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

21 GEAR UP GEAR UP SEMINARS SCHEDULE C: STILL THE MOST POPULAR WAY TO DO BUSINESS TAXATION BASIC 4 CPE CREDITS LIVE: HALF DAY $115* OR $99 EARLY BIRD In spite of all the talk about corporations and LLCs, more Schedule C forms are filed than all the others combined. There is a reason for that. Schedule C is certainly simpler but there are some tax advantages as well Limited liability is often overrated Easy to start and easy to stop doing business Who can use the cash method of accounting Is it a hobby or is it a business? The IRS frequently gets it wrong The latest on information reporting: 1099 and 1099k Independent contractor vs employee: expect more scrutiny Making sense of the crazy new regulations dealing with capitalization vs expense How to deduct all your medical expenses on Schedule C FL Orlando: June 24, 12:45 p.m. TAX CREDITS: AVAILABLE BY THE DOZEN TAXATION BASIC 4 CPE CREDITS LIVE: HALF-DAY $115* OR $99 EARLY BIRD This seminar will cover more than 40 different tax credits which are available to home owners, students, parents, employers, employees, savers, investors, businesses and individuals. Tax credits are often the most overlooked opportunity to save tax. While some credits have been around for a long time and some are permanent, many of them come and go within a few years. As with so many other tax provisions, the rules are complex and subject to limitations, and many credits phase out as income increases. Available for business and for individuals: just about everyone qualifies Some credits are refundable and some unused credits can be carried forward Some credits can offset the alternative minimum tax IL Chicago: July 23, 12:45 p.m. TAX PLANNING SEMINAR: TOO MUCH TAKEN FOR GRANTED TAXATION BASIC 4 CPE CREDITS LIVE: HALF-DAY $115* OR $99 EARLY BIRD There are many sources of income which are either completely free of tax or taxed at favorable rates. Careful planning over multiple years is required to take full advantage of these opportunities, and great care must be exercised to avoid negative consequences from interaction between two or more tax savings opportunities. In this seminar you will learn about the hidden tax brackets that can arise in these situations. Tax free municipal bond interest, regardless of income levels Watch out for alternative minimum tax on private activity bonds Social security benefits may be tax free depending on your income level Too much tax free bond interest can cause social security to become taxable Capital gains and qualified dividends continue to be tax-free or taxed at favorable rates It s a shame when clients do not realize gains if there will be zero tax Adjustments to income: so many of them and always better than itemized deductions Sometimes a small adjustment to income may salvage a much larger deduction elsewhere on the tax return The emphasis of this seminar is on planning and being proactive in order to minimize tax. IL Chicago: July 23 FL Orlando: June 24 GEAR UP SEMINAR POLICY Gear Up Seminar Registration: Please call the number listed for each seminar to get specific transfer, cancellation and auxiliary aids information. The following information on registration, transfers and cancellations applies only to Gear Up seminars sponsored directly by Gear Up in the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Maryland, Massachusetts, Missouri, Nevada, New Mexico, New York, North Dakota, Oklahoma, Oregon, Vermont and Virginia. Registration: When you receive your admission ticket, please verify the location and date. Hotel information is noted on your ticket. If you have not received your ticket before the seminar date, please call Customer Service at At-door late registration fee: $25. Transfers: A request to transfer to another location at no charge must be made TWO WEEKS prior to the confirmed seminar reservation date, whether or not you have received your ticket. Otherwise, a $25 fee will be charged. Guest Registration: We welcome staff, spouses and clients to attend any seminar at a discounted rate. Please call at least 14 days in advance to register a guest. CPAs, attorneys and other professionally regulated participants do not qualify for guest registration. Cancellations: 25% fee is charged for cancellation within two weeks of the scheduled seminar. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. 30-day money-back guarantee on all self-study products. Gear Up assumes no responsibility for canceled seminars other than the refund of your seminar fee. Complaints: For more information regarding administration policies including complaints and refunds, please contact our offices at Prices, locations and availability subject to change without notice. *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 21 cl.thomsonreuters.com/g

22 GEAR UP 2015 GEAR UP SEMINAR SCHEDULE States in blue boxes highlight locations with Thomson Reuters-hosted Gear Up seminars, prices as shown. These seminars begin at 8:00 a.m. unless otherwise noted. Non-shaded listings represent locations where Gear Up seminars are hosted by associations. Contact the host listed under each state for pricing and registration information. ARIZONA call CPE $69 or $59 Early Bird 8 CPE $199 or $169 Early Bird 16 CPE $329 or $289 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Phoenix, Nov Phoenix, Dec Tucson, Oct BUSINESS ENTITIES TWO DAY Phoenix, Sep ETHICS FOR THE TAX PROFESSIONAL Phoenix, Nov 11 Tucson, Oct 28 HEALTH CARE REFORM Phoenix, Nov 13 ARKANSAS The following dates in Arkansas are co-hosted by our partner association. call or go to arksocietyofaccountants.com. Little Rock, Dec 3 4 Rogers, Nov BUSINESS ENTITIES ONE DAY Little Rock, Sep 25 HEALTH CARE REFORM Little Rock, May 21 HEALTH CARE REFORM Rogers, June 8 CALIFORNIA call CPE $69 or $59 Early Bird 4 CPE $115 or $99 Early Bird 8 CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Anaheim, Jan 6 7, 2016 Anaheim, Nov Burbank, Nov 4 5 Burbank, Dec Carlsbad, Dec 7 8 Concord, Jan 7 8, 2016 Eureka, Nov 2 3 Fresno, Dec 1 2 Long Beach, Jan 14 15, 2016 Ontario, Oct Palm Springs, Dec Sacramento, Dec 9 10 San Diego, Dec 1 2 San Jose, Dec Santa Barbara, Dec 2 3 Santa Rosa, Oct Temecula, Dec TAX UPDATE Anaheim, Oct 27 Burbank, Jan 13, 2016 Ontario, Jan 14, 2016 Palm Springs, Nov 13 San Jose, Jan 12, 2016 Santa Ana, Nov 12 ACCOUNTING TWO DAY Anaheim, Dec 8 9 Anaheim, May Burbank, Jan 4 5, 2016 Ontario, Sep San Diego, May San Jose, Jan 6 7, 2016 BUSINESS ENTITIES ONE DAY San Diego, Oct 23 BUSINESS ENTITIES TWO DAY Anaheim, Oct 1 2 Burbank, Oct San Jose, Sep CALIFORNIA PROFESSIONAL ETHICS * with Fraud (a.m.) ** with California Tax Update (a.m.) Anaheim, Dec 10 * Anaheim, Jan 8, 2016 ** Anaheim, May 20 * Burbank, Dec 18 ** Burbank, Jan 6, 2016 * Fresno, Nov 30 ** Ontario, Sep 30 * Ontario, Oct 28 ** Sacramento, Dec 11 ** San Diego, May 13 * San Diego, Dec 3 ** San Jose, Dec 16 ** San Jose, Jan 8, 2016 * CALIFORNIA TAX UPDATE # with California Professional Ethics (p.m.) $ combine with 1040 Tax Update (p.m.) Anaheim Oct 27 $ Anaheim, Jan 8, 2016 # Burbank, Nov 6 Burbank, Dec 18 # Burbank, Jan 13, 2016 $ Eureka, Nov 4 Fresno, Nov 30 # Ontario, Oct 28 # Ontario, Jan 14, 2016 $ Palm Springs, Nov 13 $ Sacramento, Dec 11 # 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 cl.thomsonreuters.com/g Catalog code: CCUSR15

23 GEAR UP (CONT.) CALIFORNIA TAX UPDATE # with California Professional Ethics (p.m.) $ Combine with California Tax Update (p.m.) San Diego, Dec 3 # San Jose, Dec 16 # San Jose, Jan 12, 2016 $ Santa Ana, Nov 12 $ Santa Barbara, Dec 4 Temecula, Dec 17 ESTATES AND TRUSTS Anaheim, Sep 23 Burbank, Oct 21 San Diego, Oct 22 San Jose, Sep 22 ETHICS FOR THE TAX PROFESSIONAL Anaheim, Jan 6, 2016 Anaheim, Nov 23 Burbank, Nov 4 Burbank, Dec 16 San Jose, Dec 14 FRAUD DETECTION 8:00 a.m. Combine with California Professional Ethics (12:45 p.m.) for 8 CPE credits. Anaheim, Dec 10 Anaheim, May 20 Burbank, Jan 6, 2016 Ontario, Sep 30 San Diego, May 13 San Jose, Jan 8, 2016 HEALTH CARE REFORM Anaheim, Oct 26 Anaheim, Jan 19, 2016 Burbank, Sep 18 San Diego, Sep 17 San Jose, Jan 13, 2016 COLORADO call CPE $69 or $59 Early Bird 8 CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Colorado Springs, Oct Denver, Oct Denver, Dec Ft Collins, Oct BUSINESS ENTITIES TWO DAY Denver, Sep ESTATES AND TRUSTS Denver, Oct 2 ETHICS FOR THE TAX PROFESSIONAL Denver, Oct 21 Denver, Dec 28 FEDERAL TAX UPDATE Denver, Dec 8 HEALTH CARE REFORM Denver, Oct 1 IRS AUDITS, APPEALS, AND COLLECTIONS: SUCCESSFUL STRATEGIES Denver, Oct 23 CONNECTICUT The following dates in Connecticut are co-hosted by our partner association. call , ext. 1310, or visit nsacct.org. Unicasville, Nov 5 6 DELAWARE The following dates in Delaware are co-hosted by our partner association. call Newark, Oct FLORIDA (*Part of Magic Week; see page 11 for information. ** Part of Citrus Week; see page 10 for information.) call CPE $69 or $59 Early Bird 4 CPE $115 or $99 Early Bird 8 CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! (Does not apply to seminars offered as part of a Gear Up Conference) Breakfast and lunch included with registration price. Ft Lauderdale, Nov 4 5 Ft Lauderdale, Dec *Orlando, Dec Tallahassee, Nov Tampa, Dec 1 2 ACCOUNTING TWO DAY **Orlando, Jun *Orlando, Dec BUSINESS ENTITIES ONE DAY *Orlando, Dec 17 CITRUS WEEK CONFERENCE WEEK **Orlando, Jun ESTATES AND TRUSTS **Orlando, Jun 25 ETHICS FOR FLORIDA CPAS **Orlando, Jun 25 *Orlando, Dec 14, 12:45 p.m. ETHICS FOR THE TAX PROFESSIONAL *Orlando, Dec 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. 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 Catalog code: CCUSR15 23 cl.thomsonreuters.com/g

24 FLORIDA (cont) FEDERAL TAX UPDATE Ft Lauderdale, Jan 11, 2016 HEALTH CARE REFORM Ft Lauderdale, Nov 6 **Orlando, Jun 22 *Orlando, Dec 19 IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES **Orlando, Jun 23 *Orlando, Dec 18 MAGIC WEEK CONFERENCE WEEK *Orlando, Dec SCHEDULE C: STILL THE MOST POPULAR WAY TO DO BUSINESS **Orlando, Jun 24, 12:45 p.m. TAX PLANNING SEMINAR: TOO MUCH TAKEN FOR GRANTED **Orlando, Jun 24 TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY (HALF DAY) **Orlando, Jun 25 *Orlando, Dec 14 GEORGIA call CPE $115 or $99 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Delicious breakfast, lunch, and break refreshments included with the registration price! Atlanta, Nov 3 4 BUSINESS ENTITIES UPDATE Atlanta, Nov 5 HEALTH CARE REFORM Atlanta, Sep 21 SPECIAL PURPOSE FINANCIAL REPORTING FRAMEWORK Atlanta, Nov 5, 12:45 p.m. GEAR UP IDAHO The following dates in Idaho are co-hosted by our partner association. call Boise, Nov 9 10 Idaho Falls, Oct BUSINESS ENTITIES TWO DAY Post Falls, Sep Twin Falls, Sep ETHICS FOR THE TAX PROFESSIONAL Boise, Nov 9 Idaho Falls, Oct 29 ILLINOIS *Part of Windy City Week; see page 10 for information. call CPE $115 or $99 Early Bird 8 CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! (Does not apply to seminars offered as part of a Gear Up Conference.) Breakfast and lunch included with registration price. Chicago, Oct Chicago, Dec ACCOUNTING TWO DAY *Chicago, Jul BUSINESS ENTITIES TWO DAY Chicago, Oct ESTATES AND TRUSTS *Chicago, Jul 24 FEDERAL TAX UPDATE Chicago, Sep 21 HEALTH CARE REFORM *Chicago, Jul 22 Chicago, Sep 22 Chicago, Jan 13, 2016 IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES Chicago, Oct 22 IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES (HALF DAY) *Chicago, Jul 25 TAX CREDITS: AVAILABLE BY THE DOZEN *Chicago, Jul 23, 12:45 p.m. TAX PLANNING SEMINAR: TOO MUCH TAKEN FOR GRANTED *Chicago, Jul 23 TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY *Chicago, Jul 23 WINDY CITY CONFERENCE WEEK *Chicago, Jul INDIANA call CPE $115 or $99 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more at the same time! Breakfast and lunch included with registration price. Indianapolis, Dec BUSINESS ENTITIES TAX UPDATE Indianapolis, Sep 21 SPECIAL PURPOSE FINANCIAL REPORTING FRAMEWORK Indianapolis, Sep 21, 12:45 p.m. HEALTH CARE REFORM Indianapolis, Jan 14, 2016 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 cl.thomsonreuters.com/g Catalog code: CCUSR15

