MAPA. NOVEMBER 1-2 Gear Up DoubleTree Bloomington South. NOVEMBER 9-10 Gear Up Holiday Inn, St. Cloud. DoubleTree Bloomington South

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1 2016 MAPA SEMINAR REGISTRATION Calendar at a Glance 2016 JUNE 1-2 Gear Up Accounting JUNE 22 Gear Up Practice Management JUNE 23 MAPA Annual Meeting JULY 27 Gear Up Technology 3.0 JULY 28 Gear Up Estates & Trusts AUGUST 9-10 Retirement Advisers Program Series #1 Government Entitlement Programs, Insurance, Basic Estate Planning and Retirement Issues Holiday Inn, Otsego (Elk River) MAPA Minnesota Association of Public Accountants NOVEMBER 1-2 NOVEMBER 9-10 Holiday Inn, St. Cloud DECEMBER 1 Ethics (1/2 day a.m.) DECEMBER 1 Minnesota Tax (1/2 day p.m.) DECEMBER JANUARY 4-5 5% Discount! Available through May 31, 2016! See next page for details. Note: Program content and speakers are subject to change as programs are updated. CPE MAPA is an IRS approved Continuing Education Provider. National Registry of CPE Sponsor ID No: MAPA is recognized by the State Board of Accountancy as a report acceptance body and is exempt from the requirement to have a National Registry ID Number. It is the responsibility of each attendee to maintain CPE materials and records. SEPTEMBER Gear Up Business Entities 8 Register online at Minnesota Association of Public Accountants 1000 Westgate Drive, Suite 252, St. Paul, MN Phone: Fax: admin@mapa-mn.com

2 NOTE: Registration Discount! Prior to May 31, 2016, individuals registering for 3 or more seminars on the same check/credit card transaction may include a 5% discount and may also register for the December half-day Minnesota Tax Seminar at no additional charge with the same transaction. Discount does not apply to the Convention or programs not in this fiscal year (May 1, April 30, 2017). Registration must be mailed or faxed and payment must accompany registrations. The registration fee is based upon the date payment is mailed/received or the date of the online payment. DESCRIPTIONS Gear Up Accounting June 1-2, 2016, Bloomington 16 Taxation (IRS) 14 Taxation; 2 Ethics (MN Board of Accountancy) Accounting General understanding of accounting Basic Members: $355 early, $380 regular Non-Members: $455 early, $480 regular May 12 early registration & lodging $135 per night, single/double occupancy Objective/Audience: This seminar is designed for accountants who prepare compilation and review reports 4:30 Adjourn 3:45 for their clients, and it will provide information an accountant must be aware of to prepare for quality review. The updates in financial statement accounting received in this program are a valuable resource to anyone who prepares financial statements. Content: The 2016 Gear Up Accounting course will cover the new requirements and changes to our practices. We all need to understand and know how to practice with the new level of accounting service allowed entitled the preparation which can be issued without the need of an accountant's report! SSARS no. 21, effective December 2015, established this major change and many other changes to compilations and reviews. This course covers engagement letters, totally revised management representation letters and the dramatically reconstructed versions of the accountant's report. Other topics include: Coverage of special purpose financial reporting framework (formerly OCBOA). Stay ahead! Speakers: Stan Pollack, CPA and Bob Corallino Day 1 Day 2 8:15 Program Begins 7:30 10:00 Break 9:30 12:00 Lunch 11:45 12:45 Program 12:30 2:30 Break 2:00 page 2

3 Gear Up Practice Management June 22, 2016, Bloomington 8 Tax Law Update (IRS) 8 Professional Development (MN Board of Accountancy) Business management & organization None Basic Members: $225 early, $245 regular Non-Members: $280 early, $300 regular May 31 early registration & lodging $135 per night, single/double occupancy 8:15 Program Begins 10:00 Break 12:00 Lunch 12:45 Program 2:30 Break 4:30 Adjourn Objective/Audience: To provide accountants and tax preparers guidance on how to make their accounting and tax offices more efficient. Content: Make more... work less... have fun doing it! This course will teach you the 10 secrets to a successful tax and accounting practice. Learn how to develop relationships with clients and your team so that you can build a firm that has value whether you decide to work or sell it. Also available: Interactive forms CD that will help your office work more effectively and efficiently and/or a step by step manual. Speaker: Dave Krebs A great way to learn more about this assocation is by staying after for the Annual Meeting (member only benefit). 76 th Annual Meeting June 23, 2016, Bloomington Join fellow members for MAPA s 76 th Annual Meeting. Network with your peers, provide input for YOUR Association s management, and hear from our exciting keynote, Josh Dye! Meeting brochure will be mailed separately. page 3

