Links

State Offices

Below you will find links to all 50 state boards of accountancy, a compiled list of Societies and Associations related to the accounting industry, and a short list of CPE providers that we know well and gladly endorse.

State Boards of Accountancy

Compiled List of State CPA and Accounting Societies and Associations

  • Alabama Association of Accountants
  • Alabama Society of CPAs
  • Alaska Society of CPAs
  • Arizona Society of CPAs
  • Arizona Society of Practicing Accountants
  • Arkansas Society of CPAs
  • California Society of Accounting and Tax Professionals
  • California Society of CPAs
  • Colorado Public Accountants Society
  • Colorado Society of CPAs
  • Connecticut Society of CPAs
  • Delaware Society of CPAs
  • District of Columbia Greater Washington Society of CPAs
  • Florida Institute of CPAs
  • Georgia Association of Accounting and Tax Professionals
  • Georgia Society of CPAs
  • Hawaii Association of Public Accountants
  • Hawaii Society of CPAs
  • Idaho Association of Public Accountants
  • Idaho Society of CPAs
  • Illinois CPA Society
  • Illinois Independent Accountants Association
  • Indiana CPA Society
  • Iowa Accountants Association
  • Iowa Society of CPAs
  • Kansas Public Accountants Association
  • Kansas Society of CPAs
  • Kentucky Society of CPAs
  • Louisiana Society of CPAs
  • Louisiana Society of Independent Accountants
  • Maine Society of CPAs
  • Maryland Association of CPAs
  • Maryland Society of Accountants
  • Massachusetts Association of Public Accountants
  • Massachusetts Society of CPAs
  • Michigan Association of CPAs
  • Michigan Independent Accountants Association
  • Minnesota Association of Public Accountants
  • Minnesota Society of CPAs
  • Mississippi Society of CPAs
  • Missouri Society of Accountants
  • Missouri Society of CPAs
  • Montana Society of CPAs
  • Nebraska Society of CPAs
  • Nevada Society of CPAs
  • New Hampshire Society of CPAs
  • New Jersey Association of Public Accountants
  • New Jersey Society of CPAs
  • New Mexico Society of CPAs
  • New Mexico Society of Public Accountants
  • New York State Society of CPAs
  • North Carolina Association of CPAs
  • North Dakota Society of Accountants
  • North Dakota Society of CPAs
  • Ohio Society of CPAs
  • Oklahoma Society of CPAs
  • Oklahoma Society of Public Accountants
  • Oregon Association of Independent Accountants
  • Oregon Society of CPAs
  • Pennsylvania Institute of CPAs
  • Pennsylvania Society of Public Accountants
  • Rhode Island Association of Public Accountants
  • Rhode Island Society of CPAs
  • Society of California Accountants
  • South Carolina Association of CPAs
  • South Carolina Society of Accountants
  • South Dakota CPA Society
  • Tennessee Association of Public Accountants
  • Tennessee Society of CPAs
  • Texas Association of Financial and Tax Specialist
  • Texas Society of CPAs
  • Utah Association of CPAs
  • Vermont Society of CPAs
  • Virginia Accountants Society
  • Virginia Society of CPAs
  • Washington Association of Accountants
  • Washington Society of CPAs
  • West Virginia Public Accountants Association
  • West Virginia Society of CPAs
  • Wisconsin Institute of CPAs
  • Wyoming Association of Public Accountants
  • Wyoming Society of CPAs
  • Our CPE Partners

    CPA Site Solutions is affiliated with the following CPE providers:

    Other Endorsed CPE Providers

    To add your website to this list please contact brian.oconnell@cpasitesolutions.com. Please allow a few weeks so we can review your site. If you want a CPE endorsement it may take longer than that. Anyone may post events here, but we will not endorse a CPE provider until we’ve had an opportunity to thoroughly acquaint ourselves with their service.


    admin | July 29, 2010 | no comments
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    CPE Link: Estate Planning for 2010 and Beyond

    Date: Wednesday, August 18, 2010
    Instructor: Owen G. Fiore

    Begin Time:  9:00 am Pacific Time
    10:00 am Mountain Time
    11:00 am Central Time
    12:00 pm Eastern Time
    CPE Credit:  4 hours for CPAs
    Also accepted by CFP Board

    CPAs and other tax and financial practitioners should develop estate planning programs with their 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 must be reviewed and likely updated or improved. The CPA is a key member of the “estate planning team” and can utilize estate planning in 2010 and beyond as a practice development opportunity.

