| All Past 2018 Conferences and CPE Courses | ||||||
| Date | Conference / CPE Title | Course ID | Discussion Leader | Location | Category | |
| May | ||||||
DETAILS | May 17 | Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies | CYCT | Robert Thelen, AICPA | Hampton Inn, Kearney | TX |
DETAILS | May 18 | Reviewing Pass-Through Tax Returns: What Are You Missing? | RPTR | Robert Thelen, AICPA | Sandhills Convention Ctr., North Platte | TX |
DETAILS | May 22 | Tax Cuts and Jobs Act: A Complete Analysis | TCJA | Bradley P. Burnett, J.D., LL.M | Mahoney State Park, Ashland | TX |
DETAILS | May 23 | Business (and Real Estate, Farm or Ranch) Succession Planning - Saving the Goose that Lays the Golden Egg | SPU | Bradley P. Burnett, J.D., LL.M | Mahoney State Park, Ashland | TX |
DETAILS | May 31 | Accounting and Auditing of NPOs | AANP | Paul H. Koehler, CPA | Mahoney State Park, Ashland | AA |
| June | ||||||
DETAILS | June 01 | Single Audits Under OMB's Uniform Guidance | SAUG | Paul H. Koehler, CPA | Mahoney State Park, Ashland | AA |
DETAILS | June 04 | FASB's "Big 3" - Revenue Recognition, Leases, and Financial Instruments | FSBT | Jeff Lieman, Surgent | German American Society, Omaha | AA |
DETAILS | June 05 | Compilations, Reviews, And New Preparations: Engagement Performance and Annual Update | CRAU | Jeff Lieman, Surgent | German American Society, Omaha | AA |
DETAILS | June 06 | The Anatomy of Resolving State and Local Tax and Incentive Audits, Claims and Appeals - Morning Course | RSLT4 | Nick Niemann & Matt Ottemann, McGrath North Law Firm | German American Society, Omaha | TX |
CANCELED | June 06 | Peer Review Prep Course - Afternoon Course Canceled | PRP4 | Jodi Rinne, HSMC Orizon LLC | German American Society, Omaha | AA |
DETAILS | June 11 | Audits of 401(k) Plans: New Developments and Critical Issues For An Effective and Efficient Audit | AFPL | Daryl Krause, Surgent | Mahoney State Park, Ashland | AA |
DETAILS | June 12 | Accounting, Audit, and Attest Update For Practitioners With Small-Business Clients | SMBP | Daryl Krause, Surgent | Mahoney State Park, Ashland | AA |
CANCELED | June 14 | Estate and Financial Planning for Generations X and Y Canceled | EPXY | Anthony Rocca, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | June 15 | Estate and Financial Planning for the Soon Retiring Baby Boomer Client | BABY | Anthony Rocca, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | June 18 | Advanced Excel - Reporting - Best Practices, Tools and Techniques - Morning Course | EXR4 | Steve Phelan, K2 Enterprises | German American Society, Omaha | MA |
DETAILS | June 18 | Top PDF Features You Should Know - Afternoon Course | TPF4 | Steve Phelan, K2 Enterprises | German American Society, Omaha | MA |
DETAILS | June 19 | Small Business Internal Controls, Security, and Fraud Prevention and Detection | ITC | Steve Phelan, K2 Enterprises | German American Society, Omaha | AA |
DETAILS | June 21 | Ethical Conduct For CPAs In Today's Changing Practice Environment - Morning Course | ETH4 | Bryan Slone, CPA | Gering Civic Center, Gering | ET |
DETAILS | June 21 | 2018 Mid Year Tax Update - Afternoon Course | MYTU4 | Bradley P. Burnett, J.D., LL.M | Gering Civic Center, Gering | TX |
DETAILS | June 22 | Tax Cuts and Jobs Act: A Complete Analysis | TCJA | Bradley P. Burnett, J.D., LL.M | Gering Civic Center, Gering | TX |
DETAILS | June 27 | 22nd Annual Not-For-Profit Conference | NFPC | Various | The Cornhusker, Lincoln | CN |
CANCELED | June 27 | Advising Religious Organizations and Churches: A Holistic Approach to Tax and Compliance Issues (Co-Sponsored with the IA Society of CPAs) Canceled | AROC-WEB | Chuck Borek, CPA, JD | Webcast 8:00 AM to 4:00 PM | TX |
