Continuing Education for Accountants and Tax Preparers, Certified financial planners and attorneys in Columbia, South Carolina

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1 Continuing Education for Accountants and Tax Preparers, Certified financial planners and attorneys in Columbia, South Carolina A t t e n t i o n : Tax Preparers: Meet IRS Testing Requirements and Become an Enrolled Agent Take the Two-Day EA Examination Review Course CPAs, Accounting Practitioners, Certified Financial Planners, Enrolled Agents: Accumulate Your Continuing Education including Ethics Hours *NEW* Corporations & Partnerships (8 Hours) September 24, :30 am-5:00 pm Presented by Donald (Donny) Burkett, CPA *NEW* Become an Enrolled Agent: Two-Day EA Examination Review Course (16 Hours) September 25-26, 2012 Presented by Dennis Fish, Accounting Practitioner, EA Individual Income Tax Seminar (16 Hours) November 27-28, 2012 Corporations & Partnerships Seminar (8 Hours) (Includes 2 Ethics Hours for Accountants) September 24, at the Columbia Metropolitan Convention Center, 1101 Lincoln Street Presented by Donald (Donny) Burkett, CPA, this seminar will provide a review of new tax laws, including new tax legislation, court cases, IRS rulings and notices, and other developments. Other topics will include: Advantages and disadvantages of C corporations, S corporations, limited liability companies (LLCs), general partnerships, and limited partnerships (including family limited partnerships) Important issues, planning opportunities, and techniques essential to providing service to all business clients. Incorporation planning and the Section 83 election Small business stock incentives; corporate liquidation/dissolution rules C Corporations: AMT, shareholders and constructive dividends, Schedule M-3, avoiding the 35% penalty tax rate for PSCs S Corporations: Basis rules, longer range planning (QSST, ESBT), QSUB, pre-agi health insurance deduction reporting, GAO recommendations on noncompliance, penalty taxes LLCs and partnerships: PAL rules, qualified joint ventures, when to check the box, capital and basis, Sec. 754 assets step up Presenter Donny Burkett, CPA, is Vice President at Burkett, Burkett & Burkett. He has served as Chair of the South Carolina Board of Accountancy and President of the South Carolina Association of Certified Public Accountants. He is a graduate of USC. He is also a Partner of Resource One Health Management Service, LLC and provides management and tax advice to more than 100 medical practices in South Carolina. Accreditation: 8 total hours for licensed accountants, registered tax preparers, and enrolled agents. Application is pending for 8 total CFP hours by Certified Financial Planner Board. Application is being made to the South Carolina Supreme Court Commission for Continuing Legal Education for continuing legal education approval. Note: Pending CE approval status will be updated online.

