FAE Course Listings

ALBANY

5/18/99

COLLEGE FINANCIAL AID:
THE BEST KEPT SECRET IN AMERICA

Help make your clients' dreams of education for their children come true. You'll find out how to get more financial aid for your clients, from revealing the sources and types of aid to highlighting planning strategies and paperwork that'll help your clients qualify.

Rick G. Darvis, CPA, Darvis Accounting

21215-041

AS/8

Holiday Inn Express

$225/$255/POP Pass Holder Fee: $0

5/19/99

INTRODUCTION TO VALUATION OF BUSINESSES AND PROFESSIONAL PRACTICES (NBV 1)

Get top-level training to keep pace with the rigorous standards of the complex valuation practice area. Gain a thorough understanding of key aspects of valuations, from basic structures to the standards and procedures.

TBA

22207-041

AS/8

Holiday Inn Express

$225/$225/POP Pass Holder Fee: $85

5/20/99

ADVANCED ANALYSIS OF DISCOUNTS AND PREMIUMS (BVA-ADP)

Understanding discounts and premiums is vital to performing a valuation. Take an in-depth look at methods of determining discounts and premiums as well as real-life examples that illustrate how they're applied.

TBA

22214-041

AS/8

Holiday Inn Express

$225/$225/POP Pass Holder Fee: $85

LONG ISLAND

5/17/99

INTRODUCTION TO VALUATION OF BUSINESSES AND PROFESSIONAL PRACTICES (NBV 1)

Get top-level training to keep pace with the rigorous standards of the complex valuation practice area. Gain a thorough understanding of key aspects of valuations, from basic structures to the standards and procedures.

TBA

22207-021

AS/8

TBA

$225/$225/POP Pass Holder Fee: $85

5/19/99

TARGET COSTING

Target costing is a strategic weapon where management accountants play a major role. Get an explanation of the steps in the target costing process and, drawing on work completed by the Consortium for Advanced Manufacturing--International (CAM-I), learn how target costing functions in practice.

TBA

22152-021

AC/8

TBA

$225/$255/POP Pass Holder Fee: $0

NEW YORK CITY

5/6/99

THE NEW RULES FOR OFFERS-IN-COMPROMISE
(8:00am­11:30am)

Find out about the changes in procedures for preparing offers-in-compromise.

Relations with Internal Revenue Service Committee

27609-011

TX/3

FAE Seminar Complex

$50/$50/POP Pass Holder Fee: $0

5/11/99

REAL ESTATE VALUATION ANALYSIS AND STRATEGIES (6:00pm­8:30pm)

From the varying viewpoints of preparers, users, and stakeholders, you'll examine the different types of real estate valuations and common ground for agreement regarding analysis and strategies.

Real Estate Committee

27555-011

SK/3

FAE Seminar Complex

$45/$45/POP Pass Holder Fee: $0

5/12/99

ESTATE ADMINISTRATION CONFERENCE

Your clients and their families are counting on your expertise through the difficult estate settlement process--make sure you're up to the task.

Conference Chair: Lawrence M. Lipoff, CPA, CEBS, Rogoff &
Co., PC

25608-011

TX/8

New York Hilton Hotel and Towers

$250/$350/POP Pass Holder Fee: $0

5/14/99

DOCTORS PRACTICE-RELATED AGREEMENTS

Get insightful, detailed advice and planning ideas for the real-world physician-client. You'll find out how to advise doctors on commonly encountered agreements and discuss managed care arrangements (including compensation formulas), agreements with hospitals and the resulting tax issues, incorporated group practices, and more.

TBA

22513-011

SK/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/17/99

ADVANCED TRAINING COURSE FOR REVIEWERS:
CURRENT ISSUES IN PRACTICE-MONITORING

Get up-to-the-minute analysis of changes in the practice-monitoring programs. This course provides the opportunity to tackle practical issues in a structured, round table environment.

William J. Prue, CPA, Own Account

22304-011

AU/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/17/99

NOT-FOR-PROFIT ACCOUNTING PRINCIPLES

Recent legislative developments have changed the accounting and reporting requirements for nonprofit entities. Gain a better understanding of these changes and find out how the new laws affect your clients or organization.

