ___________________________________________ 8/30/2018 CPE: 4 IT Gratzer Education Center, Louisville Course Code: 4CRMP830 Instructor: Joann Cross

Vendor: AICPA

Cyber threats come in all shapes, sizes, complexity and are ever-evolving. Attacks are causing great financial loss and serious damage to companies. There is not a simple one-size-fits all way to respond. Each organization must work to effectively mitigate the risk of data breaches. It is essential for each organization to establish a baseline for identify critical components that must be incorporated into any cybersecurity risk management approach. Professionals working in firms or entities will learn how to keep abreast of the latest cybersecurity trends, manage risks, and ensure the right level of governance to safeguard their organization.

Who should attend: Firm practitioners performing consulting or advisory services

Controller’s Update: Today’s Latest Trends (AM) X ___________________________________________ 10/25/2018 CPE: 4 Finance Gratzer Education Center, Louisville Course Code: 4SKS1025 Vendor: AICPA Instructor: Thomas Howard Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. In this course we will discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately. Who should attend: CFOs, controllers, and other financial managers Industry

Who should attend: Professionals working for firms or organizations that want to obtain a basic understanding of a cybersecurity risk management program Industry

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2018 CPE Catalog

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Lean Accounting & Management: Save Money by Streamlining Operations (PM) X ___________________________________________

Analyzing a Company’s Financial Statement (PM) ___________________________________________

10/25/2018 CPE: 4 Finance Gratzer Education Center, Louisville

10/26/2018 CPE: 4 Finance Gratzer Education Center, Louisville

Course Code: 4LAM1025 Instructor: Thomas Howard

Course Code: 4FSA1026 Vendor: AICPA Instructor: Thomas Howard

Vendor: AICPA

Companies using Lean Accounting have better information for decision making, have simple and timely reports that are clearly understood by everyone in the company and they focus their business around the value created from their customers. Learn to minimize waste and create wealth in your organization through a lean accounting and management approach that improves profitability by streamlining operations. Provide customer value through target-costing and eliminate waste through value-stream management. Improve flow through capacity management. Achieve perfection through continuous process improvement. Those in both manufacturing and service industries can benefit from the techniques presented in this course.

More and more, clients are turning to you for advice on financial performance. Are you ready* This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant, and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt, and profitability. Plus, explore effect ratios, causal ratios, pro forma analysis, sustainable growth, and much more. Who should attend: Accounting professionals responsible for financial statement analysis Industry

Who should attend: Industry CPAs in middle and upper management and public practitioners responsible for productivity improvement Industry

The Changing Role of the Controller: Advancing from Tactical to Strategic (AM) ___________________________________________ 10/26/2018 CPE: 4 Management Gratzer Education Center, Louisville Course Code: 4COP1026 Instructor: Thomas Howard

Vendor: AICPA

Are you ready to take your role as controller to the next level while adding significant value to the organization? A successful Controller will go beyond financial statements, internal controls and general accounting to create new value for the organization. We’ll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from simply internal process/transaction oriented to externally focused understanding of industry and macro trends. Who should attend: CFOs, controllers and management accountants who want to improve the value add and impact of their skill set in order to drive the financial performance of an organization Industry See kycpa.org for complete seminar information.

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Specialty Community Bank Update X ___________________________________________

Professional Issues Update ___________________________________________

7/13/2018 CPE: 7 CPE Gratzer Education Center, Louisville

CPE: 4 CPE (2 Ethics, 2 Specialized Knowledge)

Course Code: CBU713 Vendor: KyCPA Instructor: TBA • • • • •

CECL – Kickstart your implementation process Information Technology / Cybersecurity General Accounting Update Tax Update General concepts in Risk Management

Who should attend: CPAs working in smaller banks and CPAs in firms with small bank clients

8/6/2018 Course Code: PIU86 Eastern Kentucky Expo Center, Pikeville 8/10/2018 TBA, Ashland

Course Code: PIU810

8/27/2018 Course Code: PIU827 Gratzer Education Center, Louisville X 8/31/2018 Course Code: PIU831 Holiday Inn University Plaza, Bowling Green 9/28/18 Carson Center, Paducah

Course Code: PIU928

10/29/2018 Course Code: PIU1029 Gratzer Education Center, Louisville 11/2/2018 TBA, Owensboro

Course Code: PIU112

11/9/2018 Receptions, Erlanger

Course Code: PIU119

11/16/2018 TBA, Corbin

Course Code: PIU1116

11/30/2018 Embassy Suites, Lexington

Course Code: PIU1130

Instructors: Vendor: KyCPA • Elizabeth Woodward • Charles George • Darlene Zibart Attend the brand new format for the KyCPA Professional Issues Update with our new CEO, Darlene Zibart. In 2018, we will begin with 2 hours of Ethics training, taught by Elizabeth Woodward. Take a welldeserved networking break with refreshments, then resume the dynamic program with legislative and other professional issues updates. Schedule: 1 p.m. Professional ethics - Annual update for CPAs Annual ethics update, intended to keep participants in compliance with the State of Kentucky CPE requirements. Material will include recent and pending changes to ethics rules, and examples of disciplinary actions and ethical lapses. 2:45 Networking break 3:15 Legislative and professional issues update Who should attend: All CPAs in public practice, industry, nonprofit and government

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Taxation Social Security NEW ___________________________________________ 6/4/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: SS64 Instructor: Ron Roberson

Vendor: Jennings Advisory Group

Over five years ago Bob Jennings CPA wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. They began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of their most popular non-tax topics. In this class (and the accompanying 200-page manual) we discusses qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. See how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office. This course also includes a short review of Medicare.

