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CPE ScheduleOctober 2013 – January 2014

CPE By DesignCreate. Learn. Excel .

YOUR INDIVIDUAL CPE PLAN:

CPE By Design

CPE Policies and Important Information:REGISTRATION INFORMATION: Registration is on a first-come, first-served basis. The registration fee for an 8 hour event includes cost of eMaterials, instruction, lunch and breaks. Broadcast seminar fees do not include meals. All registrations must be accompanied by full payment, or government voucher before a seat is reserved in the course. SCACPA does not invoice for the course registration fee. Pay-ment may be in the form of a personal or company check, or charged to an American Express, Discover, MasterCard or VISA.

REGISTRATION MODIFICATION: Substitutions, transfers and cancellations will not be accepted by phone. These items must be in writing and emailed to cpe@scacpa.org, faxed to (803)791-4196, or mailed to SCACPA, 570 Chris Drive, West Columbia, SC 29169, before the event date. You will receive confirmation of your request via email, fax or phone within one day. If you do not, it is your responsibility to verify the office received the request. Any balance after a transfer or cancellation may be applied to another program or refunded. Refunds, substitutions, transfers and cancella-tions are not accepted after eMaterials are uploaded to the website. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.

Please visit our website for a complete list of all programs and additional details at www.scacpa.org/CPE.

DIRECTIONS: Please logon to our website, www.scacpa.org/register for directions.

CONFIRMATION: A confirmation is sent to each registered participant. The confirmation is computer generated and mailed or emailed after payment is received and processed. If you do not receive a confirmation within 3-5 business days after registering, please contact the SCACPA office to confirm your registration. If you register late, you may not receive a confirmation before the course.

SPECIAL REQUESTS: If you have a specific need while attending a class at SCACPA or off-site, we

will do our best to accommodate you. Please notify us of your need at the time of registration or at least two weeks prior to course date. You may find it necessary to bring a light jacket or sweater to programs. Room temperatures vary and we want you to be as comfortable as possible to get the most out of your training experience.

EVENT DETAILS: Log onto www.scacpa.org/register for complete event details including descriptions, speaker biographies and secure online registration.

EMATERIALS: Effective April 1, 2013, unless otherwise noted, materials for all courses and conferences will be provided electronically3 business days prior to the program date. The option to purchase printed materials is available on most courses (excluding broadcasts, conferences, webi-nars/webcasts). Fee for hardcopy books are as follows: less than 6 hours, $15, 6-8 hours, $25 and greater than 8 hours, $35. For complete details on eMaterials visit www.scacpa.org/ematerials.

SEMINAR & CONFERENCE TIMESAM Seminars: 8:30 a.m. – 12 p.m. (registration - 8:00 a.m., includes continental breakfast )

PM Seminars: 12:30 a.m. – 4:00 p.m. (registration - 12 p.m., includes boxed lunch)

8 Hour Seminars at SCACPA Learning Center: 8:30 a.m. – 4 p.m. (registration - 8 a.m., includes meals)

8 Hour Seminars Offsite: 8:30 a.m. – 4:30 p.m. (registration - 8:00 a.m., includes meals)

Broadcast Seminar: 10 a.m. – 6 p.m. (registration - 9:30 a.m., meals are not included)

Visit www.scacpa.org/register for conference, PIU and CPE Frenzy times.

FEE DESCRIPTIONSEarly Bird: SCACPA members who register with payment at least three weeks before the event.

Members: SCACPA members who register with payment less than three weeks before the event. If you are a CPA living outside of South Carolina and are a member of another state CPA society, you can take advantage of the member fee.

Non-Members: Anyone that is not a member of the SCACPA or any other state CPA society must pay the non-member rate.

CPE When and Where You Want It!

BROADCAST (Formerly Satellite) - Full-day broadcast are delivered to public sites by broadband Internet technology. Each site is a classroom setting where groups of professionals from the same area come together to participate in a course. Prior to the course, participants will be provided the course manual electronically. The program will be presented on one or more large screens or monitors.