4 Gear Up Technology 3.0 July 27, 2016, Bloomington 8 Taxation Specialized knowledge and applications; technology Working knowledge of computers Intermediate Members: $225 early, $245 regular Non-Members: $280 early, $300 regular July 6 early registration & lodging $135 per night, single/double occupancy Objective/Audience: This seminar is designed to help practitioners navigate through the maze of technology, enabling them to maximize productivity and efficiency while maintaining control over security and privacy. Content: Now more than ever, we face serious technology issues in tax and accounting. This course helps the busy practitioner use the best in new technology in their practice. We demonstrate practical real-world solutions to solve practice issues. Learn to recognize emerging threats and protect yourself from identity theft and cyber attacks. Data security: thwarting disasters by protecting your data and your practice Windows 10: how and when to switch, tweaks and performance enhancements to make Win 10 the best and most secure operating system ever Using the cloud to multiply your efficiency and effectiveness BYOD: Using smart phones, tablets and ultra-book in your practice Optimizing electronic documents and work papers in the modern accounting and tax practice The newest apps and utility software that can make life easier in the office Security, remote access and backing up data: How to properly set up and maintain your systems Floware: Managing daily office activities from your computer Speaker: Carl Heintz, CPA & Rick Oelerich, LPA, EA 8:15 Program Begins 10:00 Break 12:00 Lunch 12:45 Program 2:30 Break 4:30 Adjourn page 4

5 Gear Up Estates & Trusts July 28, Tax Law Update Taxation General understanding of trusts, estate and gift taxation Basic Members: $225 early, $245 regular Non-Members: $280 early, $300 regular July 6 early registration & lodging $135 per night, single/double occupancy Objective/Audience: This seminar is designed for accountants who prepare estate and fiduciary returns. The attendee should have some basic knowledge of estates and trusts., Bloomington Content: This is a two-pronged course designed to get you started in the practice of estates and trusts as well as a great update for the experienced tax professional covering all major developments since The morning session covers estate and trust terminology, fiduciary income taxation, trust accounting principles and a comprehensive explanation of income distribution deduction. In the afternoon, Form 706 is examined in detail. The many changes enacted since 2011 are reviewed with particular emphasis on portability (with detailed examples) and coverage of the new consistency reporting requirements. The What s New chapter has been completely updated with recent rulings and interesting new cases. Post-mortem elections including alternate valuation date and disclaimers are discussed as these areas are of particular interest to the tax preparer. Speaker: TBD 8:15 Program Begins 10:00 Break 12:00 Lunch 12:45 Program 2:30 Break 4:30 Adjourn page 5

6 Retirement Advisers Program Series: Government Entitlement Programs, Insurance, Basic Estate Planning and Retirement Issues August 9-10, 2016 Holiday Inn, Otsego (Elk River) 16 Qualified Retirement Plan Matters Specialized knowledge & applications elder care None Basic to intermediate to advanced Members: $355 early, $380 regular Non-Members: $455 early, $480 regular July 18 early registration & lodging $94 per night, single/double occupancy Objective/Audience: More and more accountants are finding they need to be up-to-date on financial matters 4:30 Adjourn 3:45 facing seniors. the seminars in this series are designed for accountants working with this market segment. These workshops are also designed to prepare accountants for the Accredited Retirement Advisor (ARA) certification exam. After completion of all three seminars, a computer based exam can be taken at one of many local and national testing sites. For more information about the Accredited Retirement Advisor credential, visit the ACAT website at As an attendee of these seminars, you will: Discover ways to ensure your client s and your own long-term financial security Receive a comprehensive manual for future use Gain your clients trust in your professional knowledge Acquire skills to build and increase your elder care practice Be able to apply your newly gained knowledge immediately to increase revenue Work toward obtaining the prestigious ARA credential Content: This seminar explores strategies to help clients minimize taxation during retirement and protect their assets, and covers hot topics in elder care with pertinent case studies. Speaker: Steven G. Siegel Day 1 Day 2 8:15 Program Begins 7:30 10:00 Break 9:30 12:00 Lunch 11:45 12:45 Program 12:30 2:30 Break 2:00 page 6