2 Become an Enrolled Agent: Two-Day EA Examination Review Course Scheduled September 25-26, at the Columbia Metropolitan Convention Center, 1101 Lincoln Street The IRS requires competency exams for all paid tax return preparers who are not attorneys, certified public accountants or enrolled agents. The new IRS tax preparer exams will cover Individual and/or Business tax returns depending on the type of IRS forms you file on behalf of your clients. Move in the right direction to becoming an enrolled agent by taking this examination. All attendees will receive the IRS Enrolled Agent Exam Study Guide that contains the information you are most likely to see on the IRS Special Enrollment Examination. In addition, you will have unlimited online practice exams that you can log in and take after the course. The South Carolina Society of Accountants has teamed up with Fast Forward Academy to provide a two-day Enrolled Agent Examination Review Course on September at the Columbia Metropolitan Convention Center. The IRS requires competency exams for all paid tax return preparers who are not attorneys, certified public accountants or enrolled agents. By taking this course and passing the examination you will be in the same company as CPAs and attorneys with unlimited practice rights. Enrolled agents are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and before which IRS offices they can represent clients. This two-day course provides each attendee with a comprehensive Enrolled Agent Exam Study Guide and unlimited practice exam questions and answers. During this two-day course, you will cover everything you need to know to pass all three parts of the IRS test covering individual and business tax returns. By completing this two-day review course and taking the practice exams, you have more than an 81% chance of passing all 3 examinations on the first try. The practice exams are updated for the 2012 through February 2013 testing season. Presenter Dennis Fish is the founding partner of Fish, Streyffeler, & Ulmer, Ltd. He has a Bachelor of Science degree in Business Management and in Accounting from Metropolitan State College. He is licensed with the South Carolina Board of Accountancy and is and Enrolled Agent with the Internal Revenue Service. Dennis specializes in Tax Compliance to assist clients with their IRS and State tax issues. He is also involved in his community and serves as a county council member of Berkeley County. Accreditation: 16 total hours for licensed accountants and registered tax preparers. Tax preparers who take and pass the Enrolled Agent examination will not be required to take the RTRP examination. Individual Income Tax Seminar November November at the Embassy Suites Greystone, 200 Stoneridge, Columbia, This comprehensive course covers the key tax issues for completing complicated Individual returns. In addition, all topics cover new legislation and extenders, revenue rulings and procedures, as well as case law to help the busy practitioner keep current on changes for The 2013 year is going to see many changes and steps taken in 2012 will have a major impact on your client s returns. Practical tips and insights are shared by practicing practitioners to help you get up-to-date for the 2012 tax season. Updated for tax legislation, IRS rulings, court decisions and other important topics that impact your clients. All recent tax acts including The latest in the registration of tax preparers Extenders and other incentives to stimulate the economy Revised education credits and benefits Net Operating Loss deduction rules and revisions Reporting fraud losses and repayment of fraudulent gains Income and exclusions from cancellation of debt Changes in principal residence rules and new home credits Evaluating conversions to a ROTH. Accreditation: 16 total hours for licensed accountants, registered tax preparers and enrolled agents; approved for 16 total CFP hours by Certified Financial Planner Board. The South Carolina Supreme Court Commission for Continuing Legal Education has approved this course for 13 credits in taxation (Course Number: ). Schedule for Sept. 24, Sept and Nov :30 am...registration 8:30-10:15 am...seminar Begins 10:15-10:30 am...break 10:30-12 noon...seminar Continues 12-1:00 pm...lunch 1-2:15 pm...seminar Continues 2:15-2:30 pm...break 2:30-5:00...Seminar concludes Seminar Locations/Accommodations The September seminars are scheduled at the Columbia Metropolitan Convention Center, 1101 Lincoln Street, Columbia, SC Within walking distance of the Convention Center are two hotels that are holding rooms for attendees who need them. One is the Hilton Columbia Center, 924 Senate Street. The rate at the Hilton is $132 per night for a king or double. Call (803) and use the code L-SCSOA to reserve a room at the Hilton. The second is the Hampton Inn, 822 Gervais Street. The rate at the Hampton is $139 for a king or double.

3 This rate includes breakfast. Call (803) and indicate you are with the South Carolina Society of Accountants to reserve a room at the Hampton. The November seminar is scheduled at the Embassy Suites Greystone in Columbia. Hotel address is 200 Stoneridge Drive Columbia, SC A block of sleeping rooms is being held at the reduced rate of $129 until November 6th. After this date, this rate is subject to availability. To reserve your sleeping room, call and indicate you are with the South Carolina Society of Accountants. Continuing Professional Education Accreditation: The South Carolina Society of Accountants is a recognized continuing education provider by the US Department of Treasury- Internal Revenue Service, Provider #0UG92. All seminars and workshops have been designed to meet continuing education requirements of the SC Board of Accountancy. Additional, program-specific accreditation information appears with individual program descriptions. Seminar Registration See form below or register on line at Registration is refundable less $25 administrative fee two weeks prior to the seminar date. No refunds after this deadline; substitutions and transfers are allowed. Register on line or mail/fax form below. Complete the form below and mail or fax it to the SCSA Office, 1215 Anthony Avenue, Columbia, SC Fax is Telephone is Not a member: membership application included with this form. Join and save. Continuing Education for Accountants and Tax Preparers in Columbia, South Carolina September 24: Corporations & Partnerships (8 hours 2 are in Ethics) at the Columbia Metropolitan Convention Center, 1101 Lincoln Street, Columbia, SC September 25-26: Enrolled Agent Examination Review Course (16 hours) at the Columbia Metropolitan Convention Center, 1101 Lincoln Street, Columbia, SC November 27-28: Individual Income Tax Seminar (16 hours) at the Embassy Suites Greystone, 200 Stoneridge Drive, Columbia, SC One-Day Only: November 27 or November 28 (circle date) By 8/27 $195/$210 By 8/27 $325/$350 By 11/5 $325/$350 $200/$225 After 8/27 $210/$225 After 8/27 $350/$375 After 11/5 $350/$375 Name: Address: Telephone: Licensed/Certified as q CPA q AP qea qcfp qattorney qother: Payment Method: q Check Enclosed q Credit Card: q VISA q MasterCard q American Express Credit Card Number: Expiration Date: CV Code on the back: Cardholder Name: Billing Address: Signature: Date: Total Paid: $