CUSTOMIZED ONSITE TRAINING – This is a highly cost-effective solution for training needs. Programs are high-quality training designed for you when and where you want it.

SELF-STUDY (Includes On-Demand) – Through our partnerships, SCACPA offers hundreds of programs online that are available on-demand. Programs are QAS approved.

SEMINARS – Programs are offered across the state in two to eight hour formats to meet your needs and provide an opportunity to connect with other professionals.

WEBCASTS – Broadcasting over the Internet, webcasting technologies use streaming media technologies to broadcast audio and video or audio only with PowerPoint slides (optional) to a large audience. Live webcasts allow questions to be emailed or faxed to the presenter.

WEBINARS – Through collaborative interaction over the Internet, web conferencing allows a presenter to show an audience what is on his/her computer screen and collaborate in a number of ways.

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OCTOBER 2013Oct. 3: Professional Issues Updateand Professional Conduct forSouth Carolina CPAs (CO90013) Area: Personal Dev./Regulatory EthicsCredits: 2/2 Level: AllLeader: Erin H. Pate and J. Russell MadrayLocation: Embassy Suites - N. CharlestonFees: Visit www.scacpa.orgNotes: eMaterials provided

Oct. 4: Professional Issues Update and Professional Conduct for South Carolina CPAs (SE90013C) Area: Personal Dev./Regulatory EthicsCredits: 2/6 Level: AllLeader: Erin H. Pate and J. Russell MadrayLocation: Island Beach & Tennis - Hilton HeadFees: Visit www.scacpa.orgNotes: eMaterials provided

Oct. 7: Professional Issues Update and Professional Conduct for SC CPAsArea: Personal Dev./Regulatory EthicsCredits: 2/2 Level: AllLeader: Erin H. Pate and Candace LeuckLocation: DoubleTree by Hilton - ColumbiaFees: Visit www.scacpa.orgNotes: eMaterials provided

Oct.16: Loscalzo's Tax Practitioner's Guide to Accounting and Reporting Issues (95413) Area: Accounting/AuditingCredits: 5/3 Level: BasicLeader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Oct. 17: NEW! Loscalzo's Frequently Asked Questions on Not-for-Profit Accounting, Auditing, Governance and Disclosure Topics (95513) Area: Governmental AccountingCredits: 8 Level: IntermediateLeader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Oct. 17: NEW! Small Firms Conference (413213)Area: Various Credits: 8 Level: AllLeader: VariousLocation: SC Bar Conference Center - ColumbiaFees: EB$215, M$240, NM$340Notes: eMaterials only.

Oct. 18: Update for Accountants and Auditors-Latest Developments (95613A) Area: Accounting/AuditingCredits: 4/4 Level: IntermediateLeader: Mark HobbsLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345Discount: AICPA Members $-30

Oct. 21: NEW! Estate Planning for 2013 and Beyond! (95713) Area: TaxesCredits: 8 Level: IntermediateLeader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345

Oct.22: Financial Planning Conference (418013) Area: VariousCredits: 8 Level: AllLeader: VariousLocation: SC Bar Conference Center - ColumbiaFees: EB$215, M$240, NM$340Notes: eMaterials only

What they are saying...“Every person should have walked away with several items that should make them more relevant to their clients.” “It was obvious that the event was well planned and the time allotted for speakers was managed well to keep the event on schedule.”

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LEGEND

Oct. 22: A Practical Guide to Trusts (95813) Area: TaxesCredits: 8 Level: BasicLeader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345

Oct. 23: Creating the Best Projections You Can: Insights and Techniques (95913AM) Area: AccountingCredits: 4 Level: IntermediateLeader: John F. LevyLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200Notes: eMaterials AND Hard Copy Manual Provided

Oct. 23: Ethics and Sustainability: Profit from Doing Good (95913PM)Area: Behavioral EthicsCredits: 4 Level: IntermediateLeader: John F. LevyLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200Notes: eMaterials AND Hard Copy Manual Provided

Oct. 24: Corporate Finance Check-up: Renovate Your Analytical Toolbox (96013) Area: FinanceCredits: 8 Level: OverviewLeader: John F. LevyLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345Notes: eMaterials AND Hard Copy Provided

