Quick Links
CPE History - 2011-2015
Federal Tax Topics - November 19, 2015
Update on Relevant Federal Tax Issues
Dr. Roger Roemmich, Chief Investment Officer ROKA Wealth Strategists
Small Business Matters - October 23, 2015
Real Estate in an IRA: The Potentials
Scott R. Maurer, JD. Advanta IRA
Startup Venture Finance:Selecting the Right Instrument and Financing Terms
Michael Horten, JD, Horten.CC, The New Corporate Counsel
Steps & Analysis of Buying & Selling a Business [M&A]
Melisa E. McMorries, JD, Taylor English Duma, LLP
The Battle for Your Small Business Accounting: QBO vs Xero
Spiceda Davis, CPA, eXFinancial, Inc. and Ray Hinton, R.L. Hinton, CPA P.C.
A&A Update - August 26, 2015
Lease Accounting
George Azih, LeaseQuery, LLC
Roundtable A&A Session on QuickBooks Desktop
Michelle Austell, CPA, Chaffin, Batdorf & Austell, LLC
Fraud Considerations - What Went Wrong & Red Flags
Laurie Dyke, CPA; Karen Fortune, CPA; and, Pat Salem, CPA - IAG Forensics & Valuations, LLC
Real Estate Topics - July 23, 2015
Real Estate Tax Considerations & Partnership Tax Matters
Mark Abrams, CPA/PFS CFP®, Dailey Dewley, CPA & Justin Gillette, CPA all of Smith & Howard
Conservation Easement Strategies
Ricky Novak, Esq., Strategic Capital Partners
Contract Considerations
Neal D. Dodell, Esq., Weissmann, Zucker, Euster, Morochnick, P.C.
Commercial Real Estate Leasing in the Atlanta Market
Bo Riddle
Georgia Tax Matters & Crowdfunding - May 07, 2015
Operational Tax 101: Sales, Use, and Other Forgotten Taxes
Timothy Howe, CPA, Smith & Howard
Insights into The Georgia Tax Tribunal
Charles R. Beaudrot, Jr, JD., Morris, Manning & Martin, LLP
[Inaugural Judge of the Georgia Tax Tribunal]
The Dynamics of Crowdfunding
Gene G. Wright, Northstar Consulting LLC
November 7, 2014 – Federal Tax Day
Section 1031: Like-Kind Exchanges
Ron Raitz, President & Founder, Atlanta Deferred Exchange, Inc.
Tax Resolution Matters
Brian Gardner, Esq, Asbury Law Firm
2014/2015 Income Tax Planning Matters
Galina D. Courson, CPA/PFS, CFP, Principal, Financial Discovery Group, Inc.
Understanding the Basics of the Most Common Trusts and
The Top 10 Estate Facts that ALL CPAs Must Know
Loraine M. DiSalvo, Partner, Morgan & DiSalvo, P.C.
October 24, 2014 - Excel Training
David Ringstrom, CPA, Owner, Accounting Advisors, Inc.
September 10, 2014 - Behind the Scenes: Gathering of Angels
Tarby Bryant, Sweetwater Capital Corporation
August 14, 2014 - A&A Update and Professional Ethics
Christopher Rouse, CPA, Windham Brannon, PC
Tudeth Morrow, CPA, MS, TuMorrow CPA
July 24, 2014 - Planning Matters
The Fine Print of Annuities
Darrie Schlesinger and E. David Templeton, AXA Advisors, LLC
The Affordable Care Act, circa 2014
Allyn Hogue, CPA, Balanced Healthcare Solutions Inc
A Real Life Approach to Eldercare Planning: Considering the whole person: Elder Law. Finances. Lifestyle. Resources.
Nancy Bour, National Aging in Place Council; Linda Kuryloski, CFP, Edward Jones; Heather Durham Nadler, Esq, The Law Office of Heather D Nadler, LLC; Cindy Richards, Atria Buckhead; Laura C. Jalber, LCSW; and, Hospice
June 19, 2014 - Practice & Career Development: Plan. Resolve. Thrive!
Business Disputes: They Happen. Now What? How to plan for, evaluate, and resolve business disputes.
Heather C. Wright, Attorney, The Wright Firm
Internet Security & Firewalls (Basic)
Neil Matchan, Director of IT Services, InterDev
Maximizing Workflow Productivity through Business Relationships: Effective communication with people that pay you AND the people that you pay!
Cindi Filier, President, Innovative Outsourcing & Brandy Swanson, EVP, Sandler Training Atlanta - Simon, Inc.
Developing a Pro-Active Marketing Plan
Jack Scherer Founder and President of SALESTALENT
November 21, 2013 - Behind the Scenses: CDC with ACA Update
Allyn Hogue, CPA, Balanced Healthcare Solutions Inc
November 1, 2013 - Federal Tax
International Tax Matters
Michael Campbell, CPA, Smith &Howard, PC
Tax Enforcement & Audit related Matters
Vivian D Hoard, Esq, Taylor English Duma LLP
Tax Planning for Couples making $200k-$300k annually
Galina Dimitrova Courson, CFP, CPA, PFS, Financial Discovery Group
August 23, 2013 - Advanced QuickBooks Training
Mary B. Riley, CPA
August 7, 2013 - A&A Update
Candice Nanney, CPA, Porter Keadle Moore, LLC
Christopher Rouse, CPA, Windham Brannon, PC
July 25, 2013 -Planning Matters
Roger Roemmich, PhD, Roka Wealth Strategists
June 26, 2013 - Buy, Sell, Merger
The How to Guide on Grooming Your Practice for Top Dollar Returns.