Form 990: Exploring the Form’s Complex Schedules (A) ___________________________________________ 6/18/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: F990A618 Vendor: AICPA Instructor: Daniel Bradley Mastery of the current Form 990 requires understanding of the Form’s transparency demands relating to multiple complex issues: transactions with certain insiders; expanded disclosure of highlycomp’d individuals’ calendar year compensation; identifying, and reporting in the presence of “related organizations,” nuances of the two “public support tests;” undertaking of foreign operations and more. Participants will not only gain an understanding of the tax and practical points necessary to complete Schedules A, C, F, J, K, L, N and R of the current Form 990, but also be advised as to how to communicate with exempt clients on each of these Schedules’ unique demands. Who should attend: CPAs, attorneys, and nonprofit managers

Who should attend: CPAs advising clients and companies on Social Security issues

Practical Tax Research (AM) NEW ___________________________________________

Tax Cuts and Jobs Act NEW X ___________________________________________

6/20/2018 CPE: 4 Tax Gratzer Education Center, Louisville

6/5/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: TCJA65 Vendor: Jennings Instructor: Ron Roberson Advisory Group On December 22, 2017 the President signed the Tax Cuts and Jobs Act into law as the biggest tax law change in 30 years. Over 95% of the law goes into effect in 2018 and this course has two goals: first, discuss and analyze the changes for individuals and small businesses in-depth; and second, provide dozens and dozens of planning tips the professional may utilize for their clients. Get an Excel calculator of the 20% flow-through deduction as well as discussion of how this new law may affect the choice of operating entity for a business.

Course Code: 4PTR620 Instructor: Philip Boudreau

Vendor: KyCPA

What is tax research and what are the best ways to go about it? This course will explain the differences between primary and secondary sources, how to develop appropriate keywords, and how to vet various sources of information. What are the right questions, where to search, and who to call –these are some of the questions that will be answered in this course taught in a practical format. Who should attend: CPAs in public accounting or in companies who need to know how to investigate and analyze tax issues

Who should attend: Tax practitioners seeking to understand the new tax legislation and how it impacts their clients

See kycpa.org for additional seminar information.

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Taxation Tax-Planning Guide for S Corps, Partnerships and LLCs ___________________________________________

Form 1041: Income Taxation of Estates and Trusts (A) ___________________________________________

6/25/2018 CPE: 8 Tax Gratzer Education Center, Louisville

8/13/2018 CPE: 8 Tax Gratzer Education Center, Louisville

Course Code: TPGS625 Vendor: Surgent Instructor: Edward Harter

Course Code: ITET813 Vendor: AICPA Instructor: Patrick Kelley

As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, indepth knowledge of all tax aspects of these entities will be essential. This practical course focuses on planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

Protect your clients’ assets and shield their estates from increased taxation brought about by the changing tax code. Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. This course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You will also learn how to prepare Federal Form 1041 and the accompanying schedules.

Who should attend: CPAs in public accounting and industry who want to learn planning strategies relevant to S corporations, partnerships, and LLCs Industry

Individual and Financial-Planning Tax Camp ___________________________________________ 6/26/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: IFCP626 Vendor: Surgent Instructor: Edward Harter Each year brings its own set of tax planning challenges, and this year is no exception. This course arms tax planners with planning strategies and ideas that wealthy clients, middle-income clients, and closely held business owners need to consider right now to take advantage of current opportunities and to plan for future tax advantages. Learn strategies that can truly impact client lives, while also bringing value to you and your firm. Who should attend: CPAs providing tax planning for individuals who want to expand beyond basic tax and financial planning techniques CFP

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Who should attend: CPAs and financial planners with basic knowledge of federal income tax concepts

Advanced Tax Strategies for LLCs and Partnerships (A) X ___________________________________________ 8/14/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: DTT814 Vendor: AICPA Instructor: Patrick Kelley What works best for your client? Learn the pros and cons of the LLC, General Partnership, Limited Partnership, and Limited Liability Partnership by focusing on planning and potential tax traps. A review of distinct advantages of these entities is coupled with an examination of the risk members and partners face if they do not have a solid tax plan to minimize their exposure. In addition, we will explore some of the more intricate rules and regulations of these entities to extend your working knowledge of partnership and LLC taxation beyond the basics. Who should attend: Managers and partners in public accounting who assist clients with tax planning for closely held LLCs and partnerships

