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 2023

DATES: Monday, December 4, 2023 & Tuesday, December 5, 2023
Topic(s): Gear Up – 1040 Individual Tax
Attendance Option(s): In person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – Mail in registrations should be post-marked by the registration deadline (Sunday, November 12, 2023) on the registration form to be considered on-time.
Online Registration – online registration closed on Sunday, November 12, 2023.

This is a two (2) day, IN-PERSON or VIRTUAL (your choice), 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 2024 filing season.

This 16-hour seminar is broken down into 2 days (8 hours each day) 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.

GEAR UP SPEAKERS:

Dave Krebs, CPA – Day 1 – December 4, 2023
Dave is a graduate of Miami University, the cold one in Ohio. He started his professional career with Coopers & Lybrand. In 1985, Dave created and served as the Chief Visionary Officer of The CPA Advisory Group, which is now a $5 million+, 35‐member tax, accounting, consulting, and investment advisory firm. Dave has coached 51 youth baseball, softball, and bowling teams and is currently a high school bowling coach. He has run for over 50 years, and as a meticulous accountant, he has calculated that he has run the circumference of Earth over that time. Dave’s love for running led to the theme of his practice management and development book titled “Outrun the Pack in Tax.” Dave recently completed his 1,000th Gear Up seminar and has presented to over 100,000 accountants and small business owners across the United States for over 30 years.

Brian Eisenmenger – Day 2 – December 5, 2023
Brian Eisenmenger received his Master’s Degree in Taxation from Northern Illinois University in 1991. Brain joined Mathieson, Moyski, Austin & Co., LLP in 2015 after owning his own CPA firm for 14 years. Brian enjoys working with successful small business owners and executives, and helping with their tax planning needs. In 2020, Brian obtained his Certified Valuation Analyst credential to assist clients either transitioning out of their business via sale or by gifting to the next generation. In addition to serving clients, Brian teaches other tax professionals throughout the country through Thomson Reuters and is a member of the Illinois Certified Public Accounts Society and DuPage County Estate Planning Council. Brian lives in Winfield, IL with his wife. In his free time, Brian enjoys strumming on his guitar, reading and playing golf.

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.
CPAs will report their CPEs to their State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CPEs to the IRS CE system, when allowed and permitted by CE standards & guidelines. Please be sure to include your PTIN and the correct spelling of your name as it appears on your license on your registration form for accurate reporting

For those attending in person, materials will be provided the day of the event.
For those attending virtually, materials will be emailed 2-3 days prior to the event. If you opt attend virtually and would like to order a paper copy of the book, please do so by November 12th, 2023.

To receive full CPE credits, we 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. CPE certificates will be issued on the last day, at the end of the seminar to those in attendance. For those attending virtually, CPE certificates will be emailed to you after your attendance has been verified for both days.

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 one of our administrators for assistance.

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.

Cancellations/transfers require 3 (THREE) business WEEKS prior to the seminar date. Cancellations/transfers must be received by 8AM on Sunday, November 12, 2023 – 3 (THREE) business WEEKS prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Sunday, November 12, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, November 22nd, 2023
Topic(s): Federal Tax Updates
Attendance Option(s): in-person

Reserve your seat & sign-up EARLY!!

Registration Form – Mail in registrations should be post-marked by the registration deadline (Friday, November 17, 2023) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Sunday, November 19, 2023.

This is a 4 hour, IN-PERSON, seminar focusing on 2023 Federal Tax updates and other major changes impacting the upcoming 2023 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 – Marcum LLP
Patricia Thompson is a Tax & Business Services partner in Marcum’s Providence office. She has significant experience working with closely held businesses and their owners in the manufacturing, real estate, professional services and wholesale industries. She focuses on assisting clients with the intricacies of sales transactions to minimize the income tax consequences; business and financial consulting; and 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. Patricia continuously monitors and interprets pending tax legislation. She has extensive knowledge about complex tax transactions including multi-state tax returns, real estate transactions, and mergers and acquisitions. She has distinguished herself in the accounting profession on both the state level and the national stage, helping to develop policy recommendations relating to national tax legislation, tax administration, and ethical standards. A familiar face in the media, she has appeared on Channel 10 in Providence, on Frank Coletta’s Business Reports, to explain current tax legislation and on PBS’s Tax Forum programs. Prior to joining Marcum, Patricia was a partner at Piccerelli, Gilstein & Company LLC, which merged into Marcum in 2022.

