Knoxville Account Fest

TSCPA’s Knoxville 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 13, 2023

Select Zero Or One
December 13, 2023 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

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Both businesses and individual clients face major changes as a result of new legislation, and tax professionals face the considerable challenge of delivering effective planning advice and services to address this myriad of recent developments. This course addresses this challenge and also encompasses the latest cases and rulings applicable to individual and business clients. Continually updated to reflect enacted legislation.

Prerequisites

Experience with individual and business clients

View full course details in a new window
December 13, 2023 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Accounting (4.00)
4.00 credits
Show course details

Location

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • Robert W. Wells, CPA, CFE

Vendor

Surgent McCoy CPE LLC

Description

This course provides a detailed discussion of the key topics related to financial reporting in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot-button accounting issues, such as what is on the FASB's technical agenda. This course is the place to go for a concise but comprehensive update on the significant topics impacting financial accounting and reporting.

Prerequisites

Experience in financial accounting and reporting

View full course details in a new window
Select Zero Or One
December 13, 2023 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

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Most of our clients are pass-through entities for which many of the general business strategies are subject to additional limitations. To provide the tax planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.

Prerequisites

Experience with business clients

View full course details in a new window
December 13, 2023 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4.00)
4.00 credits
Show course details

Location

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • Robert W. Wells, CPA, CFE

Vendor

Surgent McCoy CPE LLC

Description

The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why the auditor did not identify it. The auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as lack of segregation of duties, can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance with AU-C 240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit, and the most frequent types of fraud found in small- to mid-size entities along with internal controls that could be implemented to help prevent and detect them. This course features case studies.

View full course details in a new window

December 14, 2023

Select Zero Or One
December 14, 2023 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

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

With tax rates changing for individuals, estates, and trusts, tax planning has become more important than ever. As a result, practitioners must consider new ideas for financial planning and retirement. This course aims to explore practical tax planning ideas that CPAs can use to assist their clients. It is essential for CPAs who want to save their clients' money by providing them with good ideas. The course is continually updated for legislative developments.

Prerequisites

Basic course in individual income tax and estate planning

View full course details in a new window
December 14, 2023 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (1.00) Accounting (3.00)
4.00 credits
Show course details

Location

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • Robert W. Wells, CPA, CFE

Vendor

Surgent McCoy CPE LLC

Description

Specifically tailored for practitioners who do not perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course uses practical examples and illustrations to help you understand and apply the material in practice.

Prerequisites

Experience in accounting and auditing

View full course details in a new window
Select Zero Or One
December 14, 2023 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

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

Location

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • William F. Taylor, CPA

Vendor

Surgent McCoy CPE LLC

Description

Clients often believe that estate planning is only for the wealthy. However, in reality, there are many critical issues that middle-income clients need to plan for. This course is a must-attend for all accounting and financial professionals who work with middle-income clients and want to provide high-quality services. The course has been updated to include developments related to estate tax changes.

View full course details in a new window
December 14, 2023 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4.00)
4.00 credits
Show course details

Location

Rothchild Catering & Conference
8807 Kingston Pike
Knoxville, TN 37923-5002

Facilitators

  • Robert W. Wells, CPA, CFE

Vendor

Surgent McCoy CPE LLC

Description

All organizations in the world are vulnerable to fraud, and as such, they have many controls in place to combat it. This course will discuss means and methods to prevent fraud, as well as the controls that organizations use to seek improvements.

View full course details in a new window