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2018 CPE Catalog

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Tax Cuts and Jobs Act: Guide to Tax Reform (AM) NEW X ___________________________________________ 9/20/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4GTR920 Vendor: Surgent Instructor: John Evanich The widespread changes of the TCJA affect many aspects of individual and business taxes, beginning in 2018, and your clients will be coming to you with a myriad of concerns and planning questions. Don’t get caught off guard. This 4-hour seminar will get you up to speed on all the critical aspects of the new law and prepare you to effectively advise both your individual and business clients. Who should attend: Tax practitioners seeking to understand the new tax legislation and how it impacts their clients

Buying and Selling a Business ___________________________________________ 9/21/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: SELL921 Vendor: Surgent Instructor: John Evanich One of the major transactions CPAs assist with is the purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It is a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become. Who should attend: All practitioners who could be involved in the sale of a business

CFP IRS

Industry

Section 199A: The 20 percent Deduction for Pass-Throughs (PM) NEW X ___________________________________________

Partnership and LLC Core Tax Issues: Formation Through Liquidation ___________________________________________

9/20/2018 CPE: 4 Tax Gratzer Education Center, Louisville

10/18/2018 CPE: 8 Tax Gratzer Education Center, Louisville

Course Code: 4S199920 Vendor: Surgent Instructor: John Evanich

Course Code: PLTI1018 Vendor: Surgent Instructor: Robert Gilwee

Now that the new tax bill has been enacted, tax practitioners have one pressing question about it – how does the 20 percent deduction for pass-through entity owners work? In response to hundreds of questions about this deduction asked during trainings on the TCJA, Surgent developed a 4-hour seminar on Section 199A, complete with numerous examples illustrating how this deduction works in an interesting, insightful, and practical program.

As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course will facilitate staff to pursue more advanced partnership and LLC issues than mere preparation. It utilizes life-cycle study into critical areas of formation, special allocations of income and deductions, basis calculations and implications of recourse and nonrecourse debt, basis stepup under Section 754 on transfer of an ownership interest, distributions, self employment tax issues, and termination/liquidation of the LLC.

Who should attend: Any tax practitioner wishing to understand and apply the §199A deduction CFP IRS

Who should attend: Experienced CPAs desiring a case-study approach to understand complex limited liability company issues IRS

See kycpa.org for complete seminar information.

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Taxation S Corp Core Tax Issues: Formation Through Liquidation ___________________________________________

IRS Disputes: Identifying Options for Your Client (PM) ___________________________________________

10/19/2018 CPE: 8 Tax Gratzer Education Center, Louisville

10/22/2018 CPE: 4 Tax Gratzer Education Center, Louisville

Course Code: SCTI1019 Vendor: Surgent Instructor: Robert Gilwee

Course Code: 4DIR1022 Vendor: AICPA Instructor: Dennis Riley

As they gain more experience, staff are expected to take on more complex assignments with minimal supervision. The course is designed to assist experienced staff to take the next step through analysis of critical issues affecting the entire life-cycle of present S corporation clients. Discussions using real-life examples are designed to allow intermediate experienced participants to analyze and solve problems, such as those they may face within their own offices.

Get the confidence and understanding you need to stand up to the Internal Revenue Service. Learn about what may trigger an audit, how to negotiate with the IRS, settle on appeal, and qualify for an IRS collection program. Represent your client with confidence and evaluate your client’s best options for dealing with the IRS. Who should attend: CPAs, enrolled agents, and attorneys

Who should attend: Experienced CPAs who want to understand complex S corporation problems and issues

Hottest Tax Planning Developments Under the Current Tax Law (AM) ___________________________________________ 10/22/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4HOT1022 Vendor: AICPA Instructor: Dennis Riley Are you up to date on the latest tax planning developments for 2018? This course, newly authored by Margaret F. Suralik, CPA/ABV, ASA, explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client’s tax bill. Who should attend: All practitioners

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2018 CPE Catalog

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Best Federal Tax Update Courses ___________________________________________ 10/22/2018 CPE: 8 Tax Hampton Inn, Paducah Course Code: BFTU1022 10/23/2018 Western Kentucky University, Owensboro Course Code: BFTU1023 10/24/2018 Holiday Inn, Somerset Course Code: BFTU1024 10/25/2018 Hilton Garden Inn, Pikeville Course Code: BFTU1025 10/26/2018 Indiana Wesleyan University, Florence Course Code: BFTU1026 Instructor: Edward Harter

Vendor: Surgent

The President and Congress have delivered a revolutionary tax reform plan. The changes will affect your clients this coming season, and they will look to you to understand the issues and develop a plan that serves their best interests. In this course, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes in the case law. Included is full coverage of all tax implications with a view toward planning. Major Topics • Full coverage of tax reform implications • Taxation of pass-through entities • Deduction of home mortgage interest • New depreciation rules and Sec 179 expensing • Modification of NOL Rules • New alimony rules • Advanced practitioner issues • Review of pertinent cases and rulings regarding exclusions, character issues, retirement plans, travel and other items affecting your individual taxpayers • Practice aids, including all the numbers applicable for the current tax year -- inflationadjusted amounts, mileage rates, retirement contributions, and more • Recent developments with business entities, including C corporations, S corporations, partnerships, and limited liability companies