25 GEAR UP IOWA call CPE $329 or $289 Early Bird Breakfast and lunch included with registration price. Des Moines, Oct KANSAS The following dates in Kansas are co-hosted by our partner association. For more information or to register, call Topeka, Dec 3 4 Wichita, Nov BUSINESS ENTITIES ONE DAY Topeka, Oct 23 LOUISIANA The following dates in Louisiana are co-hosted by our partner association. call New Orleans, Dec 7 8 MAINE The following dates in Maine are co-hosted by our partner association. call or visit Portland, Dec 7 8 MARYLAND call CPE $199 or $169 Early Bird 16 CPE $329 or $289 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Annapolis, Nov 2 3 Frederick, Nov 9 10 Gaithersburg, Oct Germantown, Nov Greenbelt, Dec 9 10 Hunt Valley, Dec Ocean City, Nov Pikesville, Dec 1 2 ACCOUNTING TWO DAY Frederick, Jun 1 2 BUSINESS ENTITIES TWO DAY Annapolis, Oct Gaithersburg, Sep Pikesville, Sep ESTATES AND TRUSTS Greenbelt, Dec 11 HEALTH CARE REFORM Gaithersburg, Oct 30 MASSACHUSETTS call CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Marlborough, Jan 6 7, 2016 Newton, Dec Peabody, Nov 4 5 HEALTH CARE REFORM Marlborough, Jan 8, 2016 Newton, Dec 16 Peabody, Nov 6 MICHIGAN The following dates in Michigan are co-hosted by our partner association. call or visit iaam.net. Bath, Nov Novi, Nov 9 10 ACCOUNTING ONE DAY Bath, Jun 23 BUSINESS ENTITIES ONE DAY Bath, Sep 21 Novi, Sep 22 MINNESOTA The following dates in Minnesota are co-hosted by our partner association. call Bloomington, Nov 4 5 Bloomington, Dec 9 10 Bloomington, Jan 6 7, 2016 St Cloud, Nov ACCOUNTING TWO DAY Bloomington, Jun 3 4 BUSINESS ENTITIES TWO DAY Bloomington, Sep ESTATES AND TRUSTS Bloomington, Jul 9 FARM AND RANCH TAX UPDATE St Cloud, Sep 28 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 Catalog code: CCUSR15 25 cl.thomsonreuters.com/g

26 GEAR UP MISSISSIPPI The following dates in Mississippi are co-hosted by our partner association. call Jackson, Dec 3 4 BUSINESS ENTITIES ONE DAY Jackson, Oct 1 HEALTH CARE REFORM Jackson, Sep 30 MISSOURI call CPE $199 or $169 Early Bird 16 CPE $329 or $289 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Branson, Nov Kansas City, Dec 9 10 Springfield, Jan 11 12, 2016 St Louis, Nov 9 10 BUSINESS ENTITIES TWO DAY Kansas City, Sep HEALTH CARE REFORM Kansas City, Sep 23 St Louis, Nov 11 MONTANA The following dates in Montana are co-hosted by our partner association. call Billings, Oct BUSINESS ENTITIES ONE DAY Billings, Oct 21 ETHICS FOR THE TAX PROFESSIONAL Billings, Oct 19 HEALTH CARE REFORM Billings, Oct 22 NEBRASKA The following dates in Nebraska are co-hosted by our partner association. call or visit nebsia.com. Lincoln, Oct NEVADA **Part of Jackpot; see page 9 for information. *Part of Royal Flush; see page 11 for information. call CPE $59 or $55 Early Bird 4 CPE $115 or $99 Early Bird 8 CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird Breakfast and lunch included with registration price. *Las Vegas, Nov 30 Dec 1 Las Vegas, Jan 4 5, 2016 ACCOUNTING TWO DAY **Las Vegas, May *Las Vegas, Dec 4 5 BUSINESS ENTITIES TWO DAY *Las Vegas, Dec 4 5 CALIFORNIA PROFESSIONAL ETHICS **Las Vegas, May 30, 12:45 p.m. *Las Vegas, Nov 29, 12:45 p.m. CALIFORNIA TAX UPDATE *Las Vegas, Dec 2, 12:45 p.m. ESTATES AND TRUSTS **Las Vegas, May 27 *Las Vegas, Dec 2 ETHICS FOR THE TAX PROFESSIONAL **Las Vegas, May 27, 4:45 p.m. *Las Vegas, Nov 30, 4:45 p.m. FRAUD DETECTION **Las Vegas, May 30 *Las Vegas, Nov 29 HEALTH CARE REFORM Las Vegas, May 26 *Las Vegas, Dec 3 IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES **Las Vegas, May 27 *Las Vegas, Nov 29 JACKPOT CONFERENCE WEEK **Las Vegas, May ROYAL FLUSH CONFERENCE WEEK *Las Vegas, Nov 30 Dec 5 TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY **Las Vegas, May 30 TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY (HALF DAY) *Las Vegas, Dec 2 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 cl.thomsonreuters.com/g Catalog code: CCUSR15

27 GEAR UP NEW HAMPSHIRE The following dates in New Hampshire are co-hosted by our partner association. For more information or to register, call Manchester, Dec NEW JERSEY The following dates in New Jersey are co-hosted by our partner association. For more information or to register, call Atlantic City, Dec 7 8 Monroe Township, Nov Monroe Township, Dec Monroe Township, Jan 4 5, 2016 Mt Laurel, Nov Pompton Plains, Nov Randolph, Nov 9 10 Swedesboro, Dec 3 4 ACCOUNTING ONE-DAY Monroe Township, TBA ACCOUNTING TWO DAY Monroe Township, Jun BUSINESS ENTITIES ONE DAY Atlantic City, Dec 9 Monroe Township, Oct 22 ETHICS FOR THE TAX PROFESSIONAL Atlantic City, Dec 7 Monroe Township, Dec 14 Pompton Plains, Nov 23 NEW MEXICO call CPE $199 or $169 Early Bird 16 CPE $329 or $289 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Albuquerque, Dec BUSINESS ENTITIES TWO DAY Albuquerque, Sep 30 Oct 1 HEALTH CARE REFORM Albuquerque, Oct 2 NEW YORK call CPE $115 or $99 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Long Island, Nov Syracuse, Nov BUSINESS ENTITIES UPDATE Long Island, Nov 19 SPECIAL PURPOSE FINANCIAL REPORTING FRAMEWORK Long Island, Nov 19 NEW YORK The following dates in New York are co-hosted by our partner association. call Buffalo, Nov 9 10 BUSINESS ENTITIES TWO-DAY Buffalo, Sep NORTH DAKOTA call CPE $329 or $289 Early Bird Breakfast and lunch included with registration price. Fargo, Nov 2 3 OHIO The following dates in Ohio are co-hosted by our partner association. For more information or to register, call or Cincinnati, Nov 3 4 Cleveland, Nov 5 6 Columbus, Nov 4 5 BUSINESS ENTITIES ONE DAY Cincinnati, Oct 27 Cleveland, Oct 29 Columbus, Oct 28 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 Catalog code: CCUSR15 27 cl.thomsonreuters.com/g

28 GEAR UP OKLAHOMA call CPE $199 or $169 Early Bird 16 CPE $329 or $289 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Oklahoma City, Oct Tulsa, Oct BUSINESS ENTITIES TWO DAY Oklahoma City, Sep FEDERAL TAX UPDATE Oklahoma City, Dec 9 HEALTH CARE REFORM Oklahoma City, Oct 23 IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES Oklahoma City, Dec 8 OREGON call CPE $199 or $169 Early Bird 16 CPE $329 or $289 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Eugene, Oct Lake Oswego, Dec 9 10 Portland, Nov 2 3 BUSINESS ENTITIES TWO DAY Lake Oswego, Sep ESTATES AND TRUSTS Lake Oswego, Sep 29 FEDERAL TAX UPDATE Lake Oswego, Jan 12, 2016 HEALTH CARE REFORM Eugene, Oct 29 Lake Oswego, Sep 28 PENNSYLVANIA The following dates in Pennsylvania are co-hosted by our partner association. visit pspacpe.com or call Altoona, Nov Bethlehem, Nov Camp Hill, Dec Erie, Nov Gettysburg, Nov 2 3 Philadelphia, Nov Pittsburgh, Nov Trevose, Dec 3 4 ACCOUNTING ONE DAY Bethlehem, Oct 1 Camp Hill, Jun 8 Pittsburgh, Jun 17 Scranton, Jul 22 BUSINESS ENTITIES ONE DAY Camp Hill, Sep 28 Philadelphia, Sep 17 Pittsburgh, Oct 21 Scranton, Sep 23 Trevose, Oct 20 HEALTH CARE REFORM Scranton, Oct 21 Trevose, May 19 RHODE ISLAND The following dates in Rhode Island are co-hosted by our partner association. call Warwick, Dec 3 4 SOUTH CAROLINA The following dates in South Carolina are co-hosted by our partner association. call Columbia, Nov SOUTH DAKOTA The following dates in South Dakota are co-hosted by our partner association. call Sioux Falls, Nov TENNESSEE The following dates in Tennessee are co-hosted by our partner association. call Knoxville, Nov Memphis, Dec 7 8 BUSINESS ENTITIES ONE DAY Knoxville, Sep 25 Memphis, Oct 2 TEXAS The following dates in Texas are co-hosted by our partner association. For more information or to register, call or visit tafts.org. For Wichita Falls, call Houston, Nov Irving, Nov Lubbock, Nov 2 3 San Antonio, Dec 3 4 BUSINESS ENTITIES ONE DAY Wichita Falls, Dec 11 BUSINESS ENTITIES TWO DAY San Antonio, Sep 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 cl.thomsonreuters.com/g Catalog code: CCUSR15

29 GEAR UP ETHICS FOR THE TAX PROFESSIONAL Houston, Nov 12 Irving, Nov 19 Lubbock, Nov 2 San Antonio, Dec 3 FEDERAL TAX UPDATE Wichita Falls, Dec 10 HEALTH CARE REFORM Dallas, Oct 26 UTAH The following dates in Utah are co-hosted by our partner association. For more information or to register, call or Salt Lake City, Nov BUSINESS ENTITIES TWO DAY Salt Lake City, Nov 9 10 FEDERAL TAX UPDATE Salt Lake City, Nov 30 HEALTH CARE REFORM Salt Lake City, Dec 1 VERMONT call CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two courses at the same time! Breakfast and lunch included with registration price. Burlington, Nov 2 3 HEALTH CARE REFORM Burlington, Nov 4 VIRGINIA call CPE $115 or $99 Early Bird 8 CPE $225 or $195 Early Bird 16 CPE $399 or $359 Early Bird STATE SPECIAL: Save 15% when you purchase two or Save 25% when you purchase three or more courses at the same time! Breakfast and lunch included with registration price. Dulles, Jan 4 5, 2016 Fredericksburg, Oct Tysons Corner, Oct BUSINESS ENTITIES TWO DAY Fairfax, Sep BUSINESS ENTITIES UPDATE Dulles, Jan 6, 2016 Tysons Corner, Oct 21 FEDERAL TAX UPDATE Fairfax, Dec 16 SPECIAL PURPOSE FINANCIAL REPORTING FRAMEWORK Dulles, Jan 6, 2016 Tysons Corner, Oct 21 WASHINGTON The following dates in Washington are co-hosted by our partner association. call or visit waa.org. Auburn, Nov 30 Dec 1 Everett, Nov 9 10 Spokane, Dec ACCOUNTING ONE DAY Everett, May 14 BUSINESS ENTITIES TWO DAY Auburn, Oct ETHICS FOR THE TAX PROFESSIONAL Auburn, Nov 30 Everett, Nov 9 Spokane, Dec 14 WISCONSIN The following dates in Wisconsin are co-hosted by our partner association. For more information or to register, call Brookfield, Nov 2 3 Hudson, Dec 7 8 ACCOUNTING ONE DAY Milwaukee, Jul 28 BUSINESS ENTITIES ONE DAY Brookfield, Sep 21 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 Catalog code: CCUSR15 29 cl.thomsonreuters.com/g