    Who Should Attend
    Practicing CPAs representing families, businesses and investors, CFPs advising families on wealth building and preservation, and estate planning lawyers.

    Topics Covered

  • Uses of marital and non-marital trust planning
  • Insurance trusts, QPRTs, GRATs, grantor trusts
  • Standards of tax practice, IRS compliance initiatives, penalties
  • The role of charitable trust planning
  • Effective uses of multiple entities in planning, including FLPs and LLCs
  • Learning Objectives

  • Understand the 2010 “estate and GST tax gap” and what changes in present estate plans may be necessary to meet client goals, including respecting formula clauses.
  • Recognize the importance of new developments in IRS regulations, rulings and in judicial decisions affecting estate planning.
  • Translate planning alternatives designed to meet family goals into tax savings and effective methods for management succession within the family.
  • Apply planning techniques and entity choices to individual client financial situations, goals and understanding of the plan.
  • Develop communication methods, including via the Preliminary Family Wealth Planning Memo approach, that will assist clients in understanding the estate plan.
  • Demonstrate and illustrate how tax and estate planning techniques and uses of various entities (including trusts) can contribute to wealth preservation.
  • Level
    Intermediate

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (4 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Mint.com for CPAs: What’s In It For You?

    Date: Tuesday, August 17, 2010
    Instructor: Gail Perry

    Begin Time:  9:00 am Pacific Time
    10:00 am Mountain Time
    11:00 am Central Time
    12:00 pm Eastern Time
    CPE Credit:  1 hour for CPAs

    Have you heard about Mint? It’s a web-based financial management site with over 1 million users now. It’s easy to set up and use, and it’s free. So, what does that mean to you and your clients? Find out all about it in this live webcast. Gail Perry, CPA will share with you where Mint came from, what it does for users, and most importantly, what you can do to help your clients who use it.

    Who Should Attend
    Practitioners who would like to learn about Mint and how it may affect their clients.

    Topics Covered

  • Who uses Mint.com? The types of people and small businesses it attracts
  • How does Mint.com work? Signing on, connecting to your accounts, tracking your spending, monitoring credit cards, sharing loan information, entering assets
  • Helping users get the most out of Mint.com: Saving money, improving credit scores, budgeting
  • Using information from Mint.com for tax return preparation: Choosing tax-related information and producing reports
  • Learning Objectives

  • Understand how Mint works and its potential impact on your clients
  • Level
    Basic

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Specialized Knowledge and Applications (1 hour)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Mathematics of Estate Planning

    Date: Tuesday, August 17, 2010
    Instructor: Robert S Keebler

    Begin Time:  12:00 pm Pacific Time
    1:00 pm Mountain Time
    2:00 pm Central Time
    3:00 pm Eastern Time
    CPE Credit:  2 hours for CPAs

    Most practitioners understand the basic advantages of transactions such as GRATs, SCINs, and private annuities. What many do not understand, however, are the quantitative “forces” that make these transactions work. Once understood from a quantitative perspective, it is easier to effectively design a successful overall estate plan.

    During this webcast, we will discuss the mathematics behind the most popular estate planning transactions used today and how these transactions can be used in combination with each other so as to create the perfect hedge against estate and gift taxes.

    Who Should Attend
    Tax practitioners who wish to advise clients on estate planning issues.

    Topics Covered

  • Tax exclusive nature of gift taxes
  • Leveraging of the GST exemption
  • Grantor Retained Annuity Trusts (GRATs)
  • Installment sales to Intentionally Defective Grantor Trusts (IDGTs)
  • Self-Canceling Installment Notes (SCINs)
  • Private Annuities
  • “Tax Burn” SCIN technique
  • Learning Objectives

  • Understand the mathematics behind popular estate planning transactions.
  • Level
    Basic

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (2 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Preparing and Reporting on OCBOA Financial Statements

    Date: Monday, August 16, 2010
    Instructor: Russell Madray

    Begin Time:  10:00 am Pacific Time
    11:00 am Mountain Time
    12:00 pm Central Time
    1:00 pm Eastern Time
    CPE Credit:  2 hours for CPAs (includes 2 Accounting & Auditing hours)

    This webcast is a great way to brush up on the current standards and issues in preparing and reporting on OCBOA financial statements. The course covers the whole spectrum of OCBOA financial statements: accounting standards, engagement and representation letters, disclosure, reporting, and engagement administration.