Mark Gorman, CPA, Own Account

21506-011

SK/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee $0

5/18/99

ENTERTAINMENT AND SPORTS CONFERENCE

Be the star of your entertainment and sports clients' management teams!

Conference Chair: Joseph A. Maffia, CPA, Rosenzweig & Maffia LLP

25541-011

SK/8

New York Hilton Hotel & Towers

$250/$350/POP Pass Holder Fee: $0

5/18/99

GROSS PROFIT RECONCILIATION
(6:00pm­8:30pm)

Take a look at procedures for reconciling gross profits.

Apparel and Textile Committee

27535-011

SK/3

FAE Seminar Complex

$45/$45/POP Pass Holder Fee: $0

5/18/99

INTRODUCTION TO VALUATION OF BUSINESSES AND PROFESSIONAL PRACTICES (NBV 1)

Get top-level training to keep pace with the rigorous standards of the complex valuation practice area. Gain a thorough understanding of key aspects of valuations, from basic structures to the standards and procedures.

TBA

22207-011

AS/8

FAE Seminar Complex

$225/$225/POP Pass Holder Fee: $85

5/18/99

SPECIAL ISSUES IN NOT-FOR-PROFIT ACCOUNTING

Examine the accounting and reporting issues specific to nonprofits. You'll also get tips on advising nonprofits and preparing financial statements using these unique accounting principles.

Mark Gorman, CPA, Own Account

21505-011

SK/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/19/99

ADVANCED ANALYSIS OF DISCOUNTS AND PREMIUMS (BVA-ADP)

Understanding discounts and premiums is vital to performing a valuation. Take an in-depth look at methods of determining discounts and premiums as well as real-life examples that illustrate how they're applied.

TBA

22214-011

AS/8

FAE Seminar Complex

$225/$225/POP Pass Holder Fee: $85

5/19/99

BROKER/DEALER CONFERENCE

Whether you've had it up to here with all the bull you're hearing about the market or you're able to grin and bear it, you need to make sure you can provide sound advice on the accounting, auditing, and regulatory issues affecting your broker/dealer clients.

Conference Chair: Marc H. Stoltz, CPA, JRS Financial Services LLC

25558-011

SK/8

Sheraton New York Hotel

$250/$350/POP Pass Holder Fee: $0

5/19/99

ANNUAL UPDATE FOR TODAY'S CONTROLLER

Get relevant updates in the technical, management, accounting, and business systems areas, such as how to use EDI and EFT techniques as alternatives to standard A/P and A/R. Covering a selection of leading edge topics, this course is packed with new ideas you can put to work in your company.

TBA

22507-011

AS/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/20/99

COLLEGE FINANCIAL AID:
THE BEST KEPT SECRET IN AMERICA

Help make your clients' dreams of education for their children come true. You'll find out how to get more financial aid for your clients, from revealing the sources and types of aid to highlighting planning strategies and paperwork that'll help your clients qualify.

Rick G. Darvis, CPA, Darvis Accounting

21215-011

AS/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/20/99

CHIEF FINANCIAL OFFICERS CONFERENCE:
BEST CURRENT PRACTICES FOR PROFESSIONALS IN FINANCE AND INDUSTRY

Whether you're a CFO, controller, or staff accountant, you can't afford to miss this dynamic new conference!

Conference Chair: Lloyd D. Stabiner, CPA, Weiler Arnow Management Company

25201-011

AS/8

Sheraton New York Hotel

$250/$350/POP Pass Holder Fee: $0

5/20/99

MEASURING AND MANAGING CAPACITY

Take an in-depth look at traditional vs. modern methods of measuring and managing physical capacity. You'll find out how each can be used to manage capacity as well as the importance of time and cost in modern capacity measures.

TBA

22151-011

AC/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/21/99

ACTIVITY-BASED MANAGEMENT AND INDIRECT COSTS

Focus on activity-based management (ABM) and indirect costs, two critical cost management ideas. You'll find out how ABM helps cost managers accurately measure today's productivity and strategically plan for tomorrow's growth.

TBA

22145-011

AC/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/21/99

WORKPAPER DOCUMENTATION

Ensure that your workpapers meet today's exacting standards: You'll examine case studies and problems focusing on practical application of workpaper documentation. You'll also get examples of good workpapers and have the opportunity to critique inadequate ones.

