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Scottsdale Conference 2016 Info

  • Overview
  • Accommodations
  • Schedule
  • Registration
  • Area Highlights
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Welcome to Scottsdale!

Global CPE is proud to host this oasis conference at the Plaza Resort! As we near the end of our conference year which has taken us from the West Coast shoreline to the East Coast mountains, no conference year would be complete without a visit to the majestic beauty of the Southwestern desert. Join us as we bring you some of the most qualified and knowledgeable speakers in today's industry. Learn from Michael Morgan, Arthur Werner, Frank Ryan, and Anthony Rocca as they present an in-depth look at Tax, Accounting, Auditing, Financial and Economic issues facing today's Certified Public Accountants, Enrolled Agents and Tax Preparers. Whether you're brushing up on your Accounting and Auditing skills, or digging into Taxation, our instructors have the knowledge to answer your questions. Register today and join us at the Global CPE conference where work and relaxation come together..

 

Where Work And Relaxation Come Together!

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Class Dates: 10/17/16 - 10/21/16 

The Scottsdale Plaza Resort 

7200 N. Scottsdale Rd. 
Scottsdale, AZ 85253
Phone: 480-948-5000
Website:  www.scottsdaleplaza.com

Room Rates:  Starting at $ 180.00
Resort Fee: Waived for Global CPE blocked rooms
Parking Rates:  Complimentary Parking  

Discount Group Code: Global CPE

Click For Discount Registration

Or call the toll free number for reservations is: 1-800-832-2025 To ensure they receive the group rate you can use discount code Global CPE to register and receive your discount. Rooms must be reserved by September 16th, 2016 to get our discounted room rates

Scottsdale Plaza Resort is located on bustling Scottsdale Road, moments from the restaurants, shops and art galleries of Old Town Scottsdale, the neighbors become a memory once you step into the elegant Spanish Mediterranean lobby. The resort’s meticulously landscaped grounds — filled with desert flowers and shrubs, 50-foot palms and eucalyptuses and fragrant seasonal plantings are encircled by views of Camelback Mountain and Mummy Mountain. The Sonoran Desert is one of the most diverse environments on earth. With over 100 species of reptiles, 60 mammals, 350 birds, and 2,000 plants making a home in the desert, you never know what you’ll run into out here! Scottsdale is proud to call over 30,000 acres of this landscape their “backyard”. Scottsdale’s McDowell Sonoran Preserve has six trailheads, over 100 miles of trails to see and explore and unfurls along the eastern edge of the city. Want a different point of view? Take to the skies to get a higher vantage point of the Sonoran Desert, Sedona Red Rocks, and the Grand Canyon! Whether you prefer to float around in a balloon, cruise in a helicopter, or even land on a lake, there is something here for everyone. Register today and join us at the Global CPE conference where work and relaxation come together.

Class dates 10/17/16 - 10/21/16

Class Schedule

All courses begin at 7:30am and conclude at 1pm to allow you and your guest time to enjoy the excitement of Scottsdale. A continental breakfast and break will be provided throughout the conference for your convenience. Pick the courses you wish to attend, sit back, relax, and enjoy learning with Global CPEs Instructors. Make your reservation today!

 

 

Registration

Sunday, October 16th, 2016

 

Once information is available it will be posted here.

Accounting & Auditing for Tax Practitioners

Day 1 -  Monday  10/17/2016 

Speaker: Michael Morgan

NASBA Category: (3) Accounting & (3) Auditing

Class Times: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: Experience in accounting & reporting

Course Level: Update

Course Description: Designed for all tax practitioners, this course will furnish you with the latest accounting and reporting updates of recent standard setting activities at the PCC, FASB, ASB, and ARSC. And since for many tax practitioners, compilation, preparation, and review engagements also make up a substantial part of their overall professional practice, this course reviews the authoritative standards and guidance for performing these types of engagements found in SSARS No. 21, Clarification and Re-codification.