Oct. 25: Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence (96113)

Area: Business Mgmt. and OrganizationCredits: 8 Level: IntermediateLeader: John F. LevyLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345Notes: eMaterials AND Hard Copy Provided

Oct. 28: Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (96213) Area: Administrative Practice/TaxesCredits: 4/4 Level: IntermediateLeader: Neil BrownLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Oct. 28: NEW! Tax Symposium with the Internal Revenue Service (IRSTAX13) Area: TaxesCredits: 6 Level: UpdateLeader: VariousLocation: South Carolina Bar Conference Center - ColumbiaFees: EB$100, M$150, NM$200Notes: eMaterials are provided, also available as a webcast

Oct. 29: Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition (96313) Area: TaxesCredits: 8 Level: IntermediateLeader: James McCoyLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Oct. 30: NEW! Shortcuts to Tax Cuts: Individual, Social Security & Retirement Planning Tools and Strategies (96413) Area: Taxes Credits: 8Level: IntermediateLeader: Neil BrownLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Oct. 30: Partnerships and LLCs Update (96513SW) Area: TaxesCredits: 8 Level: UpdateLeader: VariousLocation: College of Charleston - Charleston; Buck Mickel Center - Greenville; SCACPA - West ColumbiaFees: EB$175, M$200, NM$300Notes: eMaterials Only; Meals NOT provided

Oct. 31: The Complete Guide to the Preparation of Form 1041 (96613) Area: TaxesCredits: 8 Level: BasicLeader: Arthur WernerLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

NOVEMBER 2013Nov. 1: Lawyer Trust Accounts: The Role of CPAs and Attorneys (99013AM) Area: Specialized Knowledge & ApplicationsCredits: 4 Level: AdvancedLeader: Mara BallardLocation: SCACPA - West ColumbiaFees: EB$160, M$175, NM$225Notes: CPAs that complete this training will be recognized on the SC Bar Website

Nov. 4: NEW! Case Studies—Older Americans’ Tax Issues - Resolving Planning Issues with Real-Life Scenarios (91213AM) Area: TaxesCredits: 4 Level: AdvancedLeader: Vince FlynnLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200

Nov. 7: Auditor/Accountant Communications: Understanding and Implementing the Standards (96813A)

Area: AuditingCredits: 8 Level: IntermediateLeader: Melissa CritcherLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345Discount: AICPA Members $-30

Nov. 13-14: Annual Summit (411013)Area: VariousCredits: 16 Level: AllLeader: VariousLocation: DoubleTree by Hilton - ColumbiaFees: EB$335, M$360, NM$560Notes: eMaterials only; Session registration required - visit www.scacpa.org.

What they are saying...“Timely topics with very qualified, lively presenters.” “Came home with a lot to think about and act on -- very good overall.” “I really look forward to attending each year and catching up on new developments and ideas related to use of technology.”

Nov. 4: NEW! Estate Planning for Older Americans Guiding Your Clients to Their Best Options (91213PM) Area: TaxesCredits: 4 Level: AdvancedLeader: Vince FlynnLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200

Nov. 5: NEW! Investment Strategies for Older Americans - What are the Tax Impacts? (91313AM) Area: TaxesCredits: 4 Level: AdvancedLeader: Vince FlynnLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200

Nov. 5: NEW! Communicating Effectively with Older Americans- How to Speak with Older Americans and Their Beneficiaries (91313PM) Area: TaxesCredits: 4 Level: AdvancedLeader: Vince FlynnLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200

Nov. 5: Governmental Bonus Workshop (413013) Area: Accounting & Auditing/Behavioral Ethics/Govt Acct/Govt AuditingCredits: 1/2/2.5/2.5 Level: AllLeader: David L. CottonLocation: Columbia Conference Center - ColumbiaFees: EB$215, M$240, NM$340Notes: eMaterials only

What they are saying...“We always need a government update; never goes out of style.” “Very pleased with the quality of the speakers and their knowledge and experience.”

