Gear Up Seminars Accounting Conference - Tax and Accounting Seminars and CPE for CPAs!

Gear Up CPE Conference in Orlando, Florida. CPE conference with classes, courses and seminars for CPAs, CEs, and all tax and accounting professionals. MAGIC WEEK
December 12 - 16, 2017  |  40 Hours of CPE
Orlando, FL  |  Disney's Yacht Club Resort
Complete your CPE and enjoy some R&R — head to the Disney Yacht Club Resort in sunny Orlando! December is the perfect time to escape for a week of Florida sunshine. Plus, you'll be sitting pretty for year-end CPE requirements while being fully prepared for the upcoming tax season with this week-long learning event.



1040 (Two-Day)
This comprehensive course covers the key tax issues for completing complicated Individual returns. In addition, all topics cover new legislation and extenders, revenue rulings and procedures, as well as case law to help the busy practitioner keep current on changes for 2017. The year is going to see many changes and steps taken in 2017 will have a major impact on your client’s returns. Practical tips and insights are shared by practicing practitioners to help you get up-to-date for the 2017 tax season.

Business Entities (One-Day)
The 2017 Business Entities seminar focuses on the latest tax strategies for small business. This year’s course covers an array of changes related to the recent PATH and Surface Transportation Reauthorization Act. Besides a complete analysis of various forms of business entities, this year’s course will cover changes in return and extension deadlines, maximizing depreciation benefits under recent regulations, understanding the new variation in partnership interest rules, understanding IRS reasonable compensation calculations and a myriad of other business issues..

Accounting (Two-Day)
Statement on Standards for Accounting and Review Services No. 19, effective in 2011, replaced and/or revised almost every one of its predecessors, resulting in the most significant change in financial statement presentation since 1978. This year's Gear Up Accounting Seminar is special: this year the focus is on you, your practice's quality control system, and what all this means to your client. In addition to an in-depth discussion of each SSARS No. 19 and SSARS No. 20, other major topics include:
 • Professional Ethics: the basic requirements and the most recent interpretations.
 • OCBOA versus GAAP: how both banks and clients can receive cost effective yet useful statements.
 • Practice Management: faced with the new requirements, should you move to value billing, rather than hourly billing, and, if so, how to make the transition?
 • Non-profits and Homeowners Associations: what's the appropriate presentation now?
 • Peer Review: using a case study approach, learn what peer reviewers look for and how you can be prepared and pass!
 • GAAP Update: when does Fair Value Accounting replace historical cost; when do variable interest entities require financial statement
consolidation; what are the new leasing standards, the changes revenue recognition concepts, the tests for impairment, and how does each impact disclosure on OCBOA statements?
Add to that issues related to: interim financial statements and reports; the consideration of fraud in financial statement presentation; analytical procedures; cash flow statements; required financial statement disclosures; specialty issues relevant to the main street accountant and you have a solid two-day accounting seminar that will satisfy the need of both sole practitioner and the mid-sized firm. This course is also offered as a one-day version that addresses much of the above but in lesser depth.

Estates and Trusts
This course will help you get started incorporating estate work into your practice or serve as a refresher for those already doing estate work. The aging baby boomers are in an inheriting mode and you will learn how to advise them on such matters as portability and funding of the sub-trusts. There is something for everyone from the novice to the seasoned practitioner. The course also explores the decisions required in handling clients’ estates and trusts from beginning to close, including tax elections available, distributing assets to beneficiaries, and filing all applicable tax forms. We analyze Form 1041 (including all topics listed under the 1041 course description), U.S. Income Tax Return for Estates and Trusts, Form 709, U.S. Gift (and GST) Tax Return, and Form 706, Estate Tax Return. In addition, we will cover all the new tax law changes and important rulings and cases.

IRS Audits, Appeals, & Collections: Successful Strategies
Understanding how to navigate the IRS can save the practitioner time, meaning a more effective and profitable representation of your client before the IRS. Notices are at an all-time high as the IRS tries to encourage compliance from taxpayers. Knowing how to effectively communicate with the IRS, presenting your response in a manner that the IRS expects, and understanding IRS timelines have increased in importance. What to do when you find your client faced with the inability to pay the amount the IRS is demanding. Walk through the pathway of the notice response. What to do about that levy and resolution with the IRS, delayed payment plans, installments, or the Offer in Compromise. The IRS has become faceless and nameless. This course will work through proven strategies to help your client find confidence and comfort in the process. Presented by speakers with decades of practical experience in dealing with the IRS in audits and collections. Invaluable to both the new or seasoned tax professional.


(not included with the Magic Week package):

Technology 3.1: The Next Step in Making your Practice Technologically Savvy
(Optional session, Monday Dec. 11, 8:00 AM - 11:45 AM)
Where does a practitioner go to understand the complexities of dealing with technology in their practice? We will study the real world issues of dealing with the adaption of technology to solve practice issues.
 • Is it time to take my practice into the cloud or is it just another thunderstorm?
 • The mobility of data access and the handheld computer: smart phones, tablets, and notebooks
 • Advances in the world of manipulating documents and work papers 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 with little or no paper
 • Operating systems Windows, Mac, Linux: How to keep up with all the changes

2017 Tax Updates and Hot Tax Planning Tips
(Optional session, Monday Dec. 11, 8:00 AM - 11:45 AM)

This 4-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 2017 and beyond.

Ethics for the Tax Professional
(Optional session, Monday Dec. 11, 12:45 PM - 2:30 PM)

The Office of Professional Responsibility (OPR) has been very busy, ensuring that Circular 230 Practitioners (that's us) 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 with Circular 230 rules. Meets CTEC criterion for the 2 hour ethics requirement.

Ethics for Florida CPAs
(Optional session, Monday Dec. 11, 12:45 PM - 4:30 PM)

This class meets the CPE ethics requirements for the Florida State Board of Public Accountancy. This course addresses the major aspects and recent changes related to the Rules of Professional Conduct as they affect the CPA in public practice and in industry.



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

View the Magic Week registration page for complete CPE information including fields of study, level, CPE credits; and event schedule with session choices. Delicious breakfast, lunch, and break refreshments are included with the registration price!

Learn more about all Gear Up CPE Conferences.

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: $949
Early Bird Save $50 with Early Bird
Early Bird expires July 1, 2017
Premier Package Save up to $228 with Premier or up to $379 with Premier Plus!

Disney's Yacht Club Resort
Disney's Yacht Club Resort is a lakeside Disney Deluxe Resort featuring lush landscaping and the formal grace of a grand New England yacht club.
Special room rate of $175 available three nights before through three nights after the conference and includes free high-speed internet as well as unlimited use of fitness facilities. Call hotel at 407.939.4686 and mention Gear Up. Price valid for a limited time, or until room block sells out.

Book your hotel room and get discount Theme Park tickets (available online through Disney).
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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