7 Gear Up Business Entities September 28-29, 2016, Bloomington 2:30 Break 2:00 Objective/Audience: This seminar is designed for 4:30 Adjourn 3:45 practitioners who work with corporation and partnership taxation. It is also designed to give knowledge on what type of business entity would be appropriate for a particular client. Content: The 2016 Business entities seminar will consist of four sections, each four hours long, including: tax update Covering new Business tax law Changes and trends, S Corporation review, partnership/llc review, and C Corporation review. Speaker: TBD 16 Taxation Taxation Day 1 Day 2 General understanding of partnerships and corporation tax law Basic 8:15 Program Begins 7:30 Members: $355 early, $380 regular 10:00 Break 9:30 Non-Members: $455 early, $480 regular 12:00 Lunch 11:45 Sept. 7 early registration & lodging $135 per night, single/double occupancy 12:45 Program 12:30 page 7

8 Gear Up 1040 Individual Tax NOVEMBER 1-2, 2016, Bloomington October 15 early registration & lodging $135 per night, single/double occupancy NOVEMBER 9-10, 2016 Holiday Inn, St. Cloud 10:00 Break 9:30 October 9 early registration & lodging 12:00 Lunch 11:45 $89.95 per night, single/double occupancy DECEMBER 7-8, :45 2:30 Program Break 12:30 2:00, Bloomington 4:30 November 15 early registration & lodging $135 per night, single/double occupancy Adjourn 3:45 JANUARY 4-5, 2017, Bloomington December 13 early registration & lodging $135 per night, single/double occupancy Day 1 Day 2 8:15 Program Begins 7:30 16 Taxation Taxation Knowledge of income tax return preparation Basic Members: $355 early, $380 regular Non-Members: $455 early, $480 regular Objective/Audience: This seminar is designed for accountants who prepare personal income tax returns and also do tax planning for their clients. Content: This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures. Speakers are all practicing preparers who share practical tips and insights to help you get ready for this tax season. Some of the specific topics for the 1040 seminar include: Health care coverage and additional guidance expected in 2016 Coverage of the Mortgage Relief Act of 2015 Full coverage of the many extenders and permanent features in the PATH Act Continued coverage of the changes in elections and safe harbors in the capitalization regulations Speakers: TBD page 8

9 Ethics Training & Professional Conduct For the CPA 4 Ethics Regulatory Ethics None Basic Members: $150 early, $170 regular Non-Members: $205 early, $225 regular November 15 early registration & lodging $135 per night, single/double occupancy Objective/Audience: This seminar will explore the importance of Ethics and Professional Conduct education. It is designed for sole practitioners, firm partners, CFOs, controllers, department managers, staff accountants. Content: Attend this seminar and meet the requirements for Ethics and Professional Conduct Education. Topics will include an introduction to ethics including the AICPA Code of Ethics, the six (6) guiding principles in the AICPA Code, understanding the code including rule interpretations and how they apply to your practice or industry setting. This interactive seminar will also cover Internal Revenue Service Requirements as outlined in Circular 230 and applicable AICPA guidance and standards regarding tax practices, ethical guidance from the Institute of Management Accountants (IMA), and specific ethical scenarios. Speakers: David L. Osburn, MBA, CCRA, Osburn & Associates, LLC Minnesota Tax Update December 1, 2016, Bloomington 8:15 Program Begins 10:00 Break 12:00 Adjourn December 1, 2016, Bloomington 4 Taxation Taxation None Basic Members: $120 early, $130 regular Non-Members: $150 early, $165 regular November 15 early registration & lodging $135 per night, single/double occupancy 12:15 Registration 12:45 Program Begins 2:30 Break 4:30 Adjourn Objective/Audience: This program is designed to update anyone doing state income tax returns, sales and use tax, withholding and working with other tax issues for the State of Minnesota. Content: Topics are subject to change, but currently include: unemployment insurance update, business tax update, estate issues and recapture of family business deductions, gift tax, e-file, collection division updates, commissioner office updates, MN income tax legislation, sales and use tax law. Speakers: Staff of the Minnesota Department of Revenue page 9

10 MAPA Minnesota Association of Public Accountants MAPA MEMBERSHIP CATEGORIES AND QUALIFICATIONS Full Member: Individuals in public practice who meet any of the following criteria are eligible for full membership: 1) possess a valid license as a CPA or other title as granted under state law for the practice of accountancy for the public, 2) registered with the State of Minnesota as a Registered Accounting Practitioner, 3) accredited in accountancy or taxation by the Accreditation Council for Accountancy and Taxation, 4) enrolled to practice before the Internal Revenue Service. Associate: Persons having an interest in accountancy as a student, teacher, or an owner or employee engaged in public, private or governmental accounting work may join as Associate Members. Student: Accounting, tax, or business students enrolled in a full-time educational program. ADDITIONAL BENEFITS: Regional meetings around the state The MAPAN published to inform members of current developments in the profession, both locally and nationally Quality Review Program report acceptance body Association with fellow professional accountants to exchange ideas and information at the state and national level with NSA affiliation The Minnesota Association of Public Accountants seeks to maintain high standards in the practice of accounting. We strive to ensure that the state's citizens have the benefit of accurate, impartial, professional services. page 10