Robert Cheskes, CPA, Own Account

22141-011

AU/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

5/25­5/27/99

1999 CPAs' FINANCE, BUSINESS AND TECHNOLOGY SHOW & CONFERENCE

Show CPE Sessions are listed below--watch for further announcements regarding CPE and special events--stay on top of what's happening at www.nysscpa.org. It's time.

Jacob K. Javits Convention Center

$35/$35/POP Pass Holder Fee: $0

5/25/99

HOT TOPICS IN NEW YORK TAXATION
(9:00am­10:40am)

Keep your clients' money in their pockets! Straight from renowned speaker and author Mark Klein, the expert in New York state tax matters, you'll get an in-depth look at the latest developments in New York taxation.

Mark S. Klein, Esq., Hodgson, Russ, Andrews, Woods & Goodyear LLP

81601-911

TX/2

5/25/99

NONPROFIT ACCOUNTING AND AUDITING UPDATE (11:45am­1:25pm)

Focus on recent developments affecting not-for-profit organizations and take a look at major new developments at FASB and OMB, as well as Single Audit and Government Auditing Standards Committees.

Allen L. Fetterman, CPA, MBA, Loeb & Troper LLP

81102-911

SK/2

5/25/99

UPDATE ON DEALING WITH THE IRS
(11:45am­1:25pm)

Straight from a panel of IRS experts, you'll hear about the continued restructuring of the IRS, new legislation, the independence of the taxpayer advocate, service center changes, and changes in collection and examination procedures. Make sure you come prepared; this team will be ready to answer all your questions.

Moderator: John J. Pearl, CPA, D'Arcangelo & Co. LLP

Panelists: Patricia Berliner, Taxpayer Advocate, Brookhaven Service Center, IRS, and Virgie Noel, Taxpayer Advocate, Manhattan
District, IRS

81603-911

TX/2

5/25/99

COMPILATION AND REVIEW UPDATE
(3:00pm­4:40pm)

Learn about all the trends and techniques in this vital area, as well as some potential changes down the road. These are two hours that can translate directly to your practice.

Brian A. Caswell, CPA, Caswell & Associates

81105-911

AU/2

5/25/99

EMPLOYEE BENEFITS UPDATE
(3:00pm­4:40pm)

Get a review of recent IRS pronouncements regarding 401k plans, Roth IRAs, and planned document elections at this valuable session. You'll also cover the costs and benefits of Roth IRAs and recent regulatory activity in the cafeteria plan arena.

David J. Wasserstrum, CPA, Richard A. Eisner & Co. LLP

81604-911

TX/2

5/25/99

SALES TAX UPDATE
(6:00pm­7:40pm)

Changes in legislation can expose your clients or company to unnecessary tax liability. Get up-to-the-minute knowledge on today's hottest sales tax issues from Stewart Buxbaum, one of the area's leading tax authorities.

Stewart Buxbaum, CPA, MBA, S. Buxbaum and Co. PC

81606-911

TX/2

5/26/99

THE YEAR 2000 AND BEYOND: CURRENT AND EMERGING TECHNOLOGIES FOR THE CPA
(9:00am­10:40am)

What do you do on 1/3/2000 when your computers are not working? What are the tools that will help take the people that count on you past Y2K into the future of accounting? If you haven't been thinking about these questions or doing anything about them, here's what you, your company, and your clients should know.

Eric E. Cohen, CPA, MBA Own Account

Peter H. Frank, CPA, Cornick Garber & Sandler LLP

Walter Schmidt, CPA, Own Account

81207-911

AS/2

5/26/99

INITIAL PUBLIC OFFERINGS ON FORM SB-2 (11:45am­1:25pm)

Get an overview of the initial public offering (IPO) process for small businesses, including SEC filing requirements and related matters. Topics include accounting and auditing considerations in an IPO, the small business reporting system, participants and time table for an IPO, and recent proposals related to IPOs.

Jeffrey M. Brinn, CPA, Own Account

Mark A. Cirelli, CPA, Grant Thornton LLP

Burgman E. Connolly, CPA, Rosen Seymour Shapss Martin & Co.

