Seminars & CPE

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

2023 Calendar of Events & Seminars


The RIAPA is Rhode Island’s only Gear Up sponsored partner with Thomson Reuters!


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2024 Calendar of Events & Seminars


DATE: Tuesday, January 9th, 2024 (day after Sally’s Birthday *hint* *hint*)
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)
Topic(s): Annual State of Rhode Island 2023 Tax Update
Attendance Option(s): In-Person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, January 2, 2024) on the registration form to be considered on-time.

Online Registration – when available, online registration has closed on Sunday, January 7, 2024.

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 2024 filing season.

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.
  • 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.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE 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 2, 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, January 2, 2024) listed on the registration form or otherwise stated above


DATE: Tuesday, May 14th, 2024
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)

Topic(s): QuickBooks
Attendance Option(s): In-Person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, May 7, 2024) on the registration form to be considered on-time.
Online Registration – when available, online registration has closed on Sunday, May 12, 2024.

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs)
    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.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE 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, May 7, 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, May 7, 2024) listed on the registration form or otherwise stated above


DATE: Tuesday, June 18th, 2024
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)

Topic(s):TBD
Attendance Option(s): In-Person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, June 11, 2024) on the registration form to be considered on-time.
Online Registration – when available, online registration has closed on Sunday, June 16, 2024.

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs)
    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.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE 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, June 11, 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, June 11, 2024) listed on the registration form or otherwise stated above.


DATE: Tuesday, August 20th, 2024
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)

Topic(s):TBD
Attendance Option(s): In-Person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, August 13, 2024) on the registration form to be considered on-time.
Online Registration – when available, online registration has closed on Sunday, August 18, 2024.

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs)
    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.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE 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, August 13, 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, August 13, 2024) listed on the registration form or otherwise stated above.


DATE: Tuesday, September 17th, 2024
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)

Topic(s):TBD
Attendance Option(s): In-Person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, September 10, 2024) on the registration form to be considered on-time.

Online Registration – when available, online registration has closed on Sunday, September 15, 2024.

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs)
    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.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE 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, September 10, 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, September 10, 2024) listed on the registration form or otherwise stated above.


DATE: Tuesday, October 22nd, 2024
TIME: 8:00AM EST to 12:00PM EST (4 hour seminar)

Topic(s):TBD
Attendance Option(s): In-Person | Virtual

Reserve your seat & sign-up EARLY!!

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (Tuesday, October 15, 2024) on the registration form to be considered on-time.
Online Registration – when available, online registration has closed on Sunday, October 20, 2024.

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs)
    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.

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


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

Topic(s):TBD
Attendance Option(s): In-Person | Virtual

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 has closed on Sunday, November 17, 2024.

CPE CREDITS: 4 CREDIT HOURS
  • (4 hours | 4 CPEs)
    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.

If you do not receive your CPE certificate of completion the day of the seminar, your CPE 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: TBD
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 (TBD) on the registration form to be considered on-time.
Online Registrationonline registration will close on TBD.

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
    Seminars – Maryland Society of Accounting & Tax ProfessionalsDave 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
    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 TBD.

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 TBD – 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 (TBD) listed on the registration form or otherwise stated above.


Last updated 10/26/2023