2013 the George A. Gustafson Accounting and Finance CPE Seminar Series
The complete descriptions of the sessions are listed below.
To register online, click here
For a printable registration form, click here
|$100||1 Session||(4 CPE Credits)|
|$190||2 Sessions||(8 CPE Credits)|
|$270||3 Sessions||(12 CPE Credits)|
Four or more sessions will be $85 per session.
|Tuesday, May 7||AM*||Real Estate Law and Taxation - A primer on basic real estate law in Michigan with special emphasis on tax aspects: state transfer taxes, the primary residence exclusion, "uncapping" of taxable values and federal transfer (estate and gift) tax aspects.
Presenter: Kenneth J. Seavoy, Attorney, Kendricks, Bordeau, Adamini, Chilman & Greenlee, P.C. Marquette, Michigan
|Tuesday, May 7||PM||
Excel for CPAs using Pivot Tables and More - This Excel course will provide an overview of using pivot tables to analyze your data. Practical examples and various techniques will be utilized to demonstrate the value of pivot tables for data analysis, pivot table advantages, creating pivot tables, connecting to external databases, and pivot table charts. Additional topics reviewed in this course include: Spreadsheets, Formulas and Functions, spreadsheet Analysis, Charting, and other tips and shortcuts. Presenter: Carol Johnson, M.B.A. Instructor of Associate Degree Programs, Northern Michigan University, Marquette, Michigan
|Monday, May 13||AM||Health Care Reform for CPAs – Learn about new taxes and fees applicable to your clients under the health care reform law. Topics include: Limits on health FSA contributions, Excise tax on high-cost employer-sponsored health insurance, Employer shared responsibility payments for failure to offer affordable health coverage of a minimum value, New Medicare tax applicable to high wage earners, Patient-Centered Outcomes Research Institute ("PCORI") fees, Reinsurance fees.
Presenter: Johanna M. Novak, Attorney, Foster Swift Collins & Smith PC, Marquette, Michigan.
|Monday, May 13||PM||QuickBooks for Accountants - This course will help you navigate around QuickBooks for yourself and your clients. Topics include data backup, audit trail, locking down prior periods, and how to resolve other accounting functions. Fraud protection will also be covered including enabling system security and password protection features. Presenter: Carol Johnson, M.B.A. Instructor of Associate Degree Programs, Northern Michigan University, Marquette, Michigan.|
|Tuesday, May 14||AM||Ethics for CPAs - This interactive course session will deal with ethical issues in the business environment. Topics will include principles, ethical conflicts typically faced by accountants, the moral philosophy of ethics and other pressures facing accountants to avoid discreditable acts. Group discussion and problem solving is expected. Case studies will be reviewed and discussed as part of the course. Situations from our respective practices will be outlined and discussed.Presenter: Michael Kolasa, J.D. LL.M., CFP, CTFA, CAP
Vice President & Trust Officer - The Stephenson National Bank & Trust, Trust Office, Marquette, Michigan.
|Tuesday, May 14||PM||Legal Issues for Nonprofit Corporations – A lawyer’s perspective of the basic steps to establish a nonprofit corporation, obtain tax exempt status, register as a charitable trust, and maintain that status.
Presenter: Tami Seavoy, Attorney
Kendricks, Bordeau, Adamini, Chilman & Greenlee, P.C., Marquette, Michigan.
CONTINUING PROFESSIONAL EDUCATION (CPE) UNITS
As applicable, these programs fulfill the Continuing Professional Education Requirements of State Boards of Accountancy for accountants and auditors, and (Federal) enrolled agents as well as the Independent Accountants Association of Michigan. The NMU courses are in compliance with the Michigan State Board of Accountancy's CPE requirements of qualified instructors, subject area and record keeping, including the requirement that states to receive one-hour CPE credit, the registrant must be in attendance 50 minutes. A Certificate of Attendance will be provided for hours attended.