This course will help participants develop people skills by understanding personality types and successful interactions with clients, peers, and family. In addition, participants will learn neuro-linguistic programming, develop the ability to better understand nonverbal language, learn techniques to enhance their memory, and improve their ability to recall key facts.

Even tax-savvy businesses neglect to consider the consequences of state & local taxes. However, states are becoming more aggressive in enforcing current nexus & tax laws, imposing new taxes, & rethinking their commitment to the streamlined sales tax project. With the increase in the importance of state & local taxation, tax advisers should attend this update on recent multistate tax developments.

'This one-day advanced course is designed for experienced reviewers who want to heighten their peer-review skills. It is an excellent follow-up to the AICPA’s training course, How to Conduct a Review Under the AICPA Practice-Monitoring Programs, and includes an up-to-the-minute analysis of the AICPA Peer Review Program Standards effective January 1, 2009.

Avoid common pitfalls by recognizing exactly when an accountant is expected to issue a report on nontraditional presentations and prescribed forms, performing analytical procedures the right way, documenting your compilation and review procedures properly, and understanding how compilation and review procedures differ from bookkeeping procedures.

Revised for 2009, through case studies and discussion, this course will expose fraud schemes and current ethical issues facing CPAs today. Ethical decision making and the CPA’s individual professional responsibility will be highlighted in discussions of independence, competence, objectivity, and integrity. Note: This course fulfills the State Board’s annual two-hour ethics CPE requirement.

Professional athletes have multiple coaches—business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees.

In this course, we review current year developments and planning ideas affecting individual, corporate, and business income taxation using a combination of humor and examples. We will emphasize tax developments that affect 2009 tax return preparation and 2009 tax planning for individuals, corporations, and non-corporate businesses. This course includes a 300- to 400-page reference manual.

Find some relief from GAAP standards that are costly to implement and incomprehensible to financial statement users. This program will explore alternatives that permit professional presentations that don’t cut corners but are cost efficient; illustrate exactly what is necessary when preparing tax, cash, or modified cash basis financial statements; and provide hard-to-find report wording.

This course is one of the most important and can possibly save CPAs more money and headaches than any other CPE course this year. The course goal is to open CPAs’ eyes to all the various issues that can create a tax malpractice issue. The course will survey all the different kinds of tax services in which CPAs are involved and analyze where potential problems may lie and how to avoid them.

This fast-paced session is designed for those familiar with the basics of Outlook, want to explore the functions and features that improve productivity in a corporate environment.  In addition to covering the shortcuts and basics from the Foundations portion, the Crash Course includes topics on shared calendars, forms, address book management, personal folders, managing Outlook folders, mail management tools, instant search, search folders and more!

Revised for 2009, through case studies and discussion, this course will expose fraud schemes and current ethical issues facing CPAs today. Ethical decision making and the CPA’s individual professional responsibility will be highlighted in discussions of independence, competence, objectivity, and integrity. Note: This course fulfills the State Board’s annual two-hour ethics CPE requirement.

Revised for 2009, through case studies and discussion, this course will expose fraud schemes and current ethical issues facing CPAs today. Ethical decision making and the CPA’s individual professional responsibility will be highlighted in discussions of independence, competence, objectivity, and integrity. Note: This course fulfills the State Board’s annual two-hour ethics CPE requirement.

Join the Charlotte Chapter on Wednesday, November 4, from 8:00–11:40 am as we welcome Mike Wenig and Vaughn Ramsey, both of Tuggle Duggins & Meschan, for a North Carolina State Tax Update & MultiState Tax Discussion at the Hilton Executive Park in Charlotte. In this session, Mike and Vaughn discuss current year developments in state taxation, including major changes in individual, corporate, and sales and use. The primary focus is to provide a brief overview of areas which have changed since last year and may have the most impact on practitioners going into the 2009 filing season.
 

In addition, there will be a discussion of recent events in the area of multistate sales and use tax and the current state of the streamline sales tax project.  We will discuss how these recent changes are affecting the general concepts of nexus and what impact they are having on multistate income taxation.

