Past Seminars

IRS Approved CE Provider

Affiliate of National Society of Accountants
100 Metro Center Blvd., Warwick, RI  02886
T (401) 942-6900

All RIAPA Continuing Education Seminars will be held at
Chelo’s Hometown Bar & Grille
2225 Post Road
Warwick, RI  02886


Past Seminars of 2022


DATE: Wednesday, September 21, 2022

Topic(s): Partners, Partnerships & LLCs  | Ethics
Attendance Option(s): in-person

Registration Form – Mail in registrations should be post-marked by the registration deadline on the registration form (September 14th, 2022) to be considered on-time. Deadline for mailed in registrations has closed.

This will be a 4-hour, IN-PERSON seminar.

The first section will cover hot topics in partnership taxation including an update on recent court cases and IRS administrative guidance. Special attention will focus on allocating partnership liabilities, tracking partner tax basis, and capital account reporting requirements. Accurately tracking partner basis has always been critical in maintaining tax compliance but perhaps more so now. IRS announced in February 2022 a new audit campaign focused on combating the deduction of partnership losses in excess of partner basis.

The second section is designed to meet the specific ethics requirement for the State of Rhode Island. It covers the Code of Professional Conduct, the ethical dilemmas of tax professions and CPAs in the industry, as well as Rhode Island specific information.

Rhode Island Code of Ethics

MEET THE SPEAKERS:
  • Cory J. Bilodeau, Esq. LLM
    Cory J. BilodeauCory is a Partner at McLaughlinQuinn and leads the Tax Planning Practice Group. He has many years of experience representing clients in a wide range of tax, estate planning, and related business matters. Working with businesses, business owners, and individuals, Cory develops creative tax planning strategies and structures that eliminate, minimize, and defer federal and state taxes. He advises closely-held businesses and high-net-worth individuals on tax and legal aspects of business and real estate activities. Cory also counsel’s clients in developing estate plans that protect them and their loved ones through the use of sophisticated planning techniques. Cory represents taxpayers (individuals and businesses) before Federal and state taxing authorities in audits, appeals, litigation, and collection actions. Cory is a frequent expert speaker on federal and state tax topics for legal, tax, and accounting organizations throughout the country. Prior to becoming a lawyer, Cory worked in the financial services industry and studied business management at Boston College. Cory’s professional background gives him unique insight into the economic issues businesses and individuals face every day and flows directly into his ability to provide tax advice.

 

  • Roby B. Sawyers, CPA, Ph. D.
    Roby’s CV
    Roby is a sought after professor of accounting at the North Carolina State University in Raleigh and 2021 recipient of the AICPA Arthur J. Dixon Memorial Award. The Arthur J. Dixon Memorial Award is the highest award given by the accounting profession in the area of taxes. It is given to the CPA who demonstrates true professionalism in the spirit of Arthur Dixon. Dixon was a recognized leader in the profession, serving on various state society and AICPA committees, with a long record of service to the Tax Division, culminating in his chairmanship of the Tax Executive Committee from 1977-1980. Following Dixon’s passing in 1981, the Tax Executive Committee established the Arthur J. Dixon Memorial Award in his honor.You may have read a recent article posted in the Journal of Accountancy where Roby discussed the problematic nature of the billionaire minimum tax held in 2023 U.S. government budget proposal.
    “It would be administratively difficult to enforce and a compliance nightmare for high-wealth individuals with illiquid ‘nontradeable’ assets,” said Sawyers. “Although the proposal mentions unrealized gains and charitable gifts affecting how uncredited prepayments and refunds are handled, we have no practical guidance as to what that means or how it would work.”

 

CPE CREDITS: 4 CREDIT HOURS
(4 hours | 4 CPEs) 2 CPEs in Taxation | 2 CPEs in Ethics
CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.
Whenever possible and allowed by the presenters/speakers, seminar materials will be emailed to registered attendees as soon as they are made available, otherwise, seminar materials will be provided after the seminar via email to those who are in attendance. Please confirm your email at check-in.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. The RIAPA understands that we do not live in a perfect world and emergencies happen. If an emergency arises prior to the event and before the registration deadline (listed on the registration form – September 14th, 2022), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form – September 14th, 2022), please see an associate at check-in. The RIAPA will do our best to assist with your conflict.

