CPE CHECKPOINT LEARNING FOR TAX & ACCOUNTING PRACTITIONERS SPRING NEW! Health Care Reform Certificate Program (pg. 6)

Transcription

1 CHECKPOINT LEARNING CPE FOR TAX & ACCOUNTING PRACTITIONERS SPRING 2015 NEW! Health Care Reform Certificate Program (pg. 6) NEW! Virtual Conferences (pgs ) Save Time and Money with the Premier Plus CPE Package (pg. 37) CL.THOMSONREUTERS.COM

2 2015 SPRING CATALOG DIRECTORY CERTIFICATE PROGRAMS Tax Research Certificate Program...5 Health Care Reform Certificate Program...6 HOT TOPICS Health Care Reform CPE... 7 LIVE LEARNING Gear Up Gear Up Conferences Gear Up Seminars and Self-Study Gear Up Events by State AuditWatch AuditWatch University TaxWatch University Yellow Book University AuditWatch Public Seminar Schedule ONLINE LEARNING Checkpoint Learning Checkpoint Learning Subscription Packages Virtual Conferences Webinars LearnLive Webinar Creation and Delivery Online Courses SELF-STUDY COURSES PPC Self-Study Courses RIA Self-Study Courses...55 Quickfinder Self-Study Courses...55 CPA REVIEW CPA Review Welcome to the spring 2015 CPE Catalog for Tax and Accounting Practitioners! This issue provides an overview of our extensive learning solutions that are available in virtually all delivery formats. Checkpoint Learning Premier Plus CPE Package if you haven't checked out this popular subscription option yet, please take a look at how this all-in-one CPE content and workflow option can save you time and money (page 37). Health care reform remains a significant concern for most of our customers, and you'll find that reflected in a number of ways. We're introducing a new certificategranting program on health care reform in this catalog an exciting option to open up new consulting and revenue-generating services that can benefit your bottom line. Health care reform is also one of the topics we've selected for new Virtual Conferences. These twoday options bring together multiple speakers and session topics to truly provide an in-depth conference experience with a $0 travel budget. Find out more on pages Thank you for giving us the opportunity to be part of your continuing education needs this year! We are excited about our 2015 lineup and are confident that we have the seminars, courses and online platform to provide the most cost-effective, useful and enjoyable CPE for you this season. Sincerely, Kenneth Koskay Senior Vice President Learning Solutions SPRING 2015 LUNCH AND LEARN SUBSCRIPTION CPEasy Network cl.thomsonreuters.com Catalog code: CCUSR15

3 WHAT S NEW... HEALTH CARE REFORM CERTIFICATE PROGRAM Increase your consulting and revenue opportunities with clients that need assistance with Affordable Care Act implementation. See page 6. VIRTUAL CONFERENCES Introducing three exciting new titles Big Issues for Small Clients, Revenue from Contracts with Customers and Health Care Reform plus an exciting Year-End Mega-Conference! See pages LIVE EVENT SCHEDULES Go ahead and plan your learning year! Gear Up conferences and seminars through January 2016: See pages AuditWatch public seminars through January 2016: See page 34. Webinars through July 2015: See pages Virtual Conferences through January 2016: See pages LOOK FOR SUBSCRIPTION, EARLY BIRD DISCOUNTS AND QUANTITY SAVINGS OPPORTUNITIES THROUGHOUT THE CATALOG! PREMIER AND PREMIER PLUS Look for the green icon for information on what products are included with the Premier Plus and Premier CPE Packages or what discounts apply to select product lines for subscribers. Applies at various levels to Gear Up, AuditWatch, Checkpoint Learning webinars and online courses, PPC Self-Study and Virtual Conferences. Details: page 37. EARLY BIRD DISCOUNT Look for this orange icon for information on what Early Bird offers apply to select product lines. Gear Up and AuditWatch both have a variety of Early Bird offers available. Gear Up details: pages AuditWatch details: pages QUANTITY DISCOUNT Look for the blue icon for information on what Quantity Discount offers apply to select product lines. Webinars and PPC Self-Study both have Quantity Discount offers available. Details: pages 44 47, 55. Catalog publication April CPE accreditation information, including NASBA, QAS Self Study, IRS, CFP and CTEC, can be found by product line inside this catalog and in more detail at cl.thomsonreuters.com. CONTACT US General Information and Sales: cl.thomsonreuters.com (Monday Friday 8:00 a.m. 6:00 p.m. CST) Customer Service and Product Support: support.rg.thomsonreuters.com (Monday Friday 8:00 a.m. 6:00 p.m. CST) BE SOCIAL WITH US: Blog: cpetaxaccounting.blogspot.com Pinterest: pinterest.com/checkpointcpe Facebook: facebook.com/checkpointlearning Twitter: twitter.com/cpetaxacctng YouTube: youtube.com/trainingcpe Catalog code: CCUSR15 3 cl.thomsonreuters.com

4 CHECKPOINT LEARNING CERTIFICATE-GRANTING PROFESSIONAL PROGRAMS FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM/GETCERTIFICATE OR CALL CHECKPOINT LEARNING CERTIFICATE PROGRAMS A new level of assurance in practical skills training Tax Research Certificate Program Designed to develop and enhance foundational tax research knowledge to help ensure consistency and accuracy every time. Page 5 Health Care Reform Certificate Program Increase your client consulting and revenue opportunities related to health care reform legislation. Page 6 Tax practitioners are required to be knowledgeable about a wide range of very technical topics. If they aren t, it can cost time, money and client confidence. That s why we developed Checkpoint Learning Certificate Programs. Offered on our platforms in self-study, blended learning formats, these programs can be completed in three months to a year and are a great way to earn CPE and specialized technical expertise in key subject areas. Checkpoint Learning Certificate Programs deliver much more than specialized knowledge they also deliver the peace of mind that comes with knowing that you and your staff have what it takes to handle the tricky areas cl.thomsonreuters.com/getcertificate

5 CERTIFICATE PROGRAMS TAX RESEARCH CERTIFICATE PROGRAM Build a Solid Foundation for Your Tax Research You know it s vital that your staff is competent in tax research. Unfortunately, tax research proficiency is too often underserved by formal education programs, leaving new accountants missing key skills required to perform effectively. Designed to fill in the gaps for entry-level tax professionals and those re-entering the workforce after an extended leave, the Tax Research Certificate Program helps candidates develop foundational tax research knowledge while earning Continuing Professional Education credit. The Checkpoint Learning Tax Research Certificate Program offers a blended learning format with an online course, three webinars, a final graded case study assignment and the opportunity to earn approximately 22 hours of CPE credit in three months to a year. Managers: Increase your staff s level of tax research proficiency and ensure consistency across your team. Professionals: Display your expertise to current and prospective employers when you add this certificate to your resume and LinkedIn profile cl.thomsonreuters.com/getcertificate Catalog code: CCUSR15 5 cl.thomsonreuters.com/getcertificate

6 CERTIFICATE PROGRAMS HEALTH CARE REFORM CERTIFICATE PROGRAM Your Blueprint to the Affordable Care Act The implementation of the Affordable Care Act has left a lot of questions for tax practitioners. It s left a lot of questions for clients, too only they expect you to have all the answers. We have designed the Checkpoint Learning Health Care Reform Certificate Program to ensure that you know the ins and outs of the new health care regulations. Candidates will gain a higher level of confidence when it comes to the employer and individual mandates of the Affordable Care Act. The completed certificate program represents competency with net investment income tax, legislative updates, reporting requirements, forms and calculations, health insurance marketplaces and client consulting on both tax and non-tax health care reform issues. Increase your client consulting and revenue opportunities related to health care reform. Our blended learning format includes six online courses, three webinars and a final exam plus the opportunity to earn approximately 27 hours of CPE credit. Upon completion, you will receive a frameable certificate that can be listed on your resume, website and LinkedIn profile cl.thomsonreuters.com/getcertificate cl.thomsonreuters.com/getcertificate Catalog code: CCUSR15

