Gear Up CPE Conferences > JACKPOT

Gear Up

Gear Up CPE Conference in Las VegasJACKPOT IN LAS VEGAS

MAY 31 - JUNE 4, 2016 | 40 CPE CREDITS
Las Vegas, NV | Las Vegas Mirage Hotel

Hear from top-notch speakers, network with your peers and earn up to 40 CPE credits while enjoying Las Vegas. Our springtime Jackpot event features a two-day accounting course and an array of sessions that provide time to focus on tax planning, technology, audits, fraud and more!


The Mirage has transformed the modern Las Vegas experience, bringing you the best in entertainment, dining, hotel luxury and nightlife. From royal white tigers to a private oasis and an active volcano to The Beatles™ LOVE™, it's all right here at the center of the Strip! Mirage luxury rooms provide AAA Four-Diamond luxury amenities, Sealy® Posturepedic pillow-top beds, LED TVs and iHome™ MP3 player docks to enjoy your own playlist. And our restaurants range from fine dining to casual, with a range of flavors and drinks to satisfy your appetite. Whether it's a flame-grilled steak dinner in an intimate lounge or all-you-can-eat Brazilian BBQ set in a tropical rainforest, there is always accounting for taste. Act now to take advantage of special hotel room block rates that expire Wednesday, May 4! Call 800.374.9000 and mention Gear Up for reservations.


IRAs, Pensions and Other Retirement Resources
This course will cover the detailed and unique requirements of various types of retirement savings and other resources that are used in retirement planning. Coverage includes funding requirements to avoid disqualification during the working years and distribution options and opportunities during the retirement years. Know the best options for saving and distributing from retirement resources including social security.

Practice Development and Management
Make more, work less and have fun doing it! We’ll 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 a step-by-step reference manual.

Federal Tax and Health Care Update
This eight-hour course will provide coverage of recent tax law changes that affect individuals, corporations and partnerships including legislation, court cases and IRS rulings. This course also provides comprehensive coverage of the latest changes in Health Care Reform. The class provides tax professionals with planning tips and what they need to know for 2016.

Technology 3.0: The Next Step in Making Your Practice Technologically Savvy
We all face technology issues practicing 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.
• Windows 10: What you need to know and when to make the switch!
• Using the cloud to multiply your efficiency and effectiveness
• The mobile accountant: Using smart phones, tablets and ultra-books in your practice
• Optimizing electronic documents and workpapers in the modern accounting and tax practice
• Work smarter, not harder! Great 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

Estates and Trusts (One Day)
This course can get you started in estate and fiduciary work as well as serving as a refresher for those who already practice in this area. Feel more comfortable when dealing with clients’ deaths, from the decedent’s final return to preparing Forms 1041 and 706. Fiduciary accounting, deductions, income in respect of a decedent and income distribution deduction are all covered. Become more familiar with the special terminology relating to estates and trusts. Changes to estate tax are reviewed and the Form 706 is examined in detail with particular attention focused on portability and new cases. The advantages and disadvantages of portability vs. the use of A-B trusts is covered. Post-mortem elections including alternative valuation and disclaimers are discussed as these are areas of particular interest to the tax preparer.

Accounting (Two-Day)
Not since 1978 when the AICPA promulgated the Statements on Standards for Accounting and Review Services (SSARS) has there occurred such a radical change to the way accountants prepare and present financial statements. The reason: SSARS No. 21. Released October 23, 2014. This new document obligates every accountant to become updated now. Other topics include:
• Coverage of Special Purpose Financial Reporting Framework (formerly OCBOA)
• Note disclosures: how much detail should there be?
• Peer review: how should a firm prepare for it?
• Learn about how a peer reviewer evaluates your practice by examining for yourself the peer reviewers checklist.
• Professional ethics: what constitutes "ethical" conduct in a tax and write-up practice?
• Practice management: value billing versus hourly billing
• GAAP update


Optional evening course available for additional cost!

Ethics for the Tax Professional | $79 | Wednesday, June 1, 4:45 PM - 6:30 PM
The Office of Professional Responsibility (OPR), headed by Karen Hawkins, has been very busy, ensuring that Circular 230 Practitioners follow rules that prescribe and proscribe our behavior. We will discuss what we can — and must — do to assist our clients while maintaining ethical integrity and complying fully with Circular 230 rules. Learn how to be a zealous advocate while playing by the rules. Join us for a highly interactive discussion on the topic of our professional responsibilities before the IRS. CTEC approved.
In many states, this course qualifies for CPA ethics. Please determine with your local licensing agency if this qualifies in your state. Not applicable in California for CPA requirements.

Interested in Sponsorship and Exhibitor Opportunities?
Contact Terry Storholm at 651-687-7327 or


View the registration page for complete CPE information including fields of study, level, CPE credits; and event schedule with session choices.
Register online or call 800.231.1860 to place your order by phone.
Schedule may be adjusted closer to conference date.

A variety of courses offered, all for one LOW price: $899
Early Bird Save $50 with Early Bird
Early Bird expires May 4.
Extended to May 9, 2016!
Premier Package Save up to $216 with Premier or up to $360 with Premier Plus!

Las Vegas Mirage Hotel
Special hotel room block rates expire Wednesday, May 4.
Call 800.374.9000 and mention Gear Up for reservations!

Don't forget to register for the conference, and reserve your room now, before we sell out!

View the registration page for:
Complete CPE information including fields of study, level, CPE credits
Event schedule with session choices
Register online or call 800.231.1860 to place your order by phone.

Schedule may be adjusted closer to conference date.


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