Memphis Account Fest

TSCPA’s Memphis Account Fest brings you CPE your way. At this year’s in-person event, you’ll have the opportunity to complete the year-end CPE you need from a menu of courses taught by top instructors in tax and accounting and auditing. Choose to attend one or both days and earn up to 16 CPE credits. The ability to customize your learning ensures you’ll receive the high-quality, relevant content most beneficial to you and your career.

Below are the course offerings scheduled. Each course is $179 as a TSCPA member. Non-members will pay an additional $50 fee per class, or become a member today and take advantage of the savings! Click the links for the corresponding courses below to register online.

Note: you do not need to select a course for each day - you may choose a single event for this cluster if you wish.

December 9, 2024

Select Zero Or One
December 9, 2024 8:00am - 11:30am (Central Time)

Your Price: $229.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
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Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

This highly informative course will bring you up to speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation.

Prerequisites

Experience in individual tax planning

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December 9, 2024 8:00am - 11:30am (Central Time)

Your Price: $229.00

Credit Type:

Auditing (2.00) Accounting (2.00)
4.00 credits
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Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides a detailed review of SAS No. 145 and brings you up to date on FASB and AICPA standards issued over the past few years. The course also provides many hands-on examples and illustrations to help apply the guidance in practice and discusses other important A&A practice matters to be aware of, including an update on peer review and audit quality.

Prerequisites

Experience in accounting and attestation

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Select Zero Or One
December 9, 2024 1:00pm - 4:30pm (Central Time)

Your Price: $229.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
Show course details

Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

Prerequisites

Experience with pass-through entity clients

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December 9, 2024 1:00pm - 4:30pm (Central Time)

Your Price: $229.00

Credit Type:

Auditing (4.00)
4.00 credits
Show course details

Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

Prerequisites

Experience in performing and managing compilation, preparation and review engagements

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December 10, 2024

Select Zero Or One
December 10, 2024 8:00am - 11:30am (Central Time)

Your Price: $229.00

Credit Type:

Taxes (4.00) CLE (3.33)
4.00 credits
Show course details

Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

Prerequisites

Basic knowledge of retirement planning

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December 10, 2024 8:00am - 11:30am (Central Time)

Your Price: $229.00

Credit Type:

Accounting (4.00)
4.00 credits
Show course details

Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

For many businesses, preparing financial statements using a special purpose framework may provide an alternative to the complexity of U.S. GAAP. This course will provide you with an overview and hands-on application on preparing financial statements using common special purpose frameworks such as tax basis and cash or modified cash basis financial statements. You will learn the unique measurement and disclosure requirements of various special purpose framework (SPF) options using example financial statements and illustrative disclosures. The course also includes common practice issues encountered when preparing SPF financial statements, including disclosure and reporting requirements. We will also review recent updates to both audit and SSARS standards that impact engagements performed on SPF financial statements.

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Select Zero Or One
December 10, 2024 1:00pm - 4:30pm (Central Time)

Your Price: $229.00

Credit Type:

Taxes (2.00) Specialized Knowledge (2.00) CLE (3.33)
4.00 credits
Show course details

Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Prerequisites

Basic knowledge of retirement planning

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December 10, 2024 1:00pm - 4:30pm (Central Time)

Your Price: $229.00

Credit Type:

Accounting (4.00)
4.00 credits
Show course details

Location

Hilton Memphis
939 Ridge Lake Blvd
Memphis, TN 38120-9407

Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, especially for small and medium-sized businesses. Oftentimes financial statement users will first turn to the notes in the financial statements in order to get a feel for where the business and its numbers might be heading, so these disclosures need to be well-written and follow applicable standards. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.

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