7 HOT TOPIC: HEALTH CARE HEALTH CARE REFORM WEBINARS Understanding Health Care Reform How the New Laws Impact Employers and Individual Taxpayers 8 CPE Credits $189 or free with Premier Plus April 23, May 13, June 18, July 15 Understand the impact of health care reform on employers and individual taxpayers, and identify ways to help clients avoid the potential taxes and penalties that will be imposed on employers and individuals. This course will provide practitioners with the tools and strategies they need to effectively advise their clients in light of these reforms. Key course topics include final regulations on the 3.8% Medicare tax, real estate and the 3.8% tax, exchanges (marketplaces) and how they work, who qualifies for government assistance and more. How Health Care Reform Impacts Your Clients 2 CPE Credits $89 or free with Premier or Premier Plus April 21, May 12, June 25, July 10 This webinar will provide you with the key provisions related to the Affordable Care Act, implementation issues and how these new regulations will impact clients from 2014 and beyond. Topics include: healthcare reform, overview of what s changing, healthcare regulations on the net investment income tax, avoiding the individual mandate penalty, premium assistance credit, employer mandate, small business health options program exchanges and reimbursing for insurance. Health Care Reform The Individual Mandate 2 CPE Credits $89 or free with Premier or Premier Plus April 21, June 16 This up-to-date webinar addresses the individual mandate and covers mandate definition, adequate insurance, new reporting forms, calculating the penalty, exemptions from the penalty, Premium Assistance Credit, planning strategies and much more. Health Care Reform Issues for Employers 2 CPE Credits $89 or free with Premier or Premier Plus May 5, July 7 Many small employers have provided medical insurance for their employees but now find themselves confused and exposed to penalties due to recent IRS and DOL notices. Large employers are subject to a new mandate and want to know the rules, penalties and planning strategies. This webinar addresses both large and small employer issues plus much more including filing requirements. We will define the employer mandate, discuss planning in 2015, qualified plans, measuring large employer status, measuring employee hours, seasonal employees, calculation of penalties, exempt employees, planning strategies, reporting forms and requirements, employer provided insurance and more. VIRTUAL CONFERENCE Health Care Reform Virtual Conference New! 12 CPE Credits $379 or $199 with Premier or Premier Plus August 4 5, October 27 8, December 8 9 Get up-to-date guidance and insight from a panel of experts on health care reform. During this two-day conference you will learn the latest on forms and calculations, tax and non-tax matters, and have the opportunity to ask the experts about a variety of implementation issues. You will receive key updates on a variety of health care reform topics and learn what s on the horizon. Details on page 41. ONLINE COURSES Obamacare: The Employer Mandate 4 CPE Credits Basic $80 or free with Premier or Premier Plus The Patient Protection and Affordable Care Act as amended by the Health Care and Education Reconciliation Act of 2010 (together the Affordable Care Act) contains many provisions that affect employers and employer-sponsored health plans. This course provides an overview of the employer mandate and provides information on applicable large employers that may be subject to penalties if they do not offer affordable health insurance to full-time employees (and their dependents). Obamacare: The Individual Mandate 3 CPE Credits Basic $69 or free with Premier or Premier Plus Beginning January 1, 2014, all individuals who do not meet certain exemption criteria must have minimum essential health insurance coverage or be subject to a shared responsibility penalty. This course discusses new requirements, minimum essential coverage and penalties. GEAR UP PUBLIC SEMINAR Health Care Reform 8 CPE Credits Taxes Basic See page 20 for pricing and options for live seminar and self-study products. This eight-hour course provides comprehensive coverage of the Affordable Care Act, otherwise known as Obamacare. We will examine what this new law means to you and your clients. You will be provided with information that will enable you to proactively serve your clients and attract new business. Full details on page 20. CERTIFICATE PROGRAM Checkpoint Learning Health Care Reform Certificate Program New! See details on the previous page. LOOK FOR THIS ICON throughout the catalog for products related to health care issues. PREMIER & PREMIER PLUS: Subscription packages include access to all online courses, all one to four hour webinars and discount on live events. Premier Plus includes access to full-day webinars as well. No expiration. Details: page 37. Catalog code: CCUSR15 7 cl.thomsonreuters.com

8 GEAR UP SEMINARS, CONFERENCES AND SELF-STUDY COURSES FOR SCHEDULE, PRICING AND MORE CPE INFORMATION, VISIT CL.THOMSONREUTERS.COM/G OR CALL Gear Up is an extensive education and information source that includes nationwide seminars and self-study courses. Seminars provide insightful application of tax and accounting information presented by leading tax and accounting practitioners. Conferences combine work and play, enabling attendees to earn CPE credits at one of our five outstanding conferences. Self-Study options can be completed in your own time frame with courses related to live seminar material and additional topics. More than 40 years experience IRS-approved continuing education provider for IRS PTIN holders and EAs Full-day seminar attendees receive lunch, daily free parking (excludes valet), break refreshments and comprehensive manual Self-study courses are available in print format with optional video and audio presentations New: Manuals for our flagship 1040 and Business Entities courses are now available for free on ProView ereader with qualifying seminar or self-study purchase All Gear Up courses require a basic knowledge of federal tax laws, and provide the latest updates and comprehensive overviews of each course topic covered. Unless otherwise stated, there are no other prerequisites or advanced preparation required to take courses. Gear Up seminars and conferences are group-live delivery method. Please note: CPE credit amounts based on a 50-minute hour. For more CPE information including detailed course descriptions and learning objectives, visit cl.thomsonreuters.com/g. Gear Up s National Registry of CPE Sponsor membership pertains to Gear Up seminars (hosted directly by Gear Up); Quickfinder/Gear Up standalone self-study and Gear Up self-study programs only. Gear Up is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Both MicroMash and PASS Online have been approved for QAS Self Study delivery. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. Gear Up is a registered California CTEC CE Provider. Visit cl.thomsonreuters.com/g for more CTEC specifics. Gear Up has been recognized as an approved curriculum provider by the California Tax Education Council. Successful completion of this course may be reported to fulfill the (continuing education/qualifying education) requirement of the California Business and Professions Code This does not constitute an endorsement by the California Tax Education Council as to the quality of the course or its contribution to the professional competence to the preparer. Gear Up is an IRS approved continuing education provider, and offers several courses that are eligible for credit for IRS PTIN holders (including Enrolled Agents). Gear Up is proud to offer courses accepted by the CFP board qualifying for CFP credit! Look for the CFP logo on the following pages. Please note, CFP credit applies only to self-sponsored seminars at the full CPE credit value; it applies to self-study products at half the CPE credit value. CFP, CERTIFIED FINANCIAL PLANNER, and the CFP logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board s initial and ongoing certification requirements.

