Community College of Allegheny County (CCAC)

Community College of Allegheny County

CPA Schedule

WINTER/SPRING 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 

XGD079-5601 - CCAC, North Campus, Room 3002, 8701 Perry Hwy., Pittsburgh, PA 15237
XGD079-5602 - CCAC, South Campus, Room G311, 1750 Clairton Rd., West Mifflin, PA 15122
XGD079-5603 - CCAC, West Hills Center, Room S1307, 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 Estate and Gift Tax Planning under American Taxpayers Relief Act of 2012
Speaker: John M. Hartzell, Jr., Esquire, CPA
This course will discuss Estate and Succession Planning focusing on protecting and transferring wealth which accomplishes client’s goals and objectives.
Category: Tax     (Intermediate)

Thursday

 

1/30

 

North Campus 

 

6:30–9:30PM

Saturday 

 

2/1

 

South Campus

 

8:00–11:00AM

Wednesday

 

2/5

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 2

CPA Fraud Detection and Prevention
Speaker: William J. Miller, Esquire, CPA 
Fraud investigating and auditing will be applies to case studies. Civil and criminal differences along with prevention will also be discussed.
Category: Accounting & Auditing     (Overview)

Thursday

 

2/6

 

North Campus

 

6:30–9:30PM

Saturday

 

2/8

 

South Campus

 

8:00–11:00AM

Wednesday

 

2/12

 

West Hills Ctr.

 

6:30–9:30PM

       

Week 3
CPA A Survey of Intellectual Property and Branding
Speaker: Gregg Zegarelli, Esquire
This course will survey various intellectual properties, such as company name, copyrights, patents, trademarks, domain names and privacy/likeness rights.
Category: Other     (Basic)

Thursday

 

2/13

 

North Campus

 

6:30–9:30PM

Saturday

 

2/15

 

South Campus

 

8:00–11:00AM

Wednesday

 

2/19

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 4
CPA Asset Protection Techniques for The Elderly
Speaker: Colin Adair Morgan, Esquire
This course will present the basics in planning strategies and techniques for the elderly and those facing potential long term care cost.
Category: Tax     (Basic)

Thursday

 

2/20

 

North Campus

 

6:30–9:30PM

Saturday

 

2/22

 

South Campus

 

8:00–11:00AM

Wednesday

 

2/26

 

West Hills Center

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 5
CPA 
Inheritance Tax Issues: Revocable Living Trust
Speaker: Barry K. Gerber, CPA, M.B.A., JD
This course will address and discuss issues concerning living trusts, how to save on Pennsylvania Inheritance Taxes, and administrative expenses.
Category: Tax     (Basic)

Thursday

 

2/27

 

North Campus

 

6:30–9:30PM

Saturday

 

3/1

 

South Campus

 

8:00–11:00AM

Wednesday

 

3/5

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 6 
CPA
Understanding Tax-Exempt Organizations
Speaker:
Norma M. Caquatto, Esquire
This course will present legal concepts related to Tax-Exempt Organizations, describe the process of becoming a tax-exempt organization, and outline best practices for continuing with state and federal regulations.
Category: Tax     (Intermediate)

Thursday

 

3/6

 

North Campus

 

6:30–9:30PM

Saturday

 

3/8

 

South Campus

 

8:00–11:00AM

Wednesday

 

3/12

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 7

CPA Preparing your Client's Business for Sale and Assisting with the Selling  Process.
Speaker: 
Todd B. Fortier, CPA, M.B.A.
This course will discuss how accountants can assist their clients in determining is they should sell their
business. Also addressed will be what steps are involved in the selling process and where they will add
value to the process.
Category: Accounting & Auditing (Intermediate)

Thursday

 

3/13

 

North Campus

 

6:30–9:30PM

Saturday

 

3/15

 

South Campus

 

8:00–11:00AM

Wednesday

 

3/19

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 8
CPA A Review of Investments, Tax & Insurance Planning for Clients Assets
Speaker: Joseph Grunwald, CFP®/Associate Vice President

This course will discuss the current investment landscape, tax and insurance landscape and the potential impact on clients. This includes investments portfolio construction, Social Security, income distribution planning, and the impact on income and transfer taxes.
Category: Tax     (Overview)

Thursday

 

3/20

 

North Campus

 

6:30–9:30PM

Saturday

 

3/22

 

South Campus

 

8:00–11:00AM

Wednesday

 

3/26

 

West Hills Ctr.

 

6:30-9:30 PM

 

 

 

 

 

 

 

Week 9
CPA White Collar Crime and Identity Theft
Speaker: Jackelyn Weibel, CFE, Detective
This course will include an overview of white collar crime including types, stats, red flags, and discuss a handful of case studies. This course will discuss numerous preventative measures that your clients’ businesses can implement to deter them from becoming a victim. Also examined are internal controls that can be utilized to detect if white collar crime is occurring in their organization. A discussion will be conducted on what to do if a business is a victim. Additionally, the identity theft component of white collar crime will be covered in detail.
Category: Accounting & Auditing     (Overview)

Thursday

 

3/27

 

North Campus

 

6:30–9:30PM

Saturday

 

3/29

 

South Campus

 

8:00–11:00AM

Wednesday

 

4/2

 

West Hills Ctr.

 

6:30-9:30PM

 

 

 

 

 

 

 

Week 10
CPA Ethics Lessons for Tax Practitioners from Criminal & Civil Prosecutions
Speaker: Paul Skirtich, Esquire
This course will discuss recent court decisions, both national and local, that should provide valuable insights in how Tax Practitioners can avoid the potential consequences of criminal or civil judgments by adhering to ethical principles and guidelines.
Category: Ethics     (Intermediate)

Thursday

 

4/3

 

North Campus

 

6:30–9:30PM

Saturday

 

4/5

 

South Campus

 

8:00–11:00AM

Wednesday

 

4/9

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 11
CPA Tax Aspects of Separation and Divorce
Speaker: David S. Pollock, Esquire
This course will discuss income tax consequences of property transfers, alimony, spousal support, separate maintenance, child support, etc.
Category: Tax     (Overview)

Thursday

 

4/10

 

North Campus

 

6:30–9:30PM

Saturday

 

4/12

 

South Campus

 

8:00–11:00AM

Wednesday

 

4/16

 

West Hills Ctr.

 

6:30–9:30PM

 

 

 

 

 

 

 

Week 12

CPA New Business Opportunities When Working with Entrepreneurs & Certified Business
Speaker: Francine B. Cameron, CPA, M.B.A.
This course will focus on accountants working with entrepreneurs and certified businesses and the new
business opportunities that are created.
Category: Other     (Basic)

Thursday

 

4/24

 

North Campus

 

6:30–9:30PM

Saturday

 

4/26

 

South Campus

 

8:00–11:00AM

Wednesday

 

4/30

 

West Hills Ctr.

 

6:30–9:30PM

       


Saturday Tax Seminars

2/22/14 Business Tax8:00AM-12:00PM
XGD202-5601       4 Hours -$49.00
Speaker: Philip Cook Jr., Esquire  
     
2/22/14 Individual  Tax1:00PM-5:00PM
XGD203-5602        4 Hours - $49.00  
Speaker: William McKendree, JD  
     
 
  
   

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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