Community College of Allegheny County (CCAC)

Community College of Allegheny County

CPA Schedule

FALL 2014

Public Accountant, Enrolled Agent and other Tax Practitioner Program
The objective of the program is to broaden the knowledge of accountants and tax practitioners in order to relate particular specialties to the field of accounting and to examine developments in these professions.

Registration

  • Choose the course number that corresponds to the location you plan on attending the most.
  • If you have a schedule conflict you may attend class at one of the other locations.
  • To receive CPE units, students must be registered/paid before they attend class.
  • Requests for refunds must be received 24 hours prior to the start of Week 1.
  • Call 412.369.3701 to request a refund.
  • No refunds will be processed after the start of Week 1.

Attendance - Accurate records of attendance will be maintained to verify and report continuing education hours. Three (3) Continuing Professional Education (CPE) units are awarded for each attended, for a possible total of thirty-six (36) CPE’s. However, to ensure the integrity of the program, student attendance will be periodically monitored for late arrivals and hours attended will be adjusted accordingly. A summary sheet will be sent to each registered participant when the series is completed.


Class Information

Course Numbers and Locations: Campuses and Centers 

XGD079-5621 - CCAC, North Campus, Room 3002, 8701 Perry Hwy., Pittsburgh, PA 15237
XGD079-5622 - CCAC, South Campus, Room TBA, 1750 Clairton Rd., West Mifflin, PA 15122
XGD079-5623 - CCAC, Boyce Campus, Room TBA, 595 Beatty Rd., Monroeville, PA 15146
XGD079-5624 - CCAC, West Hills Center, Room TBA, 1000 McKee Rd., Oakdale, PA 15071

Cost - $289.00 (For the 12 week program regardless of how many presentations you attend)

Register by phone please call Non-Credit Registration - 412.369.3701 

Register by check/Money Order. Download a registration form

Register online click shopcommunityed.ccac.edu  and choose 'Accountant' to pay online.


Week 1:
CPA Auditing Update and Auditing Issues
Speaker: Frederich Earl Liechti, J.D., CPA
This course will review current issues in the profession and focus on auditing problems.
Category: Accounting & Auditing    (Overview) 

Thursday

 

9/11

 

North Campus 

 

6:30–9:30 PM

Saturday

 

9/13

 

South Campus

 

8:00–11:00 AM

Monday

 

9/15

 

Boyce Campus 

 

6:30–9:30 PM

Wednesday 9/17 WHC 

6:30–9:30 PM

Week 2:

CPA Designing and Mining QuickBooks
Speaker: Pam Falkner, Bus. Dev. Director, Bookminders
This course is designed for accountants who want to better analyze and manipulate information in QuickBooks. The designing portion focuses on the importance of the QuickBooks file design setup including chart accounts, class tracking, and job costing which leads to improve tax and audit preparation efficiency. The mining portion reviews how to navigate the QuickBooks file, format reports, and how to assess the quality of a QuickBook data file.
Category: Accounting & Auditing    (Intermediate)

Thursday

 

9/18

 

North Campus

 

6:30–9:30 PM

Saturday 9/20 South Campus 8:00-11:00 AM

Monday

 

9/22

 

Boyce Campus

 

6:30–9:00 PM

Wednesday  9/24 WHC  6:30–9:30 PM

Week 3:
CPA The Elements of a Financial Plan – How To Reduce Risk While
Maximizing Tax Efficient Income in Retirement
Speaker: Ed Wielgus, Divisional Vice President, Northwest Bank
This course will provide insight on how today's banks analyze and review loan requests from commercial businesses and will also discuss the state of the economy and how it impacts business lending.
Category: Accounting & Auditing (Intermediate)

Thursday

 

9/25

 

North Campus

 

6:30–9:30PM

Saturday

 

9/27

 

South Campus

 

8:00-11:00 AM

Monday

 

9/29

 

Boyce Campus

 

6:30–9:30PM

Wednesday 10/1 WHC 

6:30–9:30PM

Week 4:
Veterans Affairs benefits Planning
Speaker: Colin Adair Morgan, Esquire
This course will describe the various benefits veterans are entitled to sd well as how to aid your client in achieving them.
Category: Other    (Intermediate)

Thursday

 

10/2

 

North Campus

 

6:30–9:30 PM

Saturday

 

10/4

 

South Campus

 

8:00-11:00 AM

Monday

 

10/6

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 10/8 WHC 

6:30–9:30 PM

Week 5:
CPA Property - Various Estates and Forms of Ownership
Speaker: George Entenmann, Esquire
This course will present the rights and obligations of ownership of acquired based on the form of the estate. In addition there will be an overview of the assets and obligations included in the composition of such estates, the decedent's taxable estate, the material estate, the bankruptcy estate and the estate of medicaid. There will be a presentation of the rights and obligations of ownership of property based on joint forms of ownership.
Category: Other    (Overview)

Thursday

 

10/9

 

North Campus

 

6:30–9:30 PM

Saturday

 

10/11

 

South Campus

 

8:00–11:00 AM

Monday

 