9 GEAR UP 2015 GEAR UP CONFERENCES AT A GLANCE JACKPOT IN LAS VEGAS MAY 26 30, 2015 LAS VEGAS, NV CITRUS WEEK IN ORLANDO JUNE 22 25, 2015 ORLANDO, FL WINDY CITY WEEK IN CHICAGO JULY 20 25, 2015 CHICAGO, IL ROYAL FLUSH IN LAS VEGAS NOV 30 DEC 5, 2015 LAS VEGAS, NV MAGIC WEEK IN ORLANDO DECEMBER 15 19, 2015 ORLANDO, FL JACKPOT IN LAS VEGAS Save $50 with Early Bird up to $204 with Premier or up to $340 with Premier Plus! Details below. Early Bird expires April 26, MAY 26 30, 2015 LAS VEGAS, NV 40 CPE CREDITS $849 Hear from top-notch speakers, network with your peers and earn up to 40 CPE credits while enjoying Las Vegas one of the most exciting and entertaining playgrounds in the world. It has all the amenities only a resort destination can offer: luxurious casino hotels, fine dining and wonderful live entertainment. Las Vegas continuously reinvents itself, so even if you have been here before, you ll never run out of fun things to do! LAS VEGAS MIRAGE NEW HOTEL! We have upgraded our venue from the Flamingo Hotel to the Mirage Hotel, one of Las Vegas s most noted and respected hotels on the Strip! Call and mention Gear Up for reservations. JACKPOT CONFERENCE Price / Early Bird Entire Week Jackpot, 40 CPE $849 $799 Select from several seminar options to create the week you need. Call us at to register your seminar choices. JACKPOT INDIVIDUAL SEMINARS Tuesday Health Care Reform (8 CPE) $225 $195 Wednesday You choose! IRS Audits, Appeals and Collections (8 CPE) or $225 $195 Estates and Trusts (8 CPE) $225 $195 Optional Ethics for the Tax Professional (2 CPE) 4:45 p.m. $69 $59 Thur Fri Accounting (Two Day) (16 CPE) $399 $359 Saturday You choose! Technology (8 CPE) or TWO Half-Day seminars: Fraud (4 CPE) and California Professional Ethics (4 CPE) $225 $195 $115 $99 $115 $99 PREMIER & PREMIER PLUS: Subscription Packages include savings up to $340 when you apply your full annual live event discount to a Gear Up Conference! Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page. See specific Early Bird expiration date under each conference header. Catalog code: CCUSR15 9 cl.thomsonreuters.com/g

10 GEAR UP CITRUS WEEK IN ORLANDO CITRUS WEEK CONFERENCE Price / Early Bird Entire Week Citrus Week, 32 CPE $649 $599 Select from several seminar options to create the week you need. Call us at to register your seminar choices. CITRUS WEEK INDIVIDUAL SEMINARS Monday Health Care Reform (8 CPE) $225 $195 Tuesday You choose! Wednesday You choose! Thursday You choose! Save $50 with Early Bird up to $195 with Premier or up to $260 with Premier Plus! Details below. Early Bird expires May 22, JUNE 22 25, 2015 ORLANDO, FL 32 CPE CREDITS $649 Complete your CPE and enjoy some R&R head to sunny Orlando! Orlando is beloved for its theme parks, water parks, shopping malls and dining. When it comes to filling up your vacation itinerary, there is no shortage of things to do. WALT DISNEY WORLD SWAN RESORT Special room rate of $175 available two nights before through two nights after the conference and includes free high-speed internet as well as unlimited use of fitness facilities. Call hotel at and mention Gear Up. Price valid until May 22 or until room block sells out. Accounting (Day 1 of 2) (16 CPE) $399 $359 or IRS Audits, Appeals and Collections $225 $195 Accounting (Day 2 of 2) or TWO Half-Day seminars: Tax Planning (4 CPE) and Schedule C (4 CPE) Estates and Trusts or TWO Half-Day seminars: Ethics for Florida CPAs (4 CPE) and Technology 3.0 (4 CPE) $115 $99 $115 $99 $225 $195 $105 $89 $105 $89 WINDY CITY WEEK IN CHICAGO Save $50 with Early Bird up to $196 with Premier or up to $327 with Premier Plus! Details below. Early Bird expires July 1. JULY 20 25, 2015 CHICAGO, IL 44 CPE CREDITS $899 Head to wonderful Chicago for a week of top-notch CPE and the best speakers in the business! Discover what makes Chicago special including some of the best architecture in the country while completing your CPE requirements. HYATT ROSEMONT NEAR O'HARE Discount room rate of $134 available (includes complimentary parking, access to 24-hour fitness center and guestroom internet). Call the hotel at and mention "Gear Up." Room block rate valid until June 29 or rooms sell out. WINDY CITY WEEK CONFERENCE Price / Early Bird Entire Week Windy City Week, 44 CPE $899 $849 Select from several seminar options to create the week you need. Call us at to register your seminar choices. WINDY CITY WEEK INDIVIDUAL SEMINARS Mon Tues Accounting Two Day (16 CPE) $399 $359 Wednesday Health Care Reform (8 CPE) $225 $195 Thursday Technology 3.0 (8 CPE) $225 $195 You choose! or TWO Half-Day seminars: Tax Planning (4 CPE) $115 $99 and Tax Credits (4 CPE) $115 $99 Friday Estates and Trusts (8 CPE) $225 $195 Saturday IRS Audits, Appeals and Collections (Half-Day) (4 CPE) 8:00 a.m. 11:45 a.m. $115 $99 PREMIER & PREMIER PLUS: Subscription Packages include savings up to $340 when you apply your full annual live event discount to a Gear Up Conference! Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page. See specific Early Bird expiration date under each conference header. cl.thomsonreuters.com/g Catalog code: CCUSR15