30 AUDITWATCH TRAINING, CONSULTING AND DATA SERVICES TO LEARN MORE, VISIT CL.THOMSONREUTERS.COM/A. CALL FOR PUBLIC SEMINARS OR FOR OTHER OPTIONS. AuditWatch serves the audit and accounting profession by providing leading experts to train and consult with firms that offer auditing services. AuditWatch Training for tax, audit and yellow book staff is available in three delivery options: public live seminars, in-house seminars and customized training. Plus, AuditWatch offers consulting, data services, customized course development and more. The recognized leader in audit productivity Integrated curriculum for audit professionals and CPA firms, audit process consulting and audit technology services Public live seminars offer open enrollment in major cities across the country while firm-specific seminars are conducted at your facility and customized training is tailored to meet your staff development needs Also available: materials only and customized webinar options AuditWatch University, TaxWatch University and Yellow Book University. AuditWatch 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. 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: All courses are delivery method Group-Live; no prerequisites or advance preparation unless otherwise indicated. For more CPE information including descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com/a.

31 AUDITWATCH UNIVERSITY KNOWLEDGE AND SKILLS Experience: 0 4 months This session helps new auditors get off to a great start by introducing them to the auditing field, basic audit responsibilities and keys to becoming a successful professional in public accounting. The course includes case studies in common audit areas typically completed by staff accountants and provides an overview of how each area fits into the big picture. LEVEL 2: EXPERIENCED STAFF TRAINING 24 CPE CREDITS AUDITING, ACCOUNTING INTERMEDIATE Experience: 5 21 months This session introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls. In addition, significant time is spent on performance of further audit procedures including tests of details such as sampling, auditing estimates and analytical procedures. Finally, the course includes discussions of select technical accounting, auditing, documentation and business skills. LEVEL 3: BEGINNING IN-CHARGE TRAINING 24 CPE CREDITS AUDITING, COMMUNICATION INTERMEDIATE Experience: months This session prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit, including completing the risk assessment procedures and making appropriate risk assessments. We include case study work on understanding, evaluating and verifying a client s activity level controls within key business cycles. This session also includes modules on key business skills, including managing an engagement, supervising individuals and reviewing files. LEVEL 4: EXPERIENCED IN-CHARGE TRAINING 24 CPE CREDITS AUDITING, ACCOUNTING INTERMEDIATE Experience: 3 4 years This course moves experienced auditors beyond the basics, building upon experiences with leading engagements and providing insights and best practices on supervising, motivating and evaluating team members. The course challenges experienced auditors to improve the effectiveness and efficiency of their audit engagements through exercises and case studies on common audit scenarios. It also provides AUDITWATCH AuditWatch University (AWU) is an integrated development curriculum that provides your firm with the knowledge and skills to advance your professional staff. Starting with Basic Staff Training and culminating with management-level courses, AuditWatch University offers seven progressive levels of training. Seminars are offered in over 15 locations nationwide and are also available on an in-house basis. an in-depth look at higher-level audit tasks, such as entity-level LEVEL 1: BASIC STAFF TRAINING controls, identifying and designing tailored responses to fraud risks 32 CPE CREDITS AUDITING, ACCOUNTING, COMMUNICATION BASIC and designing tests of controls. LEVEL 4.5: BEYOND IN-CHARGE TAKING THE NEXT STEP 2 DAYS 16 CPE CREDITS AUDITING, COMMUNICATION, PERSONAL DEVELOPMENT, ACCOUNTING INTERMEDIATE Experience: 4 5 years This course prepares experienced auditors to take the next step in their development as engagement and firm leaders. Building on the concepts introduced in Level 4: Experienced In-Charge Training, the course challenges auditors to champion the audit process by developing efficient audit plans, managing the audit process, working with clients, dealing with complex accounting and audit issues and wrapping up engagements. Course material also addresses key issues in performing review and compilation engagements, using special purpose frameworks and recognizing advanced financial reporting issues. LEVEL 5: TAKING THE LEAD 24 CPE CREDITS PERSONAL DEVELOPMENT, COMMUNICATION, ACCOUNTING, AUDITING ADVANCED Experience: 5 6 years In this course, participants reach beyond technical expertise to develop critical managerial skills to further their firm's success. Participants learn results oriented leadership skills to better manage multiple engagements and teams and leave with specific individual professional development goals that may be integrated with their firm s performance management model. Course also includes presentation skills, advanced communication and negotiation, business development and career success strategies. LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN 16 CPE CREDITS PERSONAL DEVELOPMENT, ACCOUNTING, AUDITING ADVANCED Experience: 6+ years This course develops individuals who consistently interact and manage at the executive level. By learning and applying a variety of methods, participants enhance their effectiveness as emerging executives. Participants also explore how to increase their business development and managerial contributions to their firms through higher level performance. By analyzing the concept of executive presence, participants discover why it is such a critical component of business success and career advancement. PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Save 15% on public seminars! Early Bird prices shown in orange. Expires: May 15, 2015 Catalog code: CCUSR15 31 cl.thomsonreuters.com/a

32 AUDITWATCH TAXWATCH UNIVERSITY TAX STAFF TRAINING FROM AUDITWATCH AND PPC PPC In-House training and AuditWatch now offer multiple levels of core tax staff training to your firm. The progressive training begins with an entry-level course focused on common topics likely to be encountered in the first year. This is followed by courses that provide greater depth on corporate tax issues, partnerships, LLCs and other special entities. This integrated curriculum is available through public seminars or in-house training. TAXWATCH UNIVERSITY LEVEL 1 24 CPE CREDITS TAXATION BASIC Experience: 0 1 year This practical, hands-on program is designed for tax professionals primarily in their first year. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. The course is designed to provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete actual tax forms. TAXWATCH UNIVERSITY LEVEL 2 24 CPE CREDITS TAXATION INTERMEDIATE Experience: 1 2 years This practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual and other entity type tax topics. The course is designed both to provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete tax forms. TAXWATCH UNIVERSITY LEVEL 3 24 CPE CREDITS TAXATION INTERMEDIATE Experience: 2 3 years This program is designed for tax professionals with multiple years experience. This course provides learning opportunities on intermediate to advanced issues dealing with pass thru entities including S corporations, partnerships and LLCs and individual topics. The course is designed to provide information on the tax rules and includes challenging case studies and exercises where they apply the rules and complete actual tax forms. TAXWATCH UNIVERSITY LEVEL 4 24 CPE CREDITS TAXATION ADVANCED Experience: 3 4 years This program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also continues to provide training on technical tax issues mainly related to pass-through entities including partnerships and LLCs and more advanced corporate and individual issues. TAXWATCH UNIVERSITY LEVEL 5 16 CPE CREDITS TAXATION, PERSONAL DEVELOPMENT, COMMUNICATION ADVANCED Experience: 5+ years This program is designed for seasoned tax professionals who would like to develop skill sets beyond the technical arena. This program focuses on business skills critical for professionals, such as practice development, management and communication. In addition, the course contains timely technical tax topics and updates as appropriate. FOR MORE INFORMATION AND SCHEDULING cl.thomsonreuters.com/a for public seminars for in-house and customized training PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Save 15% on public seminars! Early Bird prices shown in orange. Expires: May 15, 2015 cl.thomsonreuters.com/a Catalog code: CCUSR15

33 AUDITWATCH YELLOW BOOK UNIVERSITY With this multi-day series, you can choose to attend just the sessions that are most important to you. DAY 1: AUDITING NONPROFIT ORGANIZATIONS AND GOVERNMENTAL AGENCIES 8 CPE CREDITS AUDITING (GOVERNMENTAL) BASIC This session focuses on the fundamentals of auditing nonprofit organizations and governmental entities including their unique characteristics. This session is designed to provide practitioners that are new to this practice area an overview of the audit fundamentals and to provide the experienced auditor with a solid refresher. DAY 2: PERFORMING EFFICIENT AND EFFECTIVE SINGLE AUDITS 8 CPE CREDITS AUDITING (GOVERNMENTAL) BASIC In this session, you will learn the key responsibilities of the auditor including how to determine major programs. Special attention is given to common single audit deficiencies, best practices, efficient and effective methods to test internal controls and compliance requirements (including sampling techniques) and development of meaningful audit findings. DAY 3: GOVERNMENTAL AND NONPROFIT UPDATE 8 CPE CREDITS ACCOUNTING, ACCOUNTING (GOVERNMENTAL), AUDITING, AUDITING (GOVERNMENTAL) UPDATE In this session, we update you on recently issued and effective authoritative pronouncements affecting governmental and nonprofit entities including accounting, auditing, ethics, regulatory and compliance issues. This session will also address the practical implementation and practice issues related to the most significant new standards. DAY 4: AUDITING NONPROFIT ORGANIZATIONS AND GOVERNMENTAL ENTITIES ADVANCED TOPICS 8 CPE CREDITS ACCOUNTING, ACCOUNTING (GOVERNMENTAL), AUDITING, AUDITING (GOVERNMENTAL) ADVANCED This session focuses on advanced audit and accounting issues unique to performing audits of nonprofit organizations and governmental entities. Topics include common practice and implementation issues relating to recent standards and recent risk alerts. AUDITWATCH CONSULTING AuditWatch consulting solutions focus on practical advice that applies in the real world, delivered through engaging sessions that promote interaction and participation. Tailored to each engagement, programs maximize your consulting time and return on investment. Customers often see immediate positive improvements in quality and efficiency and increased consistency among their teams and offices. The comprehensive AuditWatch Productivity Program incorporates file review, personnel interviews, surveys and evaluation of your audit methodology to diagnose specific productivity issues and opportunities. Productivity seminars, team reengineering workshops, facilitated planning sessions and audit productivity task forces are some of the tools consultants may apply to implement changes to the engagementlevel audit process, approach and control as well as establish metrics, responsibilities and accountability for driving the initiative forward. FOR MORE INFORMATION AND SCHEDULING: Call PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: Save 15% on public seminars! Early Bird prices shown in orange. Expires: May 15, 2015 Catalog code: CCUSR15 33 cl.thomsonreuters.com/a

