NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS …The mission of the Nebraska Society of Certified...

NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

CPE COURSE CATALOG

2020

REIMAGINING OUR FUTURE : : ADVANCING OUR PROFESSION : : DEVELOPING OUR POTENTIAL


CPE COURSE CATALOG

2020



CPE COURSE CATALOG

2020


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2020 CPE Catalog Table of Contents

ABOUT NESCPA 6

TAXATION 22

CHRONOLOGICAL LISTINGS 12

MANAGEMENT 20

2020 CONFERENCES 10

ACCOUNTING & AUDITING 16

ETHICS 18

LEADERSHIP ACADEMY 24

EVERYTHING CPE 26

NESCPA at a Glance

OUR MISSION

The mission of the Nebraska Society of Certified Public

Accountants is to enhance the professional success of the

members; to encourage the maintenance of high professional

standards; to facilitate relationships among the members; to

further the professional knowledge, competence, and

performance of the members; to promote a better understanding

of services rendered by members; to promote the accounting

profession; and to act in a representative capacity for the

profession.

FOR THE RECORD

The NESCPA is a highly effec�ve organiza�on headquartered in Lincoln, Neb.

The Society had 2,619 members as of March 1, 2020.

Approximately 150 CPA volunteers serve each year on the Society’s boards and commi�ees.

A total of 2,670 registrants a�ended 112 Society Con�nuing Professional Educa�on (CPE) programs in 2019.

The Nebraska CPA journal provides in‐depth reports and features to Society members via a full‐color, glossy publica�on six �mes a year.

The Society has a staff of four full‐�me employees.

ABOUT NESCPA 2

2020 CONFERENCES 18



ETHICS 58

MANAGEMENT 66

INDUSTRY 61

TAXATION 75


EVERYTHING CPE 113

ABOU

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SCPA

2 | CPE COURSE CATALOG 2020

2020 CPE Catalog Table of Contents

ABOUT NESCPA 6

TAXATION 22


MANAGEMENT 20

2020 CONFERENCES 10


ETHICS 18


EVERYTHING CPE 26

NESCPA at a Glance

OUR MISSION

The mission of the Nebraska Society of Certified Public

Accountants is to enhance the professional success of the

members; to encourage the maintenance of high professional

standards; to facilitate relationships among the members; to

further the professional knowledge, competence, and

performance of the members; to promote a better understanding

of services rendered by members; to promote the accounting

profession; and to act in a representative capacity for the

profession.

FOR THE RECORD

The NESCPA is a highly effec�ve organiza�on headquartered in Lincoln, Neb.

The Society had 2,619 members as of March 1, 2020.

Approximately 150 CPA volunteers serve each year on the Society’s boards and commi�ees.

A total of 2,670 registrants a�ended 112 Society Con�nuing Professional Educa�on (CPE) programs in 2019.

The Nebraska CPA journal provides in‐depth reports and features to Society members via a full‐color, glossy publica�on six �mes a year.

The Society has a staff of four full‐�me employees.

ABOUT NESCPA

CPE COURSE CATALOG 2020 | 3

Why Join Nebraska Society of CPAs?

The Nebraska Society of CPAs is stronger than ever.

By joining, you receive members-only perks, an exclusive

publication, networking opportunities, and a whole lot of

exposure for yourself and your organization.

Get on board and see the difference!

LEARNING — Gain a compe��ve edge with exclusive training

opportuni�es on a variety of hot topics.

NETWORKING — It’s not just who you know, it’s who others

know. Networking is powerful.

VISIBILITY — Stand out and get no�ced in your profession.

CREDIBILITY — Raise your reputa�on through membership.

DISCOUNTS — Increase your purchasing power through

members‐only discounts on CPE, life insurance, shipping, digital prin�ng, job pos�ngs, and more.

A VOICE — Gain a say in what happens in government through

the Society’s advocacy efforts.

SCHOLARSHIPS — Help Nebraska college students and

promote the CPA profession.

Contact NESCPA at (402) 476‐8482 or [email protected] to learn more

about the benets of membership today!

2020-2021 Society Leadership

Board of Directors The official decision‐making body of the Nebraska Society of CPAs is the board of directors, which meets four �mes a year. The NESCPA Board approves the budget, sets member dues, and makes policy decisions for the Society.

Shari A. Munro NESCPA Chairman AICPA Council Rep, 2019‐2020 Frankel Zacharia, LLC, Omaha (402) 496‐9100 [email protected] Ryan L. Burger NESCPA Chairman‐Elect Gabriel, Burger & Else, CPA, PC, Seward (402) 643‐4557 [email protected] Kelly J. Mar�nson NESCPA Secretary Lutz, Omaha (402) 496‐8800 kmar�[email protected] David E. Swan NESCPA Treasurer SP Group, PC, Lincoln (402) 420‐7758 [email protected] Patrick A. Meyer NESCPA Immediate Past Chairman AICPA Council Rep, 2019‐2022 HBE LLP, Lincoln (402) 423‐4343 [email protected]

Lorraine A. Egger Nebraska Health Informa�on Ini�a�ve (402) 506‐9900 [email protected] Douglas K. Kositzke (402) 218‐8186 [email protected] Neal D. Lyons UNICO Group Inc. (402) 434‐7203 [email protected] Erica R. Parks BKD LLP (402) 392‐1040 [email protected] Kris�an H. Ru�ord Labenz & Associates, LLC, Lincoln (402) 437‐8383 kru�[email protected] Dana J. Weber West Nebraska Chapter President Dana J. Weber, CPA, Sco�sbluff (308) 635‐3008 [email protected]

ABOU

T NE

SCPA


Why Join Nebraska Society of CPAs?

The Nebraska Society of CPAs is stronger than ever.

By joining, you receive members-only perks, an exclusive

publication, networking opportunities, and a whole lot of

exposure for yourself and your organization.

Get on board and see the difference!

LEARNING — Gain a compe��ve edge with exclusive training

opportuni�es on a variety of hot topics.

NETWORKING — It’s not just who you know, it’s who others

know. Networking is powerful.

VISIBILITY — Stand out and get no�ced in your profession.

CREDIBILITY — Raise your reputa�on through membership.

DISCOUNTS — Increase your purchasing power through

members‐only discounts on CPE, life insurance, shipping, digital prin�ng, job pos�ngs, and more.

A VOICE — Gain a say in what happens in government through

the Society’s advocacy efforts.

SCHOLARSHIPS — Help Nebraska college students and

promote the CPA profession.

Contact NESCPA at (402) 476‐8482 or [email protected] to learn more

about the benets of membership today!

2020-2021 Society Leadership

Board of Directors The official decision‐making body of the Nebraska Society of CPAs is the board of directors, which meets four �mes a year. The NESCPA Board approves the budget, sets member dues, and makes policy decisions for the Society.

Shari A. Munro NESCPA Chairman AICPA Council Rep, 2019‐2020 Frankel Zacharia, LLC, Omaha (402) 496‐9100 [email protected] Ryan L. Burger NESCPA Chairman‐Elect Gabriel, Burger & Else, CPA, PC, Seward (402) 643‐4557 [email protected] Kelly J. Mar�nson NESCPA Secretary Lutz, Omaha (402) 496‐8800 kmar�[email protected] David E. Swan NESCPA Treasurer SP Group, PC, Lincoln (402) 420‐7758 [email protected] Patrick A. Meyer NESCPA Immediate Past Chairman AICPA Council Rep, 2019‐2022 HBE LLP, Lincoln (402) 423‐4343 [email protected]

Lorraine A. Egger Nebraska Health Informa�on Ini�a�ve (402) 506‐9900 [email protected] Douglas K. Kositzke (402) 218‐8186 [email protected] Neal D. Lyons UNICO Group Inc. (402) 434‐7203 [email protected] Erica R. Parks BKD LLP (402) 392‐1040 [email protected] Kris�an H. Ru�ord Labenz & Associates, LLC, Lincoln (402) 437‐8383 kru�[email protected] Dana J. Weber West Nebraska Chapter President Dana J. Weber, CPA, Sco�sbluff (308) 635‐3008 [email protected]

ABOUT NESCPA


Society Past Presidents & Chairmen

1936 ‐ Henry Moeller 1937 ‐ Henry Moeller 1938 ‐ O.R. Mar�n 1939 ‐ O.R. Mar�n 1940 ‐ Harry E. Judd 1941 ‐ Harry E. Judd 1942 ‐ J.H. Imig 1943 ‐ Phil Johnson 1944 ‐ Aloysious Congdon 1945 ‐ Donald W. Lambie 1946 ‐ Morris M. Shapiro 1947 ‐ J. Edmunds Miller 1948 ‐ R.W. Johnson 1949 ‐ Orin Contryman 1950 ‐ Phil Johnson 1951 ‐ Merle L. Go�redson 1952 ‐ Walter Wi�hoff 1953 ‐ Corwin D. Moore 1954 ‐ Albert J. Keiser 1955 ‐ Joseph T. Sullivan 1956 ‐ Villiers R. Gerd 1957 ‐ E. Ross Mar�n 1958 ‐ John M. Waters 1959 ‐ J.B. Dresselhaus 1960 ‐ Donald S. Erion 1961 ‐ Lawrence F. Chandler 1962 ‐ Marvin E. Jewell 1963 ‐ Sheldon Bernstein 1964 ‐ Bernard Urich 1965 ‐ Dean L. Busching 1966 ‐ Verne R. Moseman 1967 ‐ Robert E. Henderson 1968 ‐ Robert E. Henderson 1969 ‐ Ernest H. Kenyon 1970 ‐ Donald L. Darst 1971 ‐ Bernard E. Greenberg 1972 ‐ Boyd R. Hammond 1973 ‐ Herman D. Weist 1974 ‐ Robert G. Hinrichs 1975 ‐ Duane L. Thelen 1976 ‐ James A. Herbert 1977 ‐ Larry R. Larson

1978 ‐ Dale E. Gruntorad 1979 ‐ Paul L. Du�on 1980 ‐ John T. Connor 1981 ‐ Gary D. Wieck 1982 ‐ Harold E. Hoff 1983 ‐ Ronald F. Ueberrhein 1984 ‐ Donavon A. Heimes 1985 ‐ J. Thomas Knight 1986 ‐ Robert A. Helm 1987 ‐ James F. Rouch 1988 ‐ John W. Hancock 1989 ‐ William V. Strain 1990 ‐ David A. Emry 1991 ‐ Patrick J. Jung 1992 ‐ Keith D. Snyder 1993 ‐ Jerry D. Sestak 1994 ‐ Keith C. Mitchell 1995 ‐ William L. Gaines, Jr. 1996 ‐ Janice M. Mumm 1997 ‐ James R. Greisch 1998 ‐ Thomas J. Purcell, III 1999 ‐ Robert K. Muehling 2000 ‐ Elaine E. Booth 2001 ‐ Donald D. Kluthe 2002 ‐ Edward W. Fitzgerald 2003 ‐ G. Randall Hansen 2004 ‐ Thomas Von Riesen 2005 ‐ David E. Lechner 2006 ‐ Bryan P. Robertson 2007 ‐ Robert C. McChesney 2008 ‐ Leo J. Panzer 2009 ‐ Tracy S. Black 2010 ‐ John B. Fruhwirth 2011 ‐ Julie D. Bauman 2012 – Patrick J. Lavelle 2013 – Daniel L. Wells 2014 – Anthony J. Pruss III 2015 – Patrick G. Kirlin 2016 – Michelle R. Thornburg 2017 – Ryan L. Parker 2018 – Patrick A. Meyer

Society Committees

Accounting Careers Committee The Accounting Careers Committee works to introduce and promote opportunities available in the accounting profession in Nebraska to high school and college students in the state.

Ryan L. Burger, Chairman Gabriel, Burger & Else, CPA, PC, Seward (402) 643‐4557 / [email protected] Joshua J. Boesch, Vice Chairman Lutz, Omaha (402) 778‐7940 / [email protected] Robert H. Berger Berger Ellio� & Pritchard CPAs, LLC, Omaha Kayla M. Bomar Green Plains Inc., Omaha Arinn A. Cavey Condor Hospitality Trust Inc., Omaha Jill A. Clay Contryman Associates, PC, Grand Island Megan A. Harris University of Nebraska at Omaha, Omaha Megan C. Holt Mutual of Omaha Insurance Co., Omaha Brian M. Klintworth HBE LLP, Lincoln

Theresa C. Kokesh Willis Towers Watson, Papillion Alison Maloy Creighton University, Omaha Anthony J. Pasternak BKD LLP, Omaha Heather L. Pemberton Heather L. Pemberton, CPA, Auburn Carley Raneri Metropolitan Community College, Omaha Baibhav Regmi BerganKDV, LLC, Omaha George T. Siedlecki Hexagon Lincoln Inc., Lincoln Hannah E. Swanson Mutual of Omaha Insurance Co., Omaha Beth L. Tyler Prchal Petersen Group, Omaha

Join a Commi�ee — You Can Make a Difference! As a commi�ee member for the Nebraska Society of CPAs, you’re provided an opportunity to truly inuence a profession that touches the lives of nearly every Nebraskan. The results of your contribu�ons are tangible and not only will help shape the future of the CPA profession, but also will provide you with great personal and professional sa�sfac�on. Most commi�ees meet two to three �mes per year. If you would like to help maximize the power and performance of CPAs in Nebraska, email the Society at [email protected].

ABOU

T NE

SCPA


Society Past Presidents & Chairmen

1936 ‐ Henry Moeller 1937 ‐ Henry Moeller 1938 ‐ O.R. Mar�n 1939 ‐ O.R. Mar�n 1940 ‐ Harry E. Judd 1941 ‐ Harry E. Judd 1942 ‐ J.H. Imig 1943 ‐ Phil Johnson 1944 ‐ Aloysious Congdon 1945 ‐ Donald W. Lambie 1946 ‐ Morris M. Shapiro 1947 ‐ J. Edmunds Miller 1948 ‐ R.W. Johnson 1949 ‐ Orin Contryman 1950 ‐ Phil Johnson 1951 ‐ Merle L. Go�redson 1952 ‐ Walter Wi�hoff 1953 ‐ Corwin D. Moore 1954 ‐ Albert J. Keiser 1955 ‐ Joseph T. Sullivan 1956 ‐ Villiers R. Gerd 1957 ‐ E. Ross Mar�n 1958 ‐ John M. Waters 1959 ‐ J.B. Dresselhaus 1960 ‐ Donald S. Erion 1961 ‐ Lawrence F. Chandler 1962 ‐ Marvin E. Jewell 1963 ‐ Sheldon Bernstein 1964 ‐ Bernard Urich 1965 ‐ Dean L. Busching 1966 ‐ Verne R. Moseman 1967 ‐ Robert E. Henderson 1968 ‐ Robert E. Henderson 1969 ‐ Ernest H. Kenyon 1970 ‐ Donald L. Darst 1971 ‐ Bernard E. Greenberg 1972 ‐ Boyd R. Hammond 1973 ‐ Herman D. Weist 1974 ‐ Robert G. Hinrichs 1975 ‐ Duane L. Thelen 1976 ‐ James A. Herbert 1977 ‐ Larry R. Larson

1978 ‐ Dale E. Gruntorad 1979 ‐ Paul L. Du�on 1980 ‐ John T. Connor 1981 ‐ Gary D. Wieck 1982 ‐ Harold E. Hoff 1983 ‐ Ronald F. Ueberrhein 1984 ‐ Donavon A. Heimes 1985 ‐ J. Thomas Knight 1986 ‐ Robert A. Helm 1987 ‐ James F. Rouch 1988 ‐ John W. Hancock 1989 ‐ William V. Strain 1990 ‐ David A. Emry 1991 ‐ Patrick J. Jung 1992 ‐ Keith D. Snyder 1993 ‐ Jerry D. Sestak 1994 ‐ Keith C. Mitchell 1995 ‐ William L. Gaines, Jr. 1996 ‐ Janice M. Mumm 1997 ‐ James R. Greisch 1998 ‐ Thomas J. Purcell, III 1999 ‐ Robert K. Muehling 2000 ‐ Elaine E. Booth 2001 ‐ Donald D. Kluthe 2002 ‐ Edward W. Fitzgerald 2003 ‐ G. Randall Hansen 2004 ‐ Thomas Von Riesen 2005 ‐ David E. Lechner 2006 ‐ Bryan P. Robertson 2007 ‐ Robert C. McChesney 2008 ‐ Leo J. Panzer 2009 ‐ Tracy S. Black 2010 ‐ John B. Fruhwirth 2011 ‐ Julie D. Bauman 2012 – Patrick J. Lavelle 2013 – Daniel L. Wells 2014 – Anthony J. Pruss III 2015 – Patrick G. Kirlin 2016 – Michelle R. Thornburg 2017 – Ryan L. Parker 2018 – Patrick A. Meyer

Society Committees

Accounting Careers Committee The Accounting Careers Committee works to introduce and promote opportunities available in the accounting profession in Nebraska to high school and college students in the state.