A seminar may be canceled if the minimum number of required attendees is not obtained. You may elect to receive a full refund of the cancelled seminar fee or transfer it to a future seminar (not applicable for Gear Up). Your early registration is appreciated and helps to avoid seminar cancellations.

Cancellations/transfers require 3 (THREE) business days prior to the seminar date. Cancellations/transfers must be received by 3pm – 3 (THREE) business days prior to the seminar date. No-Show registrants are not eligible for any refund/transfer of seminar fees.

No refunds or attendance changes/modifications will be allowed after the registration deadline date listed on the registration form (September 14th, 2022) or otherwise stated above.


DATE: Wednesday, August 31, 2022

Topic(s): How the SECURE Act Changes Retirement | Estates & Trust Updates
Attendance Option(s): in-person

Registration Form – Mail in registrations should be post-marked by the registration deadline on the registration form (August 24th, 2022) to be considered on-time.
Online Registration – online registration is now closed. Online Registration closed on Sunday, August 28th, 2022.

Tax professionals need to understand the new Setting Every Community Up for Retirement Enhancement (SECURE) Act minimum distribution rules for IRAs and other retirement accounts, and how these impact planning for our clients. Minimum distributions are getting more complicated than ever, with less reward for compliance. Plus, how the “10-year rule” works, SECURE’s effect on pre-2020 decedents, and changes beneficiary & distributions rules for beneficiaries.

This will be a 4-hour, IN-PERSON seminar to include the SECURE Act which is a significant piece of retirement legislation that includes many provisions that affect IRA distributions and tax planning. It also severely restricted, for many potential beneficiaries, the valuable tax benefit of stretching distributions from inherited retirement accounts over many years.

Changes to the SECURE Act include:

  • Overview of the SECURE Act
  • 401(k) Plans & Safe Harbor Changes
  • Safe Harbor for Lifetime Income Options
  • Employer Tax Credits
  • How the SECURE Act affects Individuals and its Impact to IRAs
  • Penalty-Free Withdrawal for Childbirth or Adoption
  • New Retirement Planning Strategies

In addition to the SECURE Act, we’ll also cover updates pertaining to Trusts & Estates.

MEET THE SPEAKERS:

profileJohn M. Harpootian is the principal member of the firm. His law practice is exclusively limited to personal and financial planning, trust and estate administration for high net worth and highly compensated individuals, business succession planning for closely held businesses and farms, as well as general probate administration.

Mr. Harpootian is a Past President and current member of the Estate Planning Council of Rhode Island, the American Bar Association and its Section on Probate and Trusts and the Rhode Island Bar Association where he is active in the Committee on Probate and Trusts. He is also a member of Omicron Delta Epsilon, an international honor society in economics.

A nationally popular lecturer on advanced estate planning and tax issues, Mr. Harpootian has addressed the annual meetings of Million Dollar Round Table, the Top of the Table, the American Institute of Certified Public Accountants and numerous other legal and financial services organizations. He received his undergraduate degree, cum laude, in economics from Boston University in 1983, and his law degree from Boston University School of Law in 1986.

A Fellow of the American College of Trust and Estate Counsel, Mr. Harpootian is an active member in the nation’s premier association of trust and estate practitioners, where he serves as Chair of the Rhode Island Delegation.

Mr. Harpootian is an associate member of the Association for Advanced Life Underwriting, a national organization dedicated to the preservation of the tax-preferred status of life insurance products. He is also an active member of the National Council on Planned Giving and the Society of Financial Service Professionals.

