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Live Seminar Schedule - all courses

To register for a live seminar, please contact your State Society of CPAs. For seminars in Maryland, click here to register.

Click the course acronym or title for a description of the course.

1041
Fiduciary Income Tax Returns - Form 1041 Workshop

Date State Location
05/10/10 MO Kansas City
06/07/10 MA TBA
06/14/10 AZ Phoenix - Society Office
06/14/10 DE TBA
06/21/10 CT TBA
06/22/10 MN TBA
06/24/10 MT Billings - Wingate Inn
07/12/10 NY Nassau/Suffolk
07/14/10 NY New York City
07/28/10 TX San Antonio
07/29/10 TX Houston
07/30/10 TX Dallas
08/02/10 PA Mars - Sheraton Four Points
08/06/10 NY Syracuse
08/23/10 ME Bangor - Four Points Sheraton
08/30/10 NY Albany
09/29/10 AR Little Rock - ASCPA Conference Center
10/18/10 PA Malvern
10/21/10 MI W. Metro
10/22/10 MI Grand Rapids
10/25/10 RI Providence - Society Office
10/28/10 WA Bellevue
10/29/10 IA Iowa City
11/04/10 VA Springfield - Waterford at Springfield
11/04/10 FL Tampa
11/05/10 FL Ft. Lauderdale
11/08/10 OK Oklahoma City
11/09/10 TN Nashville
11/11/10 WI TBA
11/15/10 NJ Roseland
11/19/10 NH TBA
11/29/10 LA Lafayette
12/03/10 NV Reno
12/06/10 OH Cleveland
12/09/10 NE TBA
12/29/10 NC Asheville

AP41
Advanced Form 1041 Practice Workshop

Date State Location
08/05/10 MN TBA
09/27/10 NJ Iselin
11/08/10 PA Philadelphia
12/17/10 VT TBA

CIRA
Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs

Date State Location
06/23/10 MI Traverse City
08/16/10 IL Chicago - Society Office
09/20/10 WV TBA
11/03/10 RI Providence - Society Office
11/03/10 NC Greensboro
11/16/10 LA Baton Rouge
12/02/10 CT TBA
12/13/10 CO Denver
12/13/10 NV Las Vegas
12/14/10 NJ E. Hanover

DRMM
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement

Date State Location
06/01/10 NH TBA
06/21/10 PA Trevose
06/22/10 MS Gulfport - Great Southern Club
06/23/10 MA TBA
06/24/10 MS Ridgeland - Mississippi Society of CPA Center
08/05/10 TX Houston
08/19/10 TX San Antonio
08/23/10 TX Dallas
08/27/10 FL Tampa
09/24/10 NC Winston Salem
09/30/10 PA Cranberry - Regional Learning Alliance
10/28/10 IL Chicago - Society Office
10/29/10 VA Roanoke - Hotel Roanoke
11/12/10 LA Shreveport
11/18/10 NJ E. Hanover
11/19/10 WI TBA
12/06/10 UT Salt Lake City - Society Office
12/10/10 LA Lafayette
12/16/10 AZ Tucson

EPBB
The Top 50 Mistakes Practitioners Make and How to Fix Them: Estate Planning and Administration

Date State Location
06/21/10 PA Mars - Sheraton Four Points
06/29/10 PA Trevose
11/08/10 TN Nashville
11/10/10 OK Oklahoma City
11/18/10 NC Morrisville
11/29/10 IN South Bend

GATE
A Complete Guide to the Administration of Trusts and Estates

Date State Location
06/10/10 CT TBA
12/02/10 PA Philadelphia

GIFT
Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop

Date State Location
06/11/10 CT TBA
06/28/10 PA Harrisburg
07/22/10 TX Austin
08/09/10 TX Dallas
11/04/10 WA Tacoma
11/05/10 OK Tulsa
11/15/10 IA Des Moines
11/19/10 NC Morrisville
12/21/10 OR Portland

MFEP
Mastering the Fundamentals of Estate Planning

Date State Location
11/04/10 KY Louisville
11/04/10 NC Greensboro
12/09/10 PA Malvern
12/15/10 NJ Iselin

SBRP
Small Business Retirement Plan Review: New Roth 401(k)s, Keoghs, Traditional 401(k)s, IRAs, SEPs, and SIMPLEs.

Date State Location
09/23/10 NM TBA
09/23/10 RI Providence - Society Office
09/29/10 PA Philadelphia
11/09/10 VT TBA
12/03/10 VA Fairfax - Waterford at Fair Oaks
12/06/10 NJ Roseland

SSRB
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

Date State Location
05/14/10 MO Saint Louis
06/08/10 MA TBA
06/23/10 OR Eugene
06/23/10 DE TBA
06/24/10 MN TBA
07/12/10 VA Virginia Beach- Hilton Virginia Beach Oceanfront
08/03/10 PA Mars - Sheraton Four Points
08/06/10 TX Houston
08/17/10 IL Chicago - Society Office
08/18/10 TX San Antonio
08/19/10 PA Hershey
08/24/10 TX Dallas
09/14/10 AL Decatur
09/17/10 MI Lansing
10/19/10 PA Trevose
10/20/10 IA Sioux City
10/22/10 CO Durango
10/25/10 CO Grand Junction CO
11/02/10 ID Boise
11/02/10 OK Tulsa
11/05/10 OH Columbus
11/05/10 WA Tacoma
11/05/10 NJ Iselin
11/30/10 LA Lafayette
11/30/10 IN South Bend
12/03/10 NC Wilmington
12/03/10 NJ Roseland
12/06/10 AZ Phoenix - Society Office
12/07/10 NM TBA
12/07/10 TN Memphis
12/10/10 KY Louisville
12/10/10 RI Providence - Society Office
12/13/10 IN Indianapolis
12/13/10 CT TBA
12/15/10 CO Northglenn
12/17/10 CO Denver
12/20/10 OR Portland
12/29/10 WI TBA

TCTW
The Complete Trust Workshop!

Date State Location
06/15/10 MI Grand Rapids
06/22/10 PA Mars - Sheraton Four Points
06/23/10 VT TBA
06/25/10 MA TBA
06/29/10 WI TBA
07/20/10 PA Malvern
07/23/10 TX Austin
08/04/10 MN TBA
08/10/10 TX Dallas
09/30/10 HI TBA
10/19/10 CO Denver
10/25/10 TN Knoxville
10/26/10 NC Greenville
11/11/10 OK Oklahoma City
11/11/10 MO Springfield
11/19/10 OH Dayton
12/01/10 LA Lafayette
12/07/10 AZ Phoenix - Society Office
12/10/10 CT TBA
12/13/10 NJ Iselin

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