Seminars & CPE

IRS Approved CE Provider

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

2020/2021   RIAPA  Calendar of Events

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


  • Wednesday, October 6th, 2021
    Topic(s): Business Ethics, Employee Retention Credit, RI Taxability PPP Loans & Forgiveness, and the $3.5 Trillion Infrastructure Plan

    This will be an 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 Ricci & Steven Bailey
    • Lynne Radiches, RI Ethics Committee
    • Kristin Sanford, EF Cost Recovery
    CPE CREDITS: 4 CREDIT HOURS
    • (2 hours | 2 CPEs) Business Ethics
    • (2 hours | 2 CPEs) Taxation

  • Wednesday, October 20th, 2021
    Topic(s): NEXUS for Income Tax & Sales Tax | Ethics
    This will be an 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 provide four (4) hours over a two-year period.

    SPEAKERS:
    • Inez Mello, CPA – NEXUS Specialist
    • David Casten, JD, CPA – Ethics
    CPE CREDITS: 4 CREDIT HOURS
    • (2 hours | 2 CPEs) Taxation
    • (2 hours | 2 CPEs) Business Ethics

  • Wednesday, November 17th, 2021
    Topic(s): Federal Tax Updates
    This will be an in-person seminar focusing on 2021 Federal Tax updates including American Rescue Plan Act in detail, as well as other major changes impacting the upcoming 2022 filing season.

    SPEAKERS:
    • Odette Turenne, IRS Stakeholder Liaison (remotely)

      Odette Turenne 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 34 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, PFS, MST – Picerelli, Gilstein & Company, LLP

      Patricia A. Thompson
      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.

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

 

  • December 2021 – date to be determined
    Topic(s): GEAR UP
    This 2 day GEAR Up seminar will be an in-person seminar to offer you a high-quality seminars with national speakers. We’ll dive in to discuss, in depth, the major changes impacting the upcoming 2022 filing season so you can stay ahead of the curve and be well informed. Lunch provided.

    SPEAKERS:
    • GEAR UP
    CPE CREDITS: 16 CREDIT HOURS
    • (16 hours | 16 CPEs) Taxation

  • January 5, 2022
    Topic(s): RI Tax Updates
    This 5 hour seminar will provide us an in depth overview of the RI Division of Taxation sections. Speakers from various sections will be speaking on the challenges we will be facing in 2022, as well as the latest changes implemented within each department.

    SPEAKERS:
    • RI Division of Taxation
    CPE CREDITS: 5 CREDIT HOURS
    • (5 hours | 5 CPEs) Taxation

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