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
*unless otherwise noted*

The RIAPA is RI’s only Gear Up® partner
with Certifi® & Thomson Reuters®!

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2024 Calendar of Events & Seminars

DATE: Tuesday, November 19th, 2024
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)

Topic(s): Federal Tax Updates
Attendance Option(s): In-Person | Virtual
Fees: $85 Member | $150 Non-Member & ALL walk-ins | Save $$ with membership

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, November 12, 2024) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Sunday, November 17, 2024.

• In accordance with the standards set forth in Circular 230 section 10.6, CE Credits will be granted based on a 50-minute contact hour.
• (4 hours | 4 CEs)
  CE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CE 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.

CE certificates will be issued to those who have pre-registered and in attendance. For full CE 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.

If you do not receive your CE certificate of completion the day of the seminar, your CE certificate may be emailed to you. If an email address was not provided at the time of registration, please contact one of our administrators for assistance.

Cancellations/transfers require 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Tuesday, November 12, 2024 – 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 (Tuesday, November 12, 2024) listed on the registration form or otherwise stated above.

DATES: Thursday, December 19th, 2024 & Friday, December 20th, 2024
CHANGE IN VENUE LOCATION for this seminar only: Chelo’s East Providence, 911 Warren Avenue, East Providence, RI 02914

Topic(s): Gear Up – 1040 Individual Tax
Attendance Option(s): In person | Virtual | Save $$ with membership

Reserve your seat & sign-up EARLY!!

Registration Form – Mail in registrations should be post-marked by the registration deadline (November 15, 2024) on the registration form to be considered on-time.
Online Registration – when available, online registration will close November 15, 2024.

*NOTE* venue has an occupancy limit of 50 people, therefore seats will be reserved for members first, then non-members attendees. Save $$ and save your seat with membership

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.

Day 1 – 12/19/2024 – Richard Parchman, CPA, MS – Richard is a sole practitioner in San Antonio, Texas, specializing in tax-oriented consulting and compliance for high-net-worth individuals, executives, and closely held entities. He previously served as the head of Private Client Services practice at Arthur Andersen in San Antonio. He has been serving clients for over 30 years and has been a Gear Up speaker since 2005.

Day 2 – 12/20/2024 – Rick E. Oelerich, LPA,  EA – Rick is a Senior Tax Manager at a firm serving over 5000 individual and business clients. As a specialist in IRS disputes, he has testified before the IRS Oversight Board and House Ways and Means Committee.Rick also served three years each on (IRSAC) IRS Advisory Committee, (ETAAC) Electronic Tax Administration Advisory Committee and served as a subject matter expert for (ACAT) Accreditation Council for Accounting and Taxation.2022 will be his 19th year as a presenter for Gear Up seminars and 9th year as a webinar presenter for Thomson Reuters. Rick has been a licensed LPA in Iowa since 1983 and has been an Enrolled Agent since 1975.

• In accordance with the standards set forth in Circular 230 section 10.6, CE Credits will be granted based on a 50-minute contact hour.
• (16 hours | 16 CEs) Taxation
  CE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CE credit.
• CPAs will report their CEs to their State Board of Accountancy. For Enrolled Agents, Public Accountants and all other tax professionals, the RIAPA will report your CEs 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 15, 2024. You will then be notified to come pick up the book at 100 Metro Center Blvd, Warwick, RI 02886 on Monday, December 16, 2024 between 8AM & 2PM.

To receive full CE credits, we will be conducting attendance check-in via Zoom Chat. Virtual Gear Up should be done with a desktop computer or PC; mobile devices are not recommended and can create reporting discrepancies.

CE certificates will be issued to those who have pre-registered and in attendance. CE certificates will be issued on the last day, at the end of the seminar to those in in-person attendance. For those attending virtually, CE certificates will be emailed to you after your attendance has been verified for both days.

If you do not receive your CE certificate of completion the day of the seminar, your CE 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 CE 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 November 15, 2024 – 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 (November 15, 2024) listed on the registration form or otherwise stated above.

2025 Calendar of Events & Seminars

DATE: Tuesday, January 14, 2025
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)
CHANGE IN VENUE LOCATION for this seminar only: Santa Maria Di Prata Society, 29 Walnut Grove Avenue, Cranston, RI 02920

Topic(s): Division of Taxation Tax Updates, Notices, & Advisories
Attendance Option(s): In-Person | Virtual
Fees: $85 Member | $150 Non-Member & ALL walk-ins | Save $$ with membership

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, January 7th, 2025) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Sunday, January 12th, 2025 .

• In accordance with the standards set forth in Circular 230 section 10.6, CE Credits will be granted based on a 50-minute contact hour.
• (4 hours | 4 CEs)
  CE credits are on a 1:1 ratio. One (1) hour is equivalent to one (1) CE 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.

CE certificates will be issued to those who have pre-registered and in attendance. For full CE 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.

If you do not receive your CE certificate of completion the day of the seminar, your CE certificate may be emailed to you. If an email address was not provided at the time of registration, please contact one of our administrators for assistance.

Cancellations/transfers require 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Tuesday, January 7th, 2025 – 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 (Sunday, January 12th, 2025) listed on the registration form or otherwise stated above.

Last updated 11/15/2024