Reviewing Individual Tax Returns: What Are You Missing? (AM) ___________________________________________ 10/23/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4ITR1023 Vendor: AICPA Instructor: Dennis Riley Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including pass-through K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, Section 179 issues, amortization and more. This course follows a highly illustrative case study format to increase participant comprehension and retention. Who should attend: CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season

Reviewing Partnership Tax Returns: What are you Missing? (PM) ___________________________________________ 10/23/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4PTR1023 Vendor: AICPA Instructor: Dennis Riley Join us as we discuss the common errors practitioners make on pass-through tax returns that are often missed by review staff. Sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted, and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed and both partnership and S corporation returns will be covered. This course follows a highly illustrative case study format to increase participant comprehension and retention. Who should attend: CPAs working with clients requiring up-to-date expertise in partnership taxation for the current tax season

Who should attend: CPAs who need to know the latest tax law changes in all areas of practice CFP IRS See kycpa.org for complete seminar information.

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Taxation Capitalized Costs and Depreciation: Key Issues and Answers (AM) X ___________________________________________ 10/24/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4CCD1024 Instructor: Dennis Riley

Vendor: AICPA

Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. This course provides analysis of the rules dealing with depreciation, amortization, like-kind exchanges, involuntary conversions and sale of property. It also covers important property-related timing issues and planning opportunities that can lead to significant tax savings for C Corporations and S Corporations. Who should attend: Public accounting staff and senior associates, tax professionals in company finance or tax departments

Taxation of Property Transactions (PM) X ___________________________________________ 10/24/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4TPT1024 Vendor: AICPA Instructor: Dennis Riley Gain a practical understanding of the various complex tax laws dealing with sale, disposal, or exchange of property. This course includes analyses of the rules dealing with like-kind exchanges, and includes involuntary conversions. It also covers important property-related timing issues and planning opportunities that can lead to significant tax savings. Who should attend: Tax staff and senior associates

National Social Security Advisor Course ___________________________________________ 10/31/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: NSSA1031 Vendor: Premier Social Instructor: Marc Kiner Security Consulting This intense day of education on Social Security will cover the basics and advanced planning strategies, taught by a Social Security Administration veteran and an experienced CPA. Upon completion, you will be able to answer 80% of client questions and help clients maximize benefits. After the class, CPAs have the opportunity take the National Social Security Advisors Certificate assessments (additional fee applies). Upon passing, you earn the NSSA certificate which opens the door to 78,000,000 Baby Boomers by promoting your advanced education and knowledge of Social Security. Don’t miss this opportunity learn about a topic that is important to your clients, thereby increasing your value. Who should attend: CPAs in public practice and industry seeking an understanding of the Social Security program to help clients and companies navigate its complexities

Select Estate and Life Planning Issues for Middle-Income Clients (AM) X ___________________________________________ 11/1/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4PMI111 Vendor: Surgent Instructor: Neil Brown Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Who should attend: CPAs who advise clients on estate planning IRS

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2018 CPE Catalog

kycpa.org

A+ College Savings Planning: Maximizing Resources and Tax Benefits (PM) X ___________________________________________ 11/1/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4CSP111 Vendor: Surgent Instructor: Neil Brown For many families, planning for college education savings begins in the delivery room. For others it may creep up (and require some catch up) during the middle or high school years, and for still others it starts the day the first tuition bill arrives. Regardless of when the planning process starts and what the available assets are, CPAs can deliver value to their clients (and their own families) through effective application of all the available savings and funding vehicles as well as tax minimizing strategies. Who should attend: All CPAs who assist clients, family members, or their own families with tax and financial planning related to college costs CFP IRS

How Much Money Do You Need to Retire: Practical Planning Strategies ___________________________________________ 11/2/2018 CPE: 8 - Specialized Knowledge (4) and Taxes (4) Gratzer Education Center, Louisville Course Code: DRMM112 Instructor: Neil Brown

Vendor: Surgent

This course gives CPAs knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance. It includes asset allocation and portfolio management, worksheets and formulas for determining secure retirement, distribution and asset liquidation planning, Roth IRA conversions, and analyses of the most current and important research on retirement planning and sustainable retirement income levels. Who should attend: CPAs who wish to serve the needs of clients for whom effective retirement planning is critical as they reach their peak earning years and/or approach retirement

Federal Tax Update for Individuals X ___________________________________________ 11/12/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: FTUI1112 Instructor: J. Patrick Garverick

Vendor: Phoenix Beach, LLC

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs an update course focusing on individual income tax issues. This comprehensive class will not only review the current Federal individual income tax laws but will also update tax return preparers of new tax forms, changes to existing tax forms, as well as tax planning opportunities and pitfalls. This is a “mustattend” course for all tax practitioners who want to be up to speed quickly and have a successful Federal individual income tax filing season. This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2018 tax returns and 2019 tax projections with an emphasis on newly enacted tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and the Phoenix Beach Quick Reference Chart. Who should attend: Tax accountants in public or private practice in need of power-packed one day Federal individual income tax update course. This is a great course to gear up for tax season and is very interactive

Register for both days with Pat Garverick and save $49. Use course code FTUIB112.

See kycpa.org for complete seminar information.