DETAILS | June 28 - 29 | 37th Annual Governmental Nebraska Accounting & Auditing Conference | GAAC | Various | The Cornhusker, Lincoln | CN |
| July | ||||||
DETAILS | July 09 | Auditing Employee Benefit Plans | EBPE | Randy Dummer, AICPA | Mahoney State Park, Ashland | AA |
DETAILS | July 11 | Audits of Nebraska School Districts | ASD | Julie D. Bauman, CPA & Marcy J. Luth, CPA | Fairfield Inn & Stes, Grand Island | AA |
DETAILS | July 12 | The Best Estate and Financial Planning Topics for 2018 | BEST | Arthur Werner, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | July 13 | The Complete Guide to Nebraska and Iowa Inheritance Taxation | NIDT | Arthur Werner, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | July 16 | Smart Tax Planning Strategies for Individuals - Morning Course | CYCT4 | Michael Frost, AICPA | Fairfield Inn & Stes, Grand Island | TX |
DETAILS | July 16 | IRS Disputes: Identifying Options for Your Client - Afternoon Course | DIRS4 | Michael Frost, AICPA | Fairfield Inn & Stes, Grand Island | TX |
DETAILS | July 17 | Form 990: Mastering Its Unique Characteristics | EO-F990 | Michael Frost, AICPA | Fairfield Inn & Stes, Grand Island | TX |
DETAILS | July 18 | Multi-State Taxation | MSTC | Heather Pemberton, CPA | German American Society, Omaha | TX |
DETAILS | July 23 | Fiduciary Income Tax Returns - Form 1041 Workshop w/ Filled -in Forms | 1041 | John Kilroy, Surgent | German American Society, Omaha | TX |
DETAILS | July 24 | Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions | TDAP | John Kilroy, Surgent | German American Society, Omaha | TX |
DETAILS | July 25 | Transforming Your Role as Controller to Business Partner | COBP | James Lindell, AICPA | Mahoney State Park, Ashland | MA |
DETAILS | July 26 | Analytics and Big Data For Accountants | DAAN | James Lindell, AICPA | Mahoney State Park, Ashland | MA |
| August | ||||||
DETAILS | August 02 | Accounting and Reporting for Not-for-Profit Organizations | FSNPO | James Buckley, AICPA | Mahoney State Park, Ashland | AA |
DETAILS | August 03 | Form 990: Exploring the Form's Complex Schedules | F990A | James Buckley, AICPA | Mahoney State Park, Ashland | TX |
DETAILS | August 06 | Financial Planning Concepts and Techniques- Beyond the Basics | FPCT | Arthur Werner, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | August 07 | Asset Protection Strategies | APSX | Arthur Werner, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | August 17 | Peer Review Prep Course - Morning Course | PRP4 | Jodi Rinne, HSMC Orizon LLC | Fairfield Inn & Stes, Grand Island | AA |
DETAILS | August 17 | Ethical Conduct For CPAs In Today's Changing Practice Environment - Afternoon Course | ETH4 | Bryan Slone, CPA | Fairfield Inn & Stes, Grand Island | ET |
DETAILS | August 20 - 21 | Audit Skills Training Level 3 | 3AUD | Jennifer F. Louis, Surgent | Mahoney State Park, Ashland | AA |
DETAILS | August 23 | Understanding and Creating an Internal Control Structure | UCIC | Karl Egnatoff, Phoenix Beach | Mahoney State Park, Ashland | AA |
DETAILS | August 24 | The Importance of Security for Digital Information - Morning Course | ISDI4 | Karl Egnatoff, Phoenix Beach | Mahoney State Park, Ashland | AA |
CANCELED | August 24 | An Overview of the COSO Enterprise Risk Management Framework - Afternoon Course Canceled | OCRU4 | Karl Egnatoff, Phoenix Beach | Mahoney State Park, Ashland | AA |
DETAILS | August 30 | Integrating Audit Data Analytics into the Audit Process | AUDA | Robert Minniti, AICPA | Mahoney State Park, Ashland | AA |
DETAILS | August 31 | Cybersecurity Risk Management Program Essentials - NEW! | CRMP | Robert Minniti, AICPA | Mahoney State Park, Ashland | AA |
| September | ||||||