Ryan L. Burger, Chairman Gabriel, Burger & Else, CPA, PC, Seward (402) 643‐4557 / [email protected] Joshua J. Boesch, Vice Chairman Lutz, Omaha (402) 778‐7940 / [email protected] Robert H. Berger Berger Ellio� & Pritchard CPAs, LLC, Omaha Kayla M. Bomar Green Plains Inc., Omaha Arinn A. Cavey Condor Hospitality Trust Inc., Omaha Jill A. Clay Contryman Associates, PC, Grand Island Megan A. Harris University of Nebraska at Omaha, Omaha Megan C. Holt Mutual of Omaha Insurance Co., Omaha Brian M. Klintworth HBE LLP, Lincoln

Theresa C. Kokesh Willis Towers Watson, Papillion Alison Maloy Creighton University, Omaha Anthony J. Pasternak BKD LLP, Omaha Heather L. Pemberton Heather L. Pemberton, CPA, Auburn Carley Raneri Metropolitan Community College, Omaha Baibhav Regmi BerganKDV, LLC, Omaha George T. Siedlecki Hexagon Lincoln Inc., Lincoln Hannah E. Swanson Mutual of Omaha Insurance Co., Omaha Beth L. Tyler Prchal Petersen Group, Omaha

Join a Commi�ee — You Can Make a Difference! As a commi�ee member for the Nebraska Society of CPAs, you’re provided an opportunity to truly inuence a profession that touches the lives of nearly every Nebraskan. The results of your contribu�ons are tangible and not only will help shape the future of the CPA profession, but also will provide you with great personal and professional sa�sfac�on. Most commi�ees meet two to three �mes per year. If you would like to help maximize the power and performance of CPAs in Nebraska, email the Society at [email protected].

ABOUT NESCPA


Continuing Professional Education Committee The Continuing Professional Education (CPE) Committee helps plan the Society’s yearly schedule of CPE courses, which enables Society members to further enhance their professional skills, better serve their clients, and improve the professional image of Nebraska CPAs.

Brian M. Klintworth, Chairman HBE LLP, Lincoln (402) 261‐9641 [email protected] Philip A. Waldron, Vice Chairman Philip A. Waldron, CPA, Lincoln (402) 477‐2226 [email protected] Jeffrey D. Beckmann LRS Healthcare, Omaha Devin D. Claus Conagra Brands, Omaha Bradley L. Fegley Lutz, Grand Island Megan A. Harris University of Nebraska at Omaha, Omaha

Mark F. Manning Manning & Associates, PC, Crete Kathryn C. Maresh HBE LLP, Lincoln Melissa E. Massey Blair Public Library & Tech Center, Blair Leo J. Panzer Innity CPA Group LLC, Omaha David C. Riley D.C. Riley, CPA, PC, Omaha Andrew C. Simmons Andrew Simmons, CPA, PC, Central City Dana J. Weber Dana J. Weber, CPA, Sco�sbluff

VOLUNTEER TODAY!

Daniel J. Davis, Chairman Frankel Zacharia LLC, Omaha (402) 496‐9100 [email protected] Vincent D. Wilson, Vice Chairman Melotz & Wilson, LLC, Omaha (402) 390‐0400 [email protected] Betsy M. From Mutual of Omaha Insurance Co., Omaha

G. Randall Hansen Omaha Kathleen J. Herrera Kathleen J. Herrera, CPA, LLC, Omaha Patrick J. Lavelle Du�on & Associates, PC, Omaha Duane L. Thomas Duane L. Thomas, CPA, Lincoln

Ethics Committee The Ethics Committee investigates and disposes of ethics complaints within the Joint Ethics Enforcement Program (JEEP) timetable, monitors current developments in the area of professional ethics, and informs the Society membership of official changes in the AICPA Code of Ethics.

Lisa M. Lehan, Chairman Koley Jessen, PC, LLO, Omaha (402) 343‐3881 [email protected] Kate W. King Wu, Vice Chairman Kate King Wu, CPA, Omaha (402) 390‐6010 [email protected] James R. Greisch RSM US LLP, Omaha Patrick G. Kirlin U.S. Bank, N.A., Omaha Donald D. Kluthe AmeriFirst Finance, Omaha

Leo J. Panzer Innity CPA Group, LLC, Omaha Bryan P. Robertson U.S. Bank, N.A., Lincoln Michelle R. Thornburg Koski Professional Group, PC, Omaha Thomas J. Von Riesen SilverStone Group, Omaha Daniel L. Wells Massman Nelson Reinig, PC, Omaha

Fall CPE Conference Planning Committee The Fall CPE Conference Planning Committee plans and promotes the annual Fall CPE Conference held in late October and participates in the administration of that event, which is associated with the Society’s Annual Meeting.

ABOU

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Continuing Professional Education Committee The Continuing Professional Education (CPE) Committee helps plan the Society’s yearly schedule of CPE courses, which enables Society members to further enhance their professional skills, better serve their clients, and improve the professional image of Nebraska CPAs.

Brian M. Klintworth, Chairman HBE LLP, Lincoln (402) 261‐9641 [email protected] Philip A. Waldron, Vice Chairman Philip A. Waldron, CPA, Lincoln (402) 477‐2226 [email protected] Jeffrey D. Beckmann LRS Healthcare, Omaha Devin D. Claus Conagra Brands, Omaha Bradley L. Fegley Lutz, Grand Island Megan A. Harris University of Nebraska at Omaha, Omaha

Mark F. Manning Manning & Associates, PC, Crete Kathryn C. Maresh HBE LLP, Lincoln Melissa E. Massey Blair Public Library & Tech Center, Blair Leo J. Panzer Innity CPA Group LLC, Omaha David C. Riley D.C. Riley, CPA, PC, Omaha Andrew C. Simmons Andrew Simmons, CPA, PC, Central City Dana J. Weber Dana J. Weber, CPA, Sco�sbluff

VOLUNTEER TODAY!

Daniel J. Davis, Chairman Frankel Zacharia LLC, Omaha (402) 496‐9100 [email protected] Vincent D. Wilson, Vice Chairman Melotz & Wilson, LLC, Omaha (402) 390‐0400 [email protected] Betsy M. From Mutual of Omaha Insurance Co., Omaha

G. Randall Hansen Omaha Kathleen J. Herrera Kathleen J. Herrera, CPA, LLC, Omaha Patrick J. Lavelle Du�on & Associates, PC, Omaha Duane L. Thomas Duane L. Thomas, CPA, Lincoln

Ethics Committee The Ethics Committee investigates and disposes of ethics complaints within the Joint Ethics Enforcement Program (JEEP) timetable, monitors current developments in the area of professional ethics, and informs the Society membership of official changes in the AICPA Code of Ethics.

Lisa M. Lehan, Chairman Koley Jessen, PC, LLO, Omaha (402) 343‐3881 [email protected] Kate W. King Wu, Vice Chairman Kate King Wu, CPA, Omaha (402) 390‐6010 [email protected] James R. Greisch RSM US LLP, Omaha Patrick G. Kirlin U.S. Bank, N.A., Omaha Donald D. Kluthe AmeriFirst Finance, Omaha

Leo J. Panzer Innity CPA Group, LLC, Omaha Bryan P. Robertson U.S. Bank, N.A., Lincoln Michelle R. Thornburg Koski Professional Group, PC, Omaha Thomas J. Von Riesen SilverStone Group, Omaha Daniel L. Wells Massman Nelson Reinig, PC, Omaha

Fall CPE Conference Planning Committee The Fall CPE Conference Planning Committee plans and promotes the annual Fall CPE Conference held in late October and participates in the administration of that event, which is associated with the Society’s Annual Meeting.

ABOUT NESCPA


Daniel L. Wells, Chairman Massman Nelson Reinig, PC, Omaha (402) 330‐[email protected]

Gustavo F. Lima, Vice Chairman Interpublic Group of Co., Omaha (402) 965‐[email protected]

Heather E. Barr Endico� Clay Products Co., Fairbury

Jeffrey S. Baumann RSM US LLP, Omaha

Amanda L. Fryzek American Laboratories Inc., Omaha

Patrick G. Kirlin U.S. Bank, N.A., Omaha

Donald D. Kluthe AmeriFirst Finance, Omaha

Thomas J. Monteith Du�on & Associates, PC, Omaha

Thomas J. Von Riesen SilverStone Group, Omaha

Jessica Wa�s Seim Johnson, LLP, Omaha

Industry Committee The Industry Committee plans the Business & Industry Conference held in late April, works to s�mulate interest and par�cipa�on in the Society by industry members, and fosters interac�on between members in industry through educa�onal and networking events such as the Husker CPAs Tailgate.

Shawn A.M. Melotz, Chairman Melotz & Wilson, LLC, Omaha (402) 390‐[email protected]

Lincoln D. Zehr, Vice Chairman Hampton Enterprises Inc., Lincoln (402) 489‐[email protected]

Evan Fullmer RSM US LLP, Omaha

Robert Kardell Baird Holm, LLP, Omaha

Jus�n J. Korth Lutz, Omaha

Ma�hew R. McNary Koski Professional Group, PC, Omaha


Legislation Committee The Legislation Committee coordinates Society lobbying activities in connection with any proposed state or federal legislation related to the profession and evaluates such legislation for recommendations of action to be taken by the Society.

Catherine A. Demes Maydew, Chairman BerganKDV, Omaha [email protected]

Kathleen J. Herrera, Vice Chairman Kathleen J. Herrera, CPA, LLC, Omaha (402) 203‐8932/[email protected]

Bryan J. Broekemier Hayes & Associates, LLC, Omaha

Lorraine A. Egger Nebraska Health Informa�on Ini�a�ve, Omaha

Jus�n M. Hope Seim Johnson, LLP, Omaha

Paul H. Koehler Paul H. Koehler, CPA, Lincoln

Michaela M. Kro� Frankel Zacharia, LLC, Omaha

Kurt W. Meisinger Frankel Zacharia, LLC, Omaha

Patrick A. Meyer HBE LLP, Lincoln

Tumi J. Oluyole D&K Financial, LLC, Omaha

Cheryl A. Teser Internal Revenue Service, Omaha

Timothy A. Vogel HBE LLP, Omaha

John M. Winquist Omaha

Not-For-Profit Committee The Not‐For‐Profit Committee plans the annual Not‐For‐Prot Conference held in June, iden�es and promotes educa�onal opportuni�es for not‐for‐prot organiza�ons and the prac��oners who serve them, and disseminates relevant informa�on regarding changes in accoun�ng, audi�ng, repor�ng, and tax issues.

David A. Emry, Chairman Omaha ‐ [email protected]

Donavon A. Heimes, Vice Chairman Columbus ‐ [email protected]

Lincoln D. Zehr, Treasurer Hampton Enterprises Inc., Lincoln ‐ [email protected]

Bruce L. Meister BKD, LLP, Lincoln

Steven E. Pribnow Erickson & Brooks, Fremont


Political Education Committee The Political Education Committee works to protect, advance, and strengthen the free enterprise system, particularly the CPA profession, by collecting and distributing financial contributions to state legislative candidates for the Nebraska Unicameral to further those objectives.

ABOU

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SCPA


Daniel L. Wells, Chairman Massman Nelson Reinig, PC, Omaha (402) 330‐[email protected]

Gustavo F. Lima, Vice Chairman Interpublic Group of Co., Omaha (402) 965‐[email protected]

Heather E. Barr Endico� Clay Products Co., Fairbury

Jeffrey S. Baumann RSM US LLP, Omaha

Amanda L. Fryzek American Laboratories Inc., Omaha

Patrick G. Kirlin U.S. Bank, N.A., Omaha

Donald D. Kluthe AmeriFirst Finance, Omaha

Thomas J. Monteith Du�on & Associates, PC, Omaha



Industry Committee The Industry Committee plans the Business & Industry Conference held in late April, works to s�mulate interest and par�cipa�on in the Society by industry members, and fosters interac�on between members in industry through educa�onal and networking events such as the Husker CPAs Tailgate.

Shawn A.M. Melotz, Chairman Melotz & Wilson, LLC, Omaha (402) 390‐[email protected]

Lincoln D. Zehr, Vice Chairman Hampton Enterprises Inc., Lincoln (402) 489‐[email protected]

Evan Fullmer RSM US LLP, Omaha

Robert Kardell Baird Holm, LLP, Omaha

Jus�n J. Korth Lutz, Omaha

Ma�hew R. McNary Koski Professional Group, PC, Omaha


Legislation Committee The Legislation Committee coordinates Society lobbying activities in connection with any proposed state or federal legislation related to the profession and evaluates such legislation for recommendations of action to be taken by the Society.

Catherine A. Demes Maydew, Chairman BerganKDV, Omaha [email protected]

Kathleen J. Herrera, Vice Chairman Kathleen J. Herrera, CPA, LLC, Omaha (402) 203‐8932/[email protected]

Bryan J. Broekemier Hayes & Associates, LLC, Omaha

Lorraine A. Egger Nebraska Health Informa�on Ini�a�ve, Omaha

Jus�n M. Hope Seim Johnson, LLP, Omaha


Michaela M. Kro� Frankel Zacharia, LLC, Omaha

Kurt W. Meisinger Frankel Zacharia, LLC, Omaha

Patrick A. Meyer HBE LLP, Lincoln


Cheryl A. Teser Internal Revenue Service, Omaha

Timothy A. Vogel HBE LLP, Omaha

John M. Winquist Omaha

Not-For-Profit Committee The Not‐For‐Profit Committee plans the annual Not‐For‐Prot Conference held in June, iden�es and promotes educa�onal opportuni�es for not‐for‐prot organiza�ons and the prac��oners who serve them, and disseminates relevant informa�on regarding changes in accoun�ng, audi�ng, repor�ng, and tax issues.

David A. Emry, Chairman Omaha ‐ [email protected]

Donavon A. Heimes, Vice Chairman Columbus ‐ [email protected]

Lincoln D. Zehr, Treasurer Hampton Enterprises Inc., Lincoln ‐ [email protected]

Bruce L. Meister BKD, LLP, Lincoln

Steven E. Pribnow Erickson & Brooks, Fremont


Political Education Committee The Political Education Committee works to protect, advance, and strengthen the free enterprise system, particularly the CPA profession, by collecting and distributing financial contributions to state legislative candidates for the Nebraska Unicameral to further those objectives.