34 AUDITWATCH PUBLIC SEMINAR SCHEDULES AUDITWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE Seminar City Level 1: Basic Staff 4 Days ($1,292) $1,098 Early Bird* Level 2: Experienced Staff 3 Days ($989) $841 Early Bird* Level 3: Beginning In-Charge 3 Days ($989) $841 Early Bird* Level 4: Experienced In-Charge 3 Days ($989) $841 Early Bird* Level 4.5: Taking the Next Step 2 Days ($659) $560 Early Bird* Level 5: Moving Beyond In-Charge 3 Days ($989) $841 Early Bird* Level 6: Developing the Executive Within 2 Days ($659) $560 Early Bird* Atlanta 10/ /6-8 8/4-6 8/ / /19-21 Boston 5/ / /2-4 6/16-18 Chicago A 6/9-11 6/ /23-25 Chicago B 11/3-6 9/ / / / /1-3 11/10-11 Cleveland 11/ / /6-8 10/ / /20-22 Dallas/Fort Worth Area 11/ / / / / / /14-15 Denver 9/1-3 9/ /2-4 Houston 10/ /3-5 11/10-12 Las Vegas 9/9-11 9/ / / / /22-23 Los Angeles 11/3-6 10/ /5-7 10/ /8-9 12/1-3 Nashville 8/4-6 9/ / / /29-31 New York City 11/ /1-3 11/ /2-4 11/5-6 12/8-10 Philadelphia NEW LOCATION! 9/29-10/1 9/ /1-3 Portland 9/ / /6-8 Salt Lake City 8/ /17-19 San Francisco A 6/ / / /3-4 8/3-5 San Francisco B 12/1-4 9/29-10/1 10/ /5-7 11/ /8-9 Rockville A 9/ /6-8 10/ /1-3 9/ / /1-2 Rockville B 1/12-15 (2016) Washington DC 7/ / /28-30 Web-Based 11/10-11 Find out more about web-based new hire training at cl.thomsonreuters.com/a TAXWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE Seminar City Level 1 Level 2 Level 3 Level 4 3 Days ($989) $841 Early Bird* 3 Days ($989) $841 Early Bird* 3 Days ($989) $841 Early Bird* 3 Days ($989) $841 Early Bird* Atlanta 7/ / /14-16 Boston 6/ /14-16 Chicago 10/ / /4-6 7/28-30 Dallas/Fort Worth Area 12/1-3 12/8-10 1/5-7 (2016) 1/12-14 (2016) Los Angeles 7/ /8-10 6/ /29-31 New York 7/ / /11-13 San Francisco 11/3-5 12/ / /5-7 (2016) Washington DC 12/ / /1-3 YELLOW BOOK UNIVERSITY PUBLIC SEMINAR SCHEDULE Seminar City Day 1 Auditing NFPs and Government Agencies 1 Day ($329) $280 Early Bird* Day 2 Performing Efficient Single Audits 1 Day ($329) $280 Early Bird* Day 3 Government/Nonprofit Update 1 Day ($329) $280 Early Bird* Day 4 Auditing NFPs and Govt Agencies Advanced 1 Day ($329) $280 Early Bird* Chicago 5/27 5/28 5/29 Dallas/Fort Worth Area 6/2 6/3 6/4 6/5 Los Angeles 6/23 6/24 6/25 6/26 San Francisco 6/16 6/17 6/18 6/19 Washington DC 6/9 6/10 6/11 6/12 This price per person cost includes course tuition, materials, lunch and snacks. Visit cl.thomsonreuters.com/a or call for public seminars, for in-house and customized training PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 37. EARLY BIRD DISCOUNT: *Save 15% on on public seminars! Early Bird prices shown in in orange. Expires: May 15, 15, 2015 cl.thomsonreuters.com/a Catalog code: CCUSR15

35 CHECKPOINT LEARNING COMPLETE LEARNING MANAGEMENT FOR TAX, ACCOUNTING AND FINANCE PROFESSIONALS FOR MORE INFORMATION, CALL Checkpoint Learning provides CPE compliance tracking, learning management, curriculum development and more. Purchase and complete courses individually or as part of a subscription package CPE Subscription Packages provide outstanding offerings and flexibility at considerable savings (Page 37) Optimized for tablet view on your ipad mobile device Personalized learning dashboard keeps all CPE records and courses in one place and provides CPE tracking and compliance monitoring while learning plans help meet individual goals Learning plans help meet individual employee training and career advancement goals ONESOURCE integration allows dual users to search for CPE courses, view in-progress courses and status report manager

36 CHECKPOINT LEARNING CPE SUBSCRIPTION PACKAGES INCREASE LEARNING OPTIONS AND SAVE MONEY FOR MORE INFORMATION, CALL Checkpoint Learning CPE Subscription Packages provide an opportunity to save money by bundling together the learning opportunities that matter most to you and your employees. Choose from the Premier, Premier Plus, Compliance or Professional CPE Package all of which provide a range of learning options at significant savings. One low subscription price covers all CPE for the year in a variety of formats Packages include online and download courses, webinars, live seminars and conferences and more CPE tracking and compliance monitoring included Select courses available with ipad-enabled mobile versions

37 ONLINE LEARNING CPE PREMIER AND PREMIER PLUS PACKAGES If you haven t subscribed to a Checkpoint Learning CPE Package, we invite you to take a look at how this industry-changing approach to learning can save you time and money and help keep you at the top of your game with the knowledge and skills you need to serve your clients. PREMIER PACKAGE Hundreds of online courses and webinars all for $309* The Premier CPE Package provides an unprecedented range of learning options at significant savings! Includes: ONLINE AND DOWNLOAD COURSES. Unlimited access to interactive online courses from MicroMash and PASS Online and PPC's downloadable self-study courses with online grading. This includes more than 450 titles, totaling 2,500+ CPE credits! New: Mobile courses! All titles with ipad-enabled mobile versions are included with your Premier or Premier Plus subscription. WEBINARS. Unlimited one- to four-hour webinars (approx. 360 annual events), plus discounts on select full-day webinars. LEARNING MANAGEMENT. Online CPE tracking and compliance monitoring for every state board of accountancy requirement and more than 20 professional designations, including IRS EA and CFP. LIVE SEMINARS AND CONFERENCES. Annual discounts on 24 hours total per subscription year: 40% off Gear Up self-sponsored seminars and conferences and 25% off AuditWatch! PREMIER PLUS PACKAGE Longer webinars, deeper discounts, more features for $449* We've taken the popular Premier CPE Package and added even more in response to customer feedback! Choose Premier or Premier Plus and receive great value for the low annual subscription cost with either option. The Premier Plus CPE Package includes all of the learning options listed at left, PLUS: WEBINARS. Unlimited access to ALL webinars including popular fullday webinars! COMPETENCY MODEL. A comprehensive model for assessing, improving and connecting your CPE to tax and accounting specialties, skills and career levels. LIVE SEMINARS AND CONFERENCES. Now save on up to 40 hours annually per subscription from our popular seminar and conferences lines (save 40% on Gear Up self-sponsored, 25% on AuditWatch). >>> NEW FEATURES FOR PREMIER AND PREMIER PLUS SUBSCRIBERS: Virtual Conferences: 45% savings attend a virtual conference for only $199 Premier Plus Subscribers can also attend the Year-End Mega-Conference for FREE! See following pages for details on virtual conferences. >>> *Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users. Live event discount (Premier Plus and Premier) does not combine with Early Bird or other discount offers; call for details. States with Thomson Reuters-sponsored Gear Up seminars currently include AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MO, NM, NV, NY, ND, OK, OR, VT and VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration). ALSO AVAILABLE: COMPLIANCE CPE PACKAGE ($199*). Pair power with affordability! This package was designed specifically for individuals looking to meet their CPE requirements cost-effectively. The Compliance CPE Package provides firms (and individual practitioners) with the essential Checkpoint Learning components plus CPE tracking and compliance monitoring and 240+ online courses (1,400+ CPE credits). PROFESSIONAL CPE PACKAGE ($239*). Selection plus affordability! This package was designed for those looking to meet CPE requirements cost-effectively but with a wide selection of online courses. The Professional CPE Package provides firms (and individual practitioners) with the essential Checkpoint Learning components plus CPE tracking and compliance monitoring and 310+ online courses (1,600+ CPE credits) including full library of ethics training. PREMIER AND PREMIER PLUS PACKAGES: Look for this icon throughout the catalog to identify the many webinars, courses and events that are included or available at a discount with your subscription! Catalog code: CCUSR15 37 cl.thomsonreuters.com

38 CHECKPOINT LEARNING VIRTUAL CONFERENCES FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM OR CALL Presented and cosponsored by leading AuditWatch and CPEasy training experts, our virtual conferences break traditional barriers by giving you live, up-to-the-minute analysis on key topics from nationally recognized experts in the comfort of your own office! What is a Virtual Conference? A virtual conference is a multi-day web-based training event featuring multiple presenters and different topics. You will be able to view the presenter s content, interact with the speakers and participate in live Q & A, making the session as applicable to your practice as it possibly can be. Virtual Conference Features Attend from anywhere with no travel costs Up-to-date, relevant training Well-known experts Interactive Visit cl.thomsonreuters.com to register. Registration closes at 5:00 p.m. CST the day before the scheduled event. This CPE is delivered in a group internet-based format. Most virtual conferences are presented on LearnLive ; the Year-End Mega-Conference is presented on WebEx. Both platforms allow you to view expert content and interact with the speakers. Log on to the audio broadcast site to hear the presentation through your computer.

39 ONLINE LEARNING AUDIT PRODUCTIVITY VIRTUAL CONFERENCE Improving productivity is always a challenge. Whether it s pressure from competitors and clients or changes to accounting rules and accounting staff, it s easy to see why firms often struggle to achieve optimal audit quality and efficiency. Join us for a conference designed to give you the knowledge, techniques and tips to perform your engagements in the most effective and efficient manner. Conference Objectives: This conference will provide you with the latest updates and techniques to help ensure that your firm is performing audits effectively and efficiently. Who Should Attend? Seniors, managers, directors, partners and anyone with influence on an engagement s planning and execution. Sessions Common Audit Productivity Issues Reviews, Compilations and Special Purpose Frameworks Staying Out of Trouble Significant new accounting issues, common audit deficiencies and current findings related to fraud Building a Better Audit Plan Key Issues in Client and Project Management Spotting Opportunities to Use Data Extraction Software Getting the Most Out of Internal Controls Documentation Tips and Pitfalls Improving Performance Through Effective Supervision Panel Discussion Answers to your questions and valuable bestpractice takeaways Conference Speakers: AuditWatch Consultants Pete Bieghler, CPA, Wayne Kerr, CPA, Shawn O Brien, CPA, Ericka Racca CPA and other nationally recognized experts. Schedule June 4 and 5 / 9:00 a.m. 5:00 p.m. CST September 2 and 3 / 9:00 a.m. 5:00 p.m. CST Pricing Price per participant/per conference: $379. $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers! CPE Information Level: Intermediate Advanced Prep: Knowledge of Auditing CPE Credits: 16 Field of Study: Auditing Platform: Presented on LearnLive KEY ISSUES IN INTERNATIONAL TAXATION VIRTUAL CONFERENCE The steady increase in economic globalization has been leading the business world into cross-border transactions that have become a significant part of their regular business activities. Not surprisingly, these transactions often generate a host of international tax issues that tend to attract the scrutiny and penalty-wielding power of the IRS. This two-day web-based International Tax Conference is designed to provide useful information and practical guidance in key areas to help practitioners of all sizes conquer the challenges of tax accounting and reporting in the international business arena. Conference Objectives: This conference will provide you with the latest updates and analysis on key issues in international taxation affecting small and medium sized CPA firms. Who Should Attend? Experienced managers, directors, partners specifically those who deal with international tax matters Sessions Latest Developments in International Tax Tax Compliance: 1040 NR Structuring IP Transactions Mexican and Canadian Tax Issues/Reform Structuring Strategies for Inbound Investing FATCA and Withholding Taxes Latest Developments in International Tax Outbound Structuring Strategies for Outbound Investing Foreign Tax Credits Foreign Bank Accounts Expatriation Transfer Pricing Conference Speakers: Speakers for this event will include Conference Chairman Jay Darby, CPA, JD and other nationally recognized experts. Schedule July 29 and 30 / 9:00 a.m. 5:00 p.m. CST October 20 and 21 / 9:00 a.m. 5:00 p.m. CST Pricing Price per participant/per conference: $379. $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers! CPE Information Level: Update Advanced Prep: None CPE Credits: 16 : Field of Study: Tax Platform: Presented on LearnLive Catalog code: CCUSR15 PREMIER AND PREMIER PLUS PACKAGES: $199 special pricing per virtual conference/per attendee for Premier and Premier Plus subscribers. Call to receive special pricing. Subscription details: page Visit cl.thomsonreuters.com for complete and current Virtual Conferences course information. cl.thomsonreuters.com