Nov. 6: Top 12 Audit Issues - Current Issues Facing CPAs (96713A) Area: AuditingCredits: 8 Level: BasicLeader: Melissa CritcherLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345Discount: AICPA Members $-30

CPE By DesignCreate. Learn. Excel .

Nov. 21: Estate and Life Planning Issues for the Middle -Income Client (97613) Area: TaxesCredits: 8 Level: BasicLeader: Douglas StanleyLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Nov. 25: NEW! Fraud & Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (97813) Area: Governmental AuditingCredits: 8 Level: IntermediateLeader: Jeffrey LiemanLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Nov. 26: OMB A-133 from A to Z (97913)

Area: Governmental AuditingCredits: 8 Level: IntermediateLeader: Jeffrey LiemanLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Nov. 13: Basic Tax Considerations for Individuals (96913SW) Area: TaxesCredits: 8 Level: UpdateLeader: VariousLocation: College of Charleston - Charleston; Buck Mickel Center - GreenvilleFees: EB$175, M$200, NM$300Notes: eMaterials Only; Meals NOT provided

Nov. 18: The Complete Guide to Payroll Taxes and 1099 Issues (97013) Area: TaxesCredits: 8 Level: BasicLeader: Jonathan IngberLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Nov. 19: Advanced Strategies for S Corporations - Latest Developments and Proven Techniques (97213A) Area: TaxesCredits: 8 Level: AdvancedLeader: Bill GroomsLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345Discount: AICPA Members $-30

Nov. 19: Surgent McCoy's Top 10 Tax Issues in Dealing with LLC's and Partnerships (97113) Area: TaxesCredits: 8 Level: IntermediateLeader: Jonathan IngberLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Nov. 20: Tax Strategies for Businesses - Planning Techniques and Current Issues (97413A) Area: TaxesCredits: 8 Level: IntermediateLeader: Bill GroomsLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345Discount: AICPA Members $-30

Nov. 20: How to Settle an Estate for a Client from A to Z (97313) Area: TaxesCredits: 8 Level: BasicLeader: Douglas StanleyLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Nov. 20: Tax Planning Issues for the Small Business Owner (97513SW) Area: TaxesCredits: 8 Level: UpdateLeader: VariousLocation: College of Charleston - Charleston; Buck Mickel Center - Greenville; SCACPA - West ColumbiaFees: EB$175, M$200, NM$300Notes: eMaterials Only; Meals NOT provided

Nov. 21: 2013 Hot Tax Topics - Discover the Hottest Tax Topics of the Year (97713A) Area: TaxesCredits: 8 Level: IntermediateLeader: Bill GroomsLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345Discount: AICPA Members $-30

DECEMBER 2013Dec. 2: Federal Tax Update with Walter Nunnallee (98113FG) Area: TaxesCredits: 8 Level: UpdateLeader: Walter NunnalleeLocation: Embassy Suites - GreenvilleFees: EB$205, M$230, NM$330Notes: Complimentary self parking; Hard Copy Manual OR eMaterials

Dec. 2: Professional Ethics for South Carolina CPAs (98013) Area: Regulatory EthicsCredits: 6 Level: IntermediateLeader: Bruce PounderLocation: SCACPA - West ColumbiaFees: EB$175, M$195, NM$270Notes: Lunch provided

Dec. 3: Loscalzo's Analyzing Financial Statements, Including Techniques for Cash Flow Analysis (98213) Area: AccountingCredits: 8 Level: BasicLeader: Bruce PounderLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 3: South Carolina Taxation and Economic Tax Incentives (90413) Area: TaxesCredits: 7.5 Level: UpdateLeader: John von Lehe & Bob BaldwinLocation: SC Bar Conference Center - ColumbiaFees: EB$280, M$320, NM$420Notes: Attendees receive a copy of the Third edition of the book, S.C. Taxation and Economic Tax Incentives. eMaterials are provided.

