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Charleston, WV  25321
(304) 342-4441

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CPE Archives

Information about past CPE offerings we have sponsored so that we may assist you in preparing your CPE Reporting Forms. The listings will also serve to show the great diversity of the CPE we offer or sponsor.

2008

January 10, 2008  2nd Annual "Working Together" Seminar
University of Charleston Student Union
Co-sponsored by the WVPAA, WVSCPA, WV Tax Institute, & the IRS

8 hours CPE, 8 hours CLE

Program:
Exam Issues - What Practitioners Can Expect
Navigating & Communicating With the Campuses - How to Use ACS
WV State Tax Department Issues - Introduction to Taxpayer Access Points (TAP)
Retirement Plan Audits - Perspectives from IRS & DOL
Collection Issues - Offers in Compromise (featuring National IOC Program Manager)
Alternative Dispute Resolution Programs
LLC Blockbuster - Learn About this Entity Trend

 

2007

January 4, 2007 1st Annual "Working Together" Seminar
University of Charleston Student Union
Co-sponsored by the WVPAA, WVSCPA, WV Tax Institute, & the IRS

8 hours CPE, 8 hours CLE
Topics Included:

  • Navigating & Communicating with the IRS

  • Exam Issues - What Practitioners can Expect (featuring Charlie Brantley - IRS Examination Area Director)

  • Section 199 Updates

  • Form 5500 & Retirement Plans

  • Collection Issues - What Practitioners Can Expect (featuring local collection managers)

  • WV State Tax Department Issues - NEXUS, Streamlined Sales & Use Taxes, More

  • What's Hot in Criminal Investigations

June 24-27, 2007
WVPAA Annual Meeting
Canaan Valley Resort
Davis WV

11 HOURS OF CPE
MONDAY JUNE 25 - 4 HRS CPE
TUESDAY JUNE 26 - 4 HRS CPE
WEDNESDAY JUNE 27 - 3 HRS CPE

CPE Topics:

  • How Bank Secrecy Act Impacts You & Your Client
    Theresa McGill , IRS Senior Bank Specialist

  • Financing Through Capital Markets
    Mike Dyrwal & Alan Adams, Adams Mortgage Capital

  • Tax Gap
    Andrea Escher & Philip Yamalis, IRS

  • Alternative Agreements - Food & Beverage Establishments
    Andrea Escher & Philip Yamilis, IRS

  • Business Services Online
    Robert Jeffery, Social Security Administration

  • Social Security - Understanding the Benefit Packages
    Robert Jeffery, Social Security Administration

  • Windows Vista
    Bob Davidson, CPA

  • Tax Return Nightmares & How You Dealt With Them (Forum)
    Kathleen R Lovett CPA

 

September 25, 2007 State Issues Seminar
Charleston

8 hours CPE

Program:

  • West Virginia Insurance Commission - centering on Brickstreet / Workers Compensation issues & problems; Audits & resolutions, Opting in and out, Agent issues, Switching from one insurer to another, Lapsed policies and reinstatement.

  • WV Department of Labor - Wages & Hour; Better definition of Child Labor; Wage Bond issues; Undocumented Worker issues; Contractor Licensing

  • WV State Tax Department - Update on Sales Tax, Contractor reimbursement (SB 631); Changes in WV Withholding; Economic Development Tax Incentives; Online forms availability; Registering online; Repotting requirements

October 18, 2007 Federal Issues Seminar
Charleston Marriott

8 hours CPE


 

November 8 & 9, 2007 (Thurs & Fri)

16 CPE hours
Charleston WV
 

December 5, 2007 Special Topics Seminar
Charleston Marriott

8 hours CPE
Program: QuickBooks Intermediate Topics
 

  • How to use Class Tracking: The ability to track rental income & expenses by properties or track sales income and expenses by store location or track sales by customer type (ie. wholesale/retail, corporate/LLC/Ptnp/Individual/NFP) or track functional expenses for Part III of the 990

  • How to effectively use the report filters to get the information you want

  • How to Customize the Icon Bar. 