ABOUT NESCPA


Christopher J. Lindner, Chairman BKD, LLP, Lincoln (402) 473‐7600/[email protected]

Jeffrey G. DeLine, Vice Chairman Dana F. Cole & Co., LLP, Lincoln (402) 479‐9300/[email protected]

Julie D. Bauman Julie D. Bauman, CPA, PC, Falls City

N’dede Franck Bile Hayes & Associates, LLC, Omaha

Anthony Jerina HBE LLP, Lincoln

Carol A. Kirchner University of Nebraska‐Lincoln, Lincoln


Timothy M. Lens BerganKDV, LLC, Omaha

Marcy J. Luth AMGL, PC, Grand Island

Steven L. Seawall Custom Micro Works, LLC, Greenwood

Dana J. Weber Dana J. Weber, CPA, Sco�sbluff

State & Local Governmental Accounting & Auditing Committee

The State & Local Governmental Accounting & Auditing Committee plans the annual Nebraska Governmental Accounting & Auditing Conference held in June and promotes improvements in providing professional services and excellence in financial reporting for governmental entities in Nebraska.

The NESCPA par�cipates in the world of social media to help build online connec�ons with our members and the general public. Social media allows the Society to reach people we wouldn’t otherwise reach, to promote the accoun�ng profession and the posi�ve role that CPAs play in our state and communi�es, and to magnify the voice of the profession.

Please join the conversa�on online!

Facebook: h�ps://www.facebook.com/NebraskaCPAs Twi�er: h�ps://twi�er.com/NebraskaCPAs LinkedIn: h�ps//www.linkedin.com/company/nebraska‐society‐of‐cpas

Social Media Facilitates Sharing

Erica R. Parks, Chairman BKD LLP, Omaha (402) 392‐1040/[email protected]

Jodi M. Eckhout, Vice Chairman Woods & Durham, CPA, Holdrege (308) 995‐6151/[email protected]

Steven R. Anderson Gra�on & Associates, PC, Lincoln

Todd P. Blome BMG Cer�ed Public Accountants, LLP, Lincoln

Barbara K. Jessen Darst, Brune & Associates, LLC, Omaha

Lina Jiang University of Nebraska Medical Center, Omaha

Chris� L. Olsen Innity CPA Group, LLC, Omaha


Anthony J. Pasternak BKD, LLP, Omaha

Thomas J. Purcell, III Creighton University, Omaha

Gupta S. Sookram Nebraska Department of Revenue, Lincoln

Timothy A. Vaughn AMGL, PC, Grand Island

Taxation Committee The Taxation Committee assists, informs, and advises Society members and government authorities on federal, state, and local tax matters and strives to enhance public awareness of the CPA’s role in the field of taxation.

Are You Seeking

Education on Farm Taxation? Visit https://nescpa.org/cpecourses.php to find courses for tax practitioners representing agricultural producers—and much more. New programs and courses are added frequently to the NESCPA website!

ABOU

T NE

SCPA


Christopher J. Lindner, Chairman BKD, LLP, Lincoln (402) 473‐7600/[email protected]

Jeffrey G. DeLine, Vice Chairman Dana F. Cole & Co., LLP, Lincoln (402) 479‐9300/[email protected]

Julie D. Bauman Julie D. Bauman, CPA, PC, Falls City

N’dede Franck Bile Hayes & Associates, LLC, Omaha

Anthony Jerina HBE LLP, Lincoln

Carol A. Kirchner University of Nebraska‐Lincoln, Lincoln


Timothy M. Lens BerganKDV, LLC, Omaha

Marcy J. Luth AMGL, PC, Grand Island

Steven L. Seawall Custom Micro Works, LLC, Greenwood

Dana J. Weber Dana J. Weber, CPA, Sco�sbluff

State & Local Governmental Accounting & Auditing Committee

The State & Local Governmental Accounting & Auditing Committee plans the annual Nebraska Governmental Accounting & Auditing Conference held in June and promotes improvements in providing professional services and excellence in financial reporting for governmental entities in Nebraska.

The NESCPA par�cipates in the world of social media to help build online connec�ons with our members and the general public. Social media allows the Society to reach people we wouldn’t otherwise reach, to promote the accoun�ng profession and the posi�ve role that CPAs play in our state and communi�es, and to magnify the voice of the profession.

Please join the conversa�on online!

Facebook: h�ps://www.facebook.com/NebraskaCPAs Twi�er: h�ps://twi�er.com/NebraskaCPAs LinkedIn: h�ps//www.linkedin.com/company/nebraska‐society‐of‐cpas

Social Media Facilitates Sharing

Erica R. Parks, Chairman BKD LLP, Omaha (402) 392‐1040/[email protected]

Jodi M. Eckhout, Vice Chairman Woods & Durham, CPA, Holdrege (308) 995‐6151/[email protected]

Steven R. Anderson Gra�on & Associates, PC, Lincoln

Todd P. Blome BMG Cer�ed Public Accountants, LLP, Lincoln

Barbara K. Jessen Darst, Brune & Associates, LLC, Omaha

Lina Jiang University of Nebraska Medical Center, Omaha

Chris� L. Olsen Innity CPA Group, LLC, Omaha


Anthony J. Pasternak BKD, LLP, Omaha

Thomas J. Purcell, III Creighton University, Omaha

Gupta S. Sookram Nebraska Department of Revenue, Lincoln

Timothy A. Vaughn AMGL, PC, Grand Island

Taxation Committee The Taxation Committee assists, informs, and advises Society members and government authorities on federal, state, and local tax matters and strives to enhance public awareness of the CPA’s role in the field of taxation.

Are You Seeking

Education on Farm Taxation? Visit https://nescpa.org/cpecourses.php to find courses for tax practitioners representing agricultural producers—and much more. New programs and courses are added frequently to the NESCPA website!

ABOUT NESCPA


Growing the CPA Pipeline

With Founda�on Scholarships Accoun�ng students are the future of the CPA profession. Nebraska CPAs understand this and are working hard to grow the CPA pipeline. Each year, thousands of dollars in scholarships are awarded to deserving accoun�ng students at Nebraska’s colleges and universi�es through the Founda�on of the Nebraska Society of CPAs. Founda�on scholarships are funded through a por�on of member dues, investments, and generous dona�ons from members, rms and businesses, and instructors.

Foundation Board of Trustees

Donald D. Kluthe, President AmeriFirst Finance, Omaha (402) 505‐6300/[email protected] Mark F. Manning, Vice President Manning & Associates, PC, Crete (402) 826‐2528/[email protected] Tracy S. Black, Secretary NRC Health, Lincoln (402) 475‐2525/t.black@a�.net Patrick J. Lavelle, Treasurer Du�on & Associates, PC, Omaha (402) 393‐4900/plavelle@du�oncpa.com Richard D. Gifford Richard D. Gifford, CPA, Sco�sbluff

Jamie L. Johnson NMPP Energy, Lincoln Patrick G. Kirlin U.S. Bank, N.A., Omaha Douglas J. Lacey Lacey & Associates, CPAs, PC, Ralston Christopher J. Lindner BKD LLP, Lincoln John W. Sehi Sehi & Associates, PC, Norfolk Michelle R. Thornburg Koski Professional Group, PC, Omaha Daniel L. Wells Massman Nelson Reinig, PC, Omaha

DONATE TODAY! h�ps://nescpa.org/donate.php

The Founda�on con�nued its outstanding work in 2019 by distribu�ng a record‐se�ng $127,800 in scholarships to support 72 students at 14 colleges and universi�es throughout Nebraska.

Society Awards Each year, the Nebraska Society of CPAs accepts the nomina�on of members for the following four special awards:

Public Service Award

Dis�nguished Service to the Profession Award

Outstanding Accoun�ng Educator Award

Outstanding CPA in Business and Industry Award

These awards were created to honor and show the Society’s apprecia�on of those members who have given unselshly to their communi�es, to their businesses, and to the accoun�ng profession or to academia. Selec�on of the award recipients is determined by a special Awards Selec�on Commi�ee that consists of the current Society’s chairman, immediate past chairman, and three members appointed by the chairman. Final approval is made by the NESCPA Board of Directors. Nomina�ons should be received by October 31. The awards will be presented in the following year at the Society’s Annual Mee�ng. It is at the discre�on of the Awards Selec�on Commi�ee and the NESCPA Board as to which, if any, awards will be presented each year. Nomina�ons not selected will remain in an ac�ve le for at least three years. Every day Nebraska CPAs are performing many unheralded services for their community, for their profession, and for Nebraska. Consider some of the outstanding Society members you have been associated with and make a nomina�on today at h�p://nescpa.org/awardnomina�on.php!

2019 Public Service Award recipient Sarah Krick of Omaha, 2019 Outstanding CPA in Business & Industry Award recipient Ryan Parker of Lincoln, 2019 Accounting Educator Award recipient Jillian Poyzer of Omaha, and 2019 Distinguished Service to the Profession Award recipient Julie Bauman of Falls City

Nominate a Deserving

CPA Today!

ABOU

T NE

SCPA


Growing the CPA Pipeline

With Founda�on Scholarships Accoun�ng students are the future of the CPA profession. Nebraska CPAs understand this and are working hard to grow the CPA pipeline. Each year, thousands of dollars in scholarships are awarded to deserving accoun�ng students at Nebraska’s colleges and universi�es through the Founda�on of the Nebraska Society of CPAs. Founda�on scholarships are funded through a por�on of member dues, investments, and generous dona�ons from members, rms and businesses, and instructors.

Foundation Board of Trustees

Donald D. Kluthe, President AmeriFirst Finance, Omaha (402) 505‐6300/[email protected] Mark F. Manning, Vice President Manning & Associates, PC, Crete (402) 826‐2528/[email protected] Tracy S. Black, Secretary NRC Health, Lincoln (402) 475‐2525/t.black@a�.net Patrick J. Lavelle, Treasurer Du�on & Associates, PC, Omaha (402) 393‐4900/plavelle@du�oncpa.com Richard D. Gifford Richard D. Gifford, CPA, Sco�sbluff

Jamie L. Johnson NMPP Energy, Lincoln Patrick G. Kirlin U.S. Bank, N.A., Omaha Douglas J. Lacey Lacey & Associates, CPAs, PC, Ralston Christopher J. Lindner BKD LLP, Lincoln John W. Sehi Sehi & Associates, PC, Norfolk Michelle R. Thornburg Koski Professional Group, PC, Omaha Daniel L. Wells Massman Nelson Reinig, PC, Omaha

DONATE TODAY! h�ps://nescpa.org/donate.php

The Founda�on con�nued its outstanding work in 2019 by distribu�ng a record‐se�ng $127,800 in scholarships to support 72 students at 14 colleges and universi�es throughout Nebraska.

Society Awards Each year, the Nebraska Society of CPAs accepts the nomina�on of members for the following four special awards:

Public Service Award

Dis�nguished Service to the Profession Award

Outstanding Accoun�ng Educator Award

Outstanding CPA in Business and Industry Award

These awards were created to honor and show the Society’s apprecia�on of those members who have given unselshly to their communi�es, to their businesses, and to the accoun�ng profession or to academia. Selec�on of the award recipients is determined by a special Awards Selec�on Commi�ee that consists of the current Society’s chairman, immediate past chairman, and three members appointed by the chairman. Final approval is made by the NESCPA Board of Directors. Nomina�ons should be received by October 31. The awards will be presented in the following year at the Society’s Annual Mee�ng. It is at the discre�on of the Awards Selec�on Commi�ee and the NESCPA Board as to which, if any, awards will be presented each year. Nomina�ons not selected will remain in an ac�ve le for at least three years. Every day Nebraska CPAs are performing many unheralded services for their community, for their profession, and for Nebraska. Consider some of the outstanding Society members you have been associated with and make a nomina�on today at h�p://nescpa.org/awardnomina�on.php!

2019 Public Service Award recipient Sarah Krick of Omaha, 2019 Outstanding CPA in Business & Industry Award recipient Ryan Parker of Lincoln, 2019 Accounting Educator Award recipient Jillian Poyzer of Omaha, and 2019 Distinguished Service to the Profession Award recipient Julie Bauman of Falls City

Nominate a Deserving

CPA Today!

ABOUT NESCPA


Society Award Recipients Dis nguished Service to the Profession Award

1980 ‐ James A. Herbert 1982 ‐ J.B. Dresselhaus 1983 ‐ Paul L. Du�on 1986 ‐ Corwin D. Moore 1987 ‐ Donald L. Darst 1988 ‐ Larry R. Larson 1990 ‐ Verne R. Moseman 1991 ‐ Robert A. Helm 1992 ‐ Ronald F. Ueberrhein 1994 ‐ Harold E. Hoff 1995 ‐ Thomas D. Hubbard 1996 ‐ David A. Emry 1997 ‐ William V. Strain 1998 ‐ Gary R. Yocum 1999 ‐ Keith D. Snyder 2000 ‐ Carol M. Lockwood 2001 ‐ James F. Rouch

2002 ‐ Richard A. Hoiekvam 2003 ‐ James R. Greisch 2004 ‐ Janice M. Mumm 2005 ‐ Gary D. Wieck 2006 ‐ William L. Gaines, Jr. 2007 ‐ Robert K. Muehling 2008 ‐ Lyndee J. Black 2009 ‐ Randal M. Limbeck 2010 ‐ Robert C. McChesney 2011 ‐ Michael S. McClure 2012 ‐ G. Randall Hansen 2014 ‐ Tracy S. Black 2015 ‐ Donald D. Kluthe 2016 ‐ Leo J. Panzer 2017 ‐ Richard G. Zacharia 2018 ‐ Donavon A. Heimes 2019 ‐ Julie D. Bauman

Outstanding CPA in Business & Industry 1997 ‐ John T. Connor 1998 ‐ John A. Sturgeon 1999 ‐ Bruce C. Rohde 2000 ‐ JoAnn M. Mar�n 2001 ‐ George J. Kubat 2002 ‐ Sheri L. Andrews 2003 ‐ Irving R. Dana, III 2005 ‐ William F. Goedken 2006 ‐ James R. Krieger 2007 ‐ Karen B. Rhoads 2008 ‐ Tonn M. Ostergard

2009 ‐ Steven L. Ford 2010 ‐ Lewis E. Trowbridge 2011 ‐ Thomas J. Von Riesen 2012 ‐ Bradley R. Crain 2013 ‐ David E. Lechner 2014 ‐ Jeffrey M. Scherer 2015 ‐ Michael A. Summers 2016 ‐ Aaron C. Hilkemann 2017 ‐ Doris J. Robertson 2018 ‐ Chris C. Roth 2019 ‐ Ryan L. Parker

Outstanding Accoun ng Educator Award 1982 ‐ Thomas D. Hubbard 1983 ‐ Jack Krogstad 1984 ‐ Richard Metcalf 1986 ‐ Robert H. Raymond 1987 ‐ George C. Holdren 1988 ‐ Thomas D. Hubbard 1994 ‐ Judith Watanabe 1995 ‐ Thomas J. Purcell III 1996 ‐ Roger W. Doerr 1997 ‐ Tom D. Lewis 1999 ‐ Kathleen J. Smith 2000 ‐ Paul A. Shoemaker

2001 ‐ Vaughn L. Benson 2002 ‐ Michael E. Shadbolt 2003 ‐ Nancy J. Stara 2005 ‐ Debra M. Cosgrove 2006 ‐ Laurie S. Swinney 2007 ‐ Janice E. Lawrence 2009 ‐ Sharon K. Garvin 2012 ‐ Jack R. Kramer 2013 ‐ Thomas A. Shimerda 2015 ‐ Stanley R. Obermueller 2017 ‐ Jon D. Moxnes 2019 ‐ Jillian K. Poyzer

Public Service Award 1980 ‐ Marvin E. Jewell 1981 ‐ Corwin D. Moore 1982 ‐ Irving J. Olson 1983 ‐ Verne R. Moseman 1986 ‐ Fred A. Lockwood 1987 ‐ J.B. Dresselhaus 1989 ‐ George W. Klein 1990 ‐ George J. Kubat 1992 ‐ John R. Uhrich 1994 ‐ Lawrence F. Chandler 1995 ‐ Lewis E. Trowbridge 1996 ‐ Frank L. Hayes 1997 ‐ Thomas M. Price 1998 ‐ Elaine E. Booth 1999 ‐ Paul L. Du�on 2000 ‐ David L. Duren 2001 ‐ David R. Oelkers 2002 ‐ B.T. Friedrichsen

2003 ‐ Delmar Lienemann, Sr. 2004 ‐ Rod Heng 2005 ‐ Thomas J. Purcell, III 2006 ‐ Byron L. Boslau 2007 ‐ John W. Hancock 2008 ‐ Lloyd E. Brooks 2009 ‐ Richard J. Vierk 2010 ‐ Edward W. Fitzgerald 2011 ‐ Duane J. Gabriel 2012 ‐ Jared M. Faltys 2013 ‐ JoAnn M. Mar�n 2014 ‐ Galen D. Hadley 2015 ‐ Kris�an H. Ru�ord 2016 ‐ Bryan E. Slone 2017 ‐ James R. Gardner 2018 ‐ Daniel F. Koraleski 2019 ‐ Sarah C. Krick

Nebraska CPA Journal News & Informa on for Today’s CPA

The Society is constantly on the watch for news and informa�on of special interest to Nebraska’s cer�ed public accountants. The Society publishes a bi‐monthly magazine, Nebraska CPA, which provides in‐depth reports and features via a full‐color, glossy publica�on. As the official trade journal for the Society, the Nebraska CPA reects the profession’s highest standards and reinforces the Society’s sterling professional image. The Nebraska CPA delivers clear, sophis�cated, up‐to‐date editorial informa�on that readers can apply immediately to their own rms and businesses. The Nebraska

CPA is mailed and emailed to more than 3,000 CPAs throughout the state and is available online at h�ps://nescpa.org/newsle�ers.php.

