Seminars & CPE

IRS Approved CE Provider

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

2022-2023 Calendar of Events & Seminars

 


 

DATE: Wednesday, October 19, 2022

Topic(s): 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 on the registration form (October 12th, 2022) to be considered on-time.
Online Registration – 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:

Bob Stabell - Executive Vice President International - ABGI Group | LinkedInRobert 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 appointedNeena 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.

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.

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 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, November 16, 2022

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

Reserve your seat & sign-up EARLY!!

Registration FormMail 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 will close on Sunday, November 13th, 2022.

SPEAKERS:
  • Richard J. Petrucci, Jr., JD, CPA, CFP
    Richard J. Petrucci Jr.Rick Petrucci is a director in the Firm’s Providence office, specializing in tax and estate planning for individuals, families and closely held businesses. As a certified public accountant, attorney and CFP® professional, Rick provides valuable guidance to his clients, helping them to make informed decisions. Mr. Petrucci joined Marcum in 2022 when Piccerelli, Gilstein & Company merged into the Firm.

 

 

 

  • 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.

 

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.

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 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.


2022 Gear Up
The RIAPA is Rhode Island’s only Gear Up sponsored partner with Thomson Reuters!

DATES: Monday, November 28, 2022 & Tuesday, November 29, 2022
Topic(s): Gear Up – 1040 Individual Tax
Attendance Option(s): TBD to be determined

Reserve your seat & sign-up EARLY!!

coming soon:
Registration Form – Mail in registrations should be post-marked by the registration deadline on the registration form to be considered on-time.
Online Registration – when available, will close on TBD.

This is a two (2) day, TBD 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 2023 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:
  • Thomson Reuters
  • Dave Krebs, 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.

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.

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 Sally.

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 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 (Friday, November 18th, 2022) 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): TBD to be determined

Reserve your seat & sign-up EARLY!!

coming soon:
Registration Form – Mail in registrations should be post-marked by the registration deadline on the registration form to be considered on-time.
Online Registration – when available, will close on TBD.

This will be a 5 hour, TBD IN-PERSON or VIRTUAL, 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 2022 filing season.

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.

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.

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 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.


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Last updated 8/30/2022