07.15.11

New Location for Support Materials

Posted in Uncategorized at 5:52 am by Ed Zollars, CPA

I’ve moved the CPE support information to a new hosting site.  You can find my materials at CPE Resources (http://www.cperesources.com) for courses beginning in July.  The archived information will remain here at this site.

06.28.11

Arizona Ethics with Emphasis on Tax Practice Issues-Tucson, Arizona (June 28, 2011)

Posted in Jewish Community Foundation of Southern Arizona at 1:00 am by Ed Zollars, CPA

The following are items referenced in the June 28, 2011 presentation at the Sheraton on Grant in Tucson, Arizona for the Jewish Community Foundation of Southern Arizona

06.23.11

Passthrough Entities – Advanced Issues – Corvallis, Oregon (June 23, 2011)

Posted in Oregon Society of CPAs at 1:00 am by Ed Zollars, CPA

The following is information presented in the Passthrough Entities course given on June 23, 2011 in Corvallis, Oregon.

 

06.22.11

Advanced Tax Practice – Springfield, Oregon (June 22, 2011)

Posted in Oregon Society of CPAs at 1:00 am by Ed Zollars, CPA

The items below were referenced in the presentation on Advanced Tax Practice given in Springfield, Oregon on June 22, 2011.

  • Presentation Slides – PDF of slides from the presentation given in Tucson at the State Bar of Arizona Convention tax sessions on June 17, 2011, modified to include some CPA relevant information including Oregon regulation directly adopting Circular 230 and the SSTSs as standards for Oregon CPAs.
  • Circular 230 – The version currently on the IRS website.  This version does not include the Circular 230 modifications that take effect on August 2, 2011 as of the date of this post.  Hopefully when the IRS updates the document this link to the IRS website will link to the revised version.
  • Revisions to Circular 230 – Revisions to Circular 230 effective on August 2, 2011.  If using the April 2008 IRS version of Circular 230 from their website, you will need to consult this document for the newly effective changes.
  • AICPA Statements on Standards for Tax Services – Current version of the SSTSs
  • Exposure Draft on Revised Interpretations 1 & 2 – Page containing information on the exposure draft and updated information on the status
  • AICPA IRS Correspondence on Quickbooks – The AICPA sent a letter to the IRS expressing concerns about IRS requests for Quickbooks data and the IRS has responded in a letter to the AICPA on the matter

 

06.18.11

Circular 230 Just Revised – Phoenix, Arizona (June 18, 2011)

Posted in Arizona Society CPAs, Phoenix Tax Workshop at 6:52 am by Ed Zollars, CPA

The following materials and links were referred to in the presentation on Circular 230 revisions presented at the Phoenix Tax Workshop session held at the Doubletree Suites in Phoenix, Arizona on June 18, 2011

  • Presentation Slides – PDF of slides from the presentation given in Tucson at the State Bar of Arizona Convention tax sessions on June 17, 2011
  • Circular 230 – The version currently on the IRS website.  This version does not include the Circular 230 modifications that take effect on August 2, 2011 as of the date of this post.  Hopefully when the IRS updates the document this link to the IRS website will link to the revised version.
  • Revisions to Circular 230 – Revisions to Circular 230 effective on August 2, 2011.  If using the April 2008 IRS version of Circular 230 from their website, you will need to consult this document for the newly effective changes.
  • Debt Related Tax Issues in Arizona – Foreclosures, Short Sales and Cancellation of Debt – Registration page for August 30, 2011 course I will be teaching on issues arising from debt problems.  Course description and registration details are available on the Arizona Society of CPAs website at the location linked to in the title of this bullet point.

 

06.17.11

Circular 230 Background & Developments – Tucson, Arizona (June 17, 2011)

Posted in State Bar of Arizona at 1:00 am by Ed Zollars, CPA

The following materials and links were referred to in the presentation on Circular 230 Background and Developments presented at the Westin La Paloma in Tucson, Arizona on June 17, 2011

  • Presentation Slides – PDF of slides from the presentation
  • Circular 230 – The version currently on the IRS website.  This version does not include the Circular 230 modifications that take effect on August 2, 2011.
  • Revisions to Circular 230 – Revisions to Circular 230 effective on August 2, 2011

06.10.11

Construction Contractors: Special Tax and Accounting Considerations (June 10, 2011)

Posted in Arizona Society CPAs at 1:00 am by Ed Zollars, CPA

The following items were referenced in the Construction Contracting:  Special Accounting & Tax Considerations course given on June 10, 2011 at the Arizona Society of CPAs offices in Phoenix, Arizona and via ASCPA live webcast:

 

06.09.11

Transfer Taxes – Dealing with the New (and Possibly Temporary) Regime – ASCPA Financial Planning Conference (June 9, 2011)

Posted in Arizona Society CPAs, tax at 9:20 am by Ed Zollars, CPA

The materials below are from the presentation at the ASCPA Financial Planning Conference in Phoenix, Arizona presented on June 9, 2011.

02.15.11

Fringe Benefits (February 15, 2011)

Posted in Oregon Society of CPAs at 1:00 am by Ed Zollars, CPA

Presentation on Fringe Benefits given February 15, 2011 in Beaverton, Oregon.

01.26.11

Arizona Accountancy Ethics With An Emphasis on Tax Practice (January 26, 2011)

Posted in Arizona at 6:32 am by Ed Zollars, CPA

Some resources related to the Arizona Ethics presentation on January 26, 2011.

The above are items will give you some additional information on items discussed in the course.

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