Buy a 2014 Membership and save 40-50% off our regular prices.
Our live seminar membership for CPAs
allows you take 5 live courses at our Temple University locations at a
54% discount! Once you purchase our membership, you will receive a
personal discount code that gets you access to 5 courses (live seminars
or webcasts) of your choice until December 31st, 2014. You will also
have access to 2-hour webcasts (at no charge)!
Our live seminar membership for attorneys allows you take 2 live
courses at our Temple University locations at a 40% discount! Once you
purchase our membership, you will receive a personal discount code that
gets you access to 2 courses (live seminars or webcasts) of your choice
until December 31st, 2014.
Our live webinar membership for CPAs allows you take 5 live courses
at our Temple University locations at a 50% discount! Once you purchase
our membership, you will receive a personal discount code that gets you
access to 5 full-day webcasts of your choice. You will also have access
to 2-hour webcasts (at no charge)!
See our website for details! Note: there are a limited number of memberships available so act now.
International Financial Statement Analysis Presenter: Dr. Regan Carey, CPA Saturday, May 17th, 2014, 9:00 AM to 5:00 PM EST Via Live Webcast Only Credits: 7 Substantive CLE, 8 Accounting CPE
During this program, our speaker will introduce techniques for analyzing
and interpreting international financial statements. We will review the
tools accountants and attorneys use to gain a complete and accurate
picture of a company's financial and competitive positions. Subject
areas include: international financial reporting mechanics, standards,
and convergence with U.S. GAAP, as well as techniques for examining
income statements, balance sheets, and cash flow statements.
Participants will learn valuable concepts that will help in evaluating
economic damages claims, forecasting performance for financial
reporting, and assisting clients with valuations and financial planning.
Introduction to Stock Options Presenter: Thomas McDevitt, CFA, CFP Friday, May 23rd, 2014, 11:00 AM to 1:00 PM EST Via Live Webcast Only Credits: 2 Substantive CLE, 2 Finance CPE
In this live webinar, Thomas A. McDevitt, CFA, CFP, will review the
basic characteristics of puts and calls, including breakeven analysis,
profit potential, maximum downside risk, and option pricing models. He
will then provide participants with a comprehensive review of advanced
options strategies generally ignored by the financial media including
covered call writing and cash secured put writing. These strategies can
potentially enhance portfolio returns and help to manage personal
Ethics Programs & Activities: An Auditor's Perspective Presenter: Jim Hallinan CPA, CIA, CFSA, CBA
Saturday, June 7th, 2014, 9:00 AM to 5:00 PM EST
Temple University - Fort Washington or via Live Webcast
Credits: 4 Ethics & 3 Substantive CLE, 4 Ethics & 4 Auditing CPE*
Price: $149.99 for the Live Seminar & $119.99 for the Live Webcast
Sound ethics programs and controls are at the heart of establishing a
proper tone at the top and overall governance framework of any
organization. Ethics play a major role in supporting the overall
environment of an organization and is an essential component of both an
organization’s internal control and enterprise risk management
integrated frameworks. Auditors are in a unique position to add value
from an independent assurance perspective when evaluating ethics
programs, controls and activities. This program will explore the vital
audit/ ethics linkage supporting an organization’s entity wide controls,
governance, risk management and control frameworks, via reference to
prevalent professional guidance in these areas.
2014 Tax Income Update Presenter: Richard Furlong & Renzo Cerabino, Esquire, CFP
Friday, June 20th, 2014, 9:00 AM to 5:00 PM EST
Temple University - City Center Campus or via Live Webcast
Credits: 7 Substantive CLE, 8 Income Tax CPE*
Price: $149.99 for the Live Seminar & $119.99 for the Live Webcast
Part I: IRS Update
This “IRS Update” seminar will cover a variety of current IRS programs of interest to tax professionals:
- This presentation will cover recent income tax law changes impacting clients.
- When the Patient Protection and Affordable Care Act was signed into
law on March 23, 2010, the IRS was charged with administering a number
of new tax provisions. This presentation will discuss the new health
care marketplace provisions to be administered by IRS that may affect
individual and business clients.
- Employment Tax Issues including information on employment tax form
changes, worker classification and fringe benefit issues, and the IRS
Voluntary Classification Settlement Program (VCSP) will be
- IRS Automated Underreporter (CP 2000) and Correspondence Examination
programs impact many tax professionals. This presentation will discuss
these processes, notices, and emerging issues.
Part II: Asset Protection Strategies: How Well Do They Prevent Problems and Protect Property?
Many successful business owners spend their lives running through a
gauntlet of potential adversaries. They are left to defend themselves
from law suits, the federal government and even their own spouse and
family. These topics are likely accompanied by strong emotions and the
expectation of a magic bullet type solution for maximizing wealth.
Naturally, that solution should also provide a tax advantage as well. In
practice there are many diverse options with varying degrees of
effectiveness and tax implications. Often multiple strategies are
necessary. This program will separate fact from fiction and discuss the
basics of common asset protection strategies and their tax implications.
Topics will include the creation of business entities, titling of
assets, foreign and domestic asset protection trusts, prenuptial
agreements, qualified retirement plans, captive insurance companies and
factoring arrangements. In addition, we shall explore case studies
detailing practical applications of these strategies.
& Kline, LLC is registered with the National Association of State
Boards of Accountancy (NASBA), as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards of
accountancy have final authority on the acceptance of individual courses
for CPE credit. Complaints regarding registered sponsors may be
addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
* McDevitt and Kline's live, internet-based courses are approved as
Distance Learning courses by the PA Supreme Court CLE Board. For
additional information, please visit http://www.pacle.org/. ;
Check with your State CLE Board for rules pertaining to live webcasts.
These rules differ from state to state. For example, PA attorneys may
earn up to 4 CLE credits per compliance period via live webcasts (or 4
out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE
credits per compliance period via live webcasts (or 12 out of 24 credits
per two years).