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.
CPAs will report their CPEs to their State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CPEs to the IRS CE system, when allowed and permitted by CE standards & guidelines. Please be sure to include your PTIN and the correct spelling of your name as it appears on your license on your registration form for accurate reporting.

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.

Course materials will be emailed to all registered attendees as a PDF 1-2 days after the event or whenever it allowed from our presenters. Please check your email (spam & junk folders). 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 do 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.

Cancellations/transfers require 3 (THREE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Friday, November 17, 2023 – 3 (THREE) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Friday, November 17, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, October 25th, 2023
Topic(s):

Corporate Transparency Act
Energy Efficient Home Improvement Credit
Residential Clean Energy Credit
Clean Vehicle Credit
QuickBooks Q&A

Attendance Option(s): in-person

Reserve your seat & sign-up EARLY!!

Registration Form – Mail in registrations should be post-marked by the registration deadline (Saturday, October 21st, 2023) on the registration form to be considered on-time.
Online Registration – online registration will close on Sunday, October 22th, 2023.

SPEAKER(s):

Kathryn S. Windsor, Esq. of Adler Pollock & Sheehan PC
Anthony V. Ricci, CPA of Anthony V. Ricci, CPA, Inc.
Stephen M. Bailey, CPA of Bailey & Company
Sally R. Alves of Anthony V. Ricci, CPA, Inc.

CPE CREDITS: 4 CREDIT HOURS

(4 hours | 4 CPEs) Tax Updates
CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.
CPAs will report their CPEs to their State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CPEs to the IRS CE system, when allowed and permitted by CE standards & guidelines. Please be sure to include your PTIN and the correct spelling of your name as it appears on your license on your registration form for accurate reporting.

Cancellations/transfers require 3 (THREE) business prior to the seminar date. Cancellations/transfers must be received by 8AM on Saturday, October 21st, 2023 – 3 (THREE) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Saturday, October 21st, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, September 27th, 2023
Topic(s): Ethics & Tax Updates
Attendance Option(s): in-person

Reserve your seat & sign-up EARLY!!

Registration Form – Mail in registrations should be post-marked by the registration deadline (Wednesday, September 20, 2023) on the registration form to be considered on-time.
Online Registration – online registration will close on Sunday, September 24, 2023.

This will be a 4-hour, IN-PERSON seminar with LIVE speakers to provide our top-notch tax professionals guidance on the recent changes to the Employee Retention Credit (ERC) as part of the Inflation Reduction Act of 2022. As ERC refunds begin to rollout, the questions at hand are:

Is this now taxable income? If so, for whom? Business and personal?
Does the refund get recorded on the 2022 tax return or the 2023 tax return?
Is an amended tax return required? If so, for what year(s)?
If an amended tax return is required, will the tax payer face penalties & late fees if there are taxes owed?

In addition, we’ll cover the latest RI tax laws on:

independent contractors requirement to file electronically with the DLT
wage theft and felony vs. misdemeanor
litter permit fees

Two (2.0) hours of the seminar 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:

James J. Lombardi III, Esq. CPA (in-person) on Ethics
RIAPA fellow, James Lombardi served the public in the capacity of City Treasurer and Senior Advisor to City Council for the City of Providence. He previously served as the city’s Internal Auditor from 1999 to 2011 until appointed City Treasurer. He further served the public as the Chairman of the North Smithfield School Committee, Chairman of the Central Falls Detention Center, and Chairman of the Rhode Island Board of Accountancy.James is a member of the Massachusetts and Rhode Island BAR and has served as the Town Solicitor for the town of North Smithfield. Additionally, he practices law in the areas of Federal Taxation, Bankruptcy, and provides his experience in financial matters for both litigation and municipal affairs.“I have known Jim for many years now and respect the fact that he gets things done in the highest ethical manner,” said Council Majority Leader James Taylor (Ward 8). James has ‘heard & seen’ it all when it comes to ethical situations with over 30 years of experience and can guide you in devising the best practices to keep you and your clients from crossing the line.
Anthony V. Ricci, CPA (in-person) on Tax Updates
Steven Bailey, CPA (in-person) on Tax Updates

CPE CREDITS: 4 CREDIT HOURS

(2 hours | 2 CPEs) Taxation
(2 hours | 2 CPEs) Ethics
CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.
CPAs will report their CPEs to their State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CPEs to the IRS CE system, when allowed and permitted by CE standards & guidelines. Please be sure to include your PTIN and the correct spelling of your name as it appears on your license on your registration form for accurate reporting.