Mr. Harpootian is involved in many community activities including: Trinity Repertory Company where he served as Chair of its endowment fund; the Rhode Island Foundation where he served as Chair of its Professional Advisors Council; Leadership Rhode Island where he has served on its Board of Directors and Program Committees; the Armenian Assembly of America where he serves as a Fellow Trustee; the Alliance for Better Long Term Care where he serves as a member of the board and pro bono legal counsel; and the Rhode Island Commodores.

jeff-massey-financial-advisor

Jeffrey H. Massey, CFP® is the president of Massey And Associates, Inc. a wealth advisory firm specializing in retirement planning, investment management, asset management, tax planning and estate planning. A CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience, Jeff hosts the weekly radio show “Massey on Money™” and is a frequent speaker at financial conferences and seminars.

Jeffrey is a U.S. Army veteran and a lifelong Rhode Island resident who supports and volunteers for a number of charitable organizations.

 

CPE CREDITS: 4 CREDIT HOURS
(4 hours | 4 CPEs) Taxation
CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.
Whenever possible and allowed by the presenters/speakers, seminar materials will be emailed to registered attendees as soon as they are made available, otherwise, seminar materials will be provided after the seminar via email to those who are in attendance. Please confirm your email at check-in.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. The RIAPA understands that we do not live in a perfect world and emergencies happen. If an emergency arises prior to the event and before the registration deadline (August 24th, 2022 as listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (August 24th, 2022 as listed on the registration form), please see an associate at check-in. The RIAPA will do our best to assist with your conflict.

A seminar may be canceled if the minimum number of required attendees is not obtained. You may elect to receive a full refund of the cancelled seminar fee or transfer it to a future seminar (not applicable for Gear Up). Your early registration is appreciated and helps to avoid seminar cancellations.

Cancellations/transfers require 3 (THREE) business days prior to the seminar date. Cancellations/transfers must be received by 3pm – 3 (THREE) business days prior to the seminar date. No-Show registrants are not eligible for any refund of seminar fees.

No refunds or attendance changes/modifications will be allowed after the registration deadline date listed on the registration form (August 24th, 2022) or otherwise stated above.


DATE: Wednesday, May 25, 2022 Postponed to June 14, 2022

Topic(s): Everything you need to know & want to know about Cryptocurrencies
Attendance Option(s): in-person

This will be an in-person seminar with both live and virtual presenters who will cover the bulls and bears of cryptocurrencies, and provide a comprehensive knowledge base on topics such as the history of cryptocurrencies, market trends & volatility, advantages & disadvantages of trading within this market, and learn key terminology such as: Bitcoin, DApps, Digital Gold, Ethereum, HODL, tokens, NFTs, wallets and Forks, and no, not the ones in your dishwasher.

Bonus topics!   Dealing with PTSD in a professional setting; refresher on this past tax season’s key topics – 7203, PTC repayment, 8915E, 8915F, ERC, & RI PTE, and more!

Speakers:

Attorney Eric Rothenberg of Orsi Arone Rothenberg Turner LLP will be joining us remotely to guide us on how to properly report such transactions to the IRS and proper tax planning for such trading.

Mr. Rothenberg was the author of the WG&L TAX PLANNER, a system of tax planning computer software, published by Warren, Gorham and Lamont, Boston, Massachusetts, which was sold nationally to lawyers, accountants and financial planners. One software package computed estate and gift taxes and the other computed income taxes. In addition, he is the author of several articles which have appeared in such professional journals as Taxation for Lawyers, Taxation for Accountants, National Tax Shelter Digest, Taxes, Mass CPA Journal, Digest of Federal Taxes. Mr. Rothenberg has lectured on various tax subjects before professional continuing education courses. In addition, he has served as an expert witness in U. S. District Court and Massachusetts Superior Court.

Christopher Lazzaro of CoinTracker will be joining us remotely to guide us on the tax side of cryptocurrencies. Chris is a fellow CPA with a Masters in Accountancy from Montclair State University. His role with CoinTracker is helping to ensure their accuracy. With over 15 years of experience, he formerly worked at a Top 100 accounting firm were he was advising clients with tax, estate and business planning strategies, tax compliance, and government agency correspondence.