Dec. 4: NEW! Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments (98313) Area: Taxes Credits: 8Level: IntermediateLeader: David JarmuszLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 5-6: Accounting & Auditing Conference (416013)Area: VariousCredits: 16 Level: AllLeader: VariousLocation: Charleston Marriott Hotel - CharlestonFees: EB$390, M$415, NM$615Notes: Complimentary self parking; eMaterials only; Session registration is required - visit www.scacpa.org

What they are saying...“This was my first time attending this conference and was by far the best A&A update I have ever taken. I will be backnext year.” “This is my third time at the A&A conference. I find it to be relevant and timely. I plan on coming back next year.” “This is the signature event of SCACPA in my opinion.”

Dec. 5: Surgent McCoy's Advanced Individual Income Tax Return Issues (98413) Area: Taxes Credits: 8 Level: AdvancedLeader: David JarmuszLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 9: NEW! Construction Contractors: Critical Accounting, Auditing and Tax Issues in Today's Environment (98513)

Area: Accounting/Auditing/TaxesCredits: 3/3/2 Level: IntermediateLeader: Curtis QuickelLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345 Dec. 10: NEW! Revenue Recognition: A New Day is Dawning (98613) Area: AccountingCredits: 8 Level: BasicLeader: Curtis QuickelLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 12: Loscalzo's Improve Your Accounting and Finance Teams Effectiveness (99013) Area: AccountingCredits: 8 Level: IntermediateLeader: Bruce PounderLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 13: Using the iPad as a Business Tool (99113)Area: Computer ScienceCredits: 8 Level: IntermediateLeader: John HigginsLocation: SCACPA - West ColumbiaFees: EB$260, M$285, NM$385Notes: iPad Based Seminar; eMaterials Only

Dec. 16: Federal Tax Update with Walter Nunnallee (98113FC) Area: TaxesCredits: 8 Level: UpdateLeader: Walter NunnalleeLocation: DoubleTree by Hilton - ColumbiaFees: EB$205, M$230, NM$330Notes: Complimentary self parking; Hard Copy Manual OR eMaterials

Dec. 16: NEW! Excel Pivot Tables for Accountants (99213) Area: Spec. Knowledge & Apps/AccountingCredits: 4/4 Level: AdvancedLeader: Brian TankersleyLocation: SCACPA - West ColumbiaFees: EB$235, M$260, NM$360

Dec. 17: Paperless Office (99313) Area: Specialized Knowledge & ApplicationsCredits: 8 Level: IntermediateLeader: Brian TankersleyLocation: SCACPA - West ColumbiaFees: EB$235, M$260, NM$360Notes: eMaterials are provided.

Dec. 18: Ethics in the Real World: Living Values for Today (99413AM) Area: Behavioral EthicsCredits: 4 Level: IntermediateLeader: Dan ChenowethLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200Notes: eMaterials & Hard Copy Manual Provided

Dec. 18: How Good Companies Become Great: Secrets to Success (99413PM)Area: Business Mgmt and OrganizationCredits: 4 Level: IntermediateLeader: Dan ChenowethLocation: SCACPA - West ColumbiaFees: EB$135, M$150, NM$200Notes: eMaterials & Hard Copy Manual Provided

Dec. 19: Risk Analysis and Management: What Every Financial Manager Must Know (99613) Area: Auditing/Behavioral EthicsCredits: 6/2 Level: IntermediateLeader: Dan ChenowethLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345Notes: eMaterials & Hard Copy Manual Provided

Dec. 19: Loscalzo's Compilation and Review Essentials - Rules for Local Practi-tioners (99513) Area: AuditingCredits: 8 Level: IntermediateLeader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 11: Loscalzo's GAAP Refresher (98713) Area: AccountingCredits: 8 Level: BasicLeader: Bruce PounderLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 11: Annual Tax Update (98813SW)

Area: TaxesCredits: 8 Level: UpdateLeader: VariousLocation: College of Charleston - Charleston; Buck Mickel Center - Greenville; SCACPA - West ColumbiaFees: EB$175, M$200, NM$300Notes: eMaterials Only; Meals NOT provided

Dec. 12: Adobe Acrobat for Accountants From A to Z (98913)Area: Computer ScienceCredits: 8 Level: IntermediateLeader: John HigginsLocation: SCACPA - West ColumbiaFees: EB$260, M$285, NM$385Notes: iPad Based Seminar; eMaterials Only