ABOU

T NE

SCPA


Society Award Recipients Dis nguished Service to the Profession Award

1980 ‐ James A. Herbert 1982 ‐ J.B. Dresselhaus 1983 ‐ Paul L. Du�on 1986 ‐ Corwin D. Moore 1987 ‐ Donald L. Darst 1988 ‐ Larry R. Larson 1990 ‐ Verne R. Moseman 1991 ‐ Robert A. Helm 1992 ‐ Ronald F. Ueberrhein 1994 ‐ Harold E. Hoff 1995 ‐ Thomas D. Hubbard 1996 ‐ David A. Emry 1997 ‐ William V. Strain 1998 ‐ Gary R. Yocum 1999 ‐ Keith D. Snyder 2000 ‐ Carol M. Lockwood 2001 ‐ James F. Rouch

2002 ‐ Richard A. Hoiekvam 2003 ‐ James R. Greisch 2004 ‐ Janice M. Mumm 2005 ‐ Gary D. Wieck 2006 ‐ William L. Gaines, Jr. 2007 ‐ Robert K. Muehling 2008 ‐ Lyndee J. Black 2009 ‐ Randal M. Limbeck 2010 ‐ Robert C. McChesney 2011 ‐ Michael S. McClure 2012 ‐ G. Randall Hansen 2014 ‐ Tracy S. Black 2015 ‐ Donald D. Kluthe 2016 ‐ Leo J. Panzer 2017 ‐ Richard G. Zacharia 2018 ‐ Donavon A. Heimes 2019 ‐ Julie D. Bauman

Outstanding CPA in Business & Industry 1997 ‐ John T. Connor 1998 ‐ John A. Sturgeon 1999 ‐ Bruce C. Rohde 2000 ‐ JoAnn M. Mar�n 2001 ‐ George J. Kubat 2002 ‐ Sheri L. Andrews 2003 ‐ Irving R. Dana, III 2005 ‐ William F. Goedken 2006 ‐ James R. Krieger 2007 ‐ Karen B. Rhoads 2008 ‐ Tonn M. Ostergard

2009 ‐ Steven L. Ford 2010 ‐ Lewis E. Trowbridge 2011 ‐ Thomas J. Von Riesen 2012 ‐ Bradley R. Crain 2013 ‐ David E. Lechner 2014 ‐ Jeffrey M. Scherer 2015 ‐ Michael A. Summers 2016 ‐ Aaron C. Hilkemann 2017 ‐ Doris J. Robertson 2018 ‐ Chris C. Roth 2019 ‐ Ryan L. Parker

Outstanding Accoun ng Educator Award 1982 ‐ Thomas D. Hubbard 1983 ‐ Jack Krogstad 1984 ‐ Richard Metcalf 1986 ‐ Robert H. Raymond 1987 ‐ George C. Holdren 1988 ‐ Thomas D. Hubbard 1994 ‐ Judith Watanabe 1995 ‐ Thomas J. Purcell III 1996 ‐ Roger W. Doerr 1997 ‐ Tom D. Lewis 1999 ‐ Kathleen J. Smith 2000 ‐ Paul A. Shoemaker

2001 ‐ Vaughn L. Benson 2002 ‐ Michael E. Shadbolt 2003 ‐ Nancy J. Stara 2005 ‐ Debra M. Cosgrove 2006 ‐ Laurie S. Swinney 2007 ‐ Janice E. Lawrence 2009 ‐ Sharon K. Garvin 2012 ‐ Jack R. Kramer 2013 ‐ Thomas A. Shimerda 2015 ‐ Stanley R. Obermueller 2017 ‐ Jon D. Moxnes 2019 ‐ Jillian K. Poyzer

Public Service Award 1980 ‐ Marvin E. Jewell 1981 ‐ Corwin D. Moore 1982 ‐ Irving J. Olson 1983 ‐ Verne R. Moseman 1986 ‐ Fred A. Lockwood 1987 ‐ J.B. Dresselhaus 1989 ‐ George W. Klein 1990 ‐ George J. Kubat 1992 ‐ John R. Uhrich 1994 ‐ Lawrence F. Chandler 1995 ‐ Lewis E. Trowbridge 1996 ‐ Frank L. Hayes 1997 ‐ Thomas M. Price 1998 ‐ Elaine E. Booth 1999 ‐ Paul L. Du�on 2000 ‐ David L. Duren 2001 ‐ David R. Oelkers 2002 ‐ B.T. Friedrichsen

2003 ‐ Delmar Lienemann, Sr. 2004 ‐ Rod Heng 2005 ‐ Thomas J. Purcell, III 2006 ‐ Byron L. Boslau 2007 ‐ John W. Hancock 2008 ‐ Lloyd E. Brooks 2009 ‐ Richard J. Vierk 2010 ‐ Edward W. Fitzgerald 2011 ‐ Duane J. Gabriel 2012 ‐ Jared M. Faltys 2013 ‐ JoAnn M. Mar�n 2014 ‐ Galen D. Hadley 2015 ‐ Kris�an H. Ru�ord 2016 ‐ Bryan E. Slone 2017 ‐ James R. Gardner 2018 ‐ Daniel F. Koraleski 2019 ‐ Sarah C. Krick

Nebraska CPA Journal News & Informa on for Today’s CPA

The Society is constantly on the watch for news and informa�on of special interest to Nebraska’s cer�ed public accountants. The Society publishes a bi‐monthly magazine, Nebraska CPA, which provides in‐depth reports and features via a full‐color, glossy publica�on. As the official trade journal for the Society, the Nebraska CPA reects the profession’s highest standards and reinforces the Society’s sterling professional image. The Nebraska CPA delivers clear, sophis�cated, up‐to‐date editorial informa�on that readers can apply immediately to their own rms and businesses. The Nebraska

CPA is mailed and emailed to more than 3,000 CPAs throughout the state and is available online at h�ps://nescpa.org/newsle�ers.php.

ABOUT NESCPA


Education Your Way Why choose the Nebraska Society of CPAs

for your learning and development?

As a 501(c)(6) organization, we are not organized for profit

and our net earnings don’t benefit shareholders—they fund

member programs and initiatives to benefit YOU!

Self‐Study Anytime, anywhere learning provides you the convenience of starting, stopping, and resuming your course work on your own schedule.

Webcasts & Webinars Watch and learn via thousands of courses offering engaging content—from tax to cybersecurity, technical skills to management, communications to ethics, and more.

Conferences ‐ Live & Virtual Whether you work in tax, not-for-profit, government, business, or industry, we’ve got the education you need.

Live Classes Nothing beats learning the latest topics in person from quality instructors—plus networking, sharing best practices, and a candy station!

Onsite Training Bring NESCPA content to your office or event and let us take care of the details. Our CPE staff will work with you to determine focus, length, and cost for your onsite training needs.

Receive Education Your Way at https://nescpa.org.

2020 Conferences Mark Your Calendars!

Position yourself and your organization for success by attending one or more of the following

Nebraska Society of CPAs’ annual conferences.

Business & Industry Conference April 24, 2020 | 8:15 am-4:45 pm

Webcast

Not‐For‐Prot Conference June 2, 2020 | 8:15 am-5:00 pm

Webcast

Governmental Accoun�ng & Audi�ng Conference June 3-4, 2020 | 8:00 am-5:00 pm & 8:00 am-3:15 pm

Webcast

Women in Accoun�ng Summit August 28, 2020 | 8:00 am-5:00 pm

Scott Conference Center | Omaha

Fall CPE Conference & Annual Mee�ng October 29-30, 2020 | 8:30 am-4:30 pm

Embassy Suites Conference Center, La Vista

Learn more and register at h�ps://nescpa.org/cpecourses.php.

2020

CON

FERE

NCES


Education Your Way Why choose the Nebraska Society of CPAs

for your learning and development?

As a 501(c)(6) organization, we are not organized for profit

and our net earnings don’t benefit shareholders—they fund

member programs and initiatives to benefit YOU!

Self‐Study Anytime, anywhere learning provides you the convenience of starting, stopping, and resuming your course work on your own schedule.

Webcasts & Webinars Watch and learn via thousands of courses offering engaging content—from tax to cybersecurity, technical skills to management, communications to ethics, and more.

Conferences ‐ Live & Virtual Whether you work in tax, not-for-profit, government, business, or industry, we’ve got the education you need.

Live Classes Nothing beats learning the latest topics in person from quality instructors—plus networking, sharing best practices, and a candy station!

Onsite Training Bring NESCPA content to your office or event and let us take care of the details. Our CPE staff will work with you to determine focus, length, and cost for your onsite training needs.

Receive Education Your Way at https://nescpa.org.

2020 Conferences Mark Your Calendars!

Position yourself and your organization for success by attending one or more of the following

Nebraska Society of CPAs’ annual conferences.

Business & Industry Conference April 24, 2020 | 8:15 am-4:45 pm

Webcast

Not‐For‐Prot Conference June 2, 2020 | 8:15 am-5:00 pm

Webcast

Governmental Accoun�ng & Audi�ng Conference June 3-4, 2020 | 8:00 am-5:00 pm & 8:00 am-3:15 pm

Webcast

Women in Accoun�ng Summit August 28, 2020 | 8:00 am-5:00 pm

Scott Conference Center | Omaha

Fall CPE Conference & Annual Mee�ng October 29-30, 2020 | 8:30 am-4:30 pm

Embassy Suites Conference Center, La Vista

Learn more and register at h�ps://nescpa.org/cpecourses.php.

2020 CONFERENCES


Sponsorship &

Exhibit Opportunities Increase your organization’s exposure, heighten your brand

recognition, and drive sales by claiming your sponsorship or

exhibit space at one of the Nebraska Society of CPAs’ annual

conferences or events. Each opportunity is designed to help your corporate message effectively reach Nebraska’s CPAs.

CONFERENCE EXHIBITOR—$500 All Conference Exhibitors receive the following:

Tabletop display area Opportunity to provide giveaways to a�endees Company logo on conference materials Complimentary lunch for two representa�ves

FOOD & BEVERAGE SPONSORSHIPS—$500 All Food & Beverage Sponsors receive the following:

Company logo on signage near food and beverages—choose fromcoffee, breakfast, lunch, or snacks

Company logo on conference materials Complimentary lunch for two representa�ves

CONFERENCE SPONSORSHIPS—$400 Available Conference Sponsorships include:

Charging Sta�on Sponsorship Candy Sta�on Sponsorship

All Conference Sponsors receive the following: Company logo on signage at Sta�on Complimentary lunch for one representa�ve

Become a Conference Exhibitor or Sponsor today by contac�ng Society Vice President Kelly Ebert at (402) 476‐8482 or [email protected].

Nebraska Society of CPAs 2020 Course Calendar

Chronological Lis�ngs DATE CONFERENCE/COURSE LOCATION PAGE

APRIL 24 2nd Business & Industry Conference Webcast

MAY

18 Compila�ons, Reviews & Prepara�ons: Engagement Performance and Annual Update Webcast

19 Preparing Not‐For‐Prot Financial Statements Under ASU No. 2016‐14 Webcast

28 The Best Estate & Financial Planning Topics of 2020 Webcast

29 Crea�ve Strategies for Buying, Selling, or Gi�ing a Business Webcast

JUNE

2 24th NFP Conference Webcast3‐4 39th GAAC Conference Webcast9 Mul�state Tax Update Webcast10 Social Security & Medicare Planning: Planning

for You & Your Clients Webcast11

12

Advanced Audits of 401(k) Plans: Best Prac�ces & Current Developments Webcast Leases, Financial Instruments & Revenue: the FASB's “Big Three” Webcast

22 Revised Yellow Book Lincoln23 Accoun�ng & Audi�ng of NPOs ‐ New Guide Lincoln29 Life A�er Adop�on: Applying Topic 606 to

Revenue Contracts on an Ongoing Basis Ashland 30 Fraud in Not‐For‐Prot En��es &

Governments: Stealing From Everyone Ashland

2020

CON

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NCES


April 24, 2020 Course Time: 8:15 AM ‐ 4:45 PM Course ID: INDUS Type: CONF CPE Credit: 8

2nd Annual Business & Industry Conference

General Sessions: Poli�cal & Economic Trends Impac�ng Your Business ‐ Ernie Goss,

Creighton University Corporate Re�rement Plans ‐ Jay Kilgore & Diane Watson, Ameritas Protec�ng Your Company From Digital Disaster ‐ Tim Weidman, FZA Property & Casualty Insurance ‐ John Marshall, SilverStone Group Using Tax Credits to Reduce Your Corporate Tax Liability ‐ Nick Niemann

& Ma� O�emann, McGrath North Naviga�ng Power Rela�onships ‐ Steph Vanous, Zelle HR

Breakout Sessions: Controlling Healthcare Costs at Your Company ‐ Jeff Jorth, SilverStone

Group Blockchain ‐ EGIS Technologies Offering Ownership to Key Personnel ‐ Mike Keblesh & Tina Struck, Koley

Jessen

Who Should A�end: This event is geared toward CPAs and other nance leaders in business and industry. • CFOs, CEOs, corporate leaders & C‐suite execu�ves • Firm partners & leaders • Finance directors & controllers • Audit execu�ves & audit commi�ee members • A�orneys, bankers, consultants, insurance execs & academics Loca�on: Webcast Addi�onal Notes: Topics & speakers are subject to change. Visit h�ps://nescpa.org for updates.

Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember

Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

2020 CONFERENCES


June 2, 2020 Course Time: 8:15 AM ‐ 5:00 PM Course ID: NFPC Type: CONF CPE Credit: 8

24th Annual Not-For-Profit Conference

General Sessions: Best Prac�ces for Boards ‐ Beth Morrisse e, Parlay Consul ng Firm Enterprise Risk Management ‐ Mary Anne Ramge, KPMG & Megan Holt,

Mutual of Omaha How Can NFP Effec�vely Use Cu�ng‐Edge Tech & AI? ‐ Reid Ma son,

EideBailly Giving Feedback, Receiving Feedback ‐ Jeremy Wortman, HRD T&A 101: Common Problems With Financials ‐ John Winquist, Hancock &

Dana Ethics ‐ “All the Queen’s Horses” movie with discussion panel

Breakout Sessions: Tax Update ‐ UBIT ‐ Lori Egger, Nebraska Health Informa on Ini a ve ASU Grants & Contribu�ons ‐ John Winquist, Hancock & Dana Hands‐on Data Analy�cs—Ensuring Your Data Makes an Impact ‐ Steven

Wischmann & Michael Bosl, BerganKDV

Who Should A�end: CPAs, accountants, consultants, tax advisors, and auditors with not‐for‐prot clients; nancial managers and employees of non‐prot organiza�ons Loca�on: WebcastAddi�onal Notes: Topics & speakers are subject to change. Visit h�ps://nescpa.org for updates.

Early Bird Fee: $ 245 ‐ Non‐Prot Employee $ 265 ‐ Society Member $ 315 ‐ Nonmember

Standard Fee: $ 280 ‐ Non‐Prot Employee $ 300 ‐ Society Member $ 350 ‐ Nonmember

2020

CON

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NCES


June 3 - 4, 2020 Course Time: 8:00 AM ‐ 5:00 PM

8:00 AM ‐ 3:15 PM Course ID: GAAC Type: CONF CPE Credit: 16

39th Annual Governmental Accounting & Auditing Conference

General Sessions: GASB Update ‐ Sco� Reeser, GASB State Auditor’s Update ‐ DeAnn Haeffner & Mark Avery, Nebraska State

Auditor of Public Accounts Robo�c Process Automa�on (RPA) ‐ Reid Ma�son, EideBailly Enterprise Risk Management ‐ Paul Tomoser, Creighton University & Ed

Horwitz, Mutual of Omaha Peer Review Audit Quality Issues ‐ Andrew Volz, AICPA Risk Assessment ‐ Andrew Volz, AICPA Crea�ng Work‐Life Balance ‐ Aaron Davis Fraud ‐ Craig Kubicek, APA Ethics ‐ “All the Queen’s Horses” movie with discussion panel

Breakout Sessions: • School District Audits ‐ Julie Bauman & Bryce Wilson • IT Topic ‐ EGISTechnologies • Unclaimed Property & Other Impacts on Government • SASUpdate ‐ Paul Koehler, CPA

Who Should A�end: CPAs working in federal, state, and local government; public prac��oners with government clients; and regulators who need to be aware of emerging developments Loca�on: Webcast Addi�onal Notes: Topics & speakers are subject to change. Visit h�ps://nescpa.org for updates.

Early Bird Fee: $ 420 ‐ Society Member $ 340 ‐ 1‐Day Society Member $ 470 ‐ Nonmember $ 390 ‐ 1‐Day Nonmember

Standard Fee: $ 455 ‐ Society Member $ 375 ‐ 1‐Day Society Member $ 505 ‐ Nonmember $ 425 ‐ 1‐Day Nonmember

2020 CONFERENCES


August 28, 2020 Course Time: 8:15 AM ‐ 4:45 PM Course ID: WIAS Type: CONF CPE Credit: 8

Women in Accounting Summit

General Sessions: State of Women in the Profession Discovering Your Work+Life Balance Fireside Chat/Panel: Breaking the Glass Ceiling Managing Yourself & Others: Burnout & Flexibility in the Accoun�ng

Workplace Finding Your Condence ‐ Leaning How to Overcome Imposter Syndrome Rise Up ‐ Uncovering an Incredible, Innova�ve Way of Living by

Ques�oning the Norm, Ac�ng Without Permission, and EncouragingOthers to Do the Same

Breakout Sessions: • Building Trust in the Modern World of Work • Play in the Dimension ofPossible • Conscious Leadership

Who Should A�end: All women in the CPA profession Loca�on: Sco� Conference Center, Omaha Addi�onal Notes: Parking and lunch are provided onsite. Topics & speakers are subject to change. Visit https://nescpa.org for updates.


Standard Fee: $ 300 ‐ Society Member 35$ ‐ No0 nmember

2020

CON

FERE

NCES


October 29-30, 2020 Course Time: 8:00 AM ‐ 5:00 PM

8:00 AM ‐ 4:00 PM Course ID: FALL Type: CONF CPE Credit: 16

20th Annual Fall Conference & Annual Meeting

General Sessions: State of the Profession Tax Planning Workforce Development Bitcoin 101 State of the State Financial Services, Criminal Ac�vity & Detec�on (Forensic Accoun�ng) Ethics

Breakout Sessions: • Secure Act • Talent ‐ Recruitment & Development • 199A/QBI • TaxControversy Case Studies • Cybersecurity • Building a Small Prac�ce ‐ Panel •Strategic Thinking From Controller to CFO

Who Should A�end: All prac��oners Loca�on: Embassy Suites Hotel & Conference Center, La Vista Addi�onal Notes: Parking and lunch are provided on‐site. Above are topics & speakers that have been planned thus far, but are subject to change. Go to h�p://nescpa.org for any updates.

Early Bird Fee: $ 420 ‐ Society Member $ 340 ‐ 1‐Day Society Member $ 470 ‐ Nonmember $ 390 ‐ 1‐Day Nonmember

Standard Fee: $ 455 ‐ Society Member $ 375 ‐ 1‐Day Society Member $ 505 ‐ Nonmember $ 425 ‐ 1‐Day Nonmember

CHRONOLOGICAL LISTINGS


Sponsorship &

Exhibit Opportunities Increase your organization’s exposure, heighten your brand

recognition, and drive sales by claiming your sponsorship or

exhibit space at one of the Nebraska Society of CPAs’ annual

conferences or events. Each opportunity is designed to help your corporate message effectively reach Nebraska’s CPAs.

CONFERENCE EXHIBITOR—$500 All Conference Exhibitors receive the following:

Tabletop display area Opportunity to provide giveaways to a�endees Company logo on conference materials Complimentary lunch for two representa�ves

FOOD & BEVERAGE SPONSORSHIPS—$500 All Food & Beverage Sponsors receive the following:

Company logo on signage near food and beverages—choose fromcoffee, breakfast, lunch, or snacks

Company logo on conference materials Complimentary lunch for two representa�ves

CONFERENCE SPONSORSHIPS—$400 Available Conference Sponsorships include:

Charging Sta�on Sponsorship Candy Sta�on Sponsorship

All Conference Sponsors receive the following: Company logo on signage at Sta�on Complimentary lunch for one representa�ve

Become a Conference Exhibitor or Sponsor today by contac�ng Society Vice President Kelly Ebert at (402) 476‐8482 or [email protected].

Nebraska Society of CPAs 2020 Course Calendar

Chronological Lis�ngs DATE CONFERENCE/COURSE LOCATION PAGE

APRIL 24 2nd Business & Industry Conference Webcast

MAY

18 Compila�ons, Reviews & Prepara�ons: Engagement Performance and Annual Update Webcast

19 Preparing Not‐For‐Prot Financial Statements Under ASU No. 2016‐14 Webcast

28 The Best Estate & Financial Planning Topics of 2020 Webcast

29 Crea�ve Strategies for Buying, Selling, or Gi�ing a Business Webcast

JUNE

2 24th NFP Conference Webcast3‐4 39th GAAC Conference Webcast9 Mul�state Tax Update Webcast10 Social Security & Medicare Planning: Planning

for You & Your Clients Webcast11

12

Advanced Audits of 401(k) Plans: Best Prac�ces & Current Developments Webcast Leases, Financial Instruments & Revenue: the FASB's “Big Three” Webcast

22 Revised Yellow Book Lincoln23 Accoun�ng & Audi�ng of NPOs ‐ New Guide Lincoln29 Life A�er Adop�on: Applying Topic 606 to

Revenue Contracts on an Ongoing Basis Ashland 30 Fraud in Not‐For‐Prot En��es &

Governments: Stealing From Everyone Ashland

20

30

31

75

76

212277

78

32

333435

36

37

CHRO

NOLO

GICA

L LI

STIN

GS


DATE CONFERENCE/COURSE LOCATION PAGE

JULY

8 Audits of Nebraska School Districts Grand Island 13 Current Developments & Best Prac�ces for

Today’s CFOs & Controllers Ashland14 CFO/Controller’s Roadmap to Success:

Integrated Planning, Forecas�ng & Budge�ng Ashland15 Ho�est Tax Topics for 2020 Omaha16 Form 990: Mastering Its Unique Characteris�cs Omaha21 Construc�on Contractors: Accoun�ng &

Audi�ng Ashland22 Annual Update & Prac�ce Issues for Prepara�on,

Compila�on & Review Engagements Ashland23‐24 AHI ‐ Semi‐Senior ‐ Staff Training ‐ Level 2

(Co‐Sponsor with ISCPA) Omaha 27 Social Security & Medicare Planning Omaha28 Surgent’s Mul�state Tax Update Omaha29 Complete Guide to Payroll Taxes & 1099 Issues Omaha30 Securing Your Data ‐ Prac�cal Tools for

Protec�ng Informa�on Omaha30 Emerging Technologies, Including Blockchain

& Cryptocurrencies Omaha31 Tes�ng & Audi�ng Excel Workbooks Omaha31 Ethics & Technology Omaha

AUGUST

4 Using Internal Control to Strengthen Security, Efficiency & Employee Conduct Ashland

5 Implemen�ng & Maintaining an Internal Control System Ashland

6 Internal & External Fraud: Understanding It & Working to Control it Ashland

11 Preparing Form 1041 ‐ A Complete Understanding of the Issues & the Law Ashland

12 Estate & Life Planning Issues for the Middle‐Income Client Ashland

17 Data Analy�cs ‐ Introduc�on to Power BI (Co‐Sponsor With IMA Pla�e Valley Chapter) Omaha

19 Annual Update for Controllers Ashland20 Analy�cs & Big Data for Accountants Ashland25 Partnership Essen�als ‐ Tax Basis, Capital

Accounts & More Omaha


AUGUST (cont.)

26 S‐Corpora�on Essen�als ‐ Stock & Loan Basis & More Omaha

27 New Travel, Meals & Entertainment Expense Repor�ng Omaha

27 Real Estate Tax Update Omaha28 Women in Accoun�ng Summit Omaha

SEPTEMBER

1 Compila�ons, Reviews & Prepara�ons: Engagement Performance and Annual Update Grand Island

2 Accoun�ng, Audit & A�est Update for Grand Island

3 Grand Island 3

Prac��oners With Small‐Business Clients Ethical Considerations for CPAsCri�cal Issues Involving Taxa�on of Construc�on Contractors Grand Island

17 Employer’s Handbook: Legal, Tax & Health Care Issues Ashland

18 Business Law Essen�als for Prac��oners & Controllers Ashland

21 Project Management for Finance Professionals ‐ New! Ashland

22 Winning the Fraud Ba�le in the 21st Century: Preven�on & Detec�on Ashland

25 TCJA & Farm Taxa�on Norfolk28‐29 AHI ‐ Beginning In‐Charge ‐ Staff Training

Level 1 (Co‐sponsor With IA Society of CPAs) Omaha30‐1 AHI ‐ Beginning In‐Charge ‐ Staff Training

Level 3(Co‐sponsor With IA Society of CPAs) Omaha

OCTOBER

5 Management & Leadership Essen�als (Co‐sponsor With IA Society of CPAs) Omaha

8 Understanding & Crea�ng an Internal Control Structure Lincoln

9 You Don’t Know What You Don’t Know About Microso�® Excel® Lincoln

19 2020 Tax Update for Business & Individuals Ashland

38

61

627980

39

40

41818283

66

676858

42

43

44

84

85

697071

86




JULY

8 Audits of Nebraska School Districts Grand Island 13 Current Developments & Best Prac�ces for

Today’s CFOs & Controllers Ashland14 CFO/Controller’s Roadmap to Success:

Integrated Planning, Forecas�ng & Budge�ng Ashland15 Ho�est Tax Topics for 2020 Omaha16 Form 990: Mastering Its Unique Characteris�cs Omaha21 Construc�on Contractors: Accoun�ng &

Audi�ng Ashland22 Annual Update & Prac�ce Issues for Prepara�on,

Compila�on & Review Engagements Ashland23‐24 AHI ‐ Semi‐Senior ‐ Staff Training ‐ Level 2

(Co‐Sponsor with ISCPA) Omaha 27 Social Security & Medicare Planning Omaha28 Surgent’s Mul�state Tax Update Omaha29 Complete Guide to Payroll Taxes & 1099 Issues Omaha30 Securing Your Data ‐ Prac�cal Tools for

Protec�ng Informa�on Omaha30 Emerging Technologies, Including Blockchain

& Cryptocurrencies Omaha31 Tes�ng & Audi�ng Excel Workbooks Omaha31 Ethics & Technology Omaha

AUGUST

4 Using Internal Control to Strengthen Security, Efficiency & Employee Conduct Ashland

5 Implemen�ng & Maintaining an Internal Control System Ashland

6 Internal & External Fraud: Understanding It & Working to Control it Ashland

11 Preparing Form 1041 ‐ A Complete Understanding of the Issues & the Law Ashland

12 Estate & Life Planning Issues for the Middle‐Income Client Ashland

17 Data Analy�cs ‐ Introduc�on to Power BI (Co‐Sponsor With IMA Pla�e Valley Chapter) Omaha

19 Annual Update for Controllers Ashland20 Analy�cs & Big Data for Accountants Ashland25 Partnership Essen�als ‐ Tax Basis, Capital

Accounts & More Omaha


AUGUST (cont.)

26 S‐Corpora�on Essen�als ‐ Stock & Loan Basis & More Omaha

27 New Travel, Meals & Entertainment Expense Repor�ng Omaha

27 Real Estate Tax Update Omaha28 Women in Accoun�ng Summit Omaha

SEPTEMBER

1 Compila�ons, Reviews & Prepara�ons: Engagement Performance and Annual Update Grand Island

2 Accoun�ng, Audit & A�est Update for Grand Island

3 Grand Island 3

Prac��oners With Small‐Business Clients Ethical Considerations for CPAsCri�cal Issues Involving Taxa�on of Construc�on Contractors Grand Island

17 Employer’s Handbook: Legal, Tax & Health Care Issues Ashland

18 Business Law Essen�als for Prac��oners & Controllers Ashland

21 Project Management for Finance Professionals ‐ New! Ashland

22 Winning the Fraud Ba�le in the 21st Century: Preven�on & Detec�on Ashland

25 TCJA & Farm Taxa�on Norfolk28‐29 AHI ‐ Beginning In‐Charge ‐ Staff Training

Level 1 (Co‐sponsor With IA Society of CPAs) Omaha30‐1 AHI ‐ Beginning In‐Charge ‐ Staff Training

Level 3(Co‐sponsor With IA Society of CPAs) Omaha

OCTOBER

5 Management & Leadership Essen�als (Co‐sponsor With IA Society of CPAs) Omaha

8 Understanding & Crea�ng an Internal Control Structure Lincoln

9 You Don’t Know What You Don’t Know About Microso�® Excel® Lincoln

19 2020 Tax Update for Business & Individuals Ashland

87

888923

45

4659

90

91

63

64

6592

47

48

72

49

7393

CHRO

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L LI

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OCTOBER (cont.)

