Scheduled CPE and Other Events – 2008


Federal Tax Update – December 10, 2008 – Amarillo Civic Center
• Speaker – Steven Tillinger, CPA of Corpus Christi, Texas
Location:  Amarillo Civic Center – Heritage Room,  8:00 Check-In and 8:30 Class Begins
  

PAST EVENTS

Chapter Meeting – February 7, 2008 (Thursday) – ONE HOUR OF CPE
• Speaker – Jackie Mirabal - Wage Reporting Specialist with the Social Security Administration
• Electronic Filing of the W-2 to SSA
• Common Errors/Filing Corrections
• Name and Social Security Number Verifications
• W2/941 Reconciliation
Location:  Amarillo Club – 12:00 – 1:30 – LUNCH and CPE

 

Leadership Training – April 24, 2008 (Thursday)
• For Incoming (2008-2009) Outgoing (2007-2008) Committee Chairs and Board of Directors
• Planning and Informational Session for 2008-2009 Fiscal Year

Location:  Amarillo Club  - 9:30 – 11:15 (Chapter Meeting to follow)

Chapter Meeting – April 24, 2008(Thursday) – ONE HOUR OF CPE
• Speaker - William Treacy, Executive Director of the TSBBPA
• 1) Describing the Board’s enforcement process and current efforts
• 2) Exploring the most common pitfalls that cause sanctions to be imposed on licensee
• 3) Ensuring CPAs understand their responsibilities to clients/employers, the profession, and the public interest.
Location:  Amarillo Club – 11:30 – 1:30 – LUNCH, Recognize Students, and CPE -
TIME CHANGE to 11:30

New and Emerging CPA’s and Students - April 24th, 2008   Donna Hiller from the TSBPA will speak on the CPA Exam tactics, helpful hints, CPE requirements, reporting of CPE.  Location:  Amarillo Club - 1:30 - 3:30

Accounting and Auditing Update—May 21-22, 2008 – Amarillo College of Business and Industry Center
• Speaker – Leita Hart, CPA of Austin, Texas
     Partial Topics
• How to get along with auditors
• Audit management
• Interview skills for auditors
• Results oriented writing
Location:  Amarillo College Business and Industry Center on Polk Street – 8:00 Check-In and 8:30 Class Begins

Tax Institute—August 27, 28, 2008 – Amarillo Civic Center
     Tenative Topics and Speakers
• Texas Margin Tax,  Ira Lipstet
• 1041 Update, Robert Barnhill
• Depreciation, Blaise Bender
• Others:  Retirement Plans, Stocks, Bonds, Investments, Recent Tax Cases/Rulings, Oil and Gas,  Not for Profit/Update
Location:  Amarillo Civic Center – Heritage Room, 8:00 Check-In and 8:30 Class Begins

JOINT CPE-CLE LUNCH MEETING with CPA’s and ATTORNEY’s
Friday, September 5th, 2008 – Amarillo Club
Arrive for networking and meal 11:30-11:45
CPE-CLE begins 12:00 – 12:15
Meeting Ends – 1:15

MIGI Conference—October 22-23, 2008 – Amarillo College of Business and Industry Center
Partial Topics and Speakers

·         Identity Theft, Computer Security - FBI, Special Agent John Whitworth; Amarillo Police Department, Corporal Neufeld, Wednesday

·         ETHICS - Jeff Clay, Wednesday

·         Business Insurance Update – Includes Worker’s Compensation, Property and Casualty, Liability, Health, Recent Developments,  Alternatives - Gary Graham of HRH Insurance, Thursday

·         Electronic Banking - Gary Houlette of Happy State Bank, Thursday

·         NonRetirement Plans, Non-qualified Deferred Compensation - Pinnacle Financial, Thursday


Location:  Amarillo College Business and Industry Center on Polk Street – 8:00 Check-In and 8:30 Class Begins

 

Calendar of Events – 2009

 Annual Tax Institute

September 2-3, 2009 

Amarillo Civic Center

 

Tax Spectacular

December 9, 2009

Amarillo Civic Center