This course provides CPAs with the insight and tools to design, implement, and monitor effective internal control systems for small businesses. The concept of risk-based internal controls is stressed, ensuring that small businesses are insulated from significant risks. Case studies will be used in which concepts are implemented and demonstrated in small-business accounting software programs.

Your clients over age 60 want solid advice on tax and non-tax strategies. This course delivers on that challenge. Tax planning, estate planning, and wealth preservation strategies will be highlighted. Long-term care and eldercare strategies will also be discussed. This client segment is growing—come join Larry Stein as he teaches you ready-to-use strategies for this client segment.

In this course, students will work with Microsoft Office PowerPoint 2007 to create electronic presentations.

Often, entities requiring A-133 audits are the least profitable for CPA firms. This is sometimes a result of being less familiar with the compliance and testing requirements for these types of engagements, as well as best practices for boosting quality and profitability. This course provides proven tips and techniques for performing a more effective and efficient audit of federal financial awards.

Controllers must carefully balance both technical financial skills and the skills of modern leadership. This course combines both. Learn state-of-the-art techniques to aid in understanding the changing needs of senior mgmt., investors, creditors, and customers; harness the information age; negotiate transactions; control product and workflow; and manage processes and people, quality and service.

From financial statements to proposals to reports for the board of directors, accounting and financial professionals use Microsoft Word daily, yet most are not able to efficiently achieve the results they are seeking because they are unaware of the accountant-centric features of the application. This course gives real-world guidance on how to solve the challenges accountants face when using Word.

Join the Western Carolina Chapter as we host Tommy Harrington for 8-hours of CPE on Thursday, November 5, from 8:00 am—4:40 pm at the Doubletree Biltmore in Asheville. He will present an update on Word and Excel 2007 to help increase your productivity. In his presentation, Tommy will include tips and tricks for getting your job done faster and easier.

Give your construction industry clients efficient, high quality audit and review services and apply GAAP accounting methods applicable to construction contractors. Understand the intricacies of contractor tax regulations. Topics covered include accounting for long-term construction contracts, applying the audit risk model to a construction contractor, and contractor tax accounting.

This course gets the accountant up to speed quickly in the area of basis calculations and distribution planning for S Corporations and their shareholders. The cornerstone of this course is the in-depth line-by-line analysis of the Form 1120S Schedule K-1 and how these items affect a shareholder’s stock and debt basis, whether or not losses are deductible, and the tax treatment of distributions.

This course provides Excel knowledge and skills necessary to prepare budgets and forecasts more efficiently and with greater accuracy. It provides examples in major topic areas such as collaboration and workbook security, integrating and manipulating data from external sources, summarizing and analyzing data with PivotTables, and understanding and applying capital budgeting principles.

Looking for the latest strategies for your self-employed clients? You have found the right course. This seminar reviews ideas for your Schedule C, S Corp., and LLC self-employed clients in a value-packed class. Schedule E moves will be highlighted, and new ideas and planning paradigms emphasized. It’s time to differentiate your tax planning toolkit—load your arsenal with solid strategies.

In this course, students will extend their knowledge into some of the more specialized and advanced capabilities.

The new Risk Assessment SASs provide enhanced standards & guidance in application of the existing audit risk model & resulting design & performance of audit procedures. Correct application of the new SASs result in more effective & efficient audits. With focus on minimizing the risk of failure to detect material misstatement in statements, this course helps you rethink audit plan & design.

Don’t miss a Federal and State Tax Update presented by our Piedmont Chapter on Thursday, November 5, from 1:00–4:40 pm at the Kress Terrace in Greensboro. From 12:00–1:00 pm, join the chapter for lunch and network with new local members. After lunch, Mike Wenig and Vaughn Ramsey, with Tuggle Duggins & Meschan, PA, will discuss current year developments in state and federal taxation, including major changes in individual, corporate taxation, estate, and gift taxation.