Course materials will be emailed to all registered attendees as a PDF 1-2 days prior to the event or whenever it becomes available from our presenters. Please check your email (spam & junk folders). Otherwise, seminar materials will be provided after the seminar via email to those who are in attendance. Please confirm your email at check-in.

Cancellations/transfers require 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Wednesday, September 20, 2023 – 5 (FIVE) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Wednesday, September 20, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, June 28th, 2023
Attendance Option(s): in-person only
Topic(s):

Common Estate Planning Mistakes & How to Avoid Them
Keeping your Business Clients Compliant in the State of Rhode Island
Secure Act 2.0 …what’s changed now?
Automatic Enrollment. Employers who start new retirement plans after December 29, 2022 will, beginning in 2025, be required to automatically enroll employees in their retirement plan at a rate of at least three percent, but not more than 10 percent of eligible wages. Employees may opt out. New companies (in business for less than three years) and employers with 10 or fewer workers are excluded from this requirement. An Automatic Enrollment plan must allow employees to withdraw automatic contributions and any earnings within no more than 90 days of the first
contribution without being subject to the 10% penalty on early withdrawals.Catch-Up Contributions Increased;Must be Made on a Post-Tax (“Roth”) Basis. In 2023, participants age 50 and older can contribute an extra $7,500 per year annually into their 401(k) account. This amount will increase to $10,000 per year (indexed for inflation) starting in 2025 for participants age 60 to 63. Also, after 2023, all catch-up contributions for participants earning over $145,000 annually must be made on a Roth (after-tax) basis.Optional Roth Treatment of Employer Contributions. Effective immediately, employers may amend their plans to permit employees to elect that employer matching and non-elective contributions be made as Roth (after-tax) contributions, as long as they are 100 percent vested when contributed to the plan. Additional guidance is expected.Expanded Eligibility for Long-Term, Part-Time Employees. Currently, employees who work between 500 and 999 hours for three consecutive years must be allowed to participate in their company’s retirement plan. SECURE 2.0 reduces the time period to two years, effective in 2025. This does not apply to employees who participate in collectively bargained plans, or to nonresident aliens.
Treatment of Student Loan Payments for Matching Contributions. Beginning in 2024, student loan payments can be treated as retirement contributions for the purpose of qualifying for matching contributions in a workplace retirement account. Employers will be able to make contributions to their company retirement plan on behalf of employees who are paying student loans instead of saving for retirement. Employers may rely on the employee to certify annually as to the amount of their qualifying student loan payments.

Emergency Savings Accounts Linked to Retirement Plans. Beginning in 2024, retirement plans may offer linked “emergency savings accounts” that permit non-highly compensated employees to make Roth (after-tax) contributions to a savings account within the retirement plan. Balances in an emergency savings account must be eligible for distribution at least once per month. Withdrawal transactions are penalty-free and do not need to be substantiated, e.g., to show a qualifying emergency cause.Withdrawals for Certain Emergency Expenses. Generally, an additional 10 percent tax applies to early distributions from tax-preferred retirement accounts, such as 401(k) plans. In addition to the emergency savings account option described above, beginning in 2024, the Act provides an exception for certain distributions for emergency expenses, which are generally unforeseen immediate financial needs relating to personal or family emergency expenses. Only one distribution is permissible per year of up to $1,000, and a taxpayer has the option to repay the distribution within three years. No further emergency distributions may be made during the three-year repayment period until any amounts previously taken are repaid. The employer may rely on an employee’s written certification that the employee is facing a qualifying emergency personal expense, absent actual knowledge to the contrary. Further guidance is expected on this provision.Saver’s Match. Beginning in 2027, lower-income employees will be eligible to receive a federal matching contribution of up to $2,000 per year that would be deposited into their retirement savings account. The matching contribution is 50 percent of the employee’s contributions, but is phased out as income increases (for example, between $41,000 and $71,000 for married, filing jointly; $20,500 to $35,500 for single taxpayers, etc.). This match replaces the current Saver’s Credit.Required Minimum Distributions (RMDs). The requirement to begin taking RMDs will increase from age 72 to age 73 in 2023, and then to age 75 in 2033. In addition, the penalty for not taking a RMD is reduced from 50 percent of the amount required to be withdrawn currently to 25 percent, and to 10 percent if corrected within two years.