Chris Bellamy joins us in-person to provide hands-on-experience.

Registration:

  • Download the form & mail it in along with your payment by June 10th, 2022 to:
    100 Metro Center Blvd.
    Warwick, RI 02886
    ATTN: Seminar Registration
    Mailed in registrations should be post-marked by 6/10/2022 to be considered on-time.
    You can also bring your registration form and payment the day of the event. CPE certificates and course materials will then be emailed to you later in the week.
    Please note that the registration form has the original seminar date of 5/25/2022; this seminar was postponed to Tuesday, June 14th, 2022
  • Register online
    Complete the seminar registration form and email to Sally by no later than June 12th, 2022
    Registering online includes a Event Platform fee (approx. $2.38 Member | $3.50 Non-Member).
    Online Registrations will automatically close on Sunday, June 12th.
CPE CREDITS: 4 CREDIT HOURS
    • (4 hours | 4 CPEs) Taxation
      CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

Whenever possible and allowed by the presenters/speakers, seminar materials will be emailed to registered attendees as soon as they are made available, otherwise, seminar materials will be provided after the seminar via email to those who are in attendance. Please confirm your email at check-in.

CPE certificates will be issued to those who have pre-registered and in attendance. CPE certificates for those who registered the day of the event will be issued via email later on in the week, but no later than Monday, June 20th.

For full CPE credit, you must be in attendance the entire duration of the seminar. The RIAPA understands that we do not live in a perfect world and emergencies happen. If an emergency arises prior to the event and before the registration deadline (listed on the registration form or otherwise stated above), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form or otherwise stated above), please see an associate at check-in. The RIAPA will do our best to assist with your conflict.

No refunds or attendance changes/modifications will be allowed after the registration deadline date listed on the registration form or otherwise stated above.


Past Seminars of 2021


34th Annual State of Rhode Island 2021 Tax Update
DATES: Thursday, January 7th, 2021
Topic(s): 2020 Rhode Island Tax Updates

This is a 5 hour, IN-PERSON or VIRTUAL, in-depth review of changes affecting tax professionals and your clients, including the new RI PTE election.

SPEAKERS:
  • Rhode Island Division of Taxation
CPE CREDITS: 5 CREDIT HOURS
  • (5 hours | 5 CPEs) Taxation
    CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE certificate will be emailed to you. If an email address was not provided at the time of registration, please contact Rob Iadeluca.


Rhode Island Pass-Through Entity Tax & American Rescue Plan Act of 2021 explained
DATES: Thursday, June 24th, 2021
Topic(s): Rhode Island Pass-Through Entity Tax & American Rescue Plan Act of 2021 explained

This is a 4 hour, IN-PERSON, seminar to thoroughly explain the nuts & bolts of the RI Pass-Through Entity Tax. Also join the discussion of the American Rescue Plan Act of 2021 (COVID-19 relief) and how it applies to you and your clients.

SPEAKERS:
  • Cory J. Bilodeau, Esq. LLM
    Cory J. BilodeauCory is a Partner at McLaughlinQuinn and leads the Tax Planning Practice Group. He has many years of experience representing clients in a wide range of tax, estate planning, and related business matters. Working with businesses, business owners, and individuals, Cory develops creative tax planning strategies and structures that eliminate, minimize, and defer federal and state taxes. He advises closely-held businesses and high-net-worth individuals on tax and legal aspects of business and real estate activities. Cory also counsel’s clients in developing estate plans that protect them and their loved ones through the use of sophisticated planning techniques.Cory represents taxpayers (individuals and businesses) before Federal and state taxing authorities in audits, appeals, litigation, and collection actions. Cory is a frequent expert speaker on federal and state tax topics for legal, tax, and accounting organizations throughout the country.Prior to becoming a lawyer, Cory worked in the financial services industry and studied business management at Boston College. Cory’s professional background gives him unique insight into the economic issues businesses and individuals face every day and flows directly into his ability to provide tax advice.
CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs) Taxation
    CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE certificate will be emailed to you. If an email address was not provided at the time of registration, please contact Sally.