  • Using the Time Tracking feature to facilitate billing or payroll data entry

  • Setting up your own standard chart of accounts and using it for all your clients

  • Differences between an Accountant's Copy, a Back-up Copy, and a Portable Company File - Purposes and uses of each

  • Open Q&A

2006

December 12, 2006
Charleston Marriott - 200 Lee Street East  Charleston WV
Federal Issues Seminar

  • 4 Hours presented by a team from the IRS

    • E-Filing (EFTPS) upgrade & related subjects

    • The NEW Taxpayer Advocate Services (now SAMS)

    • Offers in Compromise Changes

    • Criminal Investigations

  • 2 Hours presented by David Epperly of Selby & Epperly of Hurricane WV

    • Business Succession with emphasis on appraisals for tax, selling & succession purposes

  • 1 Hour presented by David Lanham of Lanham & Associates

    • Current Economy and Its Future Outlook

  • 1 Hour presented by Mike Foster of Jackson Kelly PLLC

    • Effect of the Economy on Pensions, Etc. from both the employer's view and the pensioner's view

November 14-15, 2006
PTI 2006 1040 Update
Charleston, WV

16 hours CPE

All conference attendees received PTI's 2006 workbook and CD-ROM, both jam-packed with reference material, worksheets, client letters, elections, charts and lecture material. Attendees also received PTI's laminated "PTI Quick Reference Chart."
 

October 17, 2006
State Issues Seminar
Charleston, WV

8 Hours CPE:

  • 1 Hour    Citizens Working Abroad - Francis Lee Armstrong, EA, ATP

  • 3 Hours  Insurance & WV Workers Compensation Issues - Frank A Baer, III

  • 2 Hours  WV Property Tax Issues - Steve Sluss & Sheri Moore (Kanawha Co. Assessor's Office) / Roger Cox & Gearl Raynes (WV Department of Revenue)

  • 2 Hours  WV Tax Return Processing - Jeff Anderson (WV Department of Revenue)

 

WVPAA Annual Meeting
June 22-25, 2006
Beckley, WV

CPE:
    Friday am: 4 hours
    Saturday am: 4 hours
    Sunday am: 3 hours

 

 

2005

WVPAA Annual Meeting
June 17-19, 2005
Lakeview Resort, Morgantown, WV

11 Hours of CPE

  • 2 Hrs - New Bankruptcy Law

  • 2 Hrs - Elder Care

  • 4 Hrs - Putting Together a Great Loan Package

  • 1 Hr - WV State Tax Dept. Administrative Notices

  • 1 Hr - Useful Software Other than Tax Prep - Open Forum

  • 1 Hr - Best & Worst Tax Prep Software - Open Forum

September 27... Charleston Marriott
8 Hours State Issues
 Subjects were:
  • Unemployment Taxes & related issues
  • The new severance tax created in article 11-13v-1 et seq and other natural resource property tax matters including discussions on cancellation or suspension of business registration for non-payment of property tax
  • Severance tax on thin seam coal
  • Economic Opportunity Tax Credit
  • 1% reduction in Sales Tax, definition of "Food"
  • US Steel case update
  • Producing & reserve reports for coal
  • Property Tax valuations on oil & gas properties and managed timberland
  • Disallowance of the IRC § 199 on the WVPIT and WVCNT (including the IRS regulations which should be out by then)
  • Status of the Steamline Sales Tax Project -valuation, tracking of sales, etc.

 

October 25... Charleston Marriott
8 Hours Federal Issues

IRS Presented:

  • All E-services subjects: Transcript Delivery, Online POAs, Account Resolution

  • Issues related to conversion from C Corp to S Corp and from S Corp to C Corp

  • Construction contractor issues

  • Fiduciary return Income reporting issues

  • Criminal investigation trends

  • Various retirement plan issues

  • Navigating the restructured various IRS web pages/sites

Bank Presented:

  • Understanding your Credit Report

Did you know that you are entitled to receive a disclosure copy of your credit file from a consumer reporting company under Federal law? 