40 ONLINE COURSES NEW: BIG ISSUES FOR SMALL CLIENTS VIRTUAL CONFERENCE SMALL AND PRIVATE COMPANY AUDITING AND FINANCIAL REPORTING Staying up-do-date with new standards, risk alerts and best practices is challenging enough, but having to sift through all of the information out there to find the few nuggets that actually matter for your clients can sometimes seem impossible. This virtual conference is designed to block out the noise and focus on just the issues most likely to be important to practitioners serving smaller, private companies. Conference Objectives: This conference will help you identify and apply technical GAAP updates, auditing considerations and practice tips for serving your small, private-company clients. Who Should Attend? Accountants in public practice providing audit, review, compilation or accounting services for small, private companies. Sessions Recognizing the Issues Unique to Small, Private-Company Engagements The New Private Company Financial Reporting Options Tips for Implementing SSARS 21 and Launching Your Financial Statement Preparation Service Independence and Small Business Assurance Services Panel Discussion: Top Small Business Financial Reporting Issues What You Need to Know about Internal Controls in Very Small Company Audits Critiquing and Improving Employee Benefit Plan Audits: A Demonstration with Workpaper Examples Avoiding Common Problems with Financial Statement Disclosures So Near and Yet So Far: What Small Businesses Should Be Doing To Get Ready for the New Revenue Recognition Standard Conference Speakers: Pete Bieghler, CPA; Wayne Kerr, CPA; Susan Longo, CPA Schedule July 22 and 23 / 10:00 a.m. 4:00 p.m. CST September 9 and 10 / 10:00 a.m. 4:00 p.m. CST November 5 and 6 / 10:00 a.m. 4:00 p.m. CST Pricing Price per participant/per conference: $379. $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers! CPE Information Level: Intermediate Advanced Prep: Knowledge of Accounting and Auditing CPE Credits: 12 Field of Study: Accounting and Auditing Platform: Presented on LearnLive NEW: REVENUE FROM CONTRACTS WITH CUSTOMERS VIRTUAL CONFERENCE ASU Revenue from Contracts with Customers is the most significant change to financial reporting standards in recent years. This virtual conference provides an in-depth explanation of this new revenue recognition standard, complete with examples and implementation guidance. Conference sessions will also include discussion of the likely impact of this new standard on industries, income taxes and audits. Conference Objectives: This conference will help you identify and apply changes to financial reporting and related services from the FASB s new standard on revenue from contracts with customers. Who Should Attend? Accountants, auditors and others who need to understand the impact of new revenue recognition standards on financial reporting Sessions Applying the Five-Step Model for Revenue Recognition Recognizing Other Key Provisions of the New Standard Analyzing New Presentation and Disclosure Requirements Implementation Issues: Not-For-Profit Entities Implementation Issues: Construction Companies Implementation Issues: Other Industry Consideration Tax implications of ASU Auditing implications of ASU Panel Discussion of Key Issues and Q&A Conference Speakers: Paul Munter, CPA; Wayne Kerr, CPA; Susan Longo, CPA; Laurie Stillwell, CPA PREMIER AND PREMIER PLUS PACKAGES: PREMIER AND PREMIER PLUS PACKAGES: $199 special pricing per virtual conference/per attendee for Subscription Packages include UNLIMITED access Premier to all and online Premier and Plus mobile subscribers. courses. No Call expiration Details: page 37. to receive special pricing. Subscription details: page 37. cl.thomsonreuters.com Schedule October 1 and 2 / 10:00 a.m. 4:00 p.m. CST November 10 and 11 / 10:00 a.m. 4:00 p.m. CST December 2 and 3 / 10:00 a.m. 4:00 p.m. CST Pricing Price per participant/per conference: $379. $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers! CPE Information Level: Intermediate Advanced Prep: Knowledge of Accounting and Auditing CPE Credits: 12 Field of Study: Accounting and Auditing, Tax Platform: Presented on LearnLive Visit cl.thomsonreuters.com for complete and current Virtual Conferences course information. Catalog code: CCUSR15

41 ONLINE LEARNING NEW: HEALTH CARE REFORM VIRTUAL CONFERENCE 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. Conference Objectives: This conference will provide you with the latest updates and analysis on health care reform issues. Who Should Attend? Experienced managers, directors, partners specifically those who deal with health care matters. Sessions Roundtable Discussion of Recent Developments and Key Updates Understand the Forms and Calculations for Health Care Update for Employers The Tax Treatment of Health Insurance for the Partner and S Corp Shareholder Discussion of Key Non-Tax Issues Ask the Experts: Frequently Asked Questions on Implementation Issues Roundtable Discussion of What Lies Ahead Conference Speakers: Conference Chair John Stevko, CPA, and a team of TaxWatch, Gear Up and CPEasy Speakers Schedule August 4 and 5 / 10:00 a.m. 4:00 p.m. CST October 27 and 28 / 10:00 a.m. 4:00 p.m. CST December 8 and 9 / 10:00 a.m. 4:00 p.m. CST Pricing Price per participant/per conference: $379. $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers! CPE Information Level: Update Advanced Prep: None CPE Credits: 12 Field of Study: Tax Platform: Presented on LearnLive Visit cl.thomsonreuters.com for complete and current course information. PREMIER AND PREMIER PLUS PACKAGES: $199 special pricing per virtual conference/per attendee for Premier and Premier Plus subscribers. Call to receive special pricing. Subscription details: page 37. Catalog code: CCUSR15 41 cl.thomsonreuters.com

42 ONLINE COURSES NEW: 2015 YEAR-END MEGA-CONFERENCE FOR PRACTITIONERS The new year-end mega-conference pulls together a variety of topics in accounting, auditing, tax and practice management for a truly interdisciplinary experience. Presented over two days, this conference conveniently groups the sessions into those with an accounting and auditing focus and those with a tax focus so you can attend the whole conference or just the day that is most relevant to you. Conference Objectives: This conference will help you to identify and apply technical issues, practice management skills and practice tips to your practice areas. Who Should Attend? Accounting, auditing and tax professionals. Sessions Day 1 Accounting Roadmap: An Overview of the FASB's Technical Agenda; Where We've Been, Where We're Going and What It Means Applying LEAN and Six Sigma Concepts to Improve Productivity Internet Security Tools for Accountants Challenging Assumptions: Using Real-World Examples to Critique and Improve Audits Exceeding Exceptions Every Time: Mastering the Exceptional Service Technique Day 2 Tax Savings Tips for High-Income Clients Federal Tax Year End Round Up What You Need to Know Now Before Busy Season Tax Planning Strategies for Small Business IRS Examination Issues What s Hot and Being Scrutinized Conference Speakers: AuditWatch Consultants, TaxWatch Instructors and other nationally recognized experts. Schedule November 19 and 20 / 9:00 a.m. 5:00 p.m. CST December 17 and 18 / 9:00 a.m. 5:00 p.m. CST January 19 and 20 / 9:00 a.m. 5:00 p.m. CST Pricing Price per participant/per conference: $219 per day or $399 for both days Checkpoint Learning Premier Subscribers: $119 per day or $219 for both days Checkpoint Learning Premier Plus Subscribers: FREE! CPE Information Level: Intermediate Advanced Prep: Knowledge of Tax, Accounting and Auditing CPE Credits: 8 credits per day or 16 hours for total event Field of Study: Tax, Personal Development, Accounting and Auditing, Computer Science Platform: Presented on WebEx Visit cl.thomsonreuters.com for complete and current course information. PREMIER AND PREMIER PLUS PACKAGES: Year-End Mega-Conference is $219 for Premier subscribers or FREE for Premier Plus subscribers. Call to receive special pricing. Subscription details: page 37. cl.thomsonreuters.com Catalog code: CCUSR15

43 CHECKPOINT LEARNING WEBINARS LIVE INSTRUCTOR-LED WEB-BASED EVENTS FOR MORE INFORMATION, CALL Checkpoint Learning Webinars offer hundreds of webinars each year on the topics of most importance to you taught by nationally recognized experts. Topics covered include: accounting and auditing current developments, audit quality and efficiency, ethics, business and financial management, personal development, practice efficiencies using PPC Tools, specialized industry, tax, technology and Yellow Book Webinars are priced per participant per webinar at $69 for one hour, $89 for two hours, $139 for four hours or all day for $189 (Quantity Discount available) Also available: customized webinars designed exclusively for your firm (call for details) All webinars are Level: Update and Advanced Prep: None. Visit cl.thomsonreuters.com for more CPE information. Webinars are presented on WebEx and offer optional audio broadcast directly through your computer. Registration closes at 5:00 p.m. CST the day before the event. Checkpoint Learning Webinars are part of Practitioners Publishing Company (PPC). PPC 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. 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: Checkpoint Learning Webinars are group Internet-based delivery method. Unless otherwise stated, no other prerequisites or advance preparation is required. For more CPE information, including descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com. Checkpoint Learning Webinars is an IRSapproved continuing education provider, and offers several courses that that are eligible for credit for IRS PTIN holders (including Enrolled Agents).

44 WEBINARS APRIL 2015 SCHEDULED WEBINARS More information and up-to-date schedule: cl.thomsonreuters.com Mon Tues Wed Thu Fri Times shown are Central Standard (CST) 12 p.m.: Opportunities and Challenges of a Multigenerational Workplace (2 hrs) 2 p.m.: Polish Your Presentation Skills: Best Practices of Dynamic Presenters (2 hrs) 12 p.m.: LinkedIn for Accountants (2 hrs) 2 p.m.: Data Privacy and Encryption (2 hrs) a.m.: Form 3115 and the Capitalization Regulations: A Practical Approach (2 hrs) 12 p.m.: Performing Efficient Audits of Employee Benefit Plans (2 hrs) 2 p.m.: Advanced Topics in 8 12 p.m.: Revenue from Contracts with Customers: An Overview of the New Standard (2 hrs) 2 p.m.: Introduction to Business Combinations and Consolidations (2 hrs) 9 12 p.m.: Tackle the New Pension Standards GASB Statements No. 67 and 68 (2 hrs) 2 p.m.: A Single Audit Case Study (2 hrs) p.m.: Professional Ethics for Accountants A Comprehensive Update (2 hrs) 2 p.m.: Avoiding Common Errors with Special Purpose Framework (OCBOA) Reporting and Disclosures (2 hrs) Financial Statement Preparation (2 hrs) a.m.: Monthly Tax Alert (2 hrs) 12 p.m.: Choice of Business Entity (2 hrs) 2 p.m.: Casualty and Theft Losses (2 hrs) a.m.: How Healthcare Reform Impacts Your Clients (2 hrs) 12 p.m.: Health Care Reform The Individual Mandate (2 hrs) 9 a.m.: Federal Tax Update (8 hrs) 9 a.m.: Understanding Health Care Reform How the New Laws Impact Employers and Individual Taxpayers (8 hrs) 10 a.m.: S Corporations Basis, AAA (Schedule M-2) and Distributions (2 hrs) 12 p.m.: S Corporations Stock Basis, Debt Basis, At Risk Basis and PALs (2 hrs) p.m.: Monthly Accounting Alert (1 hr) 1 p.m.: Monthly Corporate Tax Update (1 hr) 9 a.m.: Performing Efficient Audits of Employee Benefit Plans (8 hrs) 12 p.m.: Quarterly SEC and PCAOB Update-Q2 (1 hr) 9 a.m.: Accounting and Auditing Update (8 hrs) 10 a.m.: The Starting Line on Generally Accepted Government Auditing Standards (2 hrs) Please note that nearly all tax titles are eligible for IRS PTIN holders CE credit. Visit cl.thomsonreuters.com for more detailed information. PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour webinars; Premier Plus packages include UNLIMITED access to all webinars, including full-day. No expiration. Details: page 37. QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in single transaction for the same attendee. cl.thomsonreuters.com Catalog code: CCUSR15

