PPC RIA Quickfinder Gear Up MicroMash Bell Learning PASS Online Done Deals
Welcome
Seminars
Self-Study Courses
Your Cart
Info / Tips
Members
About Us
Work for Us
Contact
Course Finder...
CPE Tracking...
PPC Conferences...
Webinars...
Navigation


Windy City Week
NEW Gear Up Conference in Chicago, Illinois
July 28 - August 2, 2008     44 Hours of CPE
A full week of learning, for one LOW price: $829
SAVE! Register by July 15, 2008, and pay only $700!

Early Bird Savings
July 15!

Windy City Week -FireworksWelcome to Gear Up's new Windy City Week in Chicago! Join us in the “City of Big Shoulders” to earn 44 hours of CPE credit with our toprated speakers. Windy City Week brings you a new mix of accounting and audit related seminar topics, covering compilation and review; forensic accounting; IRS and internal audits; complex estate and trust issues; and more.

Windy City Week for FREE!
The first 50 Windy City Week registrants will be entered into a raffle to win FREE registration for the entire event, plus FREE hotel stay. Call today!

Seminar Location: Wyndham O’Hare (View Hotel's website...)
6810 N. Mannheim Rd., Rosemont, Illinois 60018
$159 room rate. Call 847.297.1234 and mention Gear Up to receive the special room rate. Don’t forget to register for the conference and reserve your room now, before we sell out!

To Register for Windy City Week
Call 800.231.1860 to select a Windy City Week package based on your course choices. You can register for the entire week of courses, with the topic options you select, or for courses individually at the prices below.

 Windy City Week Package  — Sign Up and Save!

Pkg.
Price

Early
Bird

Entire Week

 

Windy City Week Package

44 CPE

$829

$700

Select from several seminar options to create the week you need.
Call us at 800.231.1860 to register your seminar choices.


 Windy City Week Individual Seminars
 (You may order seminars individually at the prices shown below.)

 Price  

Early
Bird

7/28 

Mon.

New! Compilation and Review
8 am - 4:30 pm

8 CPE

$199

$179

 

  If you prepare or report on unaudited financial statements of nonpublic companies, this course is for you. Learn about new pronouncements (SSARS) and review current pronouncements. Issues surrounding performance of compilation and review engagements including adherence with current standards are discussed.
• Latest SSARS and review of the authoritative pronouncements
• Responsibility for fraud & internal control
• Special interest reporting—OCBOA financial statements, GAAP departures, going concern issues, prescribed forms.

7/29

Tues.

New! Forensic Accounting & Auditing Techniques
8 am - 4:30 pm

8 CPE

$199

$179

 

Learn the differences between forensic and traditional accounting. This course will explore corporate forensics, the current regulatory environment, and financial statement fraud.
• Using forensic accounting techniques
• Forensic discovery techniques
• Uncovering fraud in client operations.

7/30

Wed.
 

Dual Track option:

 

 

 

 Track 1:   

Accounting Update (AM)
8 am - 11:45 am

4 CPE

$95

$85
 

     

This course addresses the Statements on Standards for Accounting and Review Services and how to modify GAAP requirements to meet your client’s needs for cash or tax basis presentations.
  SAS No. 56 Analytical Procedures—What accountants must do to protect the client and the practitioner
  How to use the statement of cash flows as a reality check on fraud and misrepresentation
Pre-req: Experience in accounting.

 

     

—AND—
 

    

New! Federal Tax Hot Topics (PM)
12:45 pm - 4:30 pm

4 CPE

$95

$85
 

     

A fast-paced seminar presented by practitioners for practitioners. Learn the very latest on a variety of topics including:
  Critical tax developments impacting individuals and business entities
  Circular 230—What you need to know
  “Kiddie Tax” rule changes
  Preparer penalties—Update and guidance
 

     


—OR—
 
  Track 2:   

Technology 2.0—How to Benefit from Technology Advances in Your Practice
8 am - 4:30 pm

8 CPE

$199

$179
 

     

  Ways to solve the Vista dilemma
  Software essentials for your practice
  Finding hidden productivity boosters in existing software
  Little-known ways to use the internet to increase productivity and profitability
  The best new hardware and software
  Great tech gadgets every accountant should have  
  Managing information overload from email, paper, and electronic files
  Security update—What you must know now to protect your practice
  Tricks and techniques to get the most out of Microsoft Office and Adobe
 
 


7/31

Thurs.

 

Practice Development & Management
8 am - 4:30 pm

8 CPE

$199

$179
 



 

Make more...work less...have fun doing it! This course is designed to teach you the ten secrets to a successful tax and accounting practice. You will develop the relationships with clients and your team so that you can build a firm that has value whether you decide to work or sell it.
  Develop a vision and mission for your firm
  Customer pricing, retention, and relationships
  Innovative marketing and sales strategies
  Develop strategic alliances
  Establish systems and procedures for the practice, and develop key indicators to monitor the business


8/1

Fri.

 

New! Estates & Trust Update and Coverage of Complex Issues
8 am - 4:30 pm

8 CPE

$199

$179
 



 

A review of the Form 1041, US Income Tax Return for Estates and Trusts, and Form 706, Estate Tax Returns, as well as all the new changes in the tax laws. Pre-req: Knowledge of taxation of estates and trusts.

8/2

Sat.

 

New! IRS Audits, Appeals, and Collections: Successful Strategies
8 am - 11:45 am

4 CPE

$95

$85
 


 

This highly interactive course will be a collective brain storming session in which we will share various strategies for success. There is more than one way to succeed with the IRS and we will discuss various options. If you are new to the field of IRS “controversy” work, welcome! You will learn a great deal. We will cover:
IRS basics, including use of the Power of Attorney, CAF, Freedom of Information Act, and the IRS e-services
  Examination: Office audit, field examination, and employment tax audits
  Appeals: When to proceed to appeals and how to resolve the case so that everyone is satisfied
  Collection matters: Collection due process, installment agreements, and offers in compromise

What makes this class unique is that the instructors not only have a great deal of experience on handling IRS controversy cases, but they also have the benefit of your experience, your stories, your techniques, and your successes to share.

This class will focus on knowledge of both technical and behavioral issues. We also promise to stay current on IRS matters, so we can bring you the latest on the ever-changing IRS world. With a new Commissioner, a new president of the country, and, no doubt, new tax law and increased enforcement provisions, the next few years will require accountants who can speak and deal with the IRS. By the close of the day, we promise to have you “speaking IRS” fluently 
 

 

 

 

 Schedule above may be adjusted closer to conference date.

Windy City Week Features:

  • Many course choices—design a week of learning that's perfect for you!
  • Raffles for valuable prizes every day of Windy City Week!
  • Enrollment includes delicious breakfasts, lunches, and break refreshments.

Call 800.231.1860 now to register!
 

Interested in Sponsorship and Exhibitor Opportunities?
Contact Kirk Langman at 817.252.4033 or Kirk.Langman@Thomson.com


 

Notice: Manuals distributed and programs sponsored by Gear Up are designed to assist professionals by providing accurate, authoritative and current information in regard to the subject matter covered. However, Gear Up does not have any responsibility if human and/or mechanical error does exist. Accordingly, no assurance is given by Gear Up that such information is comprehensive in its coverage of such subject matter. Information published or sponsored by Gear Up should not be relied upon as a substitute for independent research to original sources of authority. Gear Up, its authors, and instructors do not render legal, accounting, or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought.
 

  Thomson Reuters