Chattanooga Account Fest

TSCPA’s Chattanooga 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 $169 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 12, 2022

Select Zero Or One
December 12, 2022 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (1.00) Accounting (3.00)
4.00 credits
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Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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 an overview of recent FASB and AICPA activity, including recently issued and proposed Accounting Standards Updates (ASUs); the latest on the new lease accounting standard, Topic 842; and other relevant ASUs. The course also reviews new auditing standards effective in 2021 and beyond and the latest on new standards related to SSARS engagements. The course will also discuss other important A&A practice matters you should be aware of, including an update on peer review and audit quality.

Prerequisites

Experience in accounting and attestation

December 12, 2022 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

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

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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

Select Zero Or One
December 12, 2022 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4.00)
4.00 credits
Show course details

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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

December 12, 2022 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

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

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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

December 13, 2022

Select Zero Or One
December 13, 2022 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4.00)
4.00 credits
Show course details

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

Facilitators

  • Kerry E. Roberts, CPA

Vendor

Surgent McCoy CPE LLC

Description

Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situations. We also explore the darknet and cryptocurrency fraud.

December 13, 2022 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

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

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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

Select Zero Or One
December 13, 2022 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Accounting (4.00)
4.00 credits
Show course details

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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 for 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 the standards for accounting and review services that impact engagements performed on SPF financial statements.

December 13, 2022 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

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

Location

Westin Chattanooga
801 Pine St
Chattanooga, TN 37402-2517

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