Registration Form – Mail in registrations should be post-marked by the registration deadline (Thursday, June 22, 2023) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Sunday, June 25, 2023.

SPEAKERS:

Jeffrey H. Massey, CFP® of Massey & Associates
CERTIFIED FINANCIAL PLANNER™
Investment Advisor Representative

Jeffrey H. Massey, CFP® is the president of Massey & Associates, Inc. a wealth advisory firm focusing on retirement planning, investment management, asset management, tax planning and legacy 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.

Rick Petrucci, Orson & Brusini, Ltd
Rick practices in the areas of estate planning, probate and estate administration, business succession planning, charitable giving planning, asset protection planning, elder law and special needs planning. He helps his clients to preserve and transfer their wealth in the most tax-efficient manner, and he provides them with the guidance and solutions that best fit their objectives.

Maureen Ewin & Kristen Cordeiro, RI Secretary of State

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.
CPAs will report their CPEs to their State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CPEs to the IRS CE system, when allowed and permitted by CE standards & guidelines. Please be sure to include your PTIN and the correct spelling of your name as it appears on your license on your registration form for accurate reporting.

Course materials with be emailed to all registered attendees as a PDF 1-2 days prior to the event or whenever it becomes available from our presenters. Please check your email (spam & junk folders).

Cancellations/transfers require 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Thursday, June 22, 2023 – 4 (FOUR) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Thursday, June 22, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, May 10th, 2023
Topic(s): Federal & State Tax Audits
Attendance Option(s): in-person only

Registration Form – Mail in registrations should be post-marked by the registration deadline (Thursday, May 4, 2023) on the registration form to be considered on-time.
Online Registration – online registration will close on Sunday, May 7, 2023.

This will be a 4-hour, IN-PERSON seminar with LIVE speakers to provide our elite tax professionals with a comprehensive range of information on Federal & State Tax Audits from deciphering & understanding IRS letters, responding to questionnaires, Information Document Requests (IDR), current processes in submitting resolution answers, and much, much more!!

SPEAKERS:

Charles A. Belanger, EA, NTPI Fellow
Since 2009, Charles has specialized in IRS audits through the east coast, from Maine to Florida and has closed over 100 audits per year. Charles also specializes in Penalty Abatement, Tax Levy Releases & IRS Notices. Being an RI native, Charles became an enrolled agent to fight for the tax rights of RI residents and with the IRS.
Attorney Michael S. Marino
Michael is a partner in the RI office of Gordon & Rees Scully Mansukhani and is a member of the Commercial Litigation practice group. Michael represents taxpayers at all levels of agency administrative review, including at civil audits and during agency criminal investigations, to post-assessment proceedings including appeals and administrative hearings at the Internal Revenue Service Appeals Division and State taxing authority on various issues including fraud liability, liability for understatement of income, liability for assessed penalties, Responsible Person/Trust Fund determinations and assessments, refund claims, as well as a multitude of compliance and collections matters. Mr. Marino regularly manages enforced collections on behalf of his clients, but in cases of enforced collections, has accomplished the release of liens and levies, the subordination of liens, the withdrawal of liens, the termination of seizure actions, as well as, receiving the favorable outcomes for clients by proposing collection alternatives, including installment agreements and Offers in Compromise.

CPE CREDITS: 4 CREDIT HOURS

(4 hours | 4 CPEs) Audit
CPE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CPE credit.
CPAs will report their CPEs to the RI State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CPEs to the IRS CE system, when allowed and permitted by CE standards & guidelines. Please be sure to include your PTIN and the correct spelling of your name as it appears on your license on your registration form for accurate reporting.