11 MEMBERSHIP SAVES MONEY! Seminar savings for MAPA members: Gear Up Accounting...$100 Gear Up Practice Management...$55 Gear Up Technology $55 Gear Up Estates & Trusts...$55 Retirement Advisers Series...$100 Gear Up Business Entities...$100 Gear Up $100 Ethics...$55 Minnesota Tax...$ SEMINARS: Locations & Lodging 7800 Normandale Blvd Bloomington, MN Holiday Inn, Ostego (Elk River) 9200 Quaday Ave NE Ostego, MN $94.99 (August) Single or Double $89 (October) Single or Double Holiday Inn, St. Cloud 75 South 37th Avenue St Cloud, MN $89.95 Single or Double For more information call the MAPA office at or Website: page 11

12 REGISTRATION: 2016 SEMINAR FULL Registration SEMINAR Information SERIES Date Event/Location CPE Hours Early Reg Cut-off Registration Fees Member Non-member Amount Early Regular Early Regular June 1-2 June 22 June 23 July 27 July 28 August 9-10 Sept Nov 1-2 Nov 9-10 Dec 1 (a.m.) Dec 1 (p.m.) Dec 7-8 Jan (2017) 4-5 Gear Up Accounting Gear Up Practice Management 76 th Annual Meeting Gear Up Technology 3.0 Gear Up Estates & Trusts The Retirement Advisers Program Series Holiday Inn, Otsego (Elk River) Gear Up Business Entities Holiday Inn, St. Cloud Ethics Minnesota Tax DoubleTree, Blmgtn DoubleTree Bloom. S 16 May 12 $355 $380 $455 $480 o $ 8 May 31 $225 $245 $280 $300 o $ See annual meeting brochure. MAPA members only 8 July 6 $225 $245 $280 $300 o $ 8 July 6 $225 $245 $280 $300 o $ 16 July 18 $355 $380 $455 $480 o $ 16 Sept. 7 $355 $380 $455 $480 o $ 16 Oct. 15 $355 $380 $455 $480 o $ 16 Oct. 9 $355 $380 $455 $480 o $ 4 Nov. 15 $150 $170 $205 $225 o $ 4 Nov. 15 $120 $130 $150 $165 o $ BOTH $250 $275 $335 $360 o $ 16 Nov. 15 $355 $380 $455 $480 o $ 16 Dec. 13 $355 $380 $455 $480 o $ SUBTOTAL Discount (if applicable)* TOTAL $ - $ *Prior to May 31, 2016, individuals registering for 3 or more seminars on the same check/credit card transaction by mail or fax may include a 5% discount, and may also register for the December half-day MN Tax Seminar at no additional charge with the same transaction. page 12

13 2016 SEMINAR Registration Information Please include both registration pages. Copy these forms for each attendee. Attendee Name o CPA o EA o RAP o Other: Firm Name IPTIN# Street Address City State Zip Code Daytime Phone * *Seminar confirmations will be sent via . PAYMENT INFORMATION: Payment must accompany registration. Registration fee is based upon the date payment is postmarked or received, or the date of online payment. o Enclosed is $ in payment for the selected seminar(s) payable to "MAPA" o Please charge $ in payment for the selected seminar(s) to my o Visa o Master Card If paying by credit card, all fields below are required. Card # 3 Digit Security Code Exp. Date Cardholder Name Cardholder Address o Same as above Street Address City State Zip Code Signature Mail with payment to: Minnesota Association of Public Accountants 1000 Westgate Drive, Suite 252 St. Paul, MN Phone: Fax: Register online at Cancellation: The registration fee, less a $30 administrative charge, can be refunded up to 10 business days before the seminar. An 80% refund can be obtained with written notice of cancellation between 5 and 10 business days prior to the program. No refund for cancellation less than 5 work days prior, or for no-shows. Space cannot be guaranteed for walk-in registrations. Registrations are transferable one time only to another offering except as noted. Please register early. Please note that transmission of card payment information to the MAPA office by cannot be accepted due to PCI Compliance standards. initials date CK/CC amt. paid bal. due (For office use only) fin. page 13

14 MAPA Minnesota Association of Public Accountants Minnesota Association of Public Accountants 1000 Westgate Drive, Suite 252 St. Paul, MN Phone: Fax: Website: ADDRESS SERVICE REQUESTED 2016 MAPA Full Seminar Series and Registration Register online at