45 WEBINARS MAY 2015 SCHEDULED WEBINARS More information and up-to-date schedule: cl.thomsonreuters.com Mon Tues Wed Thu Fri 1 Times shown are Central Standard (CST) a.m.: Conquer the Challenges of Identifying the Financial Reporting Entity GASB Statement No. 61 (2 hrs) 12 p.m.: Ethics for Tax Professionals (2 hrs) 2 p.m.: Health Care Reform Issues for Employers (2 hrs) 6 10 a.m.: Avoiding Common Peer Review and Other Issues (2 hrs) 12 p.m.: Revenue from Contracts with Customers: An Overview of the New Standard (2 hrs) 2 p.m.: Power of Efficiency Case Study: Common Deficiencies in Auditing a Nonprofit Entity (2 hrs) 7 9 a.m.: Federal Tax Update (8 hrs) 12 p.m.: Inventory Observations: Requirements, Approaches and Practice Tips (2 hrs) 10 a.m.: Issues in Preparing a Statement of Cash Flows (2 hrs) 12 p.m.: Mastering the OID and Below Market Loan Rules to Avoid Phantom Income Surprises (2 hrs) 2 p.m.: The Mobile Web for Accountants (2 hrs) 8 10 a.m.: Implementing SSARS 21: The New Compilation, Review and Preparation Standards (2 hrs) 12 p.m.: Total Payroll Management (2 hrs) 2 p.m.: Effective Feedback Techniques for Seniors, Managers and Supervisors (2 hrs) a.m.: Perfecting Analytical Procedures (2 hrs) 12 p.m.: Monthly Tax Alert (2 hrs) 2 p.m.: How Healthcare Reform Impacts Your Clients (2 hrs) 13 9 a.m.: Understanding Health Care Reform How the New Laws Impact Employers and Individual Taxpayers (8 hrs) 12 p.m.: Is Everything a Change in Accounting Method? (2 hrs) 14 9 a.m.: Everything You Wanted to Know About Generally Accepted Government Auditing Standards (GAGAS) for Financial Audits (8 hrs) 12 p.m.: Internet of Things for Accountants (2 hrs) 2 p.m.: Quarterly SEC and PCAOB Update Q2 (1 hr) a.m.: Identity Theft An Ongoing Threat (2 hrs) 12 p.m.: PPC 101: Making the Most of the Methodology (2 hrs) 2 p.m.: Independence: An Essential Review for CPAs in Public Practice (2 hrs) a.m.: Quarterly Sales and Use Tax Update for Controllers and Financial Managers (2 hrs) 12 p.m.: Monthly Accounting Alert (1 hr) 1 p.m.: Monthly Corporate Tax Update (1 hr) 2 p.m.: Buying/Selling a Business Tax Considerations (2 hrs) 20 9 a.m.: Performing Effective and Efficient Audit Procedures (8 hrs) 12 p.m.: Unique Audit Issues Related to Defined Benefit Plans (2 hrs) p.m.: Making Medical Care Less Painful by Maximizing the Tax Benefits (2 hrs) 2 p.m.: IRS Audits of Business Returns (2 hrs) p.m.: Partnerships/LLCs Section 754 Election and Basis Adjustments (2 hrs) 2 p.m.: IRS Audits of Individuals (2 hrs) 21 9 a.m.: Operational Finance for Accounting Professionals (8 hrs) a.m.: Divorce Financial Planning and the Marital Settlement (2 hrs) 12 p.m.: Foreclosures and Short- Sales (2 hrs) a.m.: Accounting and Auditing 10 a.m.: Real Estate from A to Z Update (8 hrs) (2 hrs) 12 p.m.: Supreme Court Cases on 12 p.m.: Excel Best Practices Taxation You Should Know About: (2 hrs) Part 2 (2 hrs) Please note that nearly all tax titles are eligible for IRS PTIN holders CE credit. Visit cl.thomsonreuters.com for more detailed information. PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour webinars; Premier Plus packages include UNLIMITED access to all webinars, including full-day. No expiration. Details: page 37. QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in single transaction for the same attendee. Catalog code: CCUSR15 45 cl.thomsonreuters.com

46 WEBINARS JUNE 2015 SCHEDULED WEBINARS More information and up-to-date schedule: cl.thomsonreuters.com Mon Tues Wed Thu Fri Times shown are Central Standard (CST) a.m.: Government and Nonprofit Update (8 hrs) 12 p.m.: Advanced Googling for Accountants (2 hrs) 2 p.m.: Assisting with the Defined Contribution Retirement Plan Recommendation (2 hrs) 9 a.m.: Compilations, Reviews and Preparations Comprehensive Guidance Including Implementation of the New SSARS 21 Standards (8 hrs) 12 p.m.: Communicating Effectively with the IRS (2 hrs) 2 p.m.: Analytical Procedures for Nonprofit Organizations (2 hrs) 10 a.m.: How to Handle IRS Audits and Appeals (2 hrs) 12 p.m.: Health Care Reform Individual Mandate (2 hrs) 2 p.m.: Revenue from Contracts with Customers: An Overview of the New Standard (2 hrs) p.m.: Strategies for Developing High-Performing Teams (2 hrs) 2 p.m.: Accounting for Income Taxes Practice Issues and Common Pitfalls (2 hrs) a.m.: Accountants Guide to Information Technology (A Z course) (8 hrs) 10 a.m.: Fair Value Measurement for Nonprofits (2 hrs) 12 p.m.: Power of Efficiency Case Study: Common Deficiencies in Auditing a Government (2 hrs) 10 a.m.: Internal Controls for Nonprofits (2 hrs) 12 p.m.: Delegating for Results (2 hrs) 2 p.m.: Loss Limitations Passive Activity Losses and At-Risk Basis (2 hrs) a.m.: Living and Dying with an S Corporation (2 hrs) 12 p.m.: Understanding and Evaluating Internal Controls (2 hrs) 17 9 a.m.: Accounting and Auditing Update (8 hrs) 12 p.m.: Quarterly SEC and PCAOB Update Q2 (1 hr) 24 9 a.m.: Change Management An Accountant s Challenge (8 hrs) 12 p.m.: IRAs The Complexities and Benefits (2 hrs) 12 p.m.: Negotiating 101 (2 hrs) 2 p.m.: Understanding and Preparing an Offer in Compromise (2 hrs) 2 p.m.: Implementing SSARS 21: The New Compilation, Review and Preparation Standards (2 hrs) a.m.: Unique Audit Issues Related to Health and Welfare Benefit Plans (2 hrs) 2 p.m.: Miscellaneous Other Deductions Not Exactly Insignificant (2 hrs) 18 9 a.m.: Understanding Health Care Reform How the New Laws Impact Employers and Individual Taxpayers (8 hrs) 12 p.m.: Wrapping Up Engagements: Efficiency Techniques That Work (2 hrs) 25 9 a.m.: Audit Sampling: A Comprehensive Guide to Effective and Efficient Sampling in Tests of Details and Tests of Controls (8 hrs) 12 p.m.: List it or Trade it (2 hrs) 2 p.m.: How Health Care Reform Impacts Your Clients(2 hrs) 10 a.m.: What You Should Know About Form 1040 NR (2 hrs) 12 p.m.: Professional Ethics for Accountants A Comprehensive Update (2 hrs) 12 9 a.m.: Federal Tax Update (8 hrs) 10 a.m.: Taxation of Mergers and Acquisitions (2 hrs) 12 p.m.: Capital Gain or Ordinary Income (2 hrs) a.m.: US-Canadian Cross- Border Tax Issues (2 hrs) 12 p.m.: Monthly Accounting Alert (1 hr) 1 p.m.: Monthly Corporate Tax Update (1 hr) 2 p.m.: AMT Update (2 hrs) a.m.: Introduction to Fiduciary Taxation (2 hrs) 12 p.m.: Monthly Tax Alert (2 hrs) 2 p.m.: Cloud Computing Made Easy for CPAs (2 hrs) Please note that nearly all tax titles are eligible for IRS PTIN holders CE credit. Visit cl.thomsonreuters.com for more detailed information. PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour webinars; Premier Plus packages include UNLIMITED access to all webinars, including full-day. No expiration. Details: page 37. QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in single transaction for the same attendee. cl.thomsonreuters.com Catalog code: CCUSR15

47 WEBINARS JULY 2015 SCHEDULED WEBINARS More information and up-to-date schedule: cl.thomsonreuters.com Mon Tues Wed Thu Fri a.m.: Business Ethics in Corporate Accounting (2 hrs) 12 p.m.: Linkedin for Accountants (2 hrs) 2 p.m.: Health Care Reform Issues for Employers (2 hrs) 10 a.m.: Creating Engaging PowerPoint Presentations (2 hrs) 12 p.m.: Partnership/LLCs Advanced Topics (2 hrs) 2 p.m.: A Close Look at GASB Statements No. 69 and 70 (2 hrs) 8 10 a.m.: Revenue from Contracts with Customers: An Overview of the New Standard (2 hrs) 2 p.m.: Budgeting and Forecasting for Financial Professionals (2 hrs) a.m.: Accounting and Auditing Update (8 hrs) 12 p.m.: The Documents Matter: How the Law of Backdating and Rescission Limits the Ability to Shape Tax Results (2 hrs) 2 p.m.: Monthly Tax Alert (2 hrs) 15 9 a.m.: Understanding Health Care Reform How the New Laws Impact Employers and Individual Taxpayers (8 hrs) 12 p.m.: Quarterly SEC and PCAOB Update Q3 (1 hr) a.m.: Retirement Planning 12 p.m.: Power of Efficiency including ROTH IRA Case Study: Understanding a Conversions (2 hrs) Nonprofit Financial Statement 12 p.m.: Monthly Accounting (2 hrs) Alert (1 hr) 1 p.m.: Monthly Corporate Tax Update (1 hr) 2 p.m.: Understanding Installment Sales (2 hrs) a.m.: Partnerships and 12 p.m.: Windows 10 (2 hrs) LLCs From Formation to Liquidation (8 hrs) 12 p.m.: Operational Finance for Accounting Professionals The Express Version (2 hrs) 10 a.m.: Identifying and Correcting the Most Common Audit Inefficiencies (2 hrs) 12 p.m.: Estate and Gift Tax Update (2 hrs) 9 10 a.m.: Independence: An Essential Review for CPAs in Public Practice (2 hrs) a.m.: Fraud Detection: An Accountant s Consideration of Fraud in the Preparation of Financial Statements and Tax Returns (8 hrs) 12 p.m.: Planning for Education Expenses: So Many Deductions and Expenses It Takes a PhD to Figure Them Out (2 hrs) a.m.: Performing Effective and Efficient Single Audits (8 hrs) a.m.: Entity Conversions: Opportunities and Pitfalls (2 hrs) 12 p.m.: Initial Audit Engagements (2 hrs) 2 p.m.: How to Run an Efficient Tax Office (2 hrs) 10 9 a.m.: Federal Tax Update (8 hrs) 10 a.m.: FATCA: Strategies for Coping With This Complicated New Law (2 hrs) 12 p.m.: How Health Care Reform Impacts Your Clients (2 hrs) 10 a.m.: Passive Activities Increased Scrutiny on IRC 469 (2 hrs) 12 p.m.: Basis Calculations S Corporations, Partnerships, LLCs (2 hrs) 10 a.m.: Managing the Costs of Technology CPAs and Clients (2 hrs) 12 p.m.: Advanced Topics in Financial Statement Preparation (2 hrs) 10 a.m.: Avoiding Common Errors with Special Purpose Framework (OCBOA) Reporting and Disclosures (2 hrs) 12 p.m.: Nontraditional Engagements: Pro Forma, Forecasts and Projections (2 hrs) Please note that nearly all tax titles are eligible for IRS PTIN holders CE credit. Visit cl.thomsonreuters.com for more detailed information. PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour webinars; Premier Plus packages include UNLIMITED access to all webinars, including full-day. No expiration. Details: page 37. QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in single transaction for the same attendee. Catalog code: CCUSR15 47 cl.thomsonreuters.com

48 LEARNLIVE CREATE AND ARCHIVE YOUR OWN WEBINARS FOR MORE INFORMATION VISIT LEARNLIVE.COM OR CALL LearnLive automates the creation, delivery, management and certification of accredited elearning programs for professionals including accounting, legal and finance. Part of the Checkpoint Learning suite of CPE and training solutions Real time learning management Eliminates manual administration, excessive travel and redundant efforts due to schedule conflicts Allows for limitless virtual content repurposing Includes Compass integrated learning management system, Compliance Tracking automated compliance manager, Connect webinar delivery platform including streaming and video plus archiving and Capture course authoring tool

49 CHECKPOINT LEARNING ONLINE COURSES ONLINE OR DOWNLOADABLE COURSES FOR MORE INFORMATION, CALL The Checkpoint Learning Online Course library includes more than 360 interactive online courses and 1,800 credits of CPE training available exclusively on the Checkpoint Learning platform. Online Course Content meets the CPE requirements for CPAs in all 50 states with more than 50 ethics courses to meet mandatory CPA ethics requirements and is approved CPE for Enrolled Agents. Plus nearly 40 courses fulfill the CE requirement for the CFP certification. Over 20 years of experience as a technology-based CPE provider Highly intuitive, easy-to-use course interface Courses available online or can be downloaded Optimized for tablet view on your ipad mobile device Always remembers your place courses don t need to be completed in one sitting Automatic course grading and instant certificate of completion Instant access to today s most important CPE titles online or downloadable Premier and Premier Plus subscription packages include unlimited access to all online and mobile courses MicroMash and PASS Online are registered with the National Association of State Boards of Accountancy (NASBA) as sponsors 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: MicroMash and PASS Online are IRS approved continuing education providers, and offer several courses that are accredited to IRS PTIN holders. For all taxation and other applicable subjects, PASS Online courses have been accepted by the CFP Board.