No refunds or attendance changes/modifications will be allowed after the registration deadline date (Thursday, June 24th, 2021) listed on the registration form.


Business Ethics & Tax Updates for 2020/2021
DATES: Wednesday, October 6th, 2021
Topic(s): Business Ethics & Tax Updates for 2020/2021

This is a 4 hour, IN-PERSON, seminar focusing on Employee Retention Credit; RI Taxability of PPP Loans & Forgiveness; the $3.5 Trillion Infrastructure Plan; and other Federal programs introduced in 2020.

Business Ethics will also be integrated into the seminar and is designed to meet the specific ethics requirement for the State of Rhode Island. It covers the Code of Professional Conduct, the ethical dilemmas of tax professions and CPAs in the industry, as well as Rhode Island specific information.

SPEAKERS:
  • Anthony V. Ricci, CPA & RIAPA Executive Director
  • Steven Bailey, CPA & RIAPA President
  • Lynne Radiches, RI Ethics Committee
    The Ethics Commission assists state and municipal officials and employees in complying with the Code of Ethics and its Financial Disclosure requirement, and responds to questions about the Code posed by public officials and employees facing potential conflicts of interest. The Commission’s educational program offers seminars and workshops and disseminates publications relating to the Code of Ethics. Complaints alleging violations of the Code of Ethics may be filed by members of the public with the Ethics Commission. Such complaints are public documents, and the Commission enforces the Code of Ethics through a combination of confidential investigations, hearings and public adjudications. Enforcement powers include civil penalties and, in some instances, the power to remove an official from office.
  • Kristin Sanford, EF Cost Recovery
    AT EF Cost Recovery, we’re all about performance! We utilize a contingency model for our services, meaning if we can not improve your profits, it doesn’t cost you a penny, so you have nothing to lose.  Our advisors and their support teams are amongst the finest in the business; let us prove it to you at no cost and risk free.
CPE CREDITS: 4 CREDIT HOURS
  • (2 hours | 2 CPEs) Business Ethics
  • (2 hours | 2 CPEs) Taxation
    CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE certificate will be emailed to you. If an email address was not provided at the time of registration, please contact Sally.

No refunds or attendance changes/modifications will be allowed after the registration deadline date (Wednesday, September 29th, 2021) listed on the registration form.


NEXUS for Income Tax & Sales Tax | Ethics
DATES: Wednesday, October 20th, 2021
Topic(s): NEXUS & Business Ethics

This is a 4 hour, IN-PERSON, seminar focusing on NEXUS issues with Sales Tax and Income Tax. “When does your client cross the line” and what is your responsibility as a tax professional.

Business Ethics covers the Code of Professional Conduct, the ethical dilemmas of tax professions and CPAs in the industry, as well as Rhode Island specific information. We’re providing an additional two (2) hours of ethics this year since last year none were provided. This provides four (4) hours over a two-year period.

SPEAKERS:
  • Inez Mello, MBA, CPA – NEXUS Specialist
    Inez has over 35 years of state and local tax experience. A seasoned tax professional, Inez’s areas of expertise include all facets of multi-state and local tax planning and compliance.Ms. Mello’s wide breadth of state and local tax knowledge is reflected in the numerous seminars and education symposiums that she leads for associations including The Boston Tax Institute, Lorman Education Services and the Massachusetts Society of CPA’s. Ms. Mello is the prior Chair of the Massachusetts Society of CPA’s State Taxation Committee and has served on CCH’s National State Tax Advisory Board and the Governing Board of the Streamlined Sales Tax Project. Ms. Mello has continued her scholastic pursuits, serving as an adjunct professor for Bryant University. Ms. Mello is Bryant University’s Graduate Multi-State Tax Professor and received the 2016 & 2019 Graduate School of Business Award for Outstanding MST Faculty.Ms. Mello is extremely well-known throughout the business community and was recognized by the U.S. Small Business Administration as the Rhode Island Women in Business Champion of the Year in 2007.Prior to becoming a multi-state tax consultant, Ms. Mello has served in various Director Roles for several CPA firms throughout New England. In this capacity, she helped establish and grow their state and local tax practices as well as oversaw all multi-state and local tax issues.

