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

Our CPE Partners

CPA Site Solutions is affiliated with the following CPE providers:

• CPE Link
• Jennings Seminars
• NCI

Other Endorsed CPE Providers

• The Progressive Accountant Learning Center

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.

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

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

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

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

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

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:

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:

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

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

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