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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
08/26/08 AK Fairbanks - Westmark Hotel
08/28/08 AK Anchorage-Society Office
10/02/08 MO Springfield - Holiday Inn North
10/03/08 OH Hudson - Holiday Inn Hudson
10/07/08 SC W. Columbia - Society Office
10/16/08 RI Providence - Society Office
10/16/08 IA Cedar Rapids - Clarion Hotel & Convention Center
10/20/08 WI Madison - Crowne Plaza
10/21/08 MO St. Louis - MSCPA Learning Center
10/27/08 NC Charlotte - Charlotte Marriott Executive Park
10/27/08 IN Evansville-Mariott Airport
11/03/08 DE Wilmington - DE National Country Club
11/04/08 VA Charlottesville- Omni Charlotesville Hotel
11/06/08 AZ Tucson-Sheraton Tucson Hotel & Suites
11/14/08 MI Livonia - Radisson Detroit Livonia
11/17/08 PA Mars - Sheraton Four Points
11/18/08 PA Malvern - Penn State
12/01/08 TN Chattanooga - Clarion Hotel
12/03/08 NJ Voorhees - The Mansion on Main Street
12/04/08 LA Kenner - Society Office
12/05/08 NH Manchester-Society Office
12/12/08 MN Bloomington-Society Office
12/16/08 IN Indianapolis - Society Office
12/18/08 OH Dublin - Society Office
12/19/08 CT Rocky Hill- Society Office
12/29/08 MD Columbia-Holiday Inn

AP41
Advanced Form 1041 Practice Workshop

Date State Location
08/29/08 NC Asheville - Grove Park Inn
09/22/08 NJ Roseland - Society Office
10/03/08 PA Harrisburg - Wildwood Conference Center
10/21/08 WI Madison - Crowne Plaza
10/30/08 PA Trevose - Holiday Inn Select of Bucks County
11/12/08 NC Greensboro - O Henry Hotel
11/17/08 OK Oklahoma City - Society Office
12/03/08 NV Reno - Atlantis Casino Resort and Spa
12/18/08 CT Rocky Hill- Society Office

BEUC
The Best Estate Planning Update Course by Surgent McCoy

Date State Location
09/22/08 MI Livonia
10/20/08 NJ Voorhees - The Mansion on Main Street
11/04/08 PA Mars - Sheraton Four Points
12/18/08 PA Malvern - Penn State

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

Date State Location
08/19/08 CO Aspen - The Inn at Aspen
08/29/08 SC W. Columbia - Society Office
09/19/08 RI Providence - Society Office
09/30/08 AL Pelham (Birm'gham) - Pelham Civic Complex
10/03/08 AZ Tucson-Sheraton Tucson Hotel & Suites
10/17/08 OH Dayton - Sinclair Community College
10/20/08 CO Glenwood Springs - Ramada Inn and Suites
10/20/08 LA Lafayette- Hotel Acadiana
10/23/08 CO Denver - Society Office
11/03/08 VA Charlottesville- Omni Charlotesville Hotel
11/03/08 NC Charlotte - Charlotte Marriott Executive Park
11/10/08 WA Bellevue-Society Office
12/12/08 VT Colchester - Hampton Inn & Conference Center
12/16/08 GA Duluth - Gwinnett Center
12/16/08 PA Philadelphia - Society Office
12/22/08 PA Harrisburg - Wildwood Conference Center

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

Date State Location
08/28/08 SC W. Columbia - Society Office
09/18/08 RI Providence - Society Office
09/29/08 MD Timonium - Crowne Plaza Baltimore
10/02/08 IN Indianapolis - Society Office
10/03/08 IN Evansville-Mariott Airport
10/20/08 PA Mars - Sheraton Four Points
11/05/08 NC Durham- The Solution Center
11/07/08 IA Des Moines - Comfort Suites
11/13/08 LA Monroe - Holiday Inn Hotel & Suites
11/21/08 MO St. Louis - MSCPA Learning Center
12/01/08 WI Madison - Crowne Plaza
12/01/08 NJ Iselin - Woodbridge Hilton
12/08/08 NM Albuquerque-NM Society Office
12/11/08 NE Ashland - Mahoney State Park (Kiewit Lodge)
12/11/08 LA Kenner - Society Office
12/18/08 AZ Phoenix - Society Office

EPBB
The Top 50 Bloopers and Blunders and How to Fix Them: Estate Planning and Administration

Date State Location
08/19/08 NY Syracuse - Renaissance Syracuse
09/22/08 PA Harrisburg - Wildwood Conference Center
09/25/08 NM Albuquerque-NM Society Office
10/01/08 MO Columbia-Courtyard by Marriott
10/06/08 SC W. Columbia - Society Office
10/21/08 NJ Voorhees - The Mansion on Main Street
10/22/08 OR Portland - Shilo Inn Suites Hotel
11/03/08 AZ Phoenix - Society Office
11/03/08 PA Mars - Sheraton Four Points
11/18/08 OK Oklahoma City - Society Office
11/18/08 VA Glen Allen- Society Office
11/21/08 NH Manchester-Society Office
12/01/08 NC Raleigh - North Raleigh Hilton
12/30/08 MD Columbia-Holiday Inn