20 Year‐End Tax Planning: Thinking Outside the Box Ashland

21 Key Tax Issues Facing Business & Industry Ashland22 Annual Tax‐Planning Guide for S Corpora�ons,

Partnerships & LLCs Lincoln23 Taking Advantage of Installment Sales &

Like‐Kind Exchanges Lincoln23 Buying & Selling a Business: Tax & Structuring

Overview Lincoln28 Blockchain & Digital Assets: The New

Infrastructure of Distributed Trust La Vista29‐30 20th Fall Conference & Annual Mee�ng La Vista

NOVEMBER

2 Construc�on Contractors: Cri�cal Accoun�ng, Audi�ng & Tax Issues Ashland

3 Financial Repor�ng Update for Tax Prac��oners Ashland5 2020 Accoun�ng & Audi�ng Update

for the Real World Ashland6 Conquering the New Leasing Standard ‐ NEW! Ashland9 AICPA’s Annual Federal Tax Update Ashland10 Mul�state Income Tax Ashland12‐13 2020‐2021 Two‐Day Federal Tax Update ‐

Individual, Business & Corporate Lincoln16 Ho�est Tax Topics for 2020 Grand Island 17 Reviewing Pass‐Through Tax Returns:

What Are You Missing? 20 Federal Tax Update ‐ Individuals & Business

(Co‐Sponsor With IA Society of CPAs)

Grand Island South Sioux City

DECEMBER

1 The Best S Corpora�on, Limited Liability & Partnership Update Ashland

2 The Best Individual Income Tax Update Ashland3 Common Issues Prac��oners Have

Experienced With the Revenue Standard Omaha4 2020 Prepara�on, Compila�on & Review

(SSARS) Update for the Local Firm OmahaDATE CONFERENCE/COURSE LOCATION PAGE

DECEMBER (cont.)

7‐8 2020‐2021 Two‐Day Federal Tax Update ‐ Individual, Business & Corporate La Vista

10 Nonprot Accoun�ng & Financial Repor�ng Ashland11 Governmental Accoun�ng & Audi�ng Update Ashland16 Doing the Right Thing ‐ Con�nuing to Refresh

Your Ethical Founda�on Ashland 16 General Sales Tax & Nebraska Incen�ve

Programs Ashland21 2020 Federal Tax Update Grand Island 22 2020 Federal Tax Update Ashland


OCTOBER (cont.)







NOVEMBER








DECEMBER





DECEMBER (cont.)





9495

96

97

98

7424

5051

525399100

101102

103104

105106

54

55




OCTOBER (cont.)







NOVEMBER








DECEMBER





DECEMBER (cont.)





1075657

60

108109110

ACCO

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May 18, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CRAU Type: AA CPE Credit: 8

Compilations, Reviews & Preparations: Engagement Performance & Annual Update

Objec�ves: • Understand, apply SSARS No. 21, Clarica�on and Recodica�on • Be familiar with changes due to issuance of SSARS Nos. 22, 23 & 24 • Be familiar with compila�on and review program examples and disclosure illustra�ons • Iden�fy and apply compila�on, prepara�on, and review procedures • Be aware of the most recent compila�on and review reports and other communica�ons • Use hands‐on examples and illustra�ons

Highlights: • SSARS No. 21, Clarica�on and Recodica�on, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accoun�ng and Review Services • SSARS No. 22, Compila�on of Pro Forma Financial Informa�on • SSARS No. 24, Omnibus Statement on Standards for Accoun�ng and Review Services • Proposed changes to the SSARS • Sample comprehensive engagement work programs for prepara�on, compila�on, and review engagements • Repor�ng and disclosure illustra�ons for each level of service • Other communica�on requirements, such as sample engagement le�ers and management representa�on le�ers

Who Should A�end: Accoun�ng prac��oners & staff performing and managing compila�on, prepara�on, and review engagement services Course Level: Update Prerequisites: Experience in performing and managing compila�on, prepara�on, and review engagements Discussion Leader: Surgent ‐ Jeffrey Lieman Loca�on: Webcast



ACCOUNTING &

AUDITING


May 19, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: ENFP Type: AA CPE Credit: 8

Preparing Not-For-Profit Financial Statements Under ASU No. 2016-14

Objec�ves: • Obtain a working knowledge of the not‐for‐prot requirements contained in ASU No. 2016‐14 and ASU No. 2018‐08 • Skillfully prepare a not‐for‐prot’s nancial statements through superior knowledge of accoun�ng and repor�ng requirements • Effec�vely apply today’s core not‐for‐prot accoun�ng requirements while also preparing for changes coming in the area of leases

Highlights: • Key requirements, op�ons, and disclosures related to each of the basic nancial statements • How the repor�ng of func�onal and natural expense informa�on has changed • New requirements related to providing liquidity and availability of nancial assets informa�on • Implementa�on of ASU No. 2018‐08 and its effect on accoun�ng for grants and contracts as well as contribu�ons in general • How the new lease requirements (ASU No. 2016‐02, Leases) impact not‐for‐prots • Core not‐for‐prot accoun�ng requirements related to contribu�ons, promises to give, contributed services, net assets, special events, the classica�on of expenses, and more

Who Should A�end: Not‐for‐prot industry professionals and auditors Course Level: Intermediate Prerequisites: Some introductory background in not‐for‐prot accoun�ng and repor�ng Discussion Leader: Surgent ‐ Jeffrey Lieman Loca�on: Webcast



YB

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June 11, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: AAFP Type: AA CPE Credit: 8

Advanced Audits of 401(k) Plans: Best Practices & Current Developments

Objec�ves: • Iden�fy current‐year changes to the rules and regula�ons affec�ng 401(k) plans • Examine the most common compliance issues encountered in 401(k) plan audits, what to watch for, and what can be done to ensure compliance • Perform efficient and effec�ve procedures associated with planning, internal controls, risk assessment, and detailed audit • Explain documenta�on and procedures related to plan mergers and acquisi�ons • Discuss best prac�ces associated with advanced audit areas including par�cipant loans, payroll, compensa�on, investments, etc. • Understand risks associated with a benet plan audit engagement

Highlights: • Annual update of changes affec�ng 401(k) plans • Compliance issues associated with eligibility and enrollments, remi�ances, lack of oversight, compensa�on, ves�ng, etc. • Best prac�ces for engagement planning, internal controls, risk assessment, and detailed tes�ng • How to avoid common mistakes made while performing audit procedures • Plan mergers and acquisi�ons • Common audit repor�ng and disclosure issues • New audit standard for employee benet plans

Who Should A�end: Experienced prac��oners responsible for planning and performing employee benet plan audit engagements Course Level: Advanced Prerequisites: Understanding of audi�ng‐dened contribu�on plans Discussion Leader: Surgent ‐ Michael Morgan Loca�on: Webcast



ACCOUNTING &

AUDITING


June 12, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: FSBT Type: AA CPE Credit: 8

Leases, Financial Instruments & Revenue: The FASB’s “Big Three”

Objec�ves: • Review the FASB’s new lease accoun�ng guidance • Be familiar with the FASB’s new guidance covering the new ASUs dealing with recogni�on and measurement, impairment, and hedging • Iden�fy best prac�ces and areas for improvement related to revenue recogni�on

Highlights: • A comprehensive review of the lease accoun�ng guidance • Lessee vs. lessor accoun�ng • The FASB’s issued ASUs rela�ng to nancial instruments impairment and hedging • Applica�on of Topic 326 to accounts receivable balances • Lessons learned and best prac�ces related to revenue recogni�on

Who Should A�end: Prac�cing CPAs and their staffs, both in public accoun�ng and business and industry ‐‐ controllers, accountants, and other nancial accoun�ng personnel involved in nancial statement prepara�on and review Course Level: Intermediate Prerequisites: Experience in nancial accoun�ng and repor�ng Discussion Leader: Surgent ‐ Michael Morgan Loca�on: Webcast



ACCO

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June 22, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: NRYB Type: AA CPE Credit: 8

Revised Yellow Book

Objec�ves: To enable prac��oners to understand and efficiently implement the requirements of the new 2018 Yellow Book, including the changes resul�ng there from, effec�ve for nancial audits for periods ending on or a�er June 30, 2020 Highlights: • Revised format to differen�ate requirements from applica�on guidance • Overview of audi�ng and repor�ng requirements of the new 2018 Yellow Book • New applica�on guidance addressing waste and abuse • Covers the realigned Internal Control requirements • Covers revised Yellow Book independence requirements regarding auditor prepara�on of accoun�ng records and nancial statements • Expanded Peer Review requirements and changes thereto • Discussion of the CPE requirements and related guidance • Addresses revisions made in the 2018 Yellow Book and emphasizes differences from the previous version • Includes copies of the nancial audi�ng chapters • Includes current AICPA audit report examples

Who Should A�end: Auditees and auditors who want to understand the impact of GAO’s Revised 2018 Government Audi�ng Standards on the audits of states and local governments and nonprot en��es Course Level: Basic Prerequisites: Basic knowledge of governmental and/or nonprot accoun�ng and audi�ng Discussion Leader: Paul Koehler, CPA Loca�on: Nebraska Society of CPAs’ Office, Lincoln Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 250 ‐ Society Member $ 300 ‐ Nonmember Standard Fee: $ 285 ‐ Society Member $ 335 ‐ Nonmember

YB

ACCOUNTING &

AUDITING


June 23, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: AANP Type: AA CPE Credit: 8

Accounting & Auditing of NPOs - New Guide

Objec�ves: • To enable par�cipants to become familiar with AICPA’s newly revised Audit and Accoun�ng Guide for NPOs ‐ the rst complete rewrite of this guide in 17 years Highlights: • Review of GAAP for NPOs • Basic nancial statements • Guidance regarding summarized compara�ve informa�on • GAAP repor�ng en�ty • Contribu�ons • Split‐Interest Agreements & Benecial Trust Interests • New guidance on programma�c investments, including loans • Mee�ng donor restric�ons • Repor�ng revenues & expenses • Review of updated audit report examples

Who Should A�end: NPO nance officials and CPAs who perform accoun�ng and audi�ng services for them Course Level: Basic Prerequisites: Basic knowledge of NPO accoun�ng/nancial repor�ng and audi�ng Discussion Leader: Paul Koehler, CPA Loca�on: Nebraska Society of CPAs’ Office, Lincoln Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 250 ‐ Society Member $ 300 ‐ Nonmember Standard Fee: $ 285 ‐ Society Member $ 335 ‐ Nonmember

YB

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June 29, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: NRRS Type: AA CPE Credit: 8

Life After Adoption: Applying Topic 606

to Revenue Contracts on an Ongoing Basis

Objec�ves: • Apply FASB’s new revenue recogni�on guidance found in ASC Topic 606 • Describe FASB’s new ve‐step revenue recogni�on model • Discuss presenta�on and disclosure requirements in the new standard • Comprehend industry and issue‐specic guidance related to revenue recogni�on • Iden�fy opera�onal implementa�on issues related to adop�ng the new standard • Recall best prac�ces and feedback to enhance the subsequent repor�ng of revenue Highlights: • ASC Topic 606, Revenue from Contracts with Customers • FASB’s new ve‐step revenue recogni�on model, including hands‐on examples and illustra�ons of the new guidance • Presenta�on and disclosure requirements and examples • Industry‐specic implementa�on issues and guidance • Best prac�ces, lessons learned, and opportuni�es to improve on the repor�ng of revenue under Topic 606 • Other opera�onal issues related to implementa�on Who Should A�end: Prac�cing CPAs and their staffs, both in public accoun�ng and business and industry ‐‐ controllers, accountants, and other nancial accoun�ng personnel involved in nancial statement prepara�on and review Course Level: Intermediate Prerequisites: Experience in nancial accoun�ng and repor�ng Discussion Leader: Surgent ‐ Michael Morgan Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

ACCOUNTING &

AUDITING


June 30, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: FANG Type: AA CPE Credit: 8

Fraud in Not-For-Profit Entities & Governments: Stealing From Everyone

Objec�ves: • Condently and efficiently comply with GAAS and Yellow Book requirements related to fraud • Improve awareness of real‐world frauds in not‐for‐prots and governments • Implement fraud preven�on tools • Learn how real‐world frauds were discovered Highlights: • Current GAAS requirements related to fraud found in AU Sec�on 240 • Yellow Book requirements related to fraud, waste, and abuse • Condi�ons indica�ng nancial statements may contain a material misstatement • Recent frauds in not‐for‐prots involving: the� of cash; falsied billings; improper use of credit cards; redirec�on of cash and non‐cash contribu�ons; conversion of assets; redirec�on of benets; grant‐related fraud; and travel/expense fraud • Recent frauds in governments involving: falsied apps for benets; payroll fraud; vendor fraud; kickbacks; workers’ compensa�on, and risk management frauds; purchase card abuse; providing government services for personal benet; misappropria�on of u�lity payments; and the� of assets • Tools for fraud preven�on and detec�on Who Should A�end: Auditors of not‐for‐prot en��es and governments as well as industry professionals interested in preven�ng fraud Course Level: Intermediate Prerequisites: Basic knowledge of not‐for‐prot and government environments Discussion Leader: Surgent ‐ Michael Morgan Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

YB

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July 8, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: ASD Type: AA CPE Credit: 8

Audits of Nebraska School Districts

Objec�ves: • Become be�er equipped to effec�vely audit Nebraska school districts Highlights: • Review of current developments, including updates on Rules 1, 2, and other rules/legisla�on affec�ng Nebraska school district audits and repor�ng • Review of nancial statements—school district accoun�ng and budge�ng principles; audit planning considera�ons, GAGAS; GASB updates and current Single Audit requirements

Who Should A�end: Auditors in prac�ce and government who expect to par�cipate in audits of school districts Course Level: Basic Prerequisites: None Discussion Leader: Julie D. Bauman, CPA, & Marcy J. Luth, CPA Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 250 ‐ Society Member $ 300 ‐ Nonmember Standard Fee: $ 285 ‐ Society Member $ 335 ‐ Nonmember

ACCOUNTING &

AUDITING


July 21, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CAAT Type: AA CPE Credit: 8

Construction Contractors:

Accounting & Auditing

Objec�ves: • Recall ways to provide efficient, high‐quality audit services to construc�on clients • Iden�fy key concepts related to up‐to‐date GAAP accoun�ng methods applicable to construc�on contractors Highlights: • Contract accoun�ng and revenue from contracts with customers • Contractor nancial statements • Working with a surety • Audit planning and procedures • Long‐term contracts Who Should A�end: Prac��oners and nancial professionals in the construc�on industry Course Level: Basic Prerequisites: None Discussion Leader: AICPA ‐ Mar�n Birr Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

ACCO

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July 22, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CORU Type: AA CPE Credit: 8

Annual Update & Practice Issues for Preparation,

Compilation & Review Engagements

Objec�ves: • Iden�fy the professional standards and risk factors relevant to the planning and performance of prepara�on, compila�on, and review engagements, including engagements on pro forma and prospec�ve nancial informa�on • Iden�fy responses to prepara�on, compila�on, and review engagement prac�ce issues that comply with all applicable professional standards Highlights: • Overview of prepara�on, compila�on, and review guidance • Accoun�ng and repor�ng issues • Current prac�ce issues • Common deciencies in peer reviews • Current and future standard‐se�ng projects • Interna�onal repor�ng issues in SSARS engagements • Special Purpose Framework nancial statement issues • Case studies • Latest developments Who Should A�end: CPA rm seniors (and above) managing engagements performed in accordance with SSARSs Course Level: Update Prerequisites: Experience with engagements performed in accordance with SSARSs Discussion Leader: AICPA ‐ Mar�n Birr Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

ACCOUNTING &

AUDITING


July 23-24, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: SST2 Type: AA CPE Credit: 16

