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

 

The RIAPA is Rhode Island’s only Gear Up® sponsored partner with Certifi®!


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2024 Calendar of Events & Seminars


 

 

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

Topic(s): Optimizing Financial Management: A comprehensive Guide to QuickBooks® from an Accountant’s Lens
Attendance Option(s): In-Person (HU5NM-T-00051-22-I) | Virtual (HU5NM-U-00053-24-O)

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 will closed on Sunday, June 16, 2024.

Join our upcoming 4-hour seminar with in-person speakers for an immersive LIVE DEMO on QuickBooks® Online (QBO). In this seminar, we delve into the evolving landscape of QuickBooks®, particularly focusing on the fate of QuickBooks® Desktop (QBDT) and its implications for accountants and their clients. We address pressing questions such as its current status, usability, and the recommended actions for QBDT/QBO users before the impending changes. This seminar aims to equip accountants with comprehensive insights to navigate the transition from QBDT to QBO effectively, ensuring a seamless transition for themselves and their clients.

Topics covered include:

  • What happened to QBDT? Is it gone?
    Explore the current status of QuickBooks® Desktop and dispel misconceptions regarding its disappearance from the accounting software scene.
  • Can we still use QBDT?
    Delving into the practicalities, we discuss the continued usability of QBDT and factors to consider for its ongoing usage.
  • What are you advising for QBDT clients due before July 31st?
    We provide actionable advice for QBDT users, outlining crucial steps to take before the specified deadline.
  • How much longer before it goes away?
    Addressing the timeline, we shed light on the future trajectory of QBDT and when users can expect significant changes.
  • Compare QBDT to QBO. QBDT vs QBO subscriptions. Which one is best for your clients?
    Tailoring our discussion to provide guidance on selecting the most suitable QBDT/QBO subscription based on clients’ needs and business requirements.
  • Connecting Bank & Credit Accounts.
    Streamline your financial tracking by mastering the art of linking accounts effectively.
  • Managing Multiple Credit Card Accounts.
    Overcome reconciliation obstacles when dealing with multiple credit card accounts linked to one main card.
  • Importing Transactions with Precision
    Learn how to rectify errors caused by importing transactions to the wrong account swiftly and efficiently.
  • Simplified Transaction Coding
    Say goodbye to manual labor with tips and tricks for coding transactions effortlessly.
  • Optimizing Rule Setup
    Discover whether setting up rules is a time-saving boon or a productivity drain, and learn how to maximize efficiency.
  • Bank Reconciliation Mastery
    Navigate the bank reconciliation process like a pro to ensure accurate financial records.
  • Sales Tax Setup Perfection
    Ensure your clients’ sales tax setup is flawless from the get-go to avoid headaches later on.
  • Troubleshooting Sales Tax Reports
    Learn strategies to reconcile discrepancies between sales tax reports and Profit & Loss statements seamlessly.

Second Half of the Seminar: Mastering Year-End Tax Challenges: Unveiling ADP’s Payroll Solutions

Struggling with year-end tax returns? Dive into a comprehensive seminar where we decode the complexities and unveil streamlined solutions to ease your burden.

Key Topics:

  • Overcoming hurdles in completing year-end tax returns
  • Accessing payroll quartiles and W2s efficiently
  • Exploring ADP solutions for accountants
  • Profitability of running payroll for clients
  • Introduction to wholesale ADP options

Don’t let year-end overwhelm you. Refine your QBO skills and conquer common accounting challenges with confidence and gain valuable insights and discover how ADP can revolutionize your payroll processes.

Who Should Attend:

  • Accountants
  • Tax Professionals
  • Small Business Owners
  • Financial Advisors

CPE CREDITS: 4 CREDIT HOURS in Taxation

  • (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): Multi-State Taxation Traps and Treasures & Grouping
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