 

  • David Casten, JD, CPA – Ethics
    Lawyer photoDavid is Of Counsel in the Providence office of Gordon & Rees and is a member of the Business Transactions practice group. He provides individual -client and business-client advisory and compliance services as well as legal representation and counsel on tax matters related to diverse business transactions including new entity formations, business acquisitions and dispositions, accounting periods and methods, Subchapter S elections, high net worth individuals, tax controversy services, multinational taxation.

 

 

 

CPE CREDITS: 4 CREDIT HOURS
  • (2 hours | 2 CPEs) Business Ethics
  • (2 hours | 2 CPEs) Taxation
    CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE certificate will be emailed to you. If an email address was not provided at the time of registration, please contact Sally.

No refunds or attendance changes/modifications will be allowed after the registration deadline date (Wednesday, October 15th, 2021) listed on the registration form.


2021 Federal Tax Updates for 2022 Filing Season
DATES: Wednesday, November 17th, 2021
Topic(s): 2021 Federal Tax Updates for 2022 Filing Season

This is a 4 hour, IN-PERSON, seminar focusing on 2021 Federal Tax updates including the American Rescue Plan Act in detail, as well as other major changes impacting the upcoming 2022 filing season.

SPEAKERS:
  • Odette Turenne, IRS Stakeholder Liaison
    Odette is a Senior Stakeholder Liaison with the Stakeholder Liaison office of the Internal Revenue Service Communications & Liaison Division. Odette began her career with the Internal Revenue Service 35 years ago as a Revenue Agent in the Examination Division of the Small Business/Self-Employed Operating Division of IRS. Currently, as a Senior Stakeholder Liaison, Odette represents the IRS at education and outreach events and works with tax professionals, payroll providers, industry and trade associations, small business owners, and other federal, state and local government agencies.  She speaks at organization meetings, conferences, seminars, forums, and workshops on tax related topics relevant to the tax professional or small business audience. Odette is a graduate of Bryant University in Smithfield, Rhode Island, where she received a Bachelor of Science degree in Accounting.

 

  • Pat Thompson, CPA – Picerelli, Gilstein & Company, LLP
    Patricia A. ThompsonPat has significant experience working with many closely held businesses and their owners in the manufacturing, real estate, service and wholesale industries. She focuses on assisting clients with the intricacies of sale transactions to minimize the income tax consequences, business and financial consulting, audits with governmental agencies such as the Internal Revenue Service, and the various state Divisions of Taxation. In addition, she researches various tax issues, which may be specific to a particular industry or individual. Pat continuously monitors and interprets pending tax legislation and implements solutions for firm clients and staff.Pat has extensive knowledge about complex tax transactions including multi-state tax returns, real estate transactions and like-kind exchanges. In addition to directing the firm’s tax department, she has distinguished herself in the accounting profession both on the state level and on the national stage, helping to develop policy recommendations relating to national tax legislation, tax administration and ethical standards.A familiar face in the media, Pat has appeared on Channel 10 in Providence on Frank Coletta’s Business Reports to explain current tax legislation, and PBS’s Tax Forum programs. Pat joined the Firm in 1978.

 

  • Richard J. Petrucci, Jr. – Picerelli, Gilstein & Company, LLP
    Richar J. Petrucci, Jr.Rick provides clients with helpful consultation and planning. From estates, gifts and trusts, through comprehensive individual and business planning, he works to provide you with options and guidance that best fits your objectives. Your unique and evolving circumstances require personalized and unique solutions.Rick provides a valuable perspective because the firm knows your finances and your circumstances, and as these change, he modifies your plan. It is not a static process, but one that is shaped by life and/or work events such as marriage, birth of a child, divorce, property acquisition, inheritance, special needs, partner buy-out, etc.Regardless of your income, or financial complexity, Rick will demonstrate why planning ahead can give you greater control, tax savings, privacy, and security of your wealth and, if desired, your legacy. You can see the full-range of services he provides by viewing Estate planning, Gifts and Trusts services, which Rick oversees.