You are entitled to receive one free credit file disclosure every 12 months from each of the nationwide consumer credit reporting companies – Equifax, Experian and TransUnion. This free credit file can be requested through www.annualcreditreport.com, or by phone 1-877-322-8228 or by mail (request form for mailed report available at same website).

 

November 14 & 15... Charleston Embassy Suites

16 Hours PTI 1040 Update

 

December 13... Charleston Marriott
8 Hrs Brickstreet Insurance Co.
The seminar started with an overview of the new program & then proceeded through the restructured Worker's Comp Commission and the new West Virginia Employers' Mutual Insurance Co.  Coverage of new rules, regulations, forms and procedures were in the forefront.  The effect on current and future claimants was also discussed.  

 

2004

June 24-27, 2004
Location: Canaan Valley Resort
11 Hours 

  • 4 hours: Fundamentals of Foreign Financial Issues (repatriation of funds, etc.) & Tax Issues

  • 4 hours: The New Medicare Drug Card Issues including the 2006 changes to the program

  • 2 hours: Computer Security & Liability Issues

  • 1 hour: Current Tax & Accounting Software Issues (Open Forum)

October, 2004
Charleston Marriott - Charleston WV
8 hours on State Issues

November 15-16, 2004
PTI
Embassy Suites - Charleston WV
16 hours on taxation

December, 2004
Charleston Marriott - Charleston WV
8 hours on Federal Issues

2003

November 17-18, 2003
PTI
Embassy Suites - Charleston WV
16 hours on taxation

October 22, 2003
 Charleston Marriott
8 hours on various Federal Issues

September 25, 2003
Charleston Marriott
6 hours on the New Workers Compensation Commission
    "New" Workers Comp
    Importance of Safety & Loss Control
    Payroll Reporting, Rate Making & Risk Management
    Claims Management
    E-filing with Workers Comp
    Fraud & Abuse Control
2 Hours on Sales Tax
    Update
    Troublesome Issues

June 19-22, 2003
57th Annual Meeting
Stonewall Jackson Resort & Conference Center

  • 2 Hours: Friday June 20, Tax Reconciliation Act of 2003, LLC Comparison to Corporations and Partnerships, Mark Ribas, CPA, Internal Revenue Service

  • 2 Hours: Friday June 20, New State Tax Appeals Court System, George Piper, JD, WV Office of Tax Appeals

  • 2 Hours: Saturday June 21, Asset Based Loans, Herbert Wayne, BB&T 

  • 2 Hours: Saturday June 21, Federal Appeals Issues, Kathy Grimm, CPA, Internal Revenue Service

  • 3 Hours: Sunday June 22, Financial Planning. Randall H Perry, CPA, Perry & Associates, Marietta, OH

 

May 6-7, 2003
16 hours (8 on Tue. 6th, 8 on Wed. 7th)
 QuickBooks® Level II for Accountants
 Co-sponsored by the Small Business Work Force program of the WV Small Business Development Center
Charleston Marriott Town Center

2002

56th Annual Meeting June 20-23, 2002
Oglebay Resort & Conference Center
 11 hours CPE
 Subjects:  
  • 2 Hrs: Friday June 21: Employee Benefits: Types, Regulations, Audit & Compliance Issues: Daniel S. Gardner, CPA, CEBS, Senior Employee Plan Specialist, Internal Revenue Service, Cleveland, OH
  • 2 Hrs: Friday June 21: Peer Review - New Requirements: Bart Schwarzbek, CPA, Perry & Associates, Marietta, OH 
  • 4 Hrs: Saturday June 22: LLC & LLP: Types, Reasons for Having Them - Plusses & Minuses: Charles J. Kaiser, Jr. Attorney, Phillips, Gardil, Kaiser, & Altmyer, Wheeling, WV
  • 3 Hrs: Sunday June 23: Paperless Office and Use of the Internet: Millard D. Ashley, EA, ATA, ATP, Ashley & Ashley, Virginia Beach, VA; Kathleen R. Lovett, CPA, Web Wizardry by JKL, Reedsville, WV

