August 22, 2019 – January 31, 2020 5:30pm – 8:30pm

CPEvening: Eat, Drink and Be Educated Series

Sponsored by Enterprise Bank & Trust

The Series consists of  three CPEvening programs that combine fun and CPE in a relaxed atmosphere. Make quality connections and grow sustainable and meaningful relationships. We will be providing appetizers and one drink ticket with your registration. There will also be a cash bar available.

August 22 
5:30 – 8 p.m.
Tall Glass Lounge
2339 N. 44th St
Phoenix, AZ 85018

Optimizing LinkedIn

Our first night of the three-part series is an opportunity to re-evaluate your use of the most commonly used social media site for professionals, LinkedIn. You'll walk away with tips and tricks for taking your LinkedIn profile to the next level. One of the best and easiest ways to maximize your profile is with an up-to-date photo. We will be providing an opportunity for participants to have a complimentary head shot taken for your profile or other professional needs.

Click here for the Aug. 22 event

November 14

Click here for the Nov. 14 event

January 30

Click here for the Jan. 30 event

Purchase the series at the discounted member price of $60 and have fun as you earn CPE while growing your network.

More Information

Phoenix
Professional Development
3
November 12, 2019 8:00am – 3:30pm

Webcast: Section 199A Explored - Planning for Qualified Business Income

The Tax Cut and Jobs Act created a brand new, important planning opportunity for those working with small business clients. This course will look at applying the provisions of IRC Section 199A to reduce your client's tax burden. As well, this course will help attendees evade the traps that exist for the unwary in these new and exciting provisions of the law.

More Information

Webcast
Taxation
8
November 12, 2019 8:00am – 3:30pm

Section 199A Explored - Planning for Qualified Business Income

The Tax Cut and Jobs Act created a brand new, important planning opportunity for those working with small business clients. This course will look at applying the provisions of IRC Section 199A to reduce your client's tax burden. As well, this course will help attendees evade the traps that exist for the unwary in these new and exciting provisions of the law.

More Information

Phoenix
Taxation
8
November 12, 2019 9:00am – 11:00am

Webcast: Excel Power User Module 7: Introduction to PivotTables

The Excel Power User series helps you improve your Excel proficiency and quickly complete tasks.

This session introduces the PivotTable feature and covers the basics. Learn the four report layout areas, rows, columns, values and filters. Then you will learn how to update PivotTable reports and ensure that any new transactions appended to the data source are included in the report. You will explore how to create monthly columns and how to properly format the values in a PivotTable.

Note: This session is presented with Excel for Windows. Items covered may not be available in Excel for Mac.

Materials are provided as an ebook.

More Information

Webinar
Computers
2
November 12, 2019 9:30am – 5:00pm

Webcast: Revenue: Topic 606 In Depth

Publicly traded companies have now implemented ASC 606, Revenue from Contracts with Customers. All other entities are adopting in their fiscal years beginning after Dec. 15, 2018. Now is the time to ensure you understand the Topic in depth.

This course will help attendees understand ASC 606 by reviewing both examples to best illustrate concepts, and disclosures by reviewing actual disclosures from adopters.

Formerly titled: Revenue: Past, Present and Future

Materials are provided as an ebook for this course.

More Information

Webinar
Accounting & Auditing
8
November 12, 2019 9:30am – 10:30am

Webcast: Owning and Renting a Principal Residence

The ownership of a personal residence can have important tax considerations. This course studies possible tax deductions for interest expense and real property taxes and the possibility for residential energy credits.

If the home is used for business purposes, business deductions may be available but subject to the "home office" rules. Rental of the personal residence requires consideration of the vacation home rules and if a loss occurs, the passive activity loss limitation is considered. Review and evaluate the topics covered to identify possible tax planning opportunities or strategies.

Materials are provided as an ebook for this course.

More Information

Webinar
Taxation
1
November 12, 2019 9:30am – 5:00pm

Webcast: Basis Calculations & Distributions for Pass-Through Entity Owners

Get up to speed quickly with this comprehensive case-driven training course which focuses on basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corps, partnerships and LLCs). Take a line-by-line analysis of the Schedule K-1 and how it affects the basis calculations. Hands-on methodology, real-world examples and cases are used to demonstrate the complex income tax code and regulations to enhance the learning experience. 

More Information

Webinar
Taxation
8
November 12, 2019 9:30am – 5:00pm

Webcast: Create Reports that Matter: Turn Information into Action

Financial managers at all levels produce volumes of reports every year. Unfortunately, not all of these reports generate an equivalent degree of action. Learn how to plan, process and effectively present financial information.

This seminar provides answers for accountants who want to become better catalysts for action. Learn to generate actionable responses to your reports.

Formerly titled: Financial Reporting: Turn Information into Action

Materials are provided as an ebook.

More Information

Webinar
Accounting & Auditing
8
November 12, 2019 10:30am – 11:30am

Webcast: Selling A Principal Residence

The sale of a personal residence with a gain can be subject to favorable tax treatment. Focus on a special rule that is available for the sale of a principal residence.

The calculation of the potential gain or loss will be discussed. Qualification for the favorable gain exclusion will be explained. Special facts related to the ownership and use of the residence will be identified and their consequence evaluated.

Discuss the sale of a personal residence at a loss during this session. Plus, identify and evaluate tax planning ideas and strategies. Changes made by the 2017 TCJA are identified and evaluated.

Materials are provided as an ebook for this course.

More Information

Webinar
Taxation
1
November 12, 2019 11:00am – 1:00pm

Webcast: Advanced Planning With Trusts

Learn about advanced techniques related to income, gift and estate tax planning using trusts. The course will primarily cover the use of irrevocable trusts.

Discuss how to create irrevocable trusts without losing control over the assets placed into the trust and retaining the ability to unwind the trust. This course will explain how to draft irrevocable trusts that are defective for income and transfer tax purposes and how to use irrevocable trusts for state income tax planning (DING and NING trusts), federal estate tax planning (focusing on IDGTs), asset protection (domestic and offshore trusts), qualifying for government benefits, international estate planning and pre-immigration tax planning.

More Information

Webinar
Taxation
2

Need assistance to find the right mix of CPE to meet your CPE requirements and to fit your professional development needs? Contact the ASCPA to assist you in planning your CPE schedule at (602) 324-6042 or by email.