Dec. 20: Metrics Management: Choose and Use Key Performance Indicators (99813)Area: Accounting/Business Mgmt. & Org.Credits: 4/4 Level: IntermediateLeader: Dan ChenowethLocation: Embassy Suites - GreenvilleFees: EB$220, M$245, NM$345Notes: eMaterials & Hard Copy Manual Provided

Dec. 20: NEW! Loscalzo's 2013 FASB and AICPA Update (99713) Area: Accounting/AuditingCredits: 5/3 Level: UpdateLeader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: EB$220, M$245, NM$345

Dec. 30: Federal Tax Update with Walter Nunnallee (98113FM) Area: TaxesCredits: 8 Level: UpdateLeader: Walter NunnalleeLocation: Marina Inn at Grande Dunes - Myrtle BeachFees: EB$205, M$230, NM$330Notes: Complimentary self parking; Hard Copy Manual OR eMaterials

Dec. 31: Federal Tax Update with Walter Nunnallee (98113FH) Area: TaxesCredits: 8 Level: UpdateLeader: Walter NunnalleeLocation: Charleston Marriott Hotel - CharlestonFees: EB$205, M$230, NM$330Notes: Complimentary self parking; Hard Copy Manual OR eMaterials

JANUARY 2014Jan. 9: Preparing Individual Tax Returns for New Staff and Para-Professionals (10014) Area: TaxesCredits: 8 Level: BasicLeader: James McCoyLocation: SCACPA - West ColumbiaFees: EB$215, M$240, NM$340

Jan.10: The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (10114) Area: TaxesCredits: 8 Level: BasicLeader: James McCoyLocation: SCACPA - West ColumbiaFees: EB$215, M$240, NM$340

Jan. 13: Advanced Auditing of HUD-Assisted Projects - Compliance Pitfalls (10214A) Area: Governmental AuditingCredits: 8 Level: AdvancedLeader: Peter BellLocation: SCACPA - West ColumbiaFees: EB$215, M$240, NM$340Discount : AICPA Members$-30

Jan. 14: Audits of HUD-Assisted Projects - Complying with HUD Regulations (10314A)

Area: Governmental AuditingCredits: 8 Level: BasicLeader: Peter BellLocation: SCACPA - West ColumbiaFees: EB$215, M$240, NM$340Discount : AICPA Members$-30

Your staff deserves the best training available but providing it can be a challenge. From technical topics to professional ethics to leadership and management courses, we can find a great fit for any organization and any budget.

uuContact Reva Brennan, MPA, CAE at rbrennan@scacpa.org, or visit www.scacpa.org/onsitetraining to find out how you can get your On-Site Training Program started today!

OCTOBER 201310/1: Introduction to the Passive Activity Loss Rules & Form 8582 Webinar (WEB583)

10/8: Section 338 and 338(h)(10) Elections: What You Need to Know Webinar (WEB597)

10/9: Protecting Yourself and Your Clients from Penalties by Filing Forms 8275 and 8275R: A Case Study Approach Webinar (WEB600)

10/24: Individual Forgiveness of Debt Issues: Primary Residence, Credit Cards, Vacation Homes, College Loans and Other Debt Webinar (WEB622)

10/29: Introduction to Section 263A: Uniform Capitalization of Inventory Webinar (WEB634)

NOVEMBER 201311/1: Reducing Your Business Owner Clients’ Exposure to Social Security and Self-Employment Taxes Webinar (WEB640)

11/5: Critical Update: Foreign Financial Asset Reporting, Form 8938, and FATCA Webinar (WEB646)

11/18: Fifty Top Tech Tips Webinar (WEB669)

11/19: Business Succession Planning and Exit Strategies: Understanding and Planning for Business Ownership Change Webcast (4131450B)

WEBCASTS & WEBINARSDECEMBER 201312/2: Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees Webinar (WEB691)

12/3: South Carolina Taxation and Economic Tax Incentives (WEBSCTU)

12/11: Excel Data Analysis & Data Commands Webinar (WEB710)

