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

2023-2024 Calendar of Events & Seminars

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

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.

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 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.

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, October 18th, 2023
Topic(s): TBD
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, October 11, 2023) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Wednesday, October 11, 2023.

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.

Cancellations/transfers require 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Wednesday, October 11, 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, October 11, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, November 22nd, 2023
Topic(s): TBD
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, November 15, 2023) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Wednesday, November 15, 2023.

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.

Cancellations/transfers require 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Wednesday, November 15, 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, November 15, 2023) listed on the registration form or otherwise stated above.

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

Reserve your seat & sign-up EARLY!!

Registration Form – Mail in registrations should be post-marked by the registration deadline (Sunday, November 26, 2023) on the registration form to be considered on-time.
Online Registration – when available, online registration will close on Sunday, November 26th, 2023.

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

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

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, 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).
If you would like a paper copy of the course material, you may purchase a copy of the book for an additional fee and have the book mailed directly to you from Thomson Reuters or pick up at RIAPA headquarters on Monday, November 27, 2023. Books are reserved for in-person attendees and are ordered 3-4 weeks prior to our seminar date therefore if you are attending virtually and would like a hard copy of the book, SIGN UP EARLY!!
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. 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.

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 5 (FIVE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on Sunday, November 26, 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 (Sunday, November 26, 2023) listed on the registration form or otherwise stated above.

DATE: Wednesday, January 10th, 2024

Topic(s): 37th Annual State of Rhode Island 2023 Tax Update
Attendance Option(s): In-Person

Registration Form – when available, mail in registrations should be post-marked by the registration deadline (January 5, 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

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.

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

Cancellations/transfers require 3 (THREE) business days prior to the seminar date. Cancellations/transfers must be received by 8AM on January 5, 2024 – 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 (January 5, 2024) listed on the registration form or otherwise stated above.

Join Our mailing List
Don’t miss out on the latest tax updates and seminar news!

Last updated 01/05/2023

Rhode Island Association of Public Accountants

100 Metro Center Blvd, Warwick, RI 02886

Seminars & CPE

2023-2024 Calendar of Events & Seminars

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