AHI - Semi-Senior - Staff Training - Level 2

(Co-Sponsor With IA Society of CPAs)

Objec�ves: • Enable more experienced staff to complete smaller audits, reviews, and compila�ons with minimum supervision and maximum protability Highlights: • Sa�sfy client and CPA rms’ needs • Apply analy�cal procedures • Conduct small audits • Perform review service engagements • Dra� nancial statements and footnotes • Improve corporate tax knowledge

Who Should A�end: Accoun�ng prac��oners with 1 to 2 years experience and at least one tax season; however, the experience level is only a guideline, as actual experience levels may vary Course Level: Intermediate Prerequisites: None Discussion Leader: AHI Associates ‐ Rich Ferdinand Loca�on: German American Society, Omaha Addi�onal Notes: Bring calculator and a device for comple�ng online tax research or a hard‐copy tax research guide. Early Bird Fee: $ 615 ‐ Society Member $ 665 ‐ Nonmember Standard Fee: $ 650 ‐ Society Member $ 700 ‐ Nonmember

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August 4, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: ICSE Type: AA CPE Credit: 8

Using Internal Control to Strengthen Security,

Efficiency & Employee Conduct

Objec�ves: • List important components and subcomponents of an Internal Control System • Understand how risk affects such things as strategy and business direc�on • Dene important concepts such as “risk appe�te,” “framing risk,” and “risk tolerance” • Explain how the control environment can help or hinder the opera�on of control measures in use at an en�ty • List important steps an organiza�on can undertake, specically related to control development that can drive the direc�on of the en�ty Highlights: • An overview of Control Frameworks and concepts • Strategy considera�ons that can be incorporated into control development • Understanding and controlling risk that arises when organiza�ons change or choose not to Who Should A�end: Accoun�ng and other business professionals who wish to know more about controls that drive all en�ty objec�ves Course Level: Intermediate Prerequisites: A basic understanding of internal control concepts Discussion Leader: Phoenix Beach ‐ Karl Egnatoff Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

ACCOUNTING &

AUDITING


August 5, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: IMIC Type: AA CPE Credit: 8

Implementing & Maintaining

an Internal Control System

Objec�ves: • Understand the steps needed to implement a developed system of internal controls • Build control measure schedules that func�on weekly, monthly, quarterly, and yearly, and that are designed to test and monitor the internal control structure of an organiza�on • Show knowledge related to tes�ng control measures to make sure they are working properly • Understand the need to update exis�ng controls to keep them viable as business opera�ons change • List methods that can be used to communicate policy and procedure changes to those that are affected by these changes Highlights: • Considera�ons for the maintenance of an internal control system • The types of policies and procedures organiza�ons should u�lize • Reviewing and tes�ng control measures • Upda�ng controls and implemen�ng control changes Who Should A�end: Accoun�ng and other business professionals that would like to have an understanding of internal control implementa�on and tes�ng procedures Course Level: Intermediate Prerequisites: A basic understanding of Internal Control concepts Discussion Leader: Phoenix Beach ‐ Karl Egnatoff Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

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August 6, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: IEFC Type: AA/MA CPE Credit: 8

Internal & External Fraud:

Understanding It & Working to Control It

Objec�ves: • List reasons employees and others who are internal to an organiza�on choose to undertake fraudulent acts • Explain factors that make an organiza�on a�rac�ve to those considering an external fraud a�empt • Discuss types of control measures that work best as en��es strive to mi�gate fraud risk • Understand specic internal control measures that can help to reduce fraud ac�vi�es • Explain how an�‐fraud measures add security to all segments and aspects of a business organiza�on Highlights: • Understanding why internal fraud occurs • Fraudulent acts ini�ated from outside organiza�ons • Policies, procedures, and control measures designed to ght fraud • Steps that verify an�‐fraud ac�vi�es are working Who Should A�end: Accoun�ng and other business professionals with a need to understand ways to thwart fraud Course Level: Intermediate Prerequisites: A basic understanding of Internal Control concepts Discussion Leader: Phoenix Beach ‐ Karl Egnatoff Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

ACCOUNTING &

AUDITING


September 1, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CRAU Type: AA CPE Credit: 8

Compilations, Reviews & Preparations: Engagement Performance & Annual Update

Objec�ves: • Understand, apply SSARS No. 21, Clarica�on and Recodica�on • Be familiar with changes due to issuance of SSARS Nos. 22, 23 & 24 • Be familiar with compila�on and review program examples and disclosure illustra�ons • Iden�fy and apply compila�on, prepara�on, and review procedures • Be aware of the most recent compila�on and review reports and other communica�ons • Use hands‐on examples and illustra�ons

Highlights: • SSARS No. 21, Clarica�on and Recodica�on, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accoun�ng and Review Services • SSARS No. 22, Compila�on of Pro Forma Financial Informa�on • SSARS No. 24, Omnibus Statement on Standards for Accoun�ng and Review Services • Proposed changes to the SSARS • Sample comprehensive engagement work programs for prepara�on, compila�on, and review engagements • Repor�ng and disclosure illustra�ons for each level of service • Other communica�on requirements, such as sample engagement le�ers and management representa�on le�ers

Who Should A�end: Accoun�ng prac��oners & their staff performing and managing compila�on, prepara�on, and review engagement services Course Level: Update Prerequisites: Experience in performing and managing compila�on, prepara�on, and review engagements Discussion Leader: Surgent ‐ William Eskin Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking and lunch are provided on‐site.



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September 2, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: SMBP Type: AA CPE Credit: 8

Accounting, Audit & Attest Update for Practitioners With Small-Business Clients

Objec�ves: • Keep abreast of current private company standard‐se�ng ac�vi�es of the PCC • Review recently issued accoun�ng and non‐audit a�esta�on pronouncements • Understand the new SSARS No. 21 rela�ng to the prepara�on of nancial statements and new guidance on compila�ons and reviews as well as changes due to SSARS No. 22, 23 & 24 • Proposed changes to applicable accoun�ng, audi�ng, and SSARS guidance • Be aware of other guidance affec�ng small and medium‐sized business prac��oners

Highlights: • Private company standard‐se�ng ac�vi�es • Small and medium‐sized business‐related ASUs • Lease and impairment accoun�ng update • Lessons from the adop�on of Topic 606 • Special purpose frameworks ‐ Cash, modied cash, and tax basis • Common small and medium‐sized business nancial statement errors and deciencies • SSARS No. 21, Clarica�on and Recodica�on, including the prepara�on of nancial statements non‐a�est service as well as the impact of SSARS No. 22, 23 & 24 and proposed changes to the SSARS • Other types of small and medium‐sized business a�est engagements

Who Should A�end: Prac��oners at all levels who provide non‐audit and non‐a�est services to small and medium‐sized businesses Course Level: Update Prerequisites: Experience in accoun�ng and audi�ng Discussion Leader: Surgent ‐ William Eskin Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking and lunch are provided on‐site.



ACCOUNTING &

AUDITING


September 28-29, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BIC Type: AA CPE Credit: 16

AHI - Beginning In-Charge - Staff Training - Level 1


Objec�ves: • To improve inexperienced staff members’ knowledge, skills, and a�tude, and to enable them to be more produc�ve and profitable on audits, reviews, and compila�ons

Highlights: • Role of new staff • Understanding audit objec�ves • Working paper techniques/cash • Analy�cal procedures • Compila�on and review services • Tax recogni�on and research techniques • Audi�ng/reviewing selected accounts

Who Should A�end: CPA firm staff with 0 to 12 months’ experience—experience level is only a guideline; actual experience levels may vary. Course Level: Basic Prerequisites: None Discussion Leader: AHI ‐ Bruce Dunn Loca�on: German American Society, Omaha Addi�onal Notes: Bring calculator and device for comple�ng online tax research or a hard‐copy tax research guide.



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September 30 - October 1, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BIN3 Type: AA CPE Credit: 16

AHI - Beginning In-Charge - Staff Training - Level 3


Objec�ves: • Enable staff to advance more quickly to higher levels of responsibility and to become more protable to their rms by helping them be�er plan and efficiently complete audits, supervise staff, review working papers, and interact with partners and clients

Highlights: • Plan engagements • Assess risk and materiality • Non‐sta�s�cal audit sampling • Meet client needs • Complete engagements • Review assistants’ work • Supervision

Who Should A�end: CPA rm staff with 2 to 3 years’ experience—experience level is only a guideline; actual experience may vary Course Level: Intermediate Prerequisites: None Discussion Leader: AHI Associates ‐ Bruce Dunn Loca�on: German American Society, Omaha Addi�onal Notes: Bring calculator.



ACCOUNTING &

AUDITING


October 8, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: UCIC Type: AA CPE Credit: 8

Understanding & Creating an Internal Control Structure

Objec�ves: • Understand key internal control concepts, including the four types of internal control: preven�ve, detec�ve, deterrent, and compensa�ng • Explain how they would create strong internal controls • List reasons control measures are required such as to deter fraud or reduce opera�onal inefficiencies • Explain the importance of the control environment as implementa�on efforts are ongoing • List three segments of an organiza�on’s technology infrastructure that must be controlled

Highlights: • Underlying concepts of internal control • Dening where and why controls, policies, and procedures are needed • Legacy control measures that are s�ll important for business today • Crea�ng control measures that address the use and protec�on of technology

Who Should A�end: Accoun�ng and other business professionals who would like to have an understanding of internal controls for business en��es Course Level: Intermediate Prerequisites: A basic understanding of Internal Control concepts Discussion Leader: Phoenix Beach ‐ Karl Egnatoff Loca�on: Nebraska Society of CPAs’ Office, Lincoln Addi�onal Notes: Parking and lunch are provided on‐site.



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November 2, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CONS Type: AA CPE Credit: 8

Construction Contractors:

Critical Accounting, Auditing & Tax Issues

Objec�ves: • Apply accoun�ng and nancial repor�ng standards to construc�on contractors • Perform audit and review engagements for construc�on clients according to the standards as efficiently and effec�vely as possible • Iden�fy tax compliance issues unique to the construc�on industry and apply the latest changes Highlights: • Overall landscape of the construc�on industry • GAAP and recent changes affec�ng the construc�on industry • The new Revenue Recogni�on Standard and its impact on the construc�on industry • Unique audit and review issues with construc�on contractors • The unique rela�onship between the contractor and the surety • Tax compliance issues facing construc�on contractors • Disclosures and their importance to the construc�on industry • The new lease FASB ASC and its impact on the construc�on industry Who Should A�end: Prac��oners who have construc�on clients and professionals in the construc�on industry who need to stay up‐to‐date Course Level: Intermediate Prerequisites: Previous experience in the construc�on industry or in providing service to construc�on clients Discussion Leader: Surgent ‐ William Eskin Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

ACCOUNTING &

AUDITING


November 3, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: AAUP Type: AA CPE Credit: 8

Financial Reporting Update

for Tax Practitioners

Objec�ves: • Get up‐to‐speed on recent standard‐se�ng ac�vi�es at FASB and AICPA • Determine the income tax accoun�ng impact of recently issued and proposed FASB ASUs • Be aware of audi�ng trends on the radar • Understand and apply the SSARS No. 21, Clarica�on and Recodica�on, rela�ng to the prepara�on of nancial statements and new guidance on compila�ons and reviews Highlights: • Recent standard se�ng and consul�ng ac�vi�es at FASB and AICPA • Proposed updates to income tax accoun�ng and nancial statement disclosures • Tax basis nancial statements • Recently issued Statements on Audi�ng Standards and other audit‐related hot topics • SSARS No. 21, Clarica�on and Recodica�on, and other recently issued and proposed SSARS Who Should A�end: All tax prac��oners desiring to remain up‐to‐date on recent accoun�ng, repor�ng, and compila�on and review ac�vi�es Course Level: Update Prerequisites: Experience in nancial accoun�ng and repor�ng Discussion Leader: Surgent ‐ William Eskin Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

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November 5, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: AARW Type: AA CPE Credit: 8

2020 Accounting & Auditing Update

for the Real World

Objec�ves: • A complete, thorough, and fast‐moving review of all things privately held A&A Highlights: • Majority of class �me will be spent discussing the standards that, in the instructor’s 33 years of experience, have the broadest applica�on to the local prac��oner • The oor will be open to discuss whatever current accoun�ng and audi�ng topics the class par�cipants may want to cover Who Should A�end: This course is presented from the perspec�ve of a small rm prac��oner who services non‐publicly traded en��es. Course Level: Update Prerequisites: None Discussion Leader: Real World Seminars ‐ Jim Mar�n Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

ACCOUNTING &

AUDITING


November 6, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CNLS Type: AA CPE Credit: 8

Conquering the New Leasing Standard

- NEW!

Highlights: The FASB nalized the new revenue standard (“Revenue from Contracts with Customers”) in 2014 and a�er a mul�tude of “tweaks” from the FASB it will roll out for privately held businesses in calendar 2019 (already rolled out for publicly traded companies in 2018). While in the discussion leader’s opinion the standard will have minimal impact on the amount or �ming of revenue, it does create a new “language” of revenue recogni�on that the prac��oner will need to learn to speak. The emphasis of this class will be learning the “5 steps” of revenue recogni�on and the new terminology associated with each. It will be presented from the perspec�ve of privately owned sellers of inventory and services in a variety of industries normally served by local prac��oners. Approximately 20 examples of revenue recogni�on scenarios are presented in a visual format with sample revenue disclosures for each in the full‐day class. A must for most prac��oners—public and private! Who Should A�end: Auditors, prac��oners, and accoun�ng and nance professionals of not‐for‐prot organiza�ons Course Level: Basic Prerequisites: None Discussion Leader: Real World Seminars ‐ Jim Mar�n Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

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December 3, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CIRS Type: AA CPE Credit: 8

Common Issues Practitioners Have

Experienced With the Revenue Standard

Highlights: “Revenue From Contracts With Customers” was mostly met with yawns by local prac��oners as it did not alter the amount or �ming of revenue their clients recognized. However, a few areas (milestone payments, construc�on and fabrica�on contracts, rights of return, warran�es, et al) exist where prac��oners did discover their clients had to make changes to revenue recogni�on as a result of this standard. This course focuses on the issues those prac��oners have had with applying the standard. It also provides a forum for par�cipants to discuss any unique issues they have had in their “rst go around” with the standard. Approximately 15 examples will be dissected in the full‐day class. A great use of �me for most prac��oners—public and private! Who Should A�end: Most prac��oners—public and private Course Level: Basic/Intermediate Prerequisites: None Discussion Leader: Real World Seminars ‐ Jim Mar�n Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

ACCOUNTING &

AUDITING


December 4, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: PCRU Type: AA CPE Credit: 8

2020 Preparation, Compilation & Review

(SSARS) Update for the Local Firm

Highlights: This course offers an in‐depth look at issues prac��oners have been having in implemen�ng prepara�on, compila�on, and review engagements. It will also look deeply at the new SSARS proposal (mainly affec�ng reviews) that should be nalized in 2020 for 2021 implementa�on. The course also includes 15‐20 new cases for 2020 covering all aspects of SSARS applica�on including accoun�ng, disclosure, and repor�ng from the perspec�ve of a local rm prac��oner. Several new accoun�ng standards are integrated into the new cases, including the new revenue recogni�on and leasing standards. It will also cover the proposed “Selected Procedures” (Agreed‐upon Procedures “light”) standard if that proposal is s�ll being considered in 2020. A complete and thorough review of everything prepara�on, compila�on and review for 2020 and beyond! Who Should A�end: Accoun�ng prac��oners & their staff performing and managing compila�on, prepara�on, and review engagement services Course Level: Update Prerequisites: None Discussion Leader: Real World Seminars ‐ Jim Mar�n Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

