June 2010

As a CPA, you can be a key member of your client’s “estate planning team.” You can help develop estate planning programs with your clients in order to preserve and manage family wealth, including closely-held business interests as well as investment assets.

With the “estate and GST tax gap” in 2010 and uncertainty as to new legislation and its impact on estate planning, all plans of families with significant wealth should be reviewed and likely updated or improved.

To help you get up to speed on estate planning, valuation and pass-through entities, CPE Link is offering a trio of live webcasts taught by veteran estate planner, Owen Fiore, JD. Owen brings 40+ years of tax and estate planning practice experiences, dealing with new imperatives in Estate Planning, Valuation planning for family wealth (including closely-held businesses), and the best uses of Pass-Through Entities (FLPs, LLCs and S Corporations). Owen provides comprehensive materials for each presentation with references to current case law.

The July schedule include:

7/16: Estate Planning for 2010 and Beyond

7/26: Using Valuation Concepts & Issues in Tax Planning

7/28: FLPs, LLCs and S Corporations

Register for the 3 course Family Wealth Preservation Value Bundle and save! Earn 12 CPE hours.


Just like CPAs, Enrolled Agents must take CPE. And while fewer hours are required, the requirements are very specific. According to the Office of Professional Responsibility of the IRS, “to qualify for continuing professional education credit, a course of learning must be designed to enhance an enrolled agent’s professional proficiency in Federal taxation or Federal tax related matters.” CPE Link has over 70 such programs offered in live webcast format. A handful of self-study courses are available as well.

EAs also have an ethics requirement to fulfill, specifically a two hour course that reviews Treasury Circular 230. CPE Link currently offers a self-study course that qualifies and is developing some live webcasts on Circular 230 as well.

CPE Link would like to better serve the EA community and enable them to conveniently meet all their continuing professional education requirements including ethics/professional conduct hours. We have recently created a special EA page listing all of our EA programs.

And to help EAs meet get their CPE as economically as possible, CPE Link has just released the EA Value Pass! The Enrolled Agent Value Pass program is designed to help EAs take CPE at a great savings. Value Pass users can choose the number of CPE hours they want in live webcast, self-study, or both. The EA Pass is valid for a full year.

Keeping up to date on all the changes in the accounting world just got easier!

Introducing the Quarterly Accounting and Auditing Update Reference Guide written by Patricia L. Williams, CPA, MS.

This new, one-of-a-kind reference system is designed to provide quarterly updates of new standards from the AICPA’s Auditing Standards Board and Accounting and Review Services Committee, from the Financial Accounting Standards Board and from other standard-setting committees and organizations.

The Reference Guide contains the important requirements of recently issued pronouncements and, most importantly, examples in selected pronouncements to help you apply the requirements in practice.

Focusing on accounting, auditing and reporting issues with wide practice applications, this reference aid will benefit non-governmental accountants in public accounting and private industry.

The Reference Guide is available for download in PDF format and may be reproduced on an unlimited basis for use within the office of subscriber. When you subscribe you will receive access to an initial copy plus three completely updated quarterly guides covering one year. Each quarterly Reference Guide will contain a topical index and include the following updates:

  • Pronouncements that become effective in the current quarter
  • Pronouncements that will become effective within the next year
  • Proposed pronouncements with wide practice application
  • Other issues of interest to the accounting professional

Get yours today!