11 GEAR UP ROYAL FLUSH IN LAS VEGAS Save $50 with Early Bird up to $192 with Premier or up to $320 with Premier Plus! Details below. Early Bird expires July 1. NOV. 30 DEC. 5, 2015 LAS VEGAS, NV 48 CPE CREDITS $959 New hotel location join us at the Mirage! Welcome back to Las Vegas for a week of practical learning led by Gear Up speakers! Plan early and lock in your savings for this wintertime conference. Our flagship event for many years, Royal Flush never fails to draw a record crowd and sell out rooms. Whether you're all about the Vegas getaway or hitting the books before the holidays, Royal Flush will deliver learning and fun. LAS VEGAS MIRAGE NEW HOTEL! We have upgraded our venue from the Flamingo Hotel to the Mirage Hotel, one of the most noted and respected hotels on the strip. Call and mention Gear Up for reservations. ROYAL FLUSH CONFERENCE Price / Early Bird Entire Week Royal Flush, 48 CPE $959 $909 Select from several seminar options to create the week you need. Call us at to register your seminar choices. ROYAL FLUSH INDIVIDUAL SEMINARS Sunday IRS Audits, Appeals & Collections (8 CPE) $225 $195 Optional Only $99 with week-long registration OR 2 half day seminars (only $50 each with week long registration Fraud Detection (4 CPE) a.m. $115 $99 and California Professional Ethics (4 CPE) p.m. $115 $99 Mon Tues 1040 Individual Tax (16 CPE) $399 $359 Wednesday You choose! Estates and Trusts (8 CPE) or TWO Half-Day seminars: Technology 3.0 (4 CPE) and California Tax Update (5 CPE) 12:45 p.m. $225 $195 $115 $99 $115 $99 Thursday Health Care Reform (8 CPE) $225 $195 Friday You choose! $399 $359 Saturday You choose! Accounting Two-Day (Day 1 of 2) (16 CPE) or Business Entities Two-Day (Day 1 of 2) (16 CPE) Accounting Two-Day (Day 2 of 2) or Business Entities Two-Day (Day 2 of 2) $399 $359 Included above OPTIONAL EVENING COURSE Ethics for the Tax Professional 4:45 p.m. $69 $59 Monday Optional MAGIC WEEK IN ORLANDO Save $50 with Early Bird up to $204 with Premier or up to $340 with Premier Plus! Details below. Early Bird expires July 1. DECEMBER 15 19, 2015 ORLANDO, FL 40 CPE CREDITS $849 Complete your CPE and enjoy some R&R head to the Disney Yacht Club Resort in sunny Orlando! December is the perfect time to escape for a week of Florida sunshine. Plus, you'll be sitting pretty for year-end CPE requirements while being fully prepared for the upcoming tax season with this week-long learning event. DISNEY'S YACHT CLUB RESORT This exciting venue is a lakeside Disney Deluxe Resort featuring lush landscaping and the formal grace of a grand New England yacht club. Special room rate of $164 per night will be available until November 13, Call and mention Gear Up. Room rate valid for two nights before through two nights after the event. MAGIC WEEK CONFERENCE Price / Early Bird Entire Week Magic Week, 40 CPE $849 $799 Select from several seminar options to create the week you need. Call us at to register your seminar choices. OPTIONAL PRE-SEMINARS Technology 3.0 (4 CPE) Monday (a.m.) Optional Monday (p.m.) Optional You choose! Ethics for Florida CPAs (4 CPE) 12:45 p.m. or Ethics for the Tax Professional (2 CPE) 12:45 p.m. $115 $99 $115 $99 $69 $59 MAGIC WEEK INDIVIDUAL SEMINARS Tues Wed 1040 Individual Tax Two-Day (16 CPE) $399 $359 Thursday Business Entities One-Day $225 $195 Friday Accounting Two-Day (Day 1 of 2) (16 CPE) $399 $359 You choose! or IRS Audits, Appeals & Collections (8 CPE) $225 $195 Saturday You choose! Accounting Two-Day (Day 2 of 2) or Health Care Reform (8 CPE) Included above $225 $195 PROVIEW EBOOK MANUALS New: Use the ProView ebook version of the manual for free at 1040 and two-day Business Entities conference sessions! More details on page 14. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. PREMIER & PREMIER PLUS: EARLY Subscription BIRD Packages DISCOUNT: include savings up to $340 when you apply your full annual live event discount to a Gear Up Conference! Details: page 37. Early Bird prices shown in orange on this page, and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 EARLY BIRD DISCOUNT: SELF-STUDY Early Bird prices shown DISCOUNT: in orange on this page. See specific Early Bird expiration date under each conference header. Save 5% on Gear Up self-study! Expires: July 1, 2015 Catalog code: CCUSR15 11 cl.thomsonreuters.com/g

12 GEAR UP GEAR UP SEMINARS ACCOUNTING ACCOUNTING BASIC 16 CPE CREDITS LIVE: 2 DAYS, $329 $399* OR $ EARLY BIRD 8 CPE CREDITS LIVE: 1 DAY, PRICING: SEE WEBSITE Not since 1978 when the AICPA promulgated the Statements on Standards for Accounting and Review Services (SSARS) has there occurred such a radical change to the way accountants prepare and present financial statements. The reason: SSARS No. 21. Released October 23, This new document obligates every accountant to become updated now. The 2015 Gear Up Accounting course will cover the new engagement letters, totally revised management representation letters and the dramatically reconstructed versions of the accountant's report. AND note this: There is a new level of accounting service entitled The Preparation which can be issued without the need of an accountant's report! Other topics include: Coverage of Special Purpose Financial Reporting Framework (formerly OCBOA) Note disclosures: How much detail should there be? Peer review: How should a firm prepare for it? Learn about how a peer reviewer evaluates your practice by examining for yourself the peer reviewers checklist Professional ethics: What constitutes "ethical" conduct in a tax and write-up practice? Practice management: Value billing versus hourly billing GAAP update: Will Fair Value Accounting replace historical cost? When do variable interest entities require financial statement consolidation? What are the new leasing standards, changes in revenue recognition concepts, tests for impairment and how does each impact disclosure on OCBOA statements? This course is also available in a one-day version that addresses many of the two-day topics but in lesser depth. Two-Day: CA Anaheim: May CA Anaheim: Dec 8 9 CA Burbank: Jan 4-5, 2016 CA Ontario: Sep CA San Diego: May CA San Jose: Jan 6 7, 2016 FL Orlando: Jun FL Orlando: Dec IL Chicago: Jul MD Frederick: Jun 1 2 MN Bloomington: Jun 3 4 NJ Monroe Township: Jun NV Las Vegas: May NV Las Vegas: Dec 4 5 One-Day: MI Bath: Jun 23 NJ Monroe Township: TBA PA Bethlehem: Oct 1 PA Camp Hill: Jun 8 PA Pittsburgh: Jun 17 PA Scranton: Jul 22 WA Everett: May 14 WI Milwaukee: Jul 28 Accounting One-Day Available October 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 8 15-ME12012 $97 $135 Note: 2015 courses display recommended CPE credits courses expire 10/31/2015. Accounting Two-Day Available October 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) ME12022 $157 $219 Reference Manual Only 0 15-M13022 $104 $139 Note: 2015 courses display recommended CPE credits courses expire 10/31/2015. SPECIAL PURPOSE FINANCIAL REPORTING FRAMEWORK 4 CPE CREDITS ACCOUNTING BASIC LIVE: 1/2 DAY, $115* $99 EARLY BIRD This four-hour course will cover: When the use of a Special Purpose Financial Reporting Framework (formerly known as OCBOA) is appropriate Selection of a Special Purpose Financial Reporting Framework General disclosures Significant accounting policies Cash basis (pure/modified) Income tax basis Reporting and disclosure issues Critique of a financial statement Peer review checklist These topics are also covered within the two-day Accounting seminar. GA Atlanta: Nov 5 IN Indianapolis: Sep 21 NY Long Island: Nov 19 VA Dulles: Jan 6, 2016 VA Tysons Corner: Oct 21 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page, and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 cl.thomsonreuters.com/g Catalog code: CCUSR15

13 GEAR UP GEAR UP SEMINARS TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY COMPUTER SCIENCE BASIC 8 CPE CREDITS LIVE: 1 DAY, $225* OR $195 EARLY BIRD 4 CPE CREDITS LIVE: HALF DAY, $115* OR $99 EARLY BIRD We all face technology issues practicing tax and accounting. This course helps the busy practitioner use the best in new technology in their practice. We demonstrate practical real-world solutions to solve practice issues. Windows 10: What you need to know and when to make the switch! Using the cloud to multiply your efficiency and effectiveness The mobile accountant: Using smart phones, tablets and ultra-books in your practice Optimizing electronic documents and workpapers in the modern accounting and tax practice Work smarter, not harder! Great utility software that can make life easier in the office Security, remote access and backing up data: How to properly set up and maintain your systems Floware: Managing daily office activities from your computer Full Day: IL Chicago: Jul 23 NV Las Vegas: May 30 Half Day: FL Orlando: Jun 25, 12:45 p.m. FL Orlando: Dec 14 NV Las Vegas: Dec 2 Technology 3.0 Available October 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 8 15-ME12040 $97 $135 Reference Manual Only 0 15-M13040 $67 $89 Note: 2015 courses display recommended CPE credits courses expire 10/31/2015. ETHICS FOR THE TAX PROFESSIONAL 2 CPE CREDITS REGULATORY ETHICS BASIC LIVE: $69* OR $59 EARLY BIRD CREDITS ONLY APPLY FOR: EA, CTEC The Office of Professional Responsibility (OPR), headed by Karen Hawkins, has been very busy, ensuring that Circular 230 Practitioners follow rules that prescribe and proscribe our behavior. We will discuss what we can and must do to assist our clients while maintaining ethical integrity and complying fully with Circular 230 rules. Learn how to be a zealous advocate while playing by the rules. Join us for a highly interactive discussion on the topic of our professional responsibilities before the IRS. CTEC approved. In many states, this course qualifies for CPA ethics. Please determine with your local licensing agency if this qualifies in your state. Not applicable in California for CPA requirements. AZ Phoenix: Nov 11 4:45 AZ Tucson: Oct 28 4:45 CA Anaheim: Nov 23 4:45 CA Anaheim: Jan 6, :45 CA Burbank: Nov 4 4:45 CA Burbank: Dec 16 4:45 CA San Jose: Dec 14 4:45 CO Denver: Oct 21 4:45 CO Denver: Dec 28 4:45 FL Orlando: Dec 14 12:45 ID Boise: Nov 9 ID Idaho Falls: Oct 29 MT Billings: Oct 19 NJ Atlantic City: Dec 7 NJ Monroe Township: Dec 14 NJ Pompton Plains: Nov 23 NV Las Vegas: May 27 4:45 NV Las Vegas: Nov 30 4:45 TX Houston: Nov 12 TX Irving: Nov 19 TX Lubbock: Nov 2 TX San Antonio: Dec 3 WA Auburn: Nov 30 WA Everett: Nov 9 WA Spokane: Dec 14 Ethics for the Tax Professional Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 2 15-ME12020 $34 $45 Note: 2015 courses display recommended CPE credits courses expire 11/30/2015 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page, and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 Catalog code: CCUSR15 13 cl.thomsonreuters.com/g