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Taxation Federal Tax Update for Business X ___________________________________________ 11/13/2018 CPE: 8 Tax Gratzer Education Center, Louisville

Fiduciary Returns - Form 1041 Workshop with Forms ___________________________________________

11/29/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: FTUB1112 Vendor: Phoenix Beach, LLC Course Code: 10411129 Vendor: Surgent Instructor: J. Patrick Garverick Instructor: Scott Emerson With the increasing complexity This course helps participants master the core and ever-changing nature of concepts of trust and estate income tax tax laws and issues, today’s preparation. It explains the common terminology accountant needs an and complicated income tax rules of estates update course focusing on and trusts, fiduciary accounting, and provides an business income tax issues. introduction to, or refresher on ,preparing Form 1041. This comprehensive class will The practical, 300+-page manual is an excellent not only review the current reference source for your practice, beginning with Federal business income tax simple cases. Building upon that base throughout laws but will also update tax the manual, the course ends with two complicated return preparers of new tax forms, preparation cases, one trust and one estate, each changes to existing tax forms, as well as tax planning with filled-in forms. opportunities and pitfalls. This is a “must-attend” Who should attend: CPAs whose practice includes the course for all tax practitioners who want to be up to preparation of fiduciary income tax returns speed quickly and have a successful Federal business CFP IRS income tax filing season. This session is a comprehensive review of the Federal business income tax provisions and tax forms/schedules that will affect the 2018 tax returns and 2019 tax projections with an emphasis on newly enacted tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive business income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, as well as the Phoenix Beach Quick Reference Chart. Who should attend: Tax accountants in public or private practice in need of power-packed one-day Federal business entity update course. This is a great course to gear up for tax season, and is very interact

Register for both days with Pat Garverick and save $49. Use course code FTUIB112.

2-day Federal Tax Update NEW ___________________________________________ 12/3/2018 CPE: 16 Tax TBA, Louisville Course Code: FTU2123 Vendor: Jennings Instructor: Robert Jennings Advisory Group As the only continuing education company whose manuals have won the coveted CPA Practice Advisor Reader’s Choice Award (2016), Taxspeaker® is known for its industry-leading manuals, expert and energetic speakers, and award-winning research and compliance checklists and guides. Presented by an active tax practitioner, this course will include detailed coverage, with planning ideas, of the Tax Cuts and Jobs Act as well as other relevant IRS Notices, announcements, ruling and court cases. Includes printed and electronic manuals. Prepare for the 2018 tax season and plan for 2019. Who should attend: CPAs who need to know the latest tax law changes in all areas of practice Industry

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X Live Webcast option - participate in live event from your computer.


2018 CPE Catalog

kycpa.org

Real Estate Tax Boot Camp ___________________________________________ 12/12/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: RETC1212 Vendor: Surgent Instructor: John Kilroy This course is a “deep dive” into all things real estate tax related for the mid-level practitioner moving into this complex area. Expand your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing, and disposing of real estate. You will leave the course able to navigate critical issues associated with the relevant returns and to plan strategically for your company or clients. Who should attend: CPAs who advise clients or their company on issues related to the acquisition, holding, management, and disposition of real estate Industry IRS

Mastering Basis Issues for S Corps, Partnerships and LLCs (AM) ___________________________________________ 12/13/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4HMB1213 Instructor: John Kilroy

Vendor: Surgent

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules. Learn how the Tax Cuts and Jobs Act affects these. Who should attend: CPAs who prepare individual and flow-through business entity tax returns and need a thorough grasp of these significant issues IRS

Essential Depreciation and Expensing Update (PM) ___________________________________________ 12/13/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4TDP1213 Vendor: Surgent Instructor: John Kilroy The PATH Act of 2015 made “permanent” changes to depreciation; however, the Tax Cuts and Jobs Act has drastically changed depreciation rules again. Individuals, corporations, partnerships, LLCs, trusts, estates, and nonprofits all utilize two of the most often prepared tax forms -- Form 4562 -- Depreciation and Amortization, and Form 4797 -- Sales of Business Property. This course provides a quick dissection of both complicated forms. New and experienced tax preparers can utilize the reference manual for all tax returns/entities they prepare -- it contains many examples and cases to illustrate the most important points be aware of. Who should attend: CPAs in industry and public accounting who need a thorough grasp of this important area of tax law and who want to maximize the possible tax savings Industry

Reviewing Pass-Through Tax Returns: What Are You Missing? (A) ___________________________________________ 12/13/2018 CPE: 8 Tax Indiana Wesleyan University, Lexington Course Code: RPTR1213 Vendor: AICPA Instructor: Michael Frost Join us to discuss the common errors practitioners make on pass-through tax returns that are often missed by review staff. Sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted, and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed and both partnership and S corporation returns will be covered. This course follows a highly illustrative case study format to increase participant comprehension and retention. Who should attend: CPAs working with clients requiring up-to-date expertise in partnership and S corporation taxation for the current tax season

See kycpa.org for complete seminar information.