Course materials with be emailed to all registered attendees as a PDF 1-2 days prior to the event or whenever it becomes available from our presenters. Please check your email (spam & junk folders).

Cancellations/transfers require 4 (FOUR) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Thursday, May 4, 2023 – 4 (FOUR) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Thursday, May 4, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, January 4th, 2023

Topic(s): 36th Annual State of Rhode Island 2022 Tax Update
Attendance Option(s): In-Person

Registration Form – Mail in registrations should be post-marked by the registration deadline (December 22, 2022) on the registration form to be considered on-time.

Online Registration – online registration has closed on December 28, 2022.

This will be a 4-hour, IN-PERSON seminar with LIVE speakers 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 2023 filing season. Subject matter will include:

Sales Tax Regulations & Filing requirements
New Sales Tax Exemptions what went into effect October 2022
Larger Business Filing & Payment requirements
Pass-Through Entities tax form changes
Modifications for Income from Pensions, 401k Plans, Annuities, and other such sources
Property Tax relief credits increasing in January 2023
Restaurant Industry & State Tax guide

and other tax section updates along with a presentation from the RI Secretary of State!!

SPEAKERS:

Neena Savage, Tax Administrator (in-person)
Leo Lebeuf, Taxpayer Experience Liaison (in-person)
& the Division of Taxation team (in-person)

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 (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.

Cancellations/transfers require 3 (THREE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on December 22, 2022 – 3 (THREE) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Dec. 22, 2022) listed on the registration form or otherwise stated above.

Past Seminars of 2022

DATES: Monday, November 28, 2022 & Tuesday, November 29, 2022
Topic(s): Gear Up – 1040 Individual Tax
Attendance Option(s): In person OR Virtual

Registration Form – Mail in registrations should be post-marked by the registration deadline (November 18, 2022) on the registration form to be considered on-time.
Online Registration – online registration has closed on Sunday, November 20th, 2022.

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 16-hour seminar is broken down into 2 days (8 hours each day) 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.

GEAR UP SPEAKERS:

Dave Krebs, CPA
Dave is a graduate of Miami University, the cold one in Ohio. He started his professional career with Coopers & Lybrand. In 1985, Dave created and served as the Chief Visionary Officer of The CPA Advisory Group, which is now a $5 million+, 35‐member tax, accounting, consulting, and investment advisory firm. Dave has coached 51 youth baseball, softball, and bowling teams and is currently a high school bowling coach. He has run for over 50 years, and as a meticulous accountant, he has calculated that he has run the circumference of Earth over that time. Dave’s love for running led to the theme of his practice management and development book titled “Outrun the Pack in Tax.” Dave recently completed his 1,000th Gear Up seminar and has presented to over 100,000 accountants and small business owners across the United States for over 30 years.

Rick E. Oelerich, LPA, EA
Rick Oelerich has been a Gear Up speaker for over 15 years. He is licensed in the state of Iowa and his firm serves over 2,000 individuals and business clients. Listen as Rick tells us what to expect at the upcoming Gear Up 1040 seminars this year. You will want to hear about all the new and recent tax changes. We hope to see you at a Gear Up seminar this year!

Charlie Burdoin – online moderator
Charles is a 1971 graduate of California State University, Hayward (now “East Bay”). He has been licensed as a CPA since 1975 in California and in Nevada since 2015. He was a sole practitioner in the Greater Oakland/East Bay Area from 1978 until 2015. He served six years on the board of directors of the Tri-Valley Estate Planning Council and was a part-time accounting and tax instructor for Las Positas College in Livermore. He currently resides in Nevada and consults with other CPA’s regarding estate and trust matters along with California issues.

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. 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.

Cancellations/transfers require 3 (THREE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on November 18, 2022 – 3 (THREE) business days prior to the seminar date; holidays or observed holidays are not included as business days. 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 (Friday, November 18th, 2022) listed on the registration form or otherwise stated above.

DATE: Wednesday, November 16, 2022

Topic(s): 2022 Federal Tax Updates for 2023 Filing Season
Attendance Option(s): in-person

Registration Form – Mail in registrations should be post-marked by the registration deadline (November 13, 2022) on the registration form to be considered on-time.
Online Registration – online registration is now closed. Online registration closed on Sunday, November 13th, 2022.

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.