DETAILS | September 05 | Accounting and Auditing Update for the Real World | AARW | Jim Martin, Real World Seminars of Georgia, LLC | Mahoney State Park, Ashland | AA |
DETAILS | September 06 | Revenue Recognition The New Perspectives | RRNP | Jim Martin, Real World Seminars of Georgia, LLC | Mahoney State Park, Ashland | AA |
DETAILS | September 07 | The New Leasing Standard: It's Here and It's Huge | NLSH | Jim Martin, Real World Seminars of Georgia, LLC | Mahoney State Park, Ashland | AA |
DETAILS | September 13 | CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting | PLFB | Art Pulis, Surgent | Mahoney State Park, Ashland | MA |
DETAILS | September 14 | Current Developments and Best Practices For Today's CFOs and Controllers | TCFO | Art Pulis, Surgent | Mahoney State Park, Ashland | MA |
DETAILS | September 17 | Financial Storytelling: The Key in Growing Your Organization to the Next Level | FSGO | Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute | Mahoney State Park, Ashland | MA |
DETAILS | September 18 | MBA: Key Concepts of Performance Management | MPM | Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute | The Cornhusker, Lincoln | MA |
DETAILS | September 19 | MBA: Key Concepts of Business Strategy | MBS | Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute | The Cornhusker, Lincoln | MA |
DETAILS | September 20 | Compilations, Reviews, And New Preparations: Engagement Performance and Annual Update | CRAU | Michael Morgan, Surgent | Mahoney State Park, Ashland | AA |
DETAILS | September 21 | Annual Accounting and Auditing Update | ACAU | Michael Morgan, Surgent | Mahoney State Park, Ashland | AA |
CANCELED | September 24 | Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools Canceled | EBPD | Anthony Rocca, Werner Rocca | Mahoney State Park, Ashland | TX |
CANCELED | September 25 | Making the Best of Bad Situations Canceled | BADX | Anthony Rocca, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | September 27 | Construction Contractors Advanced Issues | CCAI | Bruce Shepard, AICPA | Fairfield Inn & Stes, Grand Island | AA |
DETAILS | September 28 | Real World Fraud in Today's Small-to Medium-Sized Entities | FSME | Bruce Shepard, AICPA | Fairfield Inn & Stes, Grand Island | AA |
| October | ||||||
DETAILS | October 04 - 05 | AHI - Semi-Senior Staff Training - Level II | SST | Bruce Dunn, AHI Associates | Mahoney State Park, Ashland | AA |
DETAILS | October 11 | Understanding the Complexities of Fraud in Order to Develop Ways to Mitigate Risk | UCFR | Karl Egnatoff, Phoenix Beach | German American Society, Omaha | AA |
DETAILS | October 12 | Implementing and Maintaining an Internal Control System | IMIC | Karl Egnatoff, Phoenix Beach | German American Society, Omaha | AA |
DETAILS | October 16 | Year-End Tax Planning: Thinking Outside the Box | YETP | Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC | German American Society, Omaha | TX |
DETAILS | October 17 | Capitalization, Expensing & Depreciation After Tax Reform | CEDT | Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC | German American Society, Omaha | TX |
DETAILS | October 18 | A New Look at Choice of Entity and the Flow-Through §199A Deduction | NCED | Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC | German American Society, Omaha | TX |
DETAILS | October 19 | Non-Profit Accounting and Financial Reporting | NAFR | Paul H. Koehler, CPA | The Cornhusker, Lincoln | AA |
DETAILS | October 22 | 2018-19 One Day Federal Tax Update - Individual, Business & Corporate | H1TU | Vern Hoven, Hoven Tax Seminars | The Cornhusker, Lincoln | TX |
DETAILS | October 24 | Complete Guide to Payroll Taxes and 1099 Issues | CGPT | Brent McClure, Surgent | Mahoney State Park, Ashland | TX |