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Taxation Protecting Your Client and Your Firm From Tax Return Identity Theft (AM) ___________________________________________

Social Security, Medicare and Prescription Drug Benefits X ___________________________________________

12/14/2018 CPE: 4 Tax Gratzer Education Center, Louisville

12/19/2018 CPE: 8 Tax Gratzer Education Center, Louisville

Course Code: 4TRF1214 Vendor: AICPA Instructor: Michael Frost

Course Code: SSRB1219 Vendor: Surgent Instructor: Edward Harter

Identity theft has become a serious issue with clients and practitioners alike. 63% of CPAs answering a 2015 tax software survey said at least one of their clients was a victim of tax identity theft in the 2015 filing season. This course provides examples of the ramifications of data loss and how it impacted the practitioner and the client. Learn best practices to protect firm and client data. If a breach does occur, learn the steps to take to remedy the situation and prevent the problem from happening again.

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate-planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad of all the other related retirement planning issues.

Who should attend: Tax practitioners in public practice

Mergers and Acquisitions: Tax and Due Diligence Considerations (PM) ___________________________________________ 12/14/2018 CPE: 4 Tax Gratzer Education Center, Louisville Course Code: 4IBA1214 Vendor: AICPA Instructor: Michael Frost Become the key adviser to a client or employer who is interested in buying or selling a business. Your tax advice could be extremely valuable and have impact for years to come. Lead the team of advisers with a keen overview of the transaction in addition to specific tax and accounting technical advice. This course will cover the basics of due diligence for mergers and acquisitions and some key terminology that must be understood to provide sound tax advice. Who should attend: Advisors of closely held businesses, business owners and senior level managers, CFOs, bankers, auditors and others responsible for creating proper structure and advising in the purchase, sale or merger of business Industry

Who should attend: Practitioners who have baby boomer clients with significant wages or earned income CFP

Best Practices for Payroll Taxes and 1099 Issues (A) X ___________________________________________ 12/20/2018 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: GPT1220 Vendor: AICPA Instructor: Beth Stenberg This course is designed to provide you with practical pointers for managing the payroll tax and reporting function. Learn how to avoid the frequent penalties in payroll tax reporting and stay up to date with the latest information. Find out how to handle reporting and withholding requirements for employee fringe benefits. Master the often confusing rules for Form 1099-MISC and other information reports, including when and how much to report. Make sure you or your clients are in compliance and not subject to IRS penalties. Who should attend: CPAs in industry and public accounting responsible for the payroll tax function or CPAs advising clients on payroll tax issues Industry

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X Live Webcast option - participate in live event from your computer.


2018 CPE Catalog

kycpa.org

Practical Planning Boot Camp for S Corps and LLCs ___________________________________________

Get Ready for Busy Season: New Forms, Filing Issues and Critical Developments ___________________________________________

12/20/2018 CPE: 8 Tax Gratzer Education Center, Louisville

1/10/2019 CPE: 8 Tax Gratzer Education Center, Louisville

Course Code: TCBU1220 Vendor: Surgent Instructor: Edward Harter

Course Code: NFFI110 Vendor: Surgent Instructor: Nicole DeRosa

Business clients seek practical solutions to their tax issues, and this course provides advisors with effective tax planning strategies for the closely held business. Include in your advisory attach‚ case ammunition which will assist businesses in dealing with employee related issues, depreciation, related parties, buy-sell agreements, fringe benefits, and so on. Providing sound advice will be a money maker both for clients and your firm.

Getting ready for busy 2018 season involves not only knowing the new tax rules for the current year, but also understanding how the new rules apply to current-year returns. This course provides an up-todate review of important tax form changes, new tax forms, key developments as they are reflected in the IRS forms, and IRS filing issues and deadlines that will be invaluable to attendees who prepare tax returns for individuals, partnerships, and LLCs.

Who should attend: All tax practitioners, working in public accounting or in private industry, who are responsible for tax planning for their clients and/or companies

Who should attend: Any tax practitioner preparing or reviewing individual and pass-through entity income tax returns for the current tax year

Industry

Tax Prep Boot Camp-Individual ___________________________________________

1-day Federal Tax Update NEW X ___________________________________________

1/10/2019 CPE: 8 Tax Gratzer Education Center, Louisville

1/4/2019 CPE: 8 Tax Gratzer Education Center, Louisville

Course Code: TPBC110 Vendor: KyCPA Instructor: Kristopher Kemp, Brian Crafton

Course Code: FTU114 Vendor: ROI CPE Instructor: Mark Mirsky

This hands-on class was designed specifically for KyCPA. It reviews forms and common tax preparation software for new hires and those needing a refresher on individual taxes. Major topics include: how to avoid common mistakes in preparation, understanding relevant terminology, research guidance and checklists.

The 2017 Tax Cuts and Jobs Act is the most significant tax reform bill passed in decades. It contains both long and short-term impacts to most taxpayers—individuals, estates/trusts, and businesses. Mirsky along with his team from ROI CPE will utilize their coaching style to present, summarize and simplify the key points of the reform bill as well as other current legislation and rulings. They will break down the TCJA into comprehensible action items that can be applied to your clients’ specific needs. Prepare for a fastpaced approach and enjoy this one-day seminar.