Peter Dorsey, President of The Business Development Company
Help your clients obtain the capital they need. The Business Development Company can provide $100K to $2MM in capital to businesses in RI and nearby MA and CT. They frequently work with a bank to jointly meet a borrower’s needs, but can also serve as the borrower’s primary lender if the request falls completely outside bank parameters. Target companies need to have a strong leadership team and be able to strategically and financially validate the business model.
Understanding the Cost of Capital

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 (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.

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 or otherwise stated above.

DATE: Wednesday, October 19, 2022

Topic(s): Tax Updates
Attendance Option(s): in-person

Registration Form – Mail in registrations should be post-marked by the registration deadline on the registration form (October 12th, 2022) to be considered on-time.
Online Registration – online registration is now closed. Online registration closed on Sunday, October, 16th, 2022.

This will be a 4-hour, IN-PERSON seminar covering changes at the RI Division of Taxation such as changes to the online portal, changes e-file mandate, Leadership Team, definition of “larger business”, e-file requirements and future plans.

Tax credits such as 179D, 45L, & R&D save your clients thousands and are often overlooked by even the best accountants in our profession. Don’t let it happen to you!

The Section 179D deduction is a major boom for companies in the construction space. If you work on government buildings and are involved in new construction or upgrades to the HVAC, lighting, or building envelope of those commercial buildings, one may qualify for a deduction of up to 1.80 per square foot.
Under Section 45L of the federal tax code, builders can realize up to $2,000 per home/unit of dollar-for-dollar federal tax savings, generated in the year for which the home or unit is first sold or leased for use as a residence.

In a recent IRS published article, the following facts were posted in regards to actual R&D credits claimed:

$11.6 Billion in R&D Expenditures were reported on individual and corporate tax returns;
Manufacturing was actually the largest sector to claim, but only 6,219 of 15,873 Manufacturers actually took the credit (39%);
Businesses of $250 Million of sales or more account for 14% of all claims made, but this 14% accounts for 84% of the total credits claimed
Companies with less than $50 Million in sales account for 72% of all filers, but this represents only 11% of the credits claimed.

Clearly the R&D Credit is severely underutilized

MEET THE SPEAKERS:

Robert Stabell will be joining us virtually from Houston, TX and has over 20 years experience in Tax, International Tax, and Specialize Incentives with ABGI Group founded in 1986. Bob is the ABGI’s Executive Vice President. Bob is currently a specialist in highly legal or highly technical tax incentives not normally mastered by any professional Accountant.

Rhode Island Division of Taxation Leadership Team:

Rhode Island Division of Taxation: New Tax Administrator appointed Neena Savage – Tax Administrator for the RI Division of Taxation
Appointed in December 2015, Neena S. Savage, Esq., oversees the Division of Taxation. Savage previously served as the Assistant Tax Administrator, a position she held since February 2015. Prior to joining the Division of Taxation, Neena was deputy director and executive counsel for the R.I. Department of Business Regulation and held various other positions during her 18-year career at DBR. Savage was an associate with Edwards & Angell and a staff attorney for Rhode Island Legal Services before beginning work at DBR. In all, she has more than 25 years of experience in the legal field. Savage holds a bachelor’s degree in political science from Texas A&M University and a juris doctorate degree from American University.

Leo Lebeuf – Chief Tax Processing for the RI Division of Taxation. Leo Lebeuf has been promoted at the Rhode Island Division of Taxation to the rank of chief, Tax Assessment & Review. He formerly serves as chief of the Personal & Corporate Income Tax unit. He will oversee administration of the personal income tax, corporate income tax, sales tax, and other levies. hearings.

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. 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 listed on the registration form or otherwise stated above.

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 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.

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:

John M. Harpootian, Esq. of Pater & Harpootian Ltd. Counsellors at Law

profile John 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.

Jeffrey H. Massey, CFP® of Massey & Associates

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.

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 RegistrationMailed 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.

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.

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 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.

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.

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
David 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.

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
Pat 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
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.

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 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:

GEAR UP / Thomson Reuters

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.

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.

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.

Rhode Island Association of Public Accountants

100 Metro Center Blvd, Warwick, RI 02886

Past Seminars

Past Seminars of 2023

Past Seminars of 2022

Past Seminars of 2021