14 GEAR UP GEAR UP SEMINARS CALIFORNIA PROFESSIONAL ETHICS REGULATORY ETHICS BASIC FOR: CPA, CTEC 4 CPE CREDITS LIVE: HALF DAY $115* OR $99 EARLY BIRD ETHICS FOR FLORIDA CPAs REGULATORY ETHICS BASIC 4 CPE CREDITS LIVE: HALF-DAY $115* OR $99 EARLY BIRD In the fast-paced Gear Up course, we cover the ethical guidance provided by the AICPA and we cover the recently revised Treasury Department Circular 230. We discuss the rules, illustrate with enforcement actions and pepper the class with stimulating discussions and class interaction. Qualifies for CTEC ethics requirement. The statute states: A licensee renewing a license in an active status shall complete four hours of the 80 hours of continuing education required pursuant to subsection (a) in an ethics course. The course subject matter shall consist of one or more of the following areas: a review of nationally recognized codes of conduct emphasizing how the codes relate to professional responsibilities, case-based instruction focusing on real-life situational learning, ethical dilemmas facing the accounting profession or business ethics, ethical sensitivity and consumer expectations. This course is offered as an afternoon combination with either Fraud * or California Tax Update **. CA Anaheim: Dec 10, 12:45 * CA Anaheim: Jan 8, 2016, 1:05 ** CA Anaheim: May 20, 12:45 * CA Burbank: Dec 18, 1:05 ** CA Burbank: Jan 6, 2016, 1:05 ** CA Fresno: Nov 30, 1:05 ** CA Ontario: Sep 30, 12:45 * CA Ontario: Oct 28, 1:05 ** CA Sacramento: Dec 11, 1:05 ** CA San Diego: May 13, 12:45 * CA San Diego: Dec 3, 1:05 ** CA San Jose: Dec 16, 1:05 ** CA San Jose: Jan 8, 2016, 12:45 * NV Las Vegas: May 30, 12:45 * NV Las Vegas: Nov 29, 12:45 * California Professional Ethics Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 4 15-ME12018 $64 $85 Reference Manual Only 0 15-M13018 $67 $89 Note: 2015 courses display recommended CPE credits courses expire 11/30/2015 Apply Chapters 455 and 473 of the Florida Statutes and the related administrative rules of Chapter 61H1 to real-life accounting, auditing and tax practice situations. Analyze Circular 230 and the AICPA Statements on Standards for Tax Services and their impact on establishing and maintaining an ethical tax practice. Identify the impact of ethics on a CPA firm's audit practice. Determine how to apply the AICPA Code of Professional Conduct to a firm's practice. Determine a CPA's ethical responsibilities to clients, employers and the public. DBPR Ethics Course Provider number FL Orlando: Jun 25 FL Orlando: Dec 14, 12: TAX UPDATE TAXATION UPDATE FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS 4 CPE CREDITS LIVE: HALF DAY, $115* OR $99 EARLY BIRD All seminars begin at 1:05 p.m. This course is for the busy tax professional who needs to know the essentials of important changes from the previous year, including recent tax law changes, court cases and IRS rulings. This course combines with the California Tax Update in the morning to grant 9 CPE credits. CA Anaheim: Oct 27 CA Burbank: Jan 13, 2016 CA Ontario: Jan 14, 2016 CA Palm Springs: Nov 13 CA San Jose: Jan 12, 2016 CA Santa Ana: Nov Tax Update Available December 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 4 15-ME12001 $64 $85 Reference Manual Only 0 15-M13001 $52 $69 Note: 2015 courses display recommended CPE credits courses expire 12/31/ AND BUSINESS ENTITIES PROVIEW EBOOK MANUALS Now available free with seminar* or self-study purchase! Travel light with this electronic format, accessible on your tablet, smart phone or computer. You can take notes and make highlights as you would with a printed manual, and they will be saved no matter where you next access your ProView manual. Internet service required only to download after that, use your ProView manual anytime, anywhere. *Thomson Reuters-sponsored seminars only; does not apply to society-sponsored events. See listings in blue throughout the following pages. *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page, and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 cl.thomsonreuters.com/g Catalog code: CCUSR15