Learning Objectives—At the completion of the course, the student will:
• Come up to speed on recent standard setting activities at the PCC, FASB, ASB, and ARSC.
• Review the new revenue recognition standard and guidance.
• Be aware of where we stand regarding lease accounting.
• Be familiar with the PCC and FASB's new Private Company Decision-Making Framework.
• Understand and apply the authoritative standards and guidance for performing and reporting on compilation, preparation, and review engagements found in SSARS No. 21, Clarification and Re-codification.

Future Financial Trends

Day 1 - Monday 10/17/2016

Speaker: Frank Ryan

NASBA Category: Finance & Economics

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

Critical Issues Facing CPA's

Day 2 - Tuesday 10/18/2016

Speaker: Michael Morgan

NASBA Category: Accounting/Auditing

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: Experience

Course Level: Update

Course Description: Designed for all tax practitioners and accountants, this course will furnish you with the latest concerns, fears and outlooks of some of the leading forecasters.. Many practitioners not only plan for the future of their tax business , but also assist their clients in business and personal financial planning and forecasting. These undertakings are also making up a substantial part of their overall professional practice, This course reviews some of the latest information, sources and forecasts for economic, demographic and social trends.

Learning Objectives—At the completion of the course, the student will:
• Come up to speed on recent concerns of fellow practitioners.
• Review the latest forecasts.
• Be aware of policy, planning, recruitment and other issues which these changes will trigger.
• Facilitate lively discussion among those in attendance to forge forward in our changing profession.

Perplexing Financial & Economic Issues for the CFO/Controller

 

Day 2 - Tuesday 10/19/2016

Speaker: Frank Ryan

NASBA Category: Finance & Economics

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

Individual Federal Tax Update

Day 3 - Wednesday 10/19/2016

Speaker: Arthur Werner

NASBA Category: Taxes

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

Complete Guide to Retirement Plans

Anthony Rocca, Global CPE


Day 3 - Wednesday 10/19/2016

Speaker: Anthony Rocca

NASBA Category: Taxes

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: More and more practitioners are expanding their practices by offering retirement planning advisory services. This course focuses on a variety of issues dealing with IRAs and qualified retirement plans. When practitioners understand the advantages and disadvantages of IRAs and qualified retirement plans, as well as the tax implications and designs of these plans, they are better equipped to meet their clients’ needs.

OBJECTIVE: To focus on a variety of issues related to IRAs and qualified retirement plans to enable practitioners to better meet each client’s needs.   

HIGHLIGHTS:

  • Regular IRAs 
  • Roth IRAs 
  • Education Savings Accounts 
  • SIMPLE IRAs 
  • SEPs 
  • Basics of qualified plans 
  • Defined benefit pension plans 
  • Defined contribution plans 
  • 401(k) plans, including Roth 401(k)s
  • Choosing the best plan for each client 
  • Minimum distribution rules
Fringe Benefit Planning for 2016 and Beyond

 

Day 4 - Thursday 10/20/2016

Speaker: Arthur Werner

NASBA Category: Taxes

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

Business Tax Update - Fresh News Business Tax Update

Bradley Burnett, Global CPE


Day 4 - Thursday 10/20/2016

Speaker: Bradley Burnett

NASBA Category: Taxes

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

OBJECTIVE: 

HIGHLIGHTS:

Complete Trusts Workshop

Day 5 - Friday 10/21/2016

Speaker: Anthony Rocca

NASBA Category: Taxes

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
 Live Group NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  AR-401 6 Anthony Rocca

A Practical Guide to Trusts

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.

OBJECTIVE:
To provide a practical understanding of when and how to implement and operate a trust in a client’s financial, estate, and/or asset protection plan. 