Leon W. Faris, CPA, PAS-Professional Accounting Sales
Legal Considerations & Other Practice Continuation Matters
Alexander Kahn, Esq, The Law Office of Alexander E. Kahn, LLC
May 8, 2013 – Social Media
Maximizing the Internet to Market and Protect Your Practice
Renee Nix, President, Computer Solutions 911, Inc.
Business Etiquette in the Internet World
Stephanie Searcy, Regional Vice President, Robert Half International, Inc.
January 9, 2013 - IRS Invasion of Foreign Assets
Ben Tallman, EA
November 28, 2012 - Tour of Federal Reserve Bank of Atlanta
Economic Update by Tom Cunningham, Senior Economist FRB
October 24, 2012 - Federal Tax Update
Roger Roemmich, Chief Investment Officer, ROKA Wealth Strategists
September 19, 2012 - Collaborating with a Financial Planner as a Value Add to your Client
Mike Perez, Douglas Roberts, CFP
August 1, 2012 - Retirement Plans for Business Owners & NonQualified Plan Alternatives
Katrina Moody, QPA; Alexander Kahn, Esq & Linda Kuryloski, CFP
July 11, 2012 - Estate Planning & Basic Fiduciary Income Tax Compliance
Borden Taylor. Esq. & Michael Gold, Esq, Ingwersen & Taylor LLP
June 6, 2012 - Presentation by the IRS Insolvency Unit
Anne Pippen & Margaret Ward, IRS
May 8, 2012 - Bring your own Laptop Excel Training
David Ringstrom, Accounting Advisors, Inc.
May 2, 2012 - IRS Hot Topcis & Enforcement Initiatives
Hale Sheppard, Esq, Chamberlain, Hrdlicka, White, Williams & Aughtry
April 19, 2012 - Behind the Scenes Tour - Maynard H Jackson Jr International Terminal
Roosevelt Council Jr, CFO, Hartsfield-Jackson International Airport
January 26, 2012 - Scholarship Banquet - Preparing for 2012 in a Challenging Environment
Amy Knowles-Jones, Oxford Industries; Linda Kurylosky, CFP; Janet Young, CPA; Kimberly Schaeffer, CPA
January 4, 2012 - Social Security Issues
Angie Rehkop, CFP & Alicia Saile, Social Security Administration
December 7, 2011 - Ethics & Fraud in a Declining Economy Roundtable
Sherry Carasik, CPA
November 3, 2011 - CNN Tour & Accounting for Broadcast Programs & GA Film/Video Production Credit
Cindy Pekrul, VP & Deputy Controller, Turner Broadcasting System Inc.
November 2, 2011 – Federal Tax Update
Roger Roemmich, Chief Investment Officer, ROKA Wealth Strategists
October 5, 2011 - A&A Update
Chris Rouse, Partner, Windham Brannon PC
September 21, 2011 - Business Licenses in Georgia: Requirements, Costs, and Changes in Enforcement Policies
Business Licenses in Georgia
Rosa Hutchins, Muncipal Revenue Collections Supervisor, City of Atlanta
Special Welcome
Douglas MacGinnitie, Commissioner Georgia Department of Revenue
Sales and Use Tax: Streamlined Sales Tax and New DOR Policies
Gail McNeely, Manager of Sales & Use Tax Audits, GA Department of Revenue
Georgia Filing and Paying Sales Tax Online
Gary Brideau, Suprevisor for Electronic Resources
Rosemary Freeman, Business Analyst, GA DOR
Sales Tax Audit Process, Preparation, and Current Issues
Marteen Bryant, Ernst & Young
Prosecuting Delinquent Sales Tax Cases
Greg Lohmeier, Assistant Attorney General, State of GA
August 18, 2011 - Night at the Braves: Professional Sports Accounting
Chip Moore, CFO, & Kimberly Childress, Controller, Atlanta Braves
August 10, 2011
Obtaining Bank Financing
Anneli Taylor, Manager, Porter Keadle Moore, LLP
Protecting Electronic Data
Angie Graves, CPA
Current A&A Issues
Jennifer Birtz, Manager, Habit, Arogeti & Wynne LLP
Internal Auditing
Amy Knowles-Jones, Internal Audit Manager, Oxford Industries
July 13, 2011 - Five Solutions to IRS Problems
Janet Young, CPA
June 1, 2011 – Bankruptcy
Shelley Elder, Attorney, The Elder Law Firm
May 12, 2011 - Scholarship Awards Banquet
Survivor: CPA Tips for Not Getting Voted Off the Accounting Island
Allison Jacobs, School of Accounting Director of Student Services, Georgia State University
May 4, 2011 - Estate Planning
Thomas Gould, Attorney, Caldwell & Watson LLP
January 5, 2011 - ElderCare & Disability Law
Chris Brannon, Attorney, Duchon & Brannon LLC