September 18, 2002
8 hours  Federal Issues

6 hours CPE presented by The Internal Revenue Service:

  • Redesigned "Exam Engineering Project" for small businesses and the self-employed

  • E-filing (EFTPS) and related subjects

  • New Taxpayer Advocate Services

  • The National Research Program

  • Offers in Compromise

  • Miscellaneous

2 hours CPE presented by Selby, Epperly, & Associates and Cooper & Associates

  • Determining Asset Valuation Standards and Requirements

October 10, 2002
8 hours CPE State Issues

November 6-7, 2002
16 hours / 2 days

PTI Tax Update (sponsored by the WVPAA)

2001

55th Annual Meeting    June 21-June 24 (Click here for scenes from 2001 annual meeting at Canaan Valley)
11 hours CPE
 Canaan Valley Resort & Conference Center 
  • 2 Hrs: Friday June 22 Personal & Prospective Financial Statements: Tim Paxton, VP, BB&T, Charleston, WV 
  • 2 Hrs: Friday June 22 Building a Client Business Plan: Nick Lambernedis, Manager, Small Business Administration, Clarksburg, WV
  • 2 Hrs: Saturday June 23 Bankruptcy Laws 2001: Richard M. "Kit" Francis, Attorney at Law, Bowles, Rice, McDavid, Graff & Love, PLLC, Charleston, WV
  • 2 Hrs: Saturday June 23 Liquidation of Closely Held Corporations: C. Page Hamrick, III, CPA, Attorney at Law, Charleston, WV
  • 1.5 Hrs: Sunday June 24 Gramm, Leach, Bliley Act (Disclosure Act/Privacy Act): Harlan Boyd, Attorney at Law, National Association of Tax Professionals, Washington, DC
  • 1.5 Hrs: Sunday June 24 Best & Worst Tax & Accounting Software - Panel Discussion: Kathleen R. Lovett, CPA, Kathleen R. Lovett, CPA, Reedsville, WV
  • Total CPE: 11 Hrs.
September 19, 2001

October 23, 2001 

  • Mixed Issues Seminar  8:30 am - 4:30 pm   WVPAA Board Meeting 4:30 pm following CPE
     8 hours CPE
    Subjects include:
    • 3 hours Accounting & Tax Considerations in the Oil & Gas Industry
      Donald B. Nestor, CPA  Toothman, Rice, PLLC  Buckhannon, WV
    • 3 Hours Accounting & Tax Consideration in the Timber Industry
      Larry W. Rodgers, Jr., CPA  Arnett & Foster  Charleston, WV
    • 2 Hours Legal Considerations of Oil/Gas/Timber Industries
      Larry L. Skeen, JD  Skeen & Skeen  Charleston, WV

    Sutton - Day's Inn Flatwoods

November 7-8, 2001

  • Professional Tax Institute (PTI)
     16 hours CPE on 2001 Individual Taxes
    Over 35 subjects will be presented to help prepare the practitioner for the 2001 tax season

Charleston Marriott
200 Lee Street East
Charleston, WV
304-345-6500

December 13, 2001

  • Special Issues Seminar  8:30 am - 4:30 pm
     8 hours CPE
     Subjects included:
    • New Accountancy Act & its effect on CPAs & PAs
    • Peer Review & How to prepare the documents required for each type
    • Employee Benefits - Structuring qualified plans
    • Depreciation Overview - Proper classification of assets

    Charleston Marriott
    200 Lee Street East
    Charleston, WV
    304-345-6500

     

 

 

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