15 GEAR UP GEAR UP SEMINARS TAXATION BASIC FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS 16 CPE CREDITS LIVE: 2 DAYS, $329 $399* OR $289 $359 EARLY BIRD This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all practicing preparers who share practical tips and insights to help you get ready for this tax season. Some of the specific topics for the 1040 seminar include: Reporting health care coverage in 2015 Permanent and temporary extensions Using safe harbors in Repair and Capitalization regulations Individual and energy extenders Updates from late 2014 through 2015 AR Little Rock: Dec 3 4 AR Rogers: Nov AZ Phoenix: Nov AZ Phoenix: Dec AZ Tucson: Oct CA Anaheim: Nov CA Anaheim: Jan 6 7, 2016 CA Burbank: Nov 4 5 CA Burbank: Dec CA Carlsbad: Dec 7 8 CA Concord: Jan 7 8, 2016 CA Eureka: Nov 2 3 CA Fresno : Dec 1 2 CA Long Beach: Jan 14 15, 2016 CA Ontario: Oct CA Palm Springs: Dec CA Sacramento: Dec 9 10 CA San Diego: Dec 1 2 CA San Jose: Dec CA Santa Barbara: Dec 2 3 CA Santa Rosa: Oct CA Temecula: Dec CO Colorado Springs: Oct CO Denver: Oct CO Denver: Dec CO Ft Collins: Oct CT Unicasville: Nov 5 6 DE Newark: Oct FL Ft Lauderdale: Nov 4 5 FL Ft Lauderdale: Dec FL Orlando: Dec FL Tallahassee: Nov FL Tampa: Dec 1 2 GA Atlanta: Nov 3 4 IA Des Moines: Oct ID Boise: Nov 9 10 ID Idaho Falls: Oct IL Chicago: Oct IL Chicago: Dec IN Indianapolis: Dec KS Topeka: Dec 3 4 KS Wichita: Nov LA New Orleans: Dec 7 8 MA Marlborough: Jan 6 7, 2016 MA Newton: Dec MA Peabody: Nov 4 5 MD Annapolis: Nov 2 3 MD Frederick: Nov 9 10 MD Gaithersburg: Oct MD Germantown: Nov MD Greenbelt: Dec 9 10 MD Hunt Valley: Dec MD Ocean City: Nov MD Pikesville: Dec 1 2 ME Portland: Dec 7 8 MI Bath: Nov MI Novi: Nov 9 10 MN Bloomington: Nov 4 5 MN Bloomington: Dec 9 10 MN Bloomington: Jan 6 7, 2016 MN St Cloud: Nov MO Branson: Nov MO Kansas City: Dec 9 10 MO St Louis: Nov 9 10 MO Springfield: Jan 11 12, 2016 MS Jackson: Dec 3 4 MT Billings: Oct ND Fargo: Nov 2 3 NE Lincoln: Oct NH Manchester: Dec NJ Atlantic City: Dec 7 8 NJ Monroe Township: Nov NJ Monroe Township: Dec NJ Monroe Township: Jan 4 5, 2016 NJ Mt Laurel: Nov NJ Pompton Plains: Nov NJ Randolph: Nov 9 10 NJ Swedesboro: Dec 3 4 NM Albuquerque: Dec NY Buffalo: Nov 9 10 NY Long Island: Nov NY Syracuse: Nov NV Las Vegas: Nov 30 Dec 1 NV Las Vegas: Jan 4 5, 2016 OH Cincinnati: Nov 3 4 OH Cleveland: Nov 5 6 OH Columbus: Nov 4 5 OK Oklahoma City: Oct OK Tulsa: Oct OR Eugene: Oct OR Lake Oswego: Dec 9 10 OR Portland: Nov 2 3 PA Altoona: Nov PA Bethlehem: Nov PA Camp Hill: Dec PA Erie: Nov PA Gettysburg: Nov 2 3 PA Philadelphia: Nov PA Pittsburgh: Nov PA Trevose: Dec 3 4 RI Warwick: Dec 3 4 SC Columbia: Nov SD Sioux Falls: Nov TN Knoxville: Nov TN Memphis: Dec 7 8 TX Houston: Nov TX Irving: Nov TX Lubbock: Nov 2 3 TX San Antonio: Dec 3 4 UT Salt Lake City: Nov VA Dulles: Jan 4 5, 2016 VA Fredericksburg: Oct VA Tysons Corner: Oct VT Burlington: Nov 2 3 WA Auburn: Nov 30 Dec 1 WA Everett: Nov 9 10 WA Spokane: Dec WI Brookfield: Nov 2 3 WI Hudson: Dec Individual Tax Available December 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) ME12000 $157 $219 Supplemental Audio CD 0 15-AC11000 $64 $85 Supplemental DVD 0 15-VD10000 $112 $149 Reference Manual Only 0 15-M13000 $104 $139 Manual on CD-ROM 0 15-CD002 $22 $139 Manual on CD-ROM (when purchased with self study or seminar 0 15-CD001 $22 $34.75 Manual on ProView 0 $104 $139 Manual on ProView (with print CPE course or selfsponsored 0 FREE FREE seminar purchase) Note: 2015 courses display recommended CPE credits courses expire 12/31/2015 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page, and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 Catalog code: CCUSR15 15 cl.thomsonreuters.com/g

16 GEAR UP SEMINARS BUSINESS ENTITIES TAXATION BASIC FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS 16 CPE CREDITS LIVE: 2 DAYS, $329 $399* OR $ EARLY BIRD 8 CPE CREDITS LIVE: 1 DAY, $225* OR $195 EARLY BIRD 4 CPE CREDITS LIVE: HALF-DAY, $115* OR $99 EARLY BIRD The two-day Business Entities course will consist of four four-hour sections: Business Tax Update: Covering New Business Tax Law Changes and Trends The latest breaking news in tax law, whether from Congress, Treasury or the courts Review of extenders and current-year indexed amounts Review of changes in law from 2014 to 2015 and beyond Capitalization revisited: Capitalization and related change in accounting methods now that the smoke has cleared, including the latest revenue procedures ACA provisions that affect both large and small employers, including Medical Reimbursement pickles New reporting forms for health care coverage: reporting requirements for Forms 1095-B and 1095-C Employee/independent contractor update: responsibilities and reporting requirements Employee health coverage: what is reported and what is taxed on the W-2 Other hot topics S Corporation Review Strengths and weaknesses New law including final regulations on shareholder basis in debt Elections and late-election penalty relief IRS audit issues In-depth discussion of shareholder basis, at-risk basis and distributions In-depth discussion of the four components of S corp retained earnings Qualified S subsidiaries (QSubs) and disregarded entities LLCs electing S corp Disregarded entities in an S corp S corp tax traps, including built-in gain planning S corp planning opportunities Partnership/LLC Review Strengths and weaknesses When to use a partnership rather than an S corp In-depth discussion of partner basis, at-risk basis and distributions Special allocations: when they may be used and how they are done Disguised sale rules Built-in gains Capital accounts vs. tax accounts Transactions with partners Planning opportunities GEAR UP C Corporation Review Strengths and weaknesses with an emphasis on closely-held C corps Personal service, holding company and other tax traps Consolidated returns Passive loss rules in closely held C corps Earnings and profits vs. retained earnings Dividends Planning opportunities The one-day seminar in San Diego and Orlando will consist of the Business Tax Update and S Corporation sections. For all societysponsored one day seminars, please contact the sponsoring organization for specific details. The half-day Business Tax Update courses listed below may be combined with the Special Purpose Financial Reporting Framework course (formerly known as OCBOA) to provide 8 CPE credits (4 Tax and 4 Accounting). Two-Day: AZ Phoenix: Sep CA Anaheim: Oct 1 2 CA Burbank: Oct CA San Jose: Sep CO Denver: Sep ID Post Falls: Sep ID Twin Falls: Sep IL Chicago: Oct MD Annapolis: Oct MD Gaithersburg: Sep MD Pikesville: Sep MN Bloomington: Sep MO Kansas City: Sep NM Albuquerque: Sep 30 Oct 1 NY Buffalo: Sep NV Las Vegas: Dec 4 5 OK Oklahoma City: Sep TX San Antonio: Sep UT Salt Lake City: Nov 9 10 VA Fairfax: Sep WA Auburn: Oct One-Day: AR Little Rock: Sep 25 CA San Diego: Oct 23 FL Orlando: Dec 17 KS Topeka: Oct 23 MI Bath: Sep 21 MI Novi: Sep 22 MS Jackson: Oct 1 MT Billings: Oct 21 NJ Atlantic City: Dec 9 NJ Monroe Township: Oct 22 OH Cincinnati: Oct 27 OH Cleveland: Oct 29 OH Columbus: Oct 28 PA Camp Hill: Sep 28 PA Philadelphia: Sep 17 PA Pittsburgh: Oct 21 PA Scranton: Sep 23 PA Trevose: Oct 20 TN Knoxville: Sep 25 TN Memphis: Oct 2 TX Wichita Falls: Dec 11 WI Brookfield: Sep 21 Half-Day: GA Atlanta: Nov 5 IN Indianapolis: Sep 21 NY Long Island: Nov 19 VA Dulles: Jan 6, 2016 VA Tysons Corner: Oct 21 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 cl.thomsonreuters.com/g Catalog code: CCUSR15