HIGHLIGHTS:

  • The role of the trustee and how to avoid problems 
  • How to use trusts to avoid probate 
  • How revocable living trusts are affected by income, gift, and estate taxes 
  • Marital deductions and marital and bypass trusts 
  • How an irrevocable trust can be the center of an estate plan 
  • Advantages of an irrevocable life insurance trust 
  • How to create a dynasty trust 
  • Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool 
  • Trust options to provide security for older clients 
  • Advantages, tax consequences, and limits on charitable contributions and private foundations 
  • Charitable remainder and charitable lead trust issues
  • How trusts can serve as asset protection devices 
  • Business trust issues
Economic Rescue - 12 to 1 Waste Factor

Day 5 - Friday 10/21/2016

Speaker: Davis Jakson

NASBA Category: Accounting / Auditing Fraud

Class Time: 7:30am - 1:00pm

CPE Credit Hours: 6

Prerequisites: Is there a program that the participant must take before attending this program, or is there knowledge they must already have: No

Course Level: Update

Course Description: 

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
 Live Group NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  DJ-101 6 Davis Jackson

 

OBJECTIVE:

HIGHLIGHTS:

Teach for us

 

Global CPE is seeking talented and energetic speakers and authors for various CPE and CFP programs, including multi-day seminars, conferences, webinars, self study courses, and in-house corporate training.

Study fields include accounting, auditing, corporate finance, computer applications and technology, ethics, estate and financial planning, government and nonprofit, management and human resources, and  taxes.

Speakers and authors should have a proven track record of being a strong presenter of technical guidance for CPAs. Individuals must be current in their field of expertise. Or, if applicable, current on Accounting and Auditing industry standards and pronouncements or the Internal Revenue Code. Live Speakers for seminars, conferences, and webinars also must be willing to travel.

If you are interested in teaching for Global CPE, please complete the questionnaire below. After we’ve reviewed your materials, we’ll contact you if we believe your experience and skills could be a good fit for us.
 


Application to Teach for Global CPE

In addition to filling out the application form, please upload a copy of your resume and a video sample of a live presentation, webinar, or sample chapters of a self-study course you’ve written.

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Scottsdale:

Scottsdale truly has something for everyone – discover Native American and cowboy cultures, view incredible art galleries, visit luxurious spas, shop in unique specialty shops, enjoy outdoor recreation, or taste world-class dining choices at local restaurants.  From rolling-green fairways to cactus-studded desert layouts, Scottsdale offers golfers nearly 200 courses to choose from. You can enjoy the birds-eye view of hot air ballooning, raft local rivers, go off-roading on a Sonoran Desert tour, horseback ride, or join a desert Eco tour. If you’re looking for a more relaxing activity, visit the Desert Botanical Garden where you’ll see more than 50,000 arid-land plants from deserts around the world. You’ll also learn about conservation issues, desert living, plants and wildflowers, and the people of the Sonoran Desert.

In downtown Scottsdale, you’ll find retail and specialty shops featuring Southwest art and jewelry, Western Wear, antiques, and high-end design and fashion boutiques. Discover some of Scottsdale’s unique attractions, including Taliesin West, Frank Lloyd Wright’s personal home and architectural campus or get a taste of what it was like to live in a frontier town, head to the Rawhide Wild West Town & Steakhouse.

Click on the link for more fun filled adventure: http://www.experiencescottsdale.com/

Global CPE offers registration discounts to organizations that send 3 or more people to a resort conference.
Attendees can choose the same or different resort conference destinations and still qualify for the group discount.

5% Discount with 3-5 Attendees.
10% Discount with 6+ Attendees.

To Receive Discount - Update your cart with desired quantity.

Please call 800.460.4110 to speak to a conference specialist today. Call - Text - Email or 24/7 Global CPE Customer Support Hotline.

Days CPE Credits Reserve Early Regular Fee Purchase Now
0 -  For Email Discount Purchase 3 Days or More
1 Day 6 + 2 399.00 499.00 RESERVE NOW
2 Days 12 + 4 599.00 799.00 RESERVE NOW
3 Days 18 + 6 899.00 1,099.00 RESERVE NOW
4 Days 24 + 8 999.00 1,199.00 RESERVE NOW
5 Days 30 + 10 1,099.00 1,299.00 RESERVE NOW

 

 


CPE Customer Support Available 24/7

 Call or Text Message 813.638.5985
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