    Who Should Attend
    Practicing CPAs and CPAs in industry responsible for accounting, financial reporting, and performing compilation and reviews

    Topics Covered

  • OCBOA financial statement accounting issues
  • Financial statement presentation issues
  • OCBOA financial statement disclosures
  • Reporting requirements
  • Learning Objectives

  • Understand the fundamental concepts of OCBOA financial statements
  • Learn effective and efficient techniques for preparing and reporting on OCBOA financial statements
  • Level
    Basic

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Accounting (2 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Mid-year Review of IRS Tax Rulings

    Mid-year Review of IRS Tax Rulings
    Date: Friday, August 13, 2010
    Instructor: John Lawrence

    Begin Time:  8:00 am Pacific Time
    9:00 am Mountain Time
    10:00 am Central Time
    11:00 am Eastern Time
    CPE Credit:  2 hours for CPAs
    Also qualifies for Enrolled Agents

    The topics presented will be a review of the significant tax developments through July 31 and cover important IRS rulings, court cases, and significant legislation. The focus of the presentation will be on small business and individual areas of law.

    Who Should Attend
    Tax practitioners

    Topics Covered

  • IRS rulings
  • Court cases
  • Legislation
  • Learning Objectives

  • Review recent tax developments.
  • Level
    Basic

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Taxes (2 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Tips for Reducing Your (and Your Clients’) Hiring Liability

    Date: Thursday, August 12, 2010
    Instructor: Ken Winters

    Begin Time:  12:00 pm Pacific Time
    1:00 pm Mountain Time
    2:00 pm Central Time
    3:00 pm Eastern Time
    CPE Credit:  2 hours for CPAs

    This webcast will provide a basic a look at key steps you can take to reduce your (and your clients’) hiring liability–while increasing the quality of your applicants.

    Past attendees have commented:

  • “Thanks to both Ken and CPE Link for offering this webinar! Great/appropriate material… Could have gone on for another hour.”
  • “GREAT informative session – thanks!”
  • “I picked up some very useful bits of information which made the hour well worth my time.”
  • “Mr. Winters is an outstanding professional possessing extraordinary presentation skills. I wish I had the course years ago. Thank you!”

    Who Should Attend
    Practitioners who would like an update on best practices in hiring procedures.

    Topics Covered

  • Centralized Management
  • Accurate Job Descriptions And Ads
  • Professionally Constructed Employment Application
  • Separation Of The *Voluntary* Affirmative Action Survey
  • Separation Of The Background Search Consent Form
  • Only Professional And Job Related Interview Questions
  • Diffusion Of Protected Class Voluntary Disclosures
  • Professional Reference Checking
  • Background Checking
  • Social Media And Internet Searching
  • Job Offer Process
  • Lilly Ledbetter Fair Pay Act Of 2009
  • Retention Of Hiring Records
  • Role of Applicant Tracking Systems (ATS)
  • Importance Of Having Professional Help Available When Needed
  • Learning Objectives

  • Understand the issues involved in the hiring process
  • Level
    Basic

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study
    Personnel/HR (2 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Financing Practice Acquisitions: Why Third Party Financing makes Sense

    Date: Thursday, August 12, 2010

    Instructor: Ken Berry


    Begin Time:  10:00 am Pacific Time
    11:00 am Mountain Time
    12:00 pm Central Time
    1:00 pm Eastern Time
    CPE Credit:  1 hour for CPAs

    This webinar will address how the current economy has affected third
    party financing in the tax and accounting industry. In the session we
    will discuss the current accounting practice acquisition lending
    environment, provide an overview of the entire process of securing a
    loan to acquire an accounting firm and address confidential questions
    form participants during the live webinar. Here is what a few attendees
    of this webinar had to say:

  • “ProHorizons’ knowledge and guidance continues to exceed my expectations.”
  • “Financing Practice Acquisitions: Why Third Party Financing
    makes Sense presented a solid conceptual framework on the availability
    of financing in the accounting industry.”
  • “Good system, I found it useful and informative.”