17 GEAR UP GEAR UP SEMINARS Business Entities One-Day 2014 self study only Format CPE Product ID 2014 Price 2015 Tax Year Supplemental Audio CD 0 14-AC11007 $44 NA Supplemental DVD 14-VD10007 $59 NA Self-Study CPE Course (print-based manual and exam) 8 14-ME12007 $97 NA 2014 courses expire 11/30/2015 Business Entities Two-Day Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Supplemental Audio CD 0 15-AC11008 $64 $85 Supplemental DVD 15-VD10008 $112 $149 Self-Study CPE Course (print-based manual and exam) ME12008 $157 $219 Reference Manual Only 0 15-M13008 $104 $139 Manual on ProView 0 $104 $139 Manual on ProView (with print CPE course or selfsponsored 0 FREE FREE seminar purchase) Manual on CDROM (when purchased 15-CD401 $22 $34.75 with self study or seminar) Manual on CDROM 15-CD402 $104 $139 Note: 2015 courses display recommended CPE credits courses expire 11/30/2015 CALFED TAX COMBO: CA TAX TAX UPDATE 9 CPE CREDITS $225 or $195 Early Bird Sign up for a full day of tax update training, including fivecredit California Tax Update (a.m.) and four-credit 1040 Update (p.m.) seminars. Save time and money by attending one full day of training at a single registration price! Available dates and locations are shown under each individual seminar description. CALIFORNIA COMBO: CA TAX + CA ETHICS 9 CPE CREDITS $225 or $195 Early Bird Sign up for a full day of California training, including five-credit California Tax Update (a.m.) and four-credit California Professional Ethics (p.m.) seminars. Save time and money by attending one full day of training at a single registration price! Available dates and locations are shown under each individual seminar description. CALIFORNIA TAX UPDATE TAXATION UPDATE FOR: CALIFORNIA CPA, CTEC 5 CPE CREDITS LIVE: HALF DAY, $115* OR $99 EARLY BIRD All seminars (except where noted) begin at 8:00 a.m. and conclude at 12:25 p.m. We review how the many changes in federal tax law have major impact on California tax returns. In addition, we fully expect California to have several changes of its own. We will cover all changes including the following: The impact on taxpayers in California when California law does or does not conform to federal law The impact of the court s decision on Proposition 8 and the preparation of tax returns for same-sex marriages and registered domestic partners Still more changes on reporting use tax on out of state purchases The impact of failing to extend mortgage forgiveness debt relief and repercussions of late conformity A review of the tax rates that apply to high-income taxpayers California property tax issues: Update on California law with regard to deducting property tax Resident or nonresident Should you move out of state prior to selling a business? With an in-depth analysis of timing of income The ever-important issue of Nexus where is business actually being conducted Proposition 30 allocating income to California: planning techniques State health exchanges and other impacts of health care reform on California tax returns In many locations, this morning course combines with either California Professional Ethics or 1040 Tax Update to grant 9 CPE credits. *with California Professional Ethics ** with 1040 Tax Update CA Anaheim: Jan 8, 2016 * CA Sacramento: Dec 11 * CA Anaheim: Oct 27 ** CA San Diego: Dec 3 * CA Burbank: Nov 6 CA San Jose: Dec 16 * CA Burbank: Dec 14 * CA San Jose: Jan 12, 2016 * CA Burbank: Jan 13, 2016 ** CA Santa Ana: Nov 12 ** CA Eureka: Nov 4 CA Santa Barbara: Dec 4 CA Fresno: Nov 30 * CA Temecula: Dec 17 CA Ontario: Oct 28 * NV Las Vegas: Dec 2 12:45 CA Ontario: Jan 14, 2016 ** CA Palm Springs: Nov 13 ** California Tax Update Available December 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 5 15-ME12005 $64 $85 Reference Manual Only 0 15-M13005 $52 $69 Note: 2015 courses display recommended CPE credits courses expire 12/31/2015 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 Catalog code: CCUSR15 17 cl.thomsonreuters.com/g

18 GEAR UP GEAR UP SEMINARS FEDERAL TAX UPDATE TAXATION BASIC FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS 8 CPE CREDITS LIVE: 1 DAY $199 $225* OR $169 $195 EARLY BIRD ESTATES AND TRUSTS TAXATION BASIC FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS 8 CPE CREDITS LIVE: 1 DAY, $199 $225* OR $169 $195 EARLY BIRD The Federal Tax Update is a one-day, fast-paced seminar that covers the latest developments affecting individuals, corporations, pass-through entities and estates and trusts. Written and taught by practitioners for practitioners, it is designed to provide you with practical, working knowledge of the latest tax law changes. Learn how to apply the newest code, regulations and tax court cases in your practice. This highly popular seminar will enable you to effectively and confidently complete tax planning, compliance and consultation engagements during the coming year. CO Denver: Dec 8 FL Ft Lauderdale: Jan 11, 2016 IL Chicago: Sep 21 OK Oklahoma City: Dec 9 Federal Tax Update Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (CPE exam) ME12081 $74 $99 **Price does not include optional grading fee of $79 if you require CPE credit. Note: 2015 courses display recommended CPE credits courses expire 11/30/2015 PRACTICE DEVELOPMENT AND MANAGEMENT OR Lake Oswego: Jan 12, 2016 TX Wichita Falls: Dec 10 UT Salt Lake City: Nov 30 VA Fairfax: Dec 16 Make more, work less and have fun doing it! We ll teach you the 10 secrets to a successful tax and accounting practice. Learn how to develop relationships with clients and your team so that you can build a firm that has value whether you decide to work or sell it. Also available: Interactive forms CD that will help your office work more effectively and efficiently and a step-by-step reference manual. This course can get you started in estate and fiduciary work as well as serving as a refresher for those who already practice in this area. Feel more comfortable when dealing with clients deaths, from the decedent s final return to preparing Forms 1041 and 706. Fiduciary accounting, deductions, income in respect of a decedent and income distribution deduction are all covered. Become more familiar with the special terminology relating to estates and trusts. Changes to estate tax are reviewed and the Form 706 is examined in detail with particular attention focused on portability and new cases. The advantages and disadvantages of portability vs. the use of A-B trusts is covered. Post-mortem elections including alternative valuation and disclaimers are discussed as these are areas of particular interest to the tax preparer. CA Anaheim: Sep 23 CA Burbank: Oct 21 CA San Diego: Oct 22 CA San Jose: Sep 22 CO Denver: Oct 2 FL Orlando: Jun 25 IL Chicago: Jul 24 MD Greenbelt: Dec 11 MN Bloomington: Jul 9 NV Las Vegas: May 27 NV Las Vegas: Dec 2 OR Lake Oswego: Sep 29 Estates and Trusts Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 8 15-ME12099 NA $135 Supplemental Audio CD 0 15-AC11099 NA $59 Supplemental DVD 0 15-VD10099 NA $79 Reference Manual Only 0 15-M13099 NA $89 Manual on CD-ROM 0 15-CD309 NA $89 Manual on CD-ROM (purchased with self study/seminar) 0 15-CD308 NA $25 Note: 2015 courses display recommended CPE credits courses expire 11/30/2015 Practice Development and Management Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Manual 0 15-M13060 $67 $89 Interactive Forms CD 0 15-CD060 $74 $99 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 cl.thomsonreuters.com/g Catalog code: CCUSR15