12/14: Fraud and Abuse in Nonprofits (WZFANP01)

12/17: QuickBooks and Inventory Management Webinar (WEB722)

12/17: Tax Update for Accountants in Industry Webinar (WEB724)

12/18: Professional Conduct for South Carolina CPAs Webinar (WEBSC4)

12/20: Getting Ready for Busy Season: Review Individual Tax Form Changes Webinar (WEB731)

12/27: Fraud and Abuse: A Comprehensive Control System (WGZFICO2)

JANUARY 20141/8: Gift Tax Return Preparation Issues Webinar (WEB741)

1/9: Preparing the Decedent Final 1040 Return--Key Elections and Compliance Issues Webinar (WEB742)

1/13: In-Depth Understanding of the AMT for Individuals Webinar (WEB747)

1/16: Hot Audit Issues: Substantiation for Cars, Meals, Entertainment, and Gifts Webinar (WEB750)

1/31: Introduction to XBRL and New Opportunities for CPAs Webcast (4131551C)

This is just a snap shot of our webcast and webinar programs. For a complete listing of programs search our online catalog at www.scacpa.org/register. All registrations for webinars/webcasts must occur online.

CPE By DesignCreate. Learn. Excel .

Catawba (Location: Rock Hill)Oct. 29: Federal Income Tax Update (CA102913)Credits: 8 Leader: Art Werner

Dec. 3: FASB/Forensic Accounting (CA90113)Credits: 8 Leader: Mark Hobbs

Central (Location: Columbia)Oct. 7: Professional Issues and South Carolina Ethics (90013)Credits: 4 Leaders: Erin Pate and Candace Leuck

Nov. 8: Annual Tax Update (CE110813) Credits: 8 Leader: Bill Grooms

Dec. 3: South Carolina Taxation and Economic Tax Incentives (90413)Credits: 7.5 Leader: Bob Baldwin and John von Lehe

Dec. 16: Federal Tax Update with Walter Nunnallee (98113FC)Credits: 8 Leader: Walter Nunnallee

Note: There are several other programs in the Columbia area listed in this schedule by date.

Coastal (Location: Charleston)Oct. 3: Professional Issues and South Carolina Ethics (CO90013)Credits: 4Leader: Erin Pate and Russ Madray

Nov. 12: Surgent McCoy's Best Federal Tax Update (CO111313)Credits: 8 Leader: Jack Surgent

Dec. 5-6: Accounting & Auditing Conference (416013) Credits: 16 Leader: Various

Dec. 31: Federal Tax Update with Walter Nunnallee (98113FH) Credits: 8 Leader: Walter Nunnallee

Note: There are several other programs in the Charleston area listed in this schedule by date.

Foothills (Location: Spartanburg)Oct. 28: Federal Income Tax Update (FO102813)Credits: 8 Leader: Art Werner

Grand Strand (Location: Myrtle Beach)Nov. 20: The Practical Accounting and Auditing Update (GR112013)Credits: 8 Leader: Russ Madray

Dec. 30: Federal Tax Update with Walter Nunnallee (98113FM)Credits: 8 Leader: Walter Nunnallee

Jan. 28: Annual Tax Update Credits: 8 Leader: Art Werner

Pee Dee (Location: Florence)Oct. 30: Federal Income Tax Update (PE103013)Credits: 8 Leader: Art Werner

Piedmont (Location: Greenville)Oct. 21: New! Estate Planning for 2013 and Beyond! (95713)Credits: 8 Leader: Art Werner

Oct. 22: A Practical Guide to Trusts (95813)Credits: 8 Leader: Art Werner Nov. 19: Advanced Strategies for S Corporations - Latest Developments and Proven Techniques (97213A) Credits: 8 Leader: Bill Grooms

Nov. 20: Tax Strategies for Businesses - Planning Techniques and Current Issues (97413A) Credits: 8 Leader: Bill Grooms

EVENT LISTING BY CHAPTER Nov. 21: 2013 Hot Tax Topics - Discover the Hottest Tax Topics of the Year (97713A) Credits: 8 Leader: Bill Grooms

Dec. 2: Federal Tax Update with Walter Nunnallee (98113FG) Credits: 8 Leader: Walter Nunnallee

Dec. 19: Risk Analysis and Management: What Every Financial Manager Must Know (99613) Credits: 8 Leader: Dan Chenoweth

Dec. 20: Metrics Management: Choose and Use Key Performance Indicators (99813) Credits: 8 Leader: Dan Chenoweth

Note: There are several other programs in the Greenville area listed in this schedule by date.