GATE
A Complete Guide to the Administration of Trusts and Estates

Date State Location
09/23/08 NJ Iselin - Woodbridge Hilton
10/16/08 PA Harrisburg - Wildwood Conference Center
11/11/08 NC Greensboro - O Henry Hotel
11/24/08 PA Philadelphia - Society Office
12/02/08 PA Mars - Sheraton Four Points

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

Date State Location
08/20/08 MN Bloomington-Society Office
09/23/08 MI Livonia
10/28/08 NC Charlotte - Charlotte Marriott Executive Park
11/14/08 PA Harrisburg - Wildwood Conference Center
12/02/08 NC Raleigh - North Raleigh Hilton
12/02/08 OK Tulsa - University of Phoenix
12/05/08 LA Kenner - Society Office
12/12/08 MO St. Louis - MSCPA Learning Center
12/15/08 NY New York- FAE Conference Center

MFEP
Mastering the Fundamentals of Estate Planning

Date State Location
12/04/08 NC Cary (Raleigh Durham) -Embassy Suites
12/12/08 RI Providence - Society Office
12/17/08 PA Trevose - Holiday Inn Select of Bucks County

REDZ
Within the Red Zone of Your Retirement: Tax Planning Strategies for Getting to the Goal Line Without Fumbling

Date State Location
09/29/08 AL Tuscaloosa - Bryant Conference Center
10/21/08 PA Mars - Sheraton Four Points
10/24/08 PA Philadelphia - Society Office
11/25/08 IA Coralville- Holiday Inn & Convention Center
12/01/08 LA Alexandria - Rapides Parish Learning Center
12/05/08 NV Las Vegas - Flamingo Las Vegas
12/19/08 NJ East Hanover - Ramada Inn
12/19/08 AZ Phoenix - Society Office

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

Date State Location
08/28/08 NC Asheville - Grove Park Inn
09/25/08 MI Livonia
10/01/08 IN Indianapolis - Society Office
10/02/08 WV Charleston-Charleston Civic Center
10/02/08 NH Manchester-Society Office
10/03/08 MO Springfield - Holiday Inn North
11/04/08 WI Neenah - Bridgewood Resort Hotel
11/10/08 KS Wichita - Hyatt Regency Wichita
11/24/08 NJ Iselin - Woodbridge Hilton
12/01/08 OK Tulsa - University of Phoenix
12/03/08 PA Harrisburg - Wildwood Conference Center
12/04/08 NV Las Vegas - Flamingo Las Vegas
12/09/08 PA Trevose - Holiday Inn Select of Bucks County
12/11/08 MO St. Louis - MSCPA Learning Center
12/12/08 PA Mars - Sheraton Four Points

SCEP
Selected Critical Issues for the Estate Planner

Date State Location
11/04/08 AZ Phoenix - Society Office
11/10/08 NC Chapel Hill-Friday Center
12/08/08 DE Dover - Dover Downs Hotel

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

Date State Location
08/27/08 AK Anchorage-Society Office
08/28/08 NJ Voorhees - The Mansion on Main Street
09/19/08 MI Livonia- VisTaTech Center Schoolcraft College
09/24/08 IN Indianapolis - Society Office
09/25/08 TX Houston - Houston Chapter Training Facility
09/26/08 TX Dallas - Dallas Chapter Training Facility
09/26/08 NM Albuquerque-NM Society Office
10/01/08 PA Harrisburg - Wildwood Conference Center
10/03/08 MO Kansas City - MSCPA Learning Center
10/17/08 IA Cedar Rapids - Clarion Hotel & Convention Center
10/22/08 WI Madison - Crowne Plaza
10/30/08 DE Newark-Embassy Suites Hotel
10/30/08 MN Bloomington-Society Office
11/05/08 AZ Tucson-Sheraton Tucson Hotel & Suites
11/11/08 WA Bellevue-Society Office
11/11/08 TN Knoxville- Hilton Knoxville
11/19/08 OK Oklahoma City - Society Office
11/24/08 RI Providence - Society Office
11/25/08 OH Strongville - Holiday Inn Select
12/02/08 LA Alexandria - Rapides Parish Learning Center
12/12/08 NE Ashland - Mahoney State Park (Kiewit Lodge)
12/16/08 NC Greensboro - High Point Marriott
12/22/08 OH Dayton - Sinclair Community College
12/30/08 PA Trevose - Holiday Inn Select of Bucks County

TCTW
The Complete Trust Workshop!

Date State Location
09/11/08 NJ Voorhees - The Mansion on Main Street
10/02/08 MO Kansas City - MSCPA Learning Center
10/02/08 AZ Tucson-Sheraton Tucson Hotel & Suites
10/21/08 LA Lafayette- Hotel Acadiana
10/23/08 PA Philadelphia - Society Office
10/23/08 OR Portland - Shilo Inn Suites Hotel
10/28/08 IN Evansville-Mariott Airport
11/10/08 TN Knoxville- Hilton Knoxville
11/14/08 NH Manchester-Society Office
12/02/08 NV Reno - E.J. Egghart & Assoc.
12/17/08 IN Indianapolis - Society Office
12/18/08 NC Morrisville - Society Office

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