Who should attend: Anyone needing an overview or refresher on tax form preparation, including: first-year preparers, interns working in CPA firms, seasonal tax assistants, and other tax department staff members

Register for this seminar and the next day's Tax Forms Boot Camp for LLCs, Partnerships and S Corporations to save $100. Use course code BC2110.

Who should attend: CPAs in public practice and industry who need the latest information on the Federal Tax Code. Industry See kycpa.org for complete seminar information.

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2018 CPE Catalog

kycpa.org

Tax Forms Boot Camp: LLCs, Partnerships and S Corporations ___________________________________________ 1/11/2019 CPE: 8 Tax Gratzer Education Center, Louisville Course Code: TFBC111 Vendor: Surgent Instructor: Nicole DeRosa The course provides a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. The course and instruction delivery is geared toward the basic understanding and progresses to complex issues. The boot camp allows staff to discover the connections and alterations of these widely held entity structures, while also providing a valued reference for the participant’s future use. The course utilizes an identical sample trial balance for form preparation, with filled-in completed Forms 1120S and 1065 provided in the case solutions. Who should attend: All levels of staff and company controllers responsible for filing these forms CFP IRS

Register for this seminar and the previousday's Tax Prep Boot Camp for Individuals and save $100. Use course code BC110.

2-day Federal Tax Update NEW ___________________________________________ 1/14/2019 CPE: 16 Tax Hilton Downtown, Lexington Course Code: FTU2114 Vendor: Jennings Instructor: Robert Jennings Advisory Group As the only continuing education company whose manuals have won the coveted CPA Practice Advisor Reader’s Choice Award (2016), Taxspeaker® is known for its industry-leading manuals, expert and energetic speakers, and award-winning research and compliance checklists and guides. Presented by an active tax practitioner, this course will include detailed coverage, with planning ideas, of the Tax Cuts and Jobs Act as well as other relevant IRS Notices, announcements, ruling and court cases. Includes printed and electronic manuals. Who should attend: Tax practitioners in public accounting and industry who want the latest information for filing and planning for their clients and companies Industry

CPE options for groups Groups of 4 or more from the same organization registering for the same event at the same time get a $25 discount on each registration. Groups can also view webcasts together – contact the CPE department for more information at 800.292.1754.

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See kycpa.org for complete seminar information.


Register at kycpa.org

NEXT 2018

Conferences GO THE EXTRA MILE, IT’S NEVER CROWDED!

Manufacturing Conference June 8 - Gratzer Education Center, Louisville X

Live webcast option

8 CPE hours This conference is for CPAs and financial professionals working in manufacturing and logistics, and CPAs who advise manufacturing clients. Topics include:

Sales and use tax issues: Nexus for the manufacturing sector Mike Grimm, JD, MCM Tax Service Team, Louisville State and local tax incentives in Kentucky and Indiana Katie Smith, CPA, Kentucky Cabinet for Economic Development, Frankfort Trevor Lane, Indiana Economic Development Corporation, Indianapolis, Ind. Lean manufacturing: Process mapping within a department and using data analytics JC Wilkinson, CPA, Katz, Sapper and Miller, Indianapolis, Ind.

Cybersecurity: Trends, threats, and how to respond Jason Miller and Kevin Cornwell, CPA, Dean Dorton, Louisville Fraud in the supply chain Matthew Dixon, KPMG, Indianapolis, Ind. Future of accounting and its impact on manufacturing Molly Sutherland, Sutherland & Associates, Lexington Economic update for the manufacturing sector Chris Kuehl, Armada Corporate Intelligence, Kansas City, Kansas

Early Bird Fee: Register by May 24

KyCPA member: $324

Nonmember: $424

Regular Fee: After May 24

KyCPA member: $374

Nonmember: $474

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Conferences Forensic Accounting and Litigation Conference X ___________________________________________

Business Valuation and Litigation Conference X ___________________________________________

8/23/2018 CPE: 10 Gratzer Education Center, Louisville

8/24/2018 CPE: 10 Gratzer Education Center, Louisville

Course Code: FAC823 • • • • • • •

Fraud and forensics: Real world examples Lost profits Report writing on fraud investigations Construction damages Ethics Tax/valuation controversy Expert witness testimony

Who should attend: CPAs and financial professionals who want to explore commonly accepted approaches and methodologies used by forensic accountants, investigators, and financial managers Early Bird Fee: Register by Aug. 9 KyCPA member: $399 Nonmember: $499 Regular Fee: After Aug. 9 KyCPA member: $449 Nonmember: $549

Course Code: BVLC824 • • • • • • • •

Ethics Cost of capital Valuations of financial institutions Estate and gift Healthcare and dental valuations Report writing or tax effecting Tax and S-corps Merger and acquisition

Who should attend: Valuation analysts who have to deal with business valuation issues for a variety of uses Early Bird Fee: Register by Aug. 10 KyCPA member: $399 Nonmember: $499 Regular Fee: After Aug. 10 KyCPA member: $449 Nonmember: $549

Get 20 hours of CPE in forensic and valuation services. Register for both conferences for $529 and save $269. Use course code FABV823. • Forensic Accounting and Litigation Conference • Business Valuation and Litigation Conference