 

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs) Taxation
    CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE certificate will be emailed to you. If an email address was not provided at the time of registration, please contact Sally.

No refunds or attendance changes/modifications will be allowed after the registration deadline date (Wednesday, November 10th, 2021) listed on the registration form.


2021 Gear Up
DATES: Monday, November 29, 2021 & Tuesday, November 30, 2021
Topic(s): GEAR UP

This is a two (2) day, IN-PERSON or VIRTUAL, seminar to offer you another high-quality seminar with industry leaders.  We’ll dive into the deep end to discuss the major changes impacting the upcoming filing season so you can stay ahead of the curve and be well informed.

This comprehensive course covers key tax issues for completing complicated individual tax returns, case law developments, relevant notices & announcements, revenue rulings & procedures, and recent legislation which you’ll use to better guide and inform your clients in the 2022 filing season.

This 16-hour seminar is broken down into 2 days with 4 segments per day. Our in-person platform includes a full lunch buffet and afternoon cookies for both days.  Our virtual platform DOES NOT include lunch, coffee, or snacks – you’re on your own.

SPEAKERS:
CPE CREDITS: 16 CREDIT HOURS
  • (16 hours | 16 CPEs) Taxation
    CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

For those attending in person, materials will be provided the day of the event.
For those attending virtually, material will be emailed to you as a PDF 1-2 days prior to the event. Please check your email (spam & junk folders). To receive full CPE credits, Gear Up will be conducting attendance pop-ups. Virtual Gear Up should be done with a desktop computer or PC; mobile devices are not recommended and can create reporting discrepancies .

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE certificate will be emailed to you. If an email address was not provided at the time of registration, please contact Sally.

No refunds or attendance changes/modifications will be allowed after the registration deadline date (Friday, November 19th, 2021) listed on the registration form.


January 5, 2022
Registration form for 01/05/2022 Seminar or Register online
Registration closed Friday, December 10th, 2021
Mail in registrations should be post-marked by the registration deadline – Friday, December 10, 2021 – to be considered on-time.
Online Registration will close on Friday, December 10, 2021

Topic(s): Tax Updates
This will be a 5 hour, IN-PERSON, seminar to provide tax professionals with a comprehensive overview of the Division of Taxation sections. Presenters will be speaking on the challenges we as tax preparers will be facing in the coming 2021 filing season – including, but not limited to: Paycheck Protection Programs, Unemployment, Child Tax Credit, the property-tax relief program, the estate tax and corporate taxes.

SPEAKERS:
  • Anthony V. Ricci, CPA & RIAPA Executive Director
  • Steven Bailey, CPA & RIAPA Board President
  • Neena Savage, Division of Taxation
CPE CREDITS: 5 CREDIT HOURS
    • (5 hours | 5 CPEs) Taxation
      CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.

Whenever possible and allowed by the presenters/speakers, seminar materials will be emailed to registered attendees as soon as they are made available, otherwise, seminar materials will be provided after the seminar via email to those who are in attendance. Please confirm your email at check-in.

CPE certificates will be issued to those who have pre-registered and in attendance. For full CPE credit, you must be in attendance the entire duration of the seminar. The RIAPA understands that we do not live in a perfect world and emergencies happen. If an emergency arises prior to the event and before the registration deadline (listed on the registration form), please contact the event coordinator as soon as possible. If an emergency arises after the registration deadline (listed on the registration form), please see an associate at check-in. The RIAPA will do our best to assist with your conflict.

No refunds or attendance changes/modifications will be allowed after the registration deadline date (Friday, December 10, 2021) listed on the registration form.