    Who Should Attend
    Practitioners considering acquiring an accounting firm.

    Topics Covered

  • Identification of the typical funding structures
  • A review of normal loan parameters
  • Why you should consider 3rd party financing
  • Why your local bank is not always the best option
  • Timing consideration (How long does the process normally take?)
  • Confidential Q&A session from the audience
  • Learning Objectives

  • Understand how the current economy has affected third party financing.
  • Level
    Basic

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study

    Administrative Practice (1 hour)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: Business, Business Pension, and Employment Tax Update

    Date: Thursday, August 12, 2010

    Instructor: Vern Hoven, William Roos


    Begin Time:  8:00 am Pacific Time
    9:00 am Mountain Time
    10:00 am Central Time
    11:00 am Eastern Time
    CPE Credit:  4 hours for CPAs
    Also qualifies for Enrolled Agents

    IMPORTANT NOTE: There is no teleconference
    (call in) option for this webcast. You will listen to the audio through
    your computer.

    To improve your VOIP audio quality, we recommend using
    a headset since it will perform better with low audio settings. Make
    sure you close all of your applications, browser windows, e-mail
    applications, instant messaging programs such as Yahoo IM, MSN Messenger
    and Skype. These programs use Internet bandwidth and may affect your
    audio quality.

    This webcast will cover the current cases and rulings affecting business and employment taxation.

    Attendees will hear Vern Hoven through a video presentation, view
    synchronized PowerPoint slides and interact live with co-instructor
    William Roos through the use of audience polling questions and Q&A.
    (Note: this material was previously included in the Federal Tax Update
    Part 3 program.)

    Who Should Attend
    All tax practitioners.

    Topics Covered

  • Business changes: Major tax relief
    for businesses in federally declared disaster areas; new amount for §179
    expensing election; new 50% bonus 1st year depreciation; huge new COBRA
    credits; new transportation fringe benefits, even for bikes; new luxury
    auto rules; hobby loss audits expand five-fold; in-depth analysis of
    new NOL rules; major discussion on how to properly compute 6% “phantom”
    deduction for manufacturers, contractors, farmers, etc.; new lives for
    farm equipment; major discussion on health-related
    fringe benefits for S corporations, Schedule C and even partnerships.
  • Federal
    payroll changes: How to eliminate IRS’s new employee-vs-independent
    contractor audits; amazing pro-employer win when using §530 relief; new
    Form 8919 cuts payroll tax in half for employee/independent contractor;
    avoid IRS problems when deducting salaries paid to children;
    understanding the 100% trust fund
    penalty.
  • Business retirement plans: new inflation adjustments
    for 401(k) plans, comparing SEP with SIMPLE-IRAs; simple but effective
    techniques to invest pension funds in real estate; 14 relief provisions
    from 10% early
    withdrawal penalties; are self-directed IRAs permitted?
  • Learning Objectives

  • To enable all tax practitioners to identify and solve client tax problems.
  • Level
    Update

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study

    Taxes (4 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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    CPE Link: The CFO’s Role in Operational Control

    Instructor: John L Daly


    Begin Time:  11:30 am Pacific Time
    12:30 pm Mountain Time
    1:30 pm Central Time
    2:30 pm Eastern Time
    CPE Credit:  2 hours for CPAs

    Being a great accountant alone will not qualify you to be a chief
    financial officer. Effective CFOs are strong business people whose
    knowledge goes well beyond accounting. In this webcast, veteran CFO
    John L. Daly, MBA, CPA, CMA, CPIM covers the CFO’s role in the key
    business area of operational control.

    Who Should Attend
    CFOs and those who aspire to become CFOs.

    Topics Covered

  • The Balanced Scorecard
  • Benchmarking
  • Metrics for control
  • Learning Objectives

  • Understand how to use the Balanced Scorecard and metrics for operational control
  • Understand why benchmarking should be the beginning of your planning process
  • Level
    Intermediate

    Format
    Live webcast

    Instructional Method
    Group: Internet-based

    NASBA Field of Study

    Accounting (2 hours)

    Program Prerequisites
    None

    Advance Preparation
    None

    Register Now


    admin | July 27, 2010 | no comments
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