DETAILS | October 25 | Winning the Fraud Battle In The Digital Age: Prevention and Detection | CFVV | Brent McClure, Surgent | Mahoney State Park, Ashland | AA |
DETAILS | October 26 | Ethical Conduct For CPAs In Today's Changing Practice Environment - Morning Course | ETH4 | Bryan Slone, CPA | The Cornhusker, Lincoln | ET |
DETAILS | October 29 | Buying and Selling A Business: Critical Tax and Structuring Issues | SELL | John Evanich, Surgent | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | October 30 | Multistate Tax Update | MSTU | John Evanich, Surgent | Quarry Oaks Golf Club, Ashland | TX |
| November | ||||||
DETAILS | November 05 - 06 | 18th Fall Conference - 11/5/18 - 11/6/18 | FALL | Various | Embassy Suites Conference Center, LaVista | CN |
DETAILS | November 08 | Tax Advisors Update - (Co-Sponsored with the IA Society of CPAs) | TAU | Chris Hesse, CliftonLarsonAllen | Delta Hotel (previously the Marina Inn, South Sioux City) | TX |
DETAILS | November 19 | Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes | NXUP | Pamela Davis-Vaughn, AICPA | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | November 20 | Corporate Tax Workshop: Get Ready for Busy Season | CWRK | Pamela Davis-Vaughn, AICPA | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | November 26 | Taxation of Individuals Living Abroad and Foreign Nationals Living in the US | TILA | Peter Towle, AICPA | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | November 27 | Annual Tax Update: Corporations and Pass-Through Entities | ATCP | Peter Towle, AICPA | Quarry Oaks Golf Club, Ashland | TX |
| December | ||||||
DETAILS | December 03 - 04 | 2018-19 Two Day Federal Tax Update - Individual, Business & Corporate | H2TU | Vern Hoven, Hoven Tax Seminars | Embassy Suites Conference Center, LaVista | TX |
DETAILS | December 05 | Advanced Critical Tax Issues for Limited Liability Companies and Partnerships | ACTL | Edgar Gee, Surgent | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | December 06 | Advanced Critical Tax Issues for S Corporations | ACTS | Edgar Gee, Surgent | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | December 10 | The New Revised Yellow Book - Government Auditing Standards - NEW! | NRYB | Paul H. Koehler, CPA | Quarry Oaks Golf Club, Ashland | AA |
DETAILS | December 11 | Government Accounting & Auditing Update | GAAU | Paul H. Koehler, CPA | Quarry Oaks Golf Club, Ashland | AA |
DETAILS | December 12 | How to Craft Your Pitch | HTC1 | Elizabeth Hallgren, Verde Martin | Webinar | TX |
DETAILS | December 13 | Helping Your Client Understand Tax, Financial, and Estate Planning Strategies Under the New Tax Act | PSNA | Shelli Huston, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | December 14 | The Complete Guide to IRC Section 1031 Tax-Deferred Exchanges - Morning Course | 1031-4 | Shelli Huston, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | December 14 | Multistate Income Taxation Issues - Afternoon Course | MITI4 | Shelli Huston, Werner Rocca | Mahoney State Park, Ashland | TX |
DETAILS | December 17 | Construction Contractors Seminar - Morning Course | CCS4 | Steve Drzaic & Megan Ferris, Nebr. Dept. of Revenue | Mahoney State Park, Ashland | TX |
DETAILS | December 17 | Ethical Conduct For CPAs In Today's Changing Practice Environment - Afternoon Course | ETH4 | Bryan Slone, CPA | Mahoney State Park, Ashland | ET |
DETAILS | December 17 | Build Your Brand | BYB1 | Elizabeth Hallgren, Verde Martin | Webinar | TX |
DETAILS | December 18 | Mastering the Fundamentals of Estate and Gift Tax Planning | MFEP | John Sherrick, Surgent | Quarry Oaks Golf Club, Ashland | TX |
DETAILS | December 19 | Efficient and Effective Form 1040 Review: The Next Step For Valuable Staff | ERTW | John Sherrick, Surgent | Quarry Oaks Golf Club, Ashland | TX |