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X Live Webcast option - participate in live event from your computer.


kycpa.org

2018 CPE Catalog

Financial Institutions Conference ___________________________________________

Commercial Real Estate Conference X ___________________________________________

9/26/2018 CPE: 8 Holiday Inn Hurstbourne, Louisville

11/9/2018 CPE: 8 Gratzer Education Center, Louisville

Course Code: FIC926

Course Code: REC119

• • • • • • •

Cybersecurity Big data Mergers and acquisition ALM: Risk management and profit development You bought it, so why don’t they use it? CECL Economic update

Who should attend: CPAs working with banks, bank regulating authorities or other financial institutions Early Bird Fee: Register by Sept. 12 KyCPA member: $324 Nonmember: $424 Regular Fee: After Sept. 12 KyCPA member: $374 Nonmember: $474

CPAs in Business and Industry Conference ___________________________________________ 9/27-28/2018 CPE: 16 Holiday Inn Hurstbourne, Louisville Course Code: CIC927 • • • • • •

Cryptocurrency/Blockchain Artificial Intelligence Energy/plant converting power to solar Tax update Ethics And much more…

Who should attend: CPAs who work in business and industry Early Bird Fee: Register by Sept. 13 KyCPA member: $424 Nonmember: $624 Regular Fee: After Sept. 13 KyCPA member: $474 Nonmember: $674

• • • • • • •

Commercial real estate KPI’s Trends Tax reform: State and federal How to finance a project 1031 Interest rate risk And much more…

Who should attend: CPAs who work in the commercial real estate profession or advise clients in this area. If you service commercial real estate developers regarding tax structure, compliance or planning techniques, you will appreciate the technical insight from respected professionals in your field Early Bird Fee: Register by Oct. 24 KyCPA member: $324 Nonmember: $424 Regular Fee: After Oct. 24 KyCPA member: $374 Nonmember: $474

Kentucky State Tax Conference ___________________________________________ 11/27/2018 CPE: 8 Holiday Inn Hurstbourne, Louisville Course Code: KSTC1127 The latest on state tax reform and much more! Go to kycpa.org for the latest information. Who should attend: Tax practitioners in public accounting and industry Early Bird Fee: Register by Nov. 13 KyCPA member: $324 Nonmember: $424 Regular Fee: After Nov. 13 KyCPA member: $374 Nonmember: $474

See kycpa.org for complete conference information.

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Conferences Kentucky Technology Conference ___________________________________________ 12/17-18/2018 CPE: 16 Holiday Inn Hurstbourne, Louisville Course Code: KTC1217 This conference is filled with 16 hours of fastpaced presentations designed to maximize your time and enhance your learning. Concurrent breakout sessions allow you to customize your conference. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the everincreasing pace of changes in computer technology. Who should attend: CPAs and other financial professionals in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness Early Bird Fee: Register by Dec. 3 KyCPA member: $449 Nonmember: $649 Regular Fee: After Dec. 3 KyCPA member: $499 Nonmember: $699

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X Live Webcast option - participate in live event from your computer.


CPE registration form Registration Date: ________________ Name ______________________________________Phone________________________  Cell  Home  Work Email _______________________________________Firm/Co. name ______________________________________ KyCPA members with no changes can leave blank. Address _____________________________________City___________________State_______Zip_____________  KyCPA Member  AICPA Member  Non-CPA Staff  Other State Society Member  Non-Member

Date

Course code or title

City

Price

Printed manual (Add $30)

Line total

________________  webcast (when available) ________________  webcast (when available) ________________  webcast (when available) ________________  webcast (when available)

Method of payment:

Total due:

$_______

 MasterCard/Visa/AMEX _______________________________________ _______________ Credit card number Exp. date  Personal  Company ______________________________________ Signature  Check payable to KyCPA Register online at kycpa.org, return this form to KyCPA at

1735 Alliant Avenue, Louisville KY 40299, fax to 502.261.9512, or call 502.266.5272 or 800.292.1754 in Ky.

Early bird discount: Register for 4, 8 or 16 credit-hour seminars and conferences at least two weeks in advance to receive a $25 or $50 discount on most events. Some events are excluded—see descriptions for complete pricing information. AICPA discount: AICPA members are eligible for a $30 discount per 8 credit-hour day on all AICPA-produced seminars (marked (A) in the seminar description). This discount is applied automatically to online registrations if your membership information is updated in our database. Get Smarter discount: KyCPA members only. Register for three or more 8-hour live seminars or conferences and save $25 on each event. Please register for all programs at the same time and pay at registration - deadline is Sept. 30, 2018. Some exclusions. Does not combine with Group Discount.

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PRSRT STD U.S. POSTAGE PAID LOUISVILLE, KY PERMIT No. 1410

2018 KyCPA CPE Catalog  

Continuing professional education is more than a licensing requirement; it’s your connection to this ever-changing profession. Quality, rele...

2018 KyCPA CPE Catalog  

Continuing professional education is more than a licensing requirement; it’s your connection to this ever-changing profession. Quality, rele...