81108-911
AC/2

5/26/99

PARTNERSHIPS AND LLCs: HOT TOPICS
(11:45am­1:25pm)

Check out the latest on these similar yet distinct entities. You'll cover tax planning using single member LLCs, 754 elections, and the new proposed regulations on basis adjustments.

Kevin Leifer, CPA, Ernst & Young

81610-911

TX/2

5/26/99

VIRTUAL OFFICE/ELECTRONIC OFFICE
(11:45am­1:25pm)

The Internet and other new technologies are leading the way to new remote office connectivity and bringing the office with you wherever you go. Find out how intranets, remote access technology, and virtual assistants can give you and your clients a competitive advantage.

Eric E. Cohen, CPA, MBA, Own Account

81209-911

AS/2

5/26/99

DISTRIBUTION PLANNING TECHNIQUES
(3:00pm­4:40pm)

Find out how to avoid common errors with retirement assets and the beneficiary designation from one of the leading experts in the field. Seymour Goldberg offers what you've come to expect: the very best.

Seymour Goldberg CPA, MBA, J.D., Goldberg & Goldberg PC

81611-911

TX/2

5/26/99

E-MAIL, THE INTERNET, AND...
(6:00pm-7:40pm)

As we approach the new millennium, we must recognize that all facets of our clients' day-to-day business lives are directly affected by both
e-mail and the Internet--and we can only begin to predict what will be common knowledge tomorrow. No advanced technological knowledge is required.

Walter Schmidt, CPA, Own Account

81212-911

AS/2

5/26/99

RAMIFICATIONS OF MEDICAID PLANNING
(6:00pm­7:40pm)

Davidow will focus on the practical and tax ramifications of attempting to protect the family home in the Medicaid planning context, plus take an in-depth look at life estates vs. irrevocable trusts.

Lawrence Davidow, Esq., Davidow, Davidow, Siegel & Stern LLP

81613-911

TX/2

5/27/99

FEDERAL TAX UPDATE
(9:00am­10:40am)

Learn how to apply the latest federal tax developments impacting businesses, their owners, and tax practitioners. You'll focus on specific tax law changes as well as Tax Court and other relevant court decisions, IRS rulings, and tax planning tips.

Ronald B. Hegt, CPA, Hays & Co.

81614-911

TX/2

5/27/99

FRAUD AUDITING: DO YOU HAVE WHAT IT TAKES? (9:00am­10:40am)

With many corporations reporting losses due to fraud in the millions of dollars, you better have what it takes. At this session, you'll get what you need, including an understanding of the requirements, responsibilities, and procedures you need to follow when conducting a fraud audit.

Frank W. Sluter, CPA, Satty, Hollis & Ciacco, CPAs, PC

81215-911

AU/2

5/27/99

BUSINESS VALUATION: WHAT'S IT REALLY ALL ABOUT? (11:45am­1:25pm)

A step-by-step guide through the valuation process, this presentation is ideal for those who have never performed a business valuation as well as those who have recently entered into the field.

Gary Trugman, CPA, ABV, CBA, ASA, CFE, MVS, Own Account

81217-911

AS/2

5/27/99

HOT TOPICS IN ESTATE PLANNING
(11:45am­1:25pm)

Get the latest in an area where many of your clients are unprepared. Topics include transferring the closely held business, family limited partnerships, and other new and exciting developments.

Eric M. Kramer, CPA, Esq., Farrel Fritz PC

81616-911

TX/2

SYRACUSE

5/19/99

COLLEGE FINANCIAL AID:
THE BEST KEPT SECRET IN AMERICA

Help make your clients' dreams of education for their children come true. You'll find out how to get more financial aid for your clients, from revealing the sources and types of aid to highlighting planning strategies and paperwork that'll help your clients qualify.

Rick G. Darvis, CPA, Darvis Accounting

21215-051

AS/8

FAE Seminar Complex

$225/$255/POP Pass Holder Fee: $0

For details and full program information on these presentations, refer to program brochures, the FAE CPE catalog, or simply go to www.nysscpa.org. If you have any questions, give us a call at
(212) 719-8383 or (800) 537-3635 from 8:30am to 5:30pm, Monday through Friday.


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