4 South Carolina Society of Accountants Membership Application Today s Date: q Yes, I want to join SCSA q Yes, I am interested in joining SCSA. Please send me additional information. Enroll me as a member today. Name: Name of Firm: Mailing Address: City, State, Zip: Fax: Business Phone: q Sole Proprietor q Partner q Employee q Corporate Officer Name of Partner(s): Date of Birth: No. of years experience in practice: Check those that apply: q Enrolled to practice before the IRS q Licensed Public Accountant, Lic. No. & State q Licensed Accounting Practitioner, Lic. No. & State q Certified Public Accountant, CPA No. & State q Accredited by the Accreditation Council for Accountancy in: q Accountancy q Taxation Degree: Year: School: National or state accounting organization in which you now hold membership: Accounting experience (public or private) other than current position: Employer and Dates: The following references may be contacted: (Please include Name Address City, State, Zip and Phone)

5 Check below the class of membership for which this application is made: q Active Member: Persons who possess valid permits to practice as Public Accountants, Accounting Practitioners, Certified Public Accountants, or Enrolled Agents and those who are not licensed, who are now employed by licensed accountants and have been employed at least three years with a licensed firm (regardless of whether the firm or its principals are members of the South Carolina Society of Accountants) and are now accredited by the National Society of Accountants in Accountancy or Taxation shall be eligible for membership as active members. q Associate Member: CPAs who are not actively engaged in the practice of accounting but possess an interest in accounting; attorneys who possess an interest in accounting; officers and employee accountants of banks and in private industry who possess an interest in accounting; educators actively engaged in the instruction of accounting subjects; employees engaged in accounting work; governmental accountants; and individuals with an interest in the accounting profession. q Student Member: Persons pursuing a course of study in accounting, business administration, or related subjects in a college, university, business school or home study school. (Student applicants should include a letter from their school verifying their student status or a copy of their current course schedule and a copy of their student ID.) Please check amount to pay: q Active Member: $100 plus $10 application fee... $110 q Associate Member: $80 plus $10 application fee... $90 q Student Member: $15 plus $10 application fee... $25 Attach a copy of your professional stationery and business card. Outline below any information not otherwise covered in this form, that should be on file in the office of the Society. The information should indicate the fields of activity in which you are experienced or in which you have an interest. The names of professional publications you currently read, details of any experience in teaching accounting, or related subjects, and details of any membership in societies. Payment Method: q Check Enclosed q Credit Card: q VISA q MasterCard q American Express Credit Card Number: Expiration Date: CV Code on the back: Cardholder Name: Billing Address: Signature: Date: Total Paid: $ I hereby state that the accompanying statements are correct to the best of my knowledge. I further state that I will abide by the Constitution and Bylaws of the Association and will practice in strict conformity with the Code of Ethics and Rules of Professional Conduct adopted by the Society. Signature: Please return this application and fee to the SouthCarolina Society of Accountants 1215 Anthony Avenue Columbia, SC Telephone: Fax

6 South Carolina Society of Accountants 1215 Anthony Ave Columbia, SC T PRSRT STD US POSTAGE PAID COLUMBIA SC PERMIT # Continuing Education for Accountants and Tax Preparers in Columbia, South Carolina A t t e n t i o n : Tax Preparers Meet IRS Testing Requirements and Become an Enrolled Agent Take the Two-Day EA Examination Review Course CPAs, Accounting Practitioners, Certified Financial Planners, Enrolled Agents Accumulate Your Continuing Education including Ethics Hours Corporations & Partnerships (8 Hours) September 24, :30 am-5:00 pm Presented by Donald (Donny) Burkett, CPA Become an Enrolled Agent: Two-Day EA Examination Review Course (16 Hours) September 25-26, 2012 Presented by Dennis Fish, Accounting Practitioner, EA Individual Income Tax Seminar (16 Hours) November 27-28, 2012