19 GEAR UP GEAR UP SEMINARS FRAUD DETECTION 4 CPE CREDITS AUDITING BASIC LIVE: HALF-DAY, $115* $99 EARLY BIRD This fast-paced course is a forum for the discussion and implementation of techniques for the detection of fraud, the control of fraud and the implementation of fraud prevention tools for the Main Street client. The subject matter provides practical guidance to help the accountant help "Mom and Pop"-sized clients and midsized clients prevent the misclassification of financial statement transactions and/or the misappropriation of assets by outsiders, by employees and, perhaps, by management itself. Fraud exists in both the financial and tax worlds, and this course discusses both areas to help the practitioner help the client. The course also discusses current and past consumer and financial frauds and fraud schemes, giving guidance and tips for the accountants to pass on to clients. We are practicing accounting in a different world. Learn to what extent the accountant is held responsible for failure to assist the client in the prevention and detection of fraud. In this modern age of technology, the course also focuses on the challenging and evolving potential of fraud committed using information technology via the internet and devices we use. Meets 4-CPE fraud requirement for California CPA re-certification. In all locations, this morning course can be combined with California Professional Ethics to give you 8 CPE credits (4 Auditing and 4 Regulatory Ethics). CA Anaheim: Dec 10 CA Anaheim: May 20 CA Burbank: Jan 6, 2016 CA Ontario: Sep 30 CA San Diego: May 13 CA San Jose: Jan 8, 2016 NV Las Vegas: May 30 NV Las Vegas: Nov 29 Fraud Detection Available October 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 4 15-ME12070 $97 $85 Reference Manual Only 0 15-M13070 $67 $69 Note: 2015 courses display recommended CPE credits courses expire 10/31/2015. IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES TAXATION BASIC FOR: CPA, EA, CTEC, ALL TAX PROS 8 CPE CREDITS LIVE: 1 DAY $225 OR $199 EARLY BIRD Understanding how to navigate the IRS can save the practitioner time, meaning a more effective and profitable representation of your client before the IRS. Notices are at an all-time high as the IRS tries to encourage compliance from taxpayers. Knowing how to effectively communicate with the IRS, presenting your response in a manner that the IRS expects and understanding IRS timelines have increased in importance. Do you know what to do when you find your client faced with the inability to pay the amount the IRS is demanding? Walk through the pathway of the notice response and what to do about that levy and resolution with the IRS, delayed payment plans, installments or the Offer in Compromise. The IRS has become faceless and nameless. This course will work through proven strategies to help your client find confidence and comfort in the process. Presented by speakers with decades of practical experience in dealing with the IRS in audits and collections, this course is invaluable to both the new or seasoned tax professional. Course discussions include: How to work to limit the scope of an audit When and how to take a case to Appeals Penalty abatement Analysis of real-life audit cases CO Denver: Oct 23 FL Orlando: Jun 23 FL Orlando: Dec 18 IL Chicago: Oct 22 NV Las Vegas: May 27 NV Las Vegas: Nov 29 OK Oklahoma City: Dec 8 Half Day: IL Chicago: Jul 25 IRS Audits, Appeals and Collections Available October 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 8 15-ME12055 NA $135 Reference Manual Only 0 15-M13055 NA $89 Note: 2015 courses display recommended CPE credits. *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 Catalog code: CCUSR15 19 cl.thomsonreuters.com/g

20 GEAR UP GEAR UP SEMINARS HEALTH CARE REFORM TAXATION BASIC FOR: CPA, EA, CTEC, CFP*, ALL TAX PROS 8 CPE CREDITS LIVE: 1 DAY, $199 $225* OR $169 $195 EARLY BIRD This course provides comprehensive coverage of Health Care Reform issues that affect individuals, small businesses and large businesses. This practical class includes many examples, reporting requirements, planning strategies and a review of actual forms. Topics include: Latest 2015 changes Small employer insurance issues Avoiding the $100 per day fine 2% S shareholder insurance Exchanges Individual Mandate Exemptions from Mandate Premium Assistance Credit Employer Mandate Reporting Requirements Insurance Discrimination Key Net Investment Income Tax tips AR Little Rock: May 21 AR Rogers: Jun 8 AZ Phoenix: Nov 13 CA Anaheim: Oct 26 CA Anaheim: Jan 19, 2016 CA Burbank: Sep 18 CA San Diego: Sep 17 CA San Jose: Jan 13, 2016 CO Denver: Oct 1 Ft Lauderdale: Nov 6 FL Orlando: Jun 22 FL Orlando: Dec 19 GA Atlanta: Sep 21 IL Chicago: Jul 22 IL Chicago: Sep 22 IL Chicago: Jan 13, 2016 IN Indianapolis: Jan 14, 2016 MA Marlborough: Jan 8, 2016 MA Newton: Dec 16 MA Peabody: Nov 6 MD Gaithersburg: Oct 30 MO Kansas City: Sep 23 MO St Louis: Nov 11 MS Jackson: Sep 30 MT Billings: Oct 22 NM Albuquerque: Oct 2 NV Las Vegas: May 26 NV Las Vegas: Dec 3 OK Oklahoma City: Oct 23 OR Eugene: Oct 29 OR Lake Oswego: Sep 28 PA Scranton: Oct 21 PA Trevose: May 19 TX Dallas: Oct 26 UT Salt Lake City: Dec 1 VT Burlington: Nov 4 Health Care Reform Available August 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (DVD, print-based manual 8 15-ME12088 $172 $229 and exam) Note: 2015 courses display recommended CPE credits courses expire 9/30/2015 FARM AND RANCH TAX UPDATE 8 CPE CREDITS TAXATION UPDATE FOR: CPA, EA, CTEC, ALL TAX PROS Farm taxation has a multitude of unique tax issues that create a particular level of difficulty for practitioners who tackle Schedule F. This course reviews the newest tax issues impacting farmers and ranchers, including the newest tax legislation, ACA, recent court cases and new IRS interpretations. Keep your firm up to date to help ensure the accurate completion of your farm tax engagements. We also cover those annual pesky problems that farmers and ranchers present such as safe harbor vehicle usage, farm depreciation and line-by-line coverage in the manual of Schedule F. Prereq: Experience in farm and ranch taxation. MN St Cloud: Sep 28 Farm and Ranch Tax Update Available November 2015 Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 8 15-ME12027 $97 $135 Reference Manual Only 0 15-M13027 $67 $89 Note: 2015 courses display recommended CPE credits courses expire 11/30/2015 IRAS, PENSIONS AND OTHER RETIREMENT RESOURCES 8 CPE CREDITS TAXATION BASIC FOR: CPA This course will cover the detailed and unique requirements of various types of retirement savings and other resources that are used in retirement planning. Coverage includes funding requirements to avoid disqualification during the working years and distribution options and opportunities during the retirement years. Know the best options for saving and distributing from retirement resources including social security. IRAs, Pensions and Other Retirement Resources Format CPE Product ID 2014 Price 2015 Tax Year Self-Study CPE Course (print-based manual and exam) 8 15-ME12029 $97 NA Reference Manual Only 0 15-M13029 $67 NA 2014 courses expire 11/30/2015 *Pricing shown for Gear Up-sponsored states (in blue) only. Some seminars' prices vary by state; see exact pricing on website. Check website for all association-sponsored events (in black); pricing set by associations. All Gear Up self-sponsored seminars begin at 8:00 a.m. unless otherwise noted. Note, CFP credits for self-study are half the amount listed for each title. PREMIER & PREMIER PLUS: Subscription packages include 40% off regular price of self-sponsored Gear Up events (cities/dates in blue)! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Early Bird prices shown in orange on this page and apply only to self-sponsored events (cities/dates in blue). Expires: July 1, 2015 SELF-STUDY DISCOUNT: Save 5% on Gear Up self-study! Expires: July 1, 2015 cl.thomsonreuters.com/g Catalog code: CCUSR15