50 ONLINE COURSES ACCOUNTING 2014 FASB Update Accounting and Auditing Real Estate Transactions Accounting Changes and Error Corrections Accounting for Derivatives and Hedging Activities Accounting for Farms and Ranches New! Accounting for Income Taxes Accounting for Investments in Debt and Equity Securities Accounting for Investments; Equity Method, Including Consolidations Accounting for Leases Accounting for Liabilities Accounting for Pensions Accounting for Share-Based Compensation Accounting for Uncertainty in Income Taxes FASB ASC: Accounting Overview for Tax Professionals Activity-Based Costing (ABC) Analysis of the Corporate Annual Report ASC: Codification of Standards Balance Sheet and GAAP Reporting Bar and Restaurant Financial Statement Presentation Including Measurement and Disclosure Issues New! Business Combinations, Goodwill and Other Intangible Assets Cash Flows (FASB ASC 230) Comprehensive Income Credit and Collections Management Current Developments Accounting and Financial Reporting Earnings per Share (FASB ASC 260) Employee Benefit Plans I: Accounting Principles Fair Value Measurement: An Introduction to Fair Value Measurements and Disclosures (FASB ASC 820) Financial Management: Budgeting and Forecasting Financial Management Overview Financial Statement Disclosure: Common Issues Financial Management: Budgeting and Forecasting GAAP Guide: Advanced Topics GAAP Guide: Income Statement and Financial Analysis GAAP Guide: The Balance Sheet IFRS and a Comparison with U.S. GAAP IFRS for Non-CPAs Impairment or Disposal of Long-Lived Assets (ASC ) International Financial Reporting Standards (IFRS) Update Introduction to Bank Auditing and Accounting: I Introduction to Bank Auditing and Accounting: II Introduction to Financial Reporting Framework for Small- to Medium-Sized Entities Introduction to International Financial Reporting Standards Introduction to SEC Reporting New! Managing an Accounting Department Other Topics for the Equity Method and Consolidations and Joint Ventures Preparing Personal Financial Statements Real Estate Financing and Investment Revenue and Expenses and GAAP Reporting Revenue Recognition: An Overview of Changes Revenue Recognition: Fundamentals Revenue Recognition: Rules and Standards Review of Accounting for Certain Liabilities SEC Initial Public Offerings (IPOs): An Introduction New! SEC Reporting and Registration Requirements and Accountant Comfort Letters New! SEC Reporting Updates Segment Accounting and Reporting SSARS 21: Comprehensive Analysis of the Compiliation and Revew Standars New! Sustainability Accounting and Reporting Understanding and Analyzing Financial Statements SEC Reporting and Registration Requirements and Accountant Comfort Letters New! 2 CPE Credits Accounting & Auditing $42 or FREE with Premier or Premier Plus This course provides high-level overview of SEC reporting and registration requirements. It investigates Regulation S-K and S-X, as well as Forms S-1, S-3 and S-4. It also provides an overview of the public accountant's role in this process concerning the issuance of a comfort letter. SSARS 21: Comprehensive Analysis of the Compilation and Review Standards New! 8 CPE Credits Accounting $120 or FREE with Premier or Premier Plus The purpose of this course is to inform the reader of the various changes made to the entire compilation and review codification by SSARS No. 21. The course addresses all three types of engagements that can be performed under the SSARSs including: a preparation of financial statements engagement, a compilation engagement and a review engagement. ACCOUNTING, GOVERNMENTAL GASB 34: Basic Financial Statements for State and Local Governments GASB Statement No. 54: Fund Balance Reporting and Governmental Fund Government Accounting Principles ADMINISTRATIVE PRACTICE A Complete Guide to Investing Personal Financial Planning AUDITING Analytical Fraud Detection Audit Sampling Auditing Developments Auditor's Response to Fraud Risk Assessment COSO 2013 Clarified Standards and Statements Clarity Project: Significant Changes to Auditing Standards Compilation and Review Compilation and Review Update: SSARS 19 Implementation Computer Fraud: Detection and Deterrence Employee Benefit Plans II: Auditing Considerations Forensic Accounting Fraud Auditing and Investigation Fraud: Who Commits It and Why Does It Occur? Fraud I: Prevention Fraud Auditing and Investigation Improving Analytical Procedures Information Technology Auditing Internal Control and Fraud Detection PREMIER AND PREMIER PLUS PACKAGES: Subscription Packages include UNLIMITED access to all online and mobile courses. No expiration. Details: page 37. cl.thomsonreuters.com Catalog code: CCUSR15

51 ONLINE COURSES Internal Controls for Auditors and Managers: Evaluation Introduction to Audits of Inventory Introduction to Fraud Auditing Introduction to Fraud Symptoms and Detection Investment Fraud I: Ponzi Schemes, Advance Fee Fraud and Other Scams Journal Entry Testing Applying SAS No. 99 Overview of SSARS No. 21 New! PCAOB AS No. 5: Audit of the Effectiveness of Internal Control over Financial Reporting New! PCOAB Auditing Standards: Communications with Audit Committees New! PCOAB Auditing Standards: Risk and Materiality During Planning and Performing an Audit New! PCOAB Auditing Standards: Supervision, Evidence, Supplemental Information and Evaluation of Results New! PCAOB Audits: Gathering Evidence and Completing the Audit New! PCAOB Audits: Internal Control Stage New! PCAOB Audits: Planning and Risk Assessment Stage New! PCAOB Standards Practice Issues Compilation and Review Update Risk Assessment: Planning of a Financial Statement Audit SAS 99: Consideration of Fraud in a Financial Statement Audit The Detection and Prevention of Fraud in Financial Statements The Fraud of Identity Theft Transitioning to the 2013 COSO Internal Control Framework: An Overview AUDITING, GOVERNMENTAL Audits of State and Local Governmental Units Audits of States, Local Governments and Non-Profit Organizations GAO Standards: Yellow Book OMB Circular A-133: The Single Audit Mobile courses identified by symbol next to each title that is currently available with your ipad. BUSINESS LAW Avoiding Post-Retirement Insolvency Bankruptcy Law Foreclosure Law Harassment: Response, Prevention and Protection Why Is Employment Law So Complicated? BUSINESS MANAGEMENT AND ORGANIZATION Advising and Consulting to the Small Business Cash Flow: Managing the Lifeblood of the Organization The Executive Dashboard: Management with Metrics Financial Statement Analysis for Profit Improvement How to Write a Business Plan I Am Supposed to Supervise These People Management Accounting: Tools for Making More Effective Business and Operating Decisions Project Management Essentials for the CPA Techniques of Financial Analysis, Modeling, and Forecasting COMMUNICATIONS Powerful Presentations: How to Build and Deliver COMPUTER SCIENCE Cyber Security to Protect Your Company and Your Clients Getting Started with Microsoft Excel 2007 Getting Started with Microsoft Excel 2010 Getting Started with PowerPoint 2010 with Lots of Tips and Tricks Getting Started with Windows 8 New! Microsoft Access 2010: Introduction to Access 2010 with Lots of Tips and Tricks Microsoft Excel 2007: Working with Formulas and Functions with Lots of Tips and Tricks Microsoft Excel 2007: Creating and Formatting Charts with Lots of Tips and Tricks Microsoft Excel 2007: Moving, Copying and Filling Cells with Lots of Tips and Tricks Microsoft Excel 2007: Useful Functions for CPAs with Lots of Tips and Tricks Microsoft Excel 2010: Creating and Formatting Charts with Lots of Tips and Tricks Microsoft Excel 2010: Working with Formulas and Functions with Lots of Tips and Tricks Microsoft Excel 2013: Creating and Formatting Charts Microsoft Excel 2013: Getting Started with Excel Microsoft Excel 2013: Getting Started with PivotTables and PivotCharts Microsoft Excel 2013: Useful Functions for CPAs Microsoft Excel 2013: Working with Formulas and Functions Microsoft PowerPoint 2007: Getting Started With PowerPoint 2007 with Lots of Tips and Tricks Microsoft PowerPoint 2013: Getting Started with PowerPoint Microsoft Word 2007: Getting Started with Word 2007 with Lots of Tips and Tricks Microsoft Word 2010: Getting Started with Word with Lots of Tips and Tricks Microsoft Word 2013: Getting Started with Word 2013 New! QuickBooks Pro 2010 QuickBooks Pro 2012 QuickBooks Pro 2013 QuickBooks Pro 2014 New! FINANCE 101 Financial Solutions: Diagnosis and Remedy Capital Budgeting Capital Budgeting and Management New! Financing Options for Business MANAGEMENT ADVISORY SERVICES A Practical Guide to Mergers, Acquisitions and Divestitures Cost Management: Accounting and Control How to Start a Business Total Cash Management PERSONAL DEVELOPMENT Bottom-Line Leadership Delegating to Financial Employees Effective Writing for Accountants Essential Coaching Skills Influencing People in Organizations: The Leadership Imperative Overview and Basic Concepts Introverts and Extroverts at Work New! Meetings that Matter Moral Leadership and Character Development Retirement Planning for Expatriates to Central American New! PREMIER AND PREMIER PLUS PACKAGES: Subscription Packages include UNLIMITED access to all online and mobile courses. No expiration. Details: page 37. Catalog code: CCUSR15 51 cl.thomsonreuters.com