The primary focus is to provide a brief overview of areas which have changed since last year and may have the most impact on practitioners in the 2009 filing season. In addition to legislation developments, changes to the regulations, case law developments, and Department of Revenue and IRS pronouncements will be covered. At the state level, we will touch on sales and use tax changes. Finally, Mike and Vaughn will share any planning ideas that might be of benefit to your clients and your practice. 

New members are invited to attend CPE and lunch for FREE! You qualify if you registered as a new member between 5/1/09 and 11/1/09. Please call our Member Service Center at (800) 469-1352 and ask for code PM1007 to register.

Revised for 2009, through case studies and discussion, this course will expose fraud schemes and current ethical issues facing CPAs today. Ethical decision making and the CPA’s individual professional responsibility will be highlighted in discussions of independence, competence, objectivity, and integrity. Note: This course fulfills the State Board’s annual two-hour ethics CPE requirement.

What:	Young CPA Social
Where:	Dilworth Neighborhood Grill 911 East Morehead Street #200 Charlotte, NC 28204 (704) 377-3808
When:	Thursday, November 5 6:00–8:00 pm
RSVP:	Please respond by October 30
Contact:	Alisa Rials • arials@cbh.com

This course will get the accountant up to speed quickly in the area of basis calculations and distribution planning for partnerships, limited liability companies (LLCs), and their owners. This course provides an is in-depth, line-by-line analysis of the Form 1065 Schedule K-1 and how these items affect a partner or member’s outside basis, and the tax treatment of distributions.

This course helps you discover & implement leading-edge techniques for preventing & detecting fraud. Learn to use leading-edge technology to assist in the on-going fraud war. Examples of these tools include extracting data with open database connectivity (ODBC) queries, analyzing data in Excel & Access, key analytical procedure techniques, & how to use fraud & audit-specific applications.

In this course you will learn new complex real estate transactions and cover a variety of real estate tax savings ideas including new like-kind exchange insights, capital gain lock-in strategies, presidential tax code change moves, and more. IRS audit focal points will also be covered. CPAs who want to get updated on new real estate tax planning ideas will not want to miss out!

Auditors often struggle with efficiently performing and documenting internal-control testing, designing strong analytical procedures, or effectively using other substantive testing techniques. This course will provide best practices for testing internal controls and performing substantive fieldwork for all your audit clients, including for-profit businesses, nonprofits, and local governments.

The most financially important decision an owner can make is the purchase or sale of a business. Such transactions are key events in the history of most closely held businesses and, therefore, demand inordinate attention to detail and process. Topics such as accounting, taxes, negotiations, business valuations, strategic thinking, finance, family businesses, and group dynamics are covered here.

Revised for 2009, through case studies and discussion, this course will expose fraud schemes and current ethical issues facing CPAs today. Ethical decision making and the CPA’s individual professional responsibility will be highlighted in discussions of independence, competence, objectivity, and integrity. Note: This course fulfills the State Board’s annual two-hour ethics CPE requirement.

In this course, participants will study the new and enhanced features of Excel 2007. They will organize data in Excel worksheets using enhanced tables and table formats, analyze Excel data by applying enhanced conditional formatting, generate specific information using the sort and filter options, and also present Excel data using enhanced charts and illustrations, as well as work with the enhanced options of PivotTables for conducting selective analysis.

Meeting will be held at the Cherry Bekaert & Holland, LLP office in Charlotte

This course shows you how to keep more profits for your corporate and small business clients. It showcases state-of-the-art planning ideas and tax-saving devices. Understand the unique problems affecting corporations and other small business entities, identify savings opportunities, and pinpoint tax traps. Take advantage of corporate tax trends, life cycle approach tax planning, and more.

Revised for 2009, through case studies and discussion, this course will expose fraud schemes and current ethical issues facing CPAs today. Ethical decision making and the CPA’s individual professional responsibility will be highlighted in discussions of independence, competence, objectivity, and integrity. Note: This course fulfills the State Board’s annual two-hour ethics CPE requirement.