Sea Island (Location: HIlton Head)Oct. 4: Professional Issues and South Carolina Ethics ((SE90013C)Credits: 8Leader: Erin Pate and Russ Madray

Nov. 1: Federal Income Tax Update (SE110113)Credits: 8 Leader: Art Werner

CPE By DesignCreate. Learn. Excel .

October 17NEW! Small Firms Conference

(413213) SC Bar Conference Center, Columbia

www.scacpa.org/smallfirms2013

October 22Financial Planning Conference

(418013)SC Bar Conference Center, Columbia

www.scacpa.org/FP2013

October 28IRS Tax Symposium (IRSTAX13)

SC Bar Conference Center, Columbiawww.scacpa.org/IRSTAX2013

November 5 Governmental Workshop (413013)Columbia Conference Center, Columbia

www.scacpa.org/GW2013

November 13-14Annual Summit (411013)

DoubleTree by Hilton, Columbia www.scacpa.org/summit2013

December 5-6Accounting & Auditing Conference

(416013) Marriott Downtown, Charleston

www.scacpa.org/A&A2013

2013 SCACPA CONFERENCES AND WORKSHOPS

SCACPA is holding its first CPA Month of Service October 2013 and we want to make it easy for you to get involved. When you attend SCACPA CPE during the month of October, bring a canned food item to benefit a local food shelter. SCACPA staff will collect the donations at the registration desk.

Join Us for

SCACPA’s First

CPA Month of

Service

You can also:• Volunteer through your chapter. Visit the chapter web pages for information.• Put together a team with your firm/ organization/or a group of friends.• Volunteer individually at a favorite charity.

Help us promote the profession by making a difference in your community!

Visit www.scacpa.org/volunteer or contact Maureen Taylor, mtaylor@scacpa.org.

REGISTRATION

Please indicate method of payment.

q Check: payable to SCACPA

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q American Express q Discover

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Firm/Organization

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o SCACPA o Other State Society

m If you are disabled and require special services check here, and contact SCACPA at (888) 557-4814 ext. 110 or 112 to request assistance. m If you have a special dietary request check here. o Vegetarian o Food Allergy o Other _________________

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Registrations Accepted Online www.scacpa.org/register Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169 Fax 803-791-4196 (credit card)

Note: Full payment must accompany registration. Discounts are subject to verification. Conference Registrations: Please do not use this form for conferences with sessions. You must register online or via the conference registration form to properly note session choices.

*Printed materials are not applicable on all courses. Please see specific course for options. Fees for printed book are as follows: less than 6 hours - $15; 6-8 hours - $25; greater than 8 hours $35, excludes broadcasts, conferences, webcasts and webinars.

Electronic Materials are provided for all events unless otherwise noted. eMaterials will be uploaded approximately 3 days before the event. Materials are copyrighted and permission to download and/or print is granted to the paid participant of the event exclusively. Materials will not be provided to you at the events, unless when offered printed materials have been purchased in advance. SCACPA cannot guarantee Internet access. Please download the materials to your device in advance. Once the materials are uploaded to the SCACPA website, refunds, transfers, substitutions and cancellations are no longer accepted. As a condition of your registration you accept the terms and conditions of the eMaterials. For download instructions visit www.scacpa.org/eMaterials.

q A Participant List may be provided to attendees, speakers, exhibitors/sponsors attending the event upon request. Check this box to opt out of the listing.

Course Code Date Location

Course Fee

Printed Materials Fee*if applicable Discount Fee Total

Total

SC Association of CPAs570 Chris DriveWest Columbia, SC 29169www.scacpa.org

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