52 ONLINE COURSES REGULATORY ETHICS 2015 Ethics for Virginia CPAs Coming soon! 2015 Ethics for Washington CPAs 2015 Personal and Professional Ethics for North Carolina CPAs California Rules and Regulations Colorado Rules and Regulations CPAs and Independence Ethics for Alaska CPAs Ethics for Arkansas CPAs Ethics for Attest Firms Ethics for Attest Firms and Tax Professionals Ethics for California CPAs Ethics for Certified Financial Planner Certificants Ethics for Colorado CPAs Ethics for Connecticut CPAs Ethics for CPAs Ethics for CPAs and Tax Professionals Ethics for Delaware CPAs Ethics for District of Columbia CPAs Ethics for Enrolled Agents Ethics for Georgia CPAs Ethics for Guam CPAs Ethics for Idaho CPAS Ethics for Illinois CPAs Ethics for Indiana CPAs Ethics for Iowa CPAs Ethics for Kansas CPAs Ethics for Kentucky CPAs Ethics for Maine CPAs Ethics for Maryland CPAs Ethics for Massachusetts CPAs Ethics for Michigan CPAs Part I Ethics for Michigan CPAs Part II Ethics for Minnesota CPAs Ethics for Mississippi CPAs Ethics for Missouri CPAs Part I Ethics for Missouri CPAs Part II Ethics for Montana CPAs Ethics for Nebraska CPAs Ethics for Nevada CPAs Ethics for New Hampshire CPAs Ethics for New Mexico CPAs Ethics for New York CPAs Ethics for New York Tax Professionals Ethics for Ohio CPAs Ethics for Oklahoma CPAs Ethics for Oregon CPAs Ethics for Pennsylvania CPAs Ethics for Rhode Island CPAs Ethics for South Carolina CPAs Ethics for Tax Professionals Ethics for Tennessee CPAs 2 Hours Ethics for Vermont CPAs Ethics for Washington CPAs Ethics for West Virginia CPAs Ethics for Wyoming CPAs Independence An Overview for Attest Firms Independence and Attest Firms Independence for CPAs An Overview Independence, Integrity and Objectivity Oregon Rules and Regulations Personal and Professional Ethics for Florida CPAs Personal and Professional Ethics for Louisiana CPAs Personal and Professional Ethics for Texas CPAs Personal and Professional Ethics for Texas CPAs (Video) Professional Ethics for Arizona CPAs Professional Ethics for Arizona CPAs (2 hrs.) Professional Ethics for Hawaii CPAs SPECIALIZED KNOWLEDGE AND APPLICATIONS Accounting Apps for Your Business New! Cloud Computing: Doing Business in the Cloud CPA's Role in Mediation Introduction to Business Valuation and Use of Comparables Introduction to Investment Companies Introduction to the Food and Beverage Industry Introduction to Securities Broker/Dealers Introduction to the Health Care Industry Introduction to the Media Industry Introduction to the Pharmaceutical Industry Negotiating Skills for CPAs Not-for-Profit Accounting Social Media to Market Your Business Spreadsheet Best Practices: Roadmap to Reduced Risk Storage Strategy in the Cloud Valuation Methods: Statement on Standards for Valuation Services No. 1 Accounting Apps for Your Business New! 1 CPE Credit Specialized Knowledge and Applications $26 or FREE with Premier or Premier Plus This course discusses the various choices you have regarding accounting apps for your business including the pros and cons of each app and the features of these applications. Valuation Methods: The Normalization of Earnings Valuation Methods: The Income Approach Valuation Methods: The Adjusted Net Assets Method Valuation Methods: The Excess Earnings (Treasury) Method TAXES 2014 Invdividual Tax Overview 2014 Individual Tax Update 2014 Specialized Tax Update 2014 Corporate Tax Update 49 Ways to Reduce Taxes for Individuals and Make Them Clients for Life Alternative Minimum Tax An Overview of Abusive Tax Trusts Asset Protection Tax and Financial Aspects Benefits and Disadvantages of Health Savings Accounts C Corp Schedule M Simulation C Corporations: Income Tax Reporting C Corporations: Overview of Corp. Income Tax C Corporations: Tax Depreciation and Amortization Capitalization of Tangible Assets Regulations Capital Gains and Losses Changing Accounting Methods Choosing the Right Entity and Getting Cash Out of It Claiming Medical Expenses for Baby Boomers Commercial Bank Taxation and Regulatory Issues: Introduction Community Property Taxation Consolidated Tax Returns Consolidations for Large Clients: Net Operating Losses and Intercompany Transactions Corporate Net Operating Losses Corporate Tax Update Corporate Taxation Depreciation: Modified ACRS Employee Benefit Plans: Introduction Employment Tax Audits Entity Comparisons Estate Planning for the Small and Midsized Estate Estate Planning II: The Large Estate Estates and Trusts Federal Estate Taxation Federal Gift Tax (and the GST Tax) Fiduciary Income Distribution and Beneficiary Taxation Fiduciary Law and Accounting Mechanics PREMIER AND PREMIER PLUS PACKAGES: Subscription Packages include UNLIMITED access to all online and mobile courses. No expiration. Details: page 37. cl.thomsonreuters.com Catalog code: CCUSR15

53 ONLINE COURSES Fiduciary Taxation Introduction Financial Planning for Higher Educ. Costs Fundamentals of International Tax I: Subpart F and CFCs Fundamentals of International Tax II: Foreign Tax Credit and the FPHCo Individual Income Tax: Depreciation Individual Income Tax: Above-the-Line Deductions Individual Income Tax: Capital Gains, Pass- Through Income and Other Income Individual Income Tax: Earned Income Individual Income Tax: Itemized Deductions Individual Income Tax: Overview Individual Income Tax: Schedule C, E and F Expenses Individual Income Tax: Taxes, Credits and Penalties Individual Tax Planning for Your Client's Well Being Interest Deduction Rules International Taxation: Foreign Account Tax Compliance Act (FATCA) International Taxation: Foreign Investment in U.S. Real Estate International Taxation: Inbound Transactions I International Taxation: Inbound Transactions II International Taxation: Outbound Transactions Introduction to Partnerships and LLCs Introduction to the Tax Increase Prevention Act of 2014 New! IRAs: Contributions Introduction to the Tax Increase Prevention Act of 2014 New! 1 CPE Credit Taxation $26 or FREE with Premier or Premier Plus Last-minute tax legislation signed into law on December 19, 2014 will impact the preparation of 2014 individual and business tax returns. H.R Division A, known as The Tax Increase Prevention Act of 2014, extends for one year many of the tax breaks that expired at the end of This course presents a summary of those extended items and highlights features of some of the more significant extenders. IRAs: Distributions LIFO Inventory Method LLCs and LLPs: Rules for Limited Liability Entities Maximizing Deductions for College Bound Families New! Multistate Taxation Net Investment Income Tax Obamacare: Employer Mandate Obamacare: Individual Mandate Oil and Gas Taxation Partnership Taxation: Advanced Partnership Taxation: Fundamentals Partnerships and LLCS: Large Clients Partnerships: Large Clients Passive Losses Purchasing and Selling a Business Real Estate Investment Trusts: An Overview Real Estate Taxation for Owners and Operators: Major Topics Repairs or Capitalize? New! Representing Taxpayers Before the IRS Residential Real Estate Retirement Income Taxation S Corporations S Corporations: Pass Through Items and Basis Adjustments S Corporations: Tax Years, Redemptions, Liquidations and Reorganizations Small Business Schedule C and F Expenses Social Security and Medicare Benefits: An Overview State and Local Taxes Subchapter C: Distributions and Redemptions Subchapter C: Fundamentals of Corporate Taxation Tangible Property Regulations: What to Do Now and What to Do Next Tax Accounting Methods and Periods Tax Considerations for Members of the Clergy New! Tax Issues for Divorced Individuals and Blended Families Tax Path for Middle-Income Households New! Tax Planning for Retirement Wealth Tax Planning for Young Families Tax Practice and Procedure: Fundamentals Tax Resolution and Solving IRS Issues Tax Refund Fraud Perpetrated by Identity Theft New! Tax Research II: Court Interpretations and Citator Tax Research: Case Analysis Tax Path for Middle-Income Households New! 8 CPE Credits Taxation $120 or FREE with Premier or Premier Plus This course examines numerous issues that are of interest to middleincome households. Retirement plans are discussed in depth, including employer retirement plans and IRAs, both traditional plans and Roth-type plans. Many Tax Credits are presented, such as the Child Tax Credits, the Dependent Care Credit, Education Credits, the Adoption Credit and energy credits. Kiddie Tax, Additional Medicare Tax, Net Investment Income Tax and Alternative Minimum Tax are discussed and how middle-income households can manage these taxes. Selection of filing status is discussed, as well as taking dependency exemptions for children and others in the household. Tax-free items are presented and Itemized Deductions are discussed. Specific actions for taxpayers during high-income and low-income years are suggested and a discussion of penalties and how to avoid them is included. Middleincome households need to minimize their tax burden so they have more cash for their families. Tax Research: Tax Law and Treasury Interpretations Tax Research Using an Online Platform Tax Strategies for Clients During their Golden Years Tax Strategies for Nontraditional Couples The Supreme Court Redefines Spouse: Tax and Other Implications The Ultimate Guide to Retirement Planning Transfer Pricing Fundamentals Travel, Entertainment, Gift and Transportation Expenses Understanding Schedules M-1 and M-2 on Forms 1120 and 1120S Uniform Capitalization Rules Value Added Tax (VAT) A Global View PREMIER AND PREMIER PLUS PACKAGES: Subscription Packages include UNLIMITED access to all online and mobile courses. No expiration. Details: page 37. Catalog code: CCUSR15 53 cl.thomsonreuters.com

54 SELF-STUDY COURSES PRINT-BASED CPE COURSES FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM OR CALL Self-Study Courses allow you to learn on your own time and at your own pace. PPC Self-Study Courses relate directly to the guides you use every day and are available in both print and electronic forms. RIA Self-Study courses are presented in partnership with PPC and include RIA s must-have Federal Tax Review Quickfinder Self-Study courses include income tax training courses that are a great way to teach and test new tax preparers. Preview over 90 downloadable courses for free 24/7 access to online grading for most courses Practitioners Publishing Company (PPC) is registered with the National Association of State Boards of Accountancy (NASBA) as sponsors 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: For all taxation and other applicable subjects, PPC is a registered California CTEC Provider for self-study only. See website for specific courses. PPC Self-Study courses are self-study method. Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com. PPC is an IRS-approved continuing education provider, and offers several courses that are eligible for credit for IRS PTIN holders (including Enrolled Agents).

55 SELF-STUDY PPC SELF-STUDY COURSES CPE RELATED TO PPC GUIDE TOPICS AND AVAILABLE TO SUPPLEMENT GUIDE USE What better way to meet your CPE requirements than to take courses related to the guidance you use every day? The following guides include related self-study CPE courses to optimize your use of the PPC approach and earn credit. Online grading is available through the Checkpoint Learning platform and provides real-time results! For more CPE information, visit cl.thomsonreuters.com or call Unless otherwise noted, all courses are available in both print and electronic formats. Audit Risk Assessment Auditor s Reports Audits of Employee Benefit Plans Audits of Financial Institutions Audits of Local Governments* Audits of Nonprofit Organizations* Audits of Nonpublic Companies Business Valuations Cash, Tax and Other Bases of Accounting Compilation and Review Engagements Construction Contractors GAAP Homeowners Associations HUD Audits* Nonprofit GAAP* PPC s 1040 Deskbook PPC s 1041 Deskbook PPC s 1065 Deskbook PPC s 1120S Deskbook PPC s 990 Deskbook Preparing Financial Statements Preparing Governmental Financial Statements* Preparing Nonprofit Financial Statements* Quality Control QuickBooks Solutions Tax Planning for S Corporations Single Audits* Tax Action Bulletins Tax Planning for High-Income Individuals Tax Planning for Partnerships Write-Up Services QUICKFINDER SELF-STUDY COURSES 1040 INCOME TAX PREPARATION DT1TG14 10 CPE BASIC $89 FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC, CFP* Based on the guidance found in the popular PPC Tax Deskbook Series, this course focuses on the preparation of individual tax returns and utilizes a key issue approach in covering such topics as: filing status, exemptions, income and adjustments, personal deductions, tax calculations and tax planning opportunities. *CFP credits for self-study are half the amount listed for each title. ETHICS FOR TAX PROFESSIONALS DERTG14 2 CPE BASIC $39 FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC Understand rules and regulations governing the tax profession and the practical application of these rules in the daily operation of tax professionals businesses. Covers IRS and AICPA requirements and standards. Meets two-hour ethics requirement for EAs. The above courses and all PPC Guide-related self-study courses are available as downloadable PDFs at cl.thomsonreuters.com. * Eligible for Yellow Book CPE Electronic format only PPC SPECIALTY SELF-STUDY COURSES PPC brings you the following self-study courses dealing with recent developments in the industry! PPC s Guide to 2015 Tax Developments. 16 CPE Credits. This course uses a key issue approach to teach you everything you need to know about the latest tax developments affecting you and your clients. RIA SELF-STUDY COURSES PRESENTED IN PARTNERSHIP WITH PPC RELY ON RIA S MUST-HAVE FEDERAL TAX REVIEW The RIA Federal Tax Review 2015 CPE course is comprised of three parts: Individual Taxes (8 credits), Business Taxes (10 credits) and Special Situations (9 credits). A general refresher in federal taxation, this course will reinforce basic tax law interpretations and keep you up-todate on the most important changes for both the 2015 and 2015 tax years. Grading fee of $95 for each module with discounts available if you complete two or all three modules see website for details. PREMIER AND PREMIER PLUS PACKAGES: Both Premier and Premier Plus subscription packages include UNLIMITED access to all PPC Self-Study courses/exams. No expiration. Details: page 37. QUANTITY DISCOUNT: PPC Self-Study courses: Save 5% on three, 10% on four or 15% on five or more courses purchased in single transaction. No expiration. Catalog code: CCUSR15 55 cl.thomsonreuters.com

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60 LOOK FOR SAVINGS OPPORTUNITIES THROUGHOUT THE CATALOG! THOMSON REUTERS P.O. BOX CARROLLTON TX CCUSR15 PRSRT STD U.S. POSTAGE PAID THOMSON REUTERS PLEASE FORWARD THIS CATALOG TO THE PERSON WHO MAKES YOUR CPE AND TRAINING DECISIONS. Scan QRC to go to our catalogs download page CHECKPOINT LEARNING CPE FOR TAX & ACCOUNTING PRACTITIONERS SPRING 2015 CHECKPOINT LEARNING