10/13

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 10/15 WHC 

6:30–9:30 PM

Week 6:
CPA 2014 Department of Revenue Responses to Written CPA Tax Questions
Speaker: Barry K. Gerber, CPA, M.B.A., J.D.
This course will update CPA's based upon responses to written PA tax questions posed to the PA Department of Revenue. PA private letter ruling requests will be compared and contrasted to the Department's responses to the annual written questions posed by CPA's. Familiarity with the PICPA website as a research tool will also be explored.
Category: Tax    (Basic)

Thursday

 

10/16

 

North Campus

 

6:30–9:30 PM

Saturday

 

10/18

 

South Campus

 

8:00–11:00 AM

Monday

 

10/20 

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 10/22 WHC 

6:30–9:30 PM

Week 7:
CPA Tax Efficient Retirement Wealth Transfer Planning
Speaker: 
Joseph Grunwald, CFP®/Associate Vice President
This course will discuss how to effectively build, spend down and transfer retirement investments. This includes investment portfolio construction, Social Security, income distribution planning.
Category: Tax (Intermediate)

Thursday

 

10/23

 

North Campus

 

6:30–9:30 PM

Saturday

 

10/25

 

South Campus

 

8:00-11:00 AM

Monday

 

10/27

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 10/29 WHC 

6:30–9:30 PM

Week 8:
CPA White Collar Crime - Detection and Prevention
Speaker: William J. Miller, Esquire, CPA
Fraud investigation and auditing procedures will be applied to case studies.
Category: Accounting & Auditing (Overview)

Thursday

 

10/30

 

North Campus

 

6:30–9:30 PM

Saturday

 

11/1

 

South Campus

 

8:00-11:00 AM

Monday

 

11/3

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 11/5 WHC 

6:30–9:30 PM

Week 9:
CPA Has Portability Killed Estate Planning?
Speaker: John M Hartzell, Esquire, CPA
This course will outline (i) significant provisions of the 2012 Tax Act related to estate and gift tax planning; (ii) tax issues which affect a select few; and (iii) non-tax decisions and issues which give rise to Estate Planning versus Estate Tax Planning.
Category: Tax    (Intermediate)

Thursday

 

11/6

 

North Campus

 

6:30–9:30 PM

Saturday

 

11/8

 

South Campus

 

8:00-11:00 AM

Monday

 

11/10

 

Boyce

 

6:30–9:30 PM

Wednesday 11/12 WHC 

6:30-9:30 PM

Week 10:
CPA What is a Common Level Ratio... and Why Should I Care?
Speaker: Michael J. Suley, CRB, CRS, GRI, CPE
This course deals with property assessments in Pennsylvania and equalization factors. Tens of thousand of property owners pay more in taxes than they should.
Category: Accounting & Auditing (Advanced)

Thursday

 

11/13

 

North Campus

 

6:30–9:30 PM

Saturday

 

11/15

 

South Campus

 

8:00-11:00 AM

Monday

 

11/17

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 11/19 WHC 

6:30–9:30 PM

Week 11:
CPA Updated Circular 230 Regulations and Impact of Loving
Speaker: Barry K. Gerber, CPA, M.B.A., J.D.
This course will update CPA's on the latest 2014 Circular 230 ethical requirement amendments. The early Circular 230 history will be reviewed in order to understand the present Circular 230 ethical framework. Applying the Loving case decision to the latest Circular 230 amendments will provide some unexpected ethical results for tax practitioners.
Category: Ethics (Basic)

Thursday

 

11/20

 

North Campus

 

6:30–9:30 PM

Saturday

 

11/22

 

South Campus

 

8:00-11:00 AM

Monday

 

11/24 

 

Boyce Campus

 

6:30–9:30 PM

Wednesday 12/3 WHC 

6:30–9:30 PM

Week 12:
CPA Serving the Senior Client
Speaker: William McKendree, J.D.
This course will look at the issues relevant and important to older individual clients (60 yrs. and older) including retirement decisions and the tax implications of transitioning from earned income to investment income; health care decisions; and long term care planning.
Category: Other (Intermediate)

Thursday

 

12/4

 

North Campus

 

6:30–9:30 PM

Saturday

 

12/6

 

South Campus

 

8:00-11:00 AM

Monday 12/8 Boyce Campus 

6:30–9:30 PM 

Wednesday 12/10 WHC 

6:30–9:30 PM

 

Saturday Tax Seminars

 Nov. 8, 2014Business                          8:00 AM  - 12:00 PM Room: TBA
           Speaker:Phil Cook, Jr., EsquireCCAC, North Campus 8701 Perry Highway 
          XGD202 -5611    $49.00/4 Hours                 Pittsburgh, PA 15237
     
Nov. 8, 2014Individual                          1:00 PM - 5:00 PM Room: TBA
           Speaker:William McKendree, J.D.CCAC, North Campus 8701 Perry highway
          XGD203 -5612      $49.00/4 HoursPittsburgh, PA  15237 
     

 


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Dr. Francis J. Sekula Director of Professional Continuing Education Program 412.788.7382

fsekula@ccac.edu

Have questions concerning the CPA Program please contact: Michelle Bahur 412.788.7383

mbahur@ccac.edu

CPA/CLE Day Seminar