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December 10, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: NAFR Type: AA CPE Credit: 8

Nonprofit Accounting & Financial Reporting

Objec�ves: • Reinforce cri�cal accoun�ng and nancial repor�ng principles for NPOs and update par�cipants on recent developments applicable to NPOs and their auditors Highlights: • Helpful cross references between original FASB Statements and FASB Codica�on (ASC) • Deni�ons of NPOs and Voluntary Health & Welfare Orgs • NPO transac�on types • NPO nancial statement requirements • Highlights of AICPA NPO A&A Guide • Cri�cal provisions regarding contribu�ons, including gi�s‐in‐kind • Recent ASC addi�ons to disclosure requirements for contributed services • Func�onal expense repor�ng • Transfers of assets to NPOs • Accoun�ng for ac�vity of related founda�ons • Consolida�ons • Split‐interest agreements • Avoiding common NPO F/S problems • Case Exercise ‐ Review of NPO F/S excerpts (Revised) • Accoun�ng and disclosures for endowments including UPMIFA • Addresses signicant changes to NPO nancial statements ‐ ASU 2016‐14. Includes example actual F/S • Covers ASU 2018‐08 on Revenue Recogni�on for Contribu�ons by NPOs Who Should A�end: Nonprot nance officials and CPAs who perform accoun�ng and audi�ng services for NPOs. Course Level: Basic Prerequisites: Basic knowledge of NPO accoun�ng and nancial repor�ng Discussion Leader: Paul Koehler, CPA Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: A�endees are encouraged to bring relevant NPO F/S for their own reference during discussion of key repor�ng requirements. Parking and lunch are provided on‐site. Early Bird Fee: $ 250 ‐ Society Member $ 300 ‐ Nonmember Standard Fee: $ 285 ‐ Society Member $ 335 ‐ Nonmember

YB

ACCOUNTING &

AUDITING


December 11, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: GAAU Type: AA CPE Credit: 8

Governmental Accounting & Auditing Update

Objec�ves: • Update accountants and auditors on recent developments applicable to state and local governments Highlights: • Key materiality requirements of GASB Stmt. No. 34 • New Yellow Book ‐ Government Audi�ng Standards • New OMB “Uniform Guidance” compliance supplement • GASB Concepts No. 4 ‐ Elements of Financial Statements • GASB Stmt. No. 63 ‐ Deferred Ou�lows/Inows & Net Posi�on • GASB Stmt. No. 65 ‐ Items Previously Recognized as Assets and Liabili�es • GASB Pension Statements ‐ Nos. 67, 68, 71, 73, 78, & 82 • GASB OPEB Statements ‐ Nos. 74 & 75 • Highlights from selected GASB Stmts. 69‐83 • GASB Stmt. No. 84 ‐ Fiduciary Ac�vi�es • GASB Stmt. No. 85 ‐ Omnibus‐2017 • GASB Stmt. No. 86 ‐ Debt Ex�nguishment Issues • GASB Stmt. No. 87 ‐ Leases • GASB Stmt. No. 88 ‐ Certain Debt Disclosures • GASB Stmt. No. 89 ‐ Construc�on Interest • GASB Stmt. No. 90 ‐ Majority Equity Interests • GASB Stmt. No. 91 ‐ Conduit Debt Obliga�ons • GASB Stmt. No. 92 ‐ Omnibus 2020

Who Should A�end: Government nance officials and CPAs who perform accoun�ng and audi�ng services for state and local governments Course Level: Basic Prerequisites: Working knowledge of general governmental accoun�ng and audi�ng Discussion Leader: Paul Koehler, CPA Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 250 ‐ Society Member $ 300 ‐ Nonmember Standard Fee: $ 285 ‐ Society Member $ 335 ‐ Nonmember

YB

ETHI

CS


July 31, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: ETH4 Type: ET CPE Credit: 4

Ethics & Technology

Objec�ves: • Dis�nguish between ethics and morals • Dene “techno ethics” and iden�fy examples of business ethics issues and how they are affected by technology • Recognize the inuence of technology on ethics requirements in Codes of Conduct • List at least ve examples of poten�al ethics issues associated with leading technologies today Highlights: • Learn about “techno ethics” and the implica�ons this has on individuals and organiza�ons • Explore many current issues with ethics and technology such as copyrights, cybercrimes, privacy versus security, and geo‐tracking technologies Who Should A�end: CPAs who desire a deeper understanding of key ethical issues facing the profession today Course Level: Basic Prerequisites: None Discussion Leader: K2 Enterprises ‐ Brain Tankersley Loca�on: German American Society, Omaha Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

ET

ETHICS


September 3, 2020 Course Time: 8:30 AM ‐ 12:00 PM Course ID: ETH4 Type: ET CPE Credit: 4

Ethical Considerations for CPAs

Objec�ves: • Understand the a�ributes of ethics and professional conduct • Iden�fy ethical issues that occur every day in the work environment • Understand those delibera�ve, emo�onal, and social skills that enable a CPA to put their knowledge of the rules into prac�ce in ways that are applicable to any situa�on Highlights: • The CPA’s role in today’s economy • Similari�es and differences between individual and business ethics • The link between ethics, integrity, and scruples • The basic a�ributes of ethics and professional conduct • The history of the CPA profession and the CPA’s requirement to adhere to ethics policies and codes of conduct • The AICPA’s Code of Professional Conduct and a CPA’s responsibility to the public, clients, and colleagues • Common rules and statutes faced daily in the CPA profession • Case studies may be used to present poten�al ethical dilemmas CPAs may face during their careers Who Should A�end: All CPAs Course Level: Intermediate Prerequisites: Experience in nancial repor�ng Discussion Leader: Surgent ‐ William Eskin Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

ET

ETHI

CS


December 16, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: ETH4 Type: ET CPE Credit: 4

Doing the Right Thing - Continuing to Refresh Your Ethical Foundation

Objec�ves: • Provide a review of ethical guidelines applicable to CPAs • Examine the behavioral aspects of ethical conduct • Put both in context in current‐day representa�on of clients Highlights: • An overview of the behavioral aspects of ethical concerns in prac�ce • A deeper dive into regulatory standards applicable to CPAs • Prac�cal guidance regarding ethics in a digital world Who Should A�end: CPAs, accountants, and tax a�orneys Course Level: Basic Prerequisites: None Discussion Leader: Bryan Slone Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 140 ‐ Society Member $ 190 ‐ Nonmember Standard Fee: $ 175 ‐ Society Member $ 225 ‐ Nonmember

ET

INDUSTRY


July 13, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: TCFO Type: IND CPE Credit: 8

Current Developments & Best Practices

for Today’s CFOs & Controllers

Objec�ves: • Understand the current issues and latest trends impac�ng CFOs, controllers, and nance professionals • Understand how domes�c and global economic condi�ons could impact the organiza�on • Lead the organiza�on into the rapidly changing decade • Apply the latest tools and techniques for a posi�ve impact on the organiza�on • Be familiar with the results of case studies and exercises that reinforce key learning points throughout the course Highlights: • Economic update • Pricing and cos�ng strategies • Expense control that works • Be�er credit decisions • Financial risk analysis • Enterprise risk management • Metrics and benchmarking • Use and misuse of deriva�ves • Improving bank rela�onships and cash management • Social media and the cloud Who Should A�end: CFOs, controllers, and nance professionals Course Level: Update Prerequisites: Experience in nancial management of a small or mid‐size company Discussion Leader: Surgent ‐ Kenneth Greenwood Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

INDU

STRY


July 14, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: PLFB Type: IND CPE Credit: 8

CFO/Controller’s Roadmap to Success:

Integrated Planning, Forecasting & Budgeting

Objec�ves: • Implement an integrated approach to planning, budge�ng, and forecas�ng for a more uniform process throughout the organiza�on • Avoid the poli�cal pi�alls that o�en come with the planning process • Maximize the usefulness of the different plans developed for the organiza�on • Iden�fy the differences between strategic and incremental planning • Perform a nancial risk analysis • Perform an EVA analysis (PV, ROI, and Modied ROI) • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course Highlights: • Differences between planning and budge�ng • The business model • Strategic plan, marke�ng plan, and technology plan • Financial forecas�ng and nancial risk analysis • Five‐year opera�ng plan and the sales/income plan • Intermediate planning and capital equipment planning • One‐year opera�ng plan and monthly planning • Cash plan and risk plan Who Should A�end: CFOs, controllers, and nance professionals Course Level: Intermediate Prerequisites: Experience in nancial management of a small or midsize company Discussion Leader: Surgent ‐ Kenneth Greenwood Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

INDUSTRY


September 18, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BLAW Type: IND CPE Credit: 8

Business Law Essentials

for Practitioners & Controllers

Objec�ves: • Iden�fy the most common legal issues arising in the business context • Understand the general legal rules applicable to business situa�ons • Appreciate the role accountants can play in iden�fying and resolving legal problems • Understand how the dispute resolu�on system works Highlights: • The various types of corpora�ons • Securi�es law basics • Contract principles • Partnerships and limited liability en��es • Worker classica�on • Employee rights and the du�es of employers • Intellectual property • Real property law • Bankruptcy basics • The court system and li�ga�on process • Alterna�ve dispute resolu�on Who Should A�end: All prac��oners and controllers who want a be�er understanding of how the law can impact their prac�ce and their clients Course Level: Basic Prerequisites: None Discussion Leader: Surgent ‐ Kenneth Greenwood Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

INDU

STRY


September 21, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: PMFP Type: IND CPE Credit: 8

Project Management

for Finance Professionals - New!

Objec�ves: • Understand when and when not to apply project management thinking • Know how to dene success in a project • Understand and manage the cri�cal path of a project • Understand the theory of constraints in project management • Know how to choose and lead people on the project team Highlights: • Project management is a way of thinking and managing • Iden�fying projects, needs, objec�ves, and deliverables • Project feasibility evalua�on • Lifecycle of a project • What causes projects to fail • Establishing the project scope and preven�ng “project creep” • Dening and managing stakeholders • Organiza�onal poli�cs and conict management • Establishing the detailed schedule • Introduc�on to project management so�ware Who Should A�end: CFOs, controllers, and nance professionals Course Level: Intermediate Prerequisites: Experience in nancial management of a small or midsize company Discussion Leader: Surgent ‐ Jason Carney Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

INDUSTRY


September 22, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CFVV Type: IND CPE Credit: 8

Winning the Fraud Battle in the 21st Century:

Prevention & Detection

Objec�ves: • Understand the prevalence of fraud • Realize how organiza�ons cause fraud without realizing it • Comprehend the cost of fraud • See how the new COSO Framework for Internal Control focuses on fraud • Recognize poten�al �poffs to fraudulent behavior • Learn how some people respond differently to certain factors • Understand the many layers in fraud defense Highlights: • Fraud’s cost – ACFE’s Report to the Na�ons; ancillary costs • Current economy – Microeconomics; analyses • COSO’s Internal Control Framework – Principle #1 – Integrity/Ethics; Principle #8 – Fraud Risk Assessment; Errors & Irregulari�es – Does the auditor determine if fraud occurs? • Power of morale – Shrink the fraud triangle; mo�va�on • Deviant workplace behavior • Historic schemes • Why good folks go bad – Five interes�ng ndings; red ags • Comba�ng fraud with controls • Fraud preven�on checklists • The Dark Web Who Should A�end: CPAs in public prac�ce and industry who wish to educate clients or colleagues on how to be�er prevent fraud Course Level: Basic Prerequisites: None Discussion Leader: Surgent ‐ Jason Carney Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

MAN

AGEM

ENT


July 30, 2020 Course Time: 8:30 AM ‐ 12:00 PM Course ID: SEC4 Type: MA CPE Credit: 4

Securing Your Data - Practical Tools

for Protecting Information

Objec�ves: • Assess the relevant security risks in your organiza�on • Iden�fy specic tools and techniques to protect sensi�ve data • List ve specic steps to improve PC security • Implement security procedures to improve organiza�onal security Highlights: • Iden�fy major security risks in your organiza�on • Recognize which tools you should use to mi�gate specic risks • Understand the importance of end‐user training in mi�ga�ng security risks Who Should A�end: Business professionals seeking to secure sensi�ve data Course Level: Intermediate Prerequisites: Basic understanding of computer opera�ons Discussion Leader: K2 Enterprises ‐ Brian Tankersley Loca�on: German American Society, Omaha Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

MANAGEM

ENT


July 30, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: EMT4 Type: MA CPE Credit: 4

Emerging Technologies, Including Blockchain & Cryptocurrencies

Objec�ves: • Dene blockchain, ar�cial intelligence, cryptocurrency, big data, and machine learning • Iden�fy the major similari�es and differences between big data, ar�cial intelligence, and machine learning • List examples of poten�al use cases for each of the technologies discussed in this session and iden�fy how these technologies differ from current prac�ces

Highlights: • The basics of blockchain, cryptocurrencies, and smart contracts • Big data and its impact on other emerging technologies • Ar�cial intelligence and machine learning

Who Should A�end: Prac��oners and business execu�ves who need to know more about emerging technologies, including blockchain and cryptocurrencies Course Level: Intermediate Prerequisites: Basic knowledge of technology strategy and standards Discussion Leader: K2 Enterprises ‐ Brian Tankersley Loca�on: German American Society, Omaha Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided.



MAN

AGEM

ENT


July 31, 2020 Course Time: 8:30 AM ‐ 12:00 PM Course ID: TAW4 Type: MA CPE Credit: 4

Testing & Auditing Excel Workbooks

Objec�ves: • List common causes of spreadsheet errors and the poten�al impact of these errors • Iden�fy best prac�ces to reduce the number of errors in Excel workbooks • Implement various Excel add‐ins to programma�cally iden�fy spreadsheet errors Highlights: • Prevent, iden�fy, and correct spreadsheet errors before they adversely affect reports and decision‐making processes • Learn how tools can help you and your team iden�fy and correct poten�ally disastrous spreadsheet errors Who Should A�end: Business professionals seeking to reduce errors and improve accuracy and efficiency when working with Microso� Office Excel Course Level: Intermediate Prerequisites: Fundamental understanding of Microso� Office Excel 2010 and newer Discussion Leader: K2 Enterprises ‐ Brian Tankersley Loca�on: German American Society, Omaha Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

MANAGEM

ENT


August 17, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: DAPB Type: MA CPE Credit: 8

Data Analytics - Introduction to Power BI

(Co-Sponsor with IMA Platte Valley Chapter)

Objec�ves: • Get familiar with the Power BI interface: How does everything t together? • Learn how to extract, integrate, and clean data from a variety of data sources • Learn how to calculate informa�on needed for analysis and decision making • Learn how to build interac�ve dashboards Highlights: • Do it yourself! Learn how “to do” big data projects instead of just talking about them • Get exposed to Power BI – the “next genera�on” Excel • Learn the importance of extrac�ng and cleaning data by means of hands‐on applica�ons • Build interac�ve dashboards in no �me • Learn how big data can create value for CPAs

Who Should A�end: All Course Level: Basic Prerequisites: None Discussion Leader: Guido Geerts Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

MAN

AGEM

ENT


August 19, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: SKSB Type: MA CPE Credit: 8

Annual Update for Controllers

Objec�ves: • Iden�fy current issues that impact the nancial stability of your organiza�on • Iden�fy Excel shortcuts to improve efficiency • Determine major trends in accoun�ng, corporate nance, treasury management, and business systems • Recall key points of the 80/20 rule and understand its applica�on • Iden�fy best prac�ces to manage working capital Highlights: • Leading‐edge nancial management tools and techniques • Excel �ps and techniques • Human resource trends, ethics, genera�onal differences, emo�onal intelligence, robo�cs, and automa�on • New issues in treasury management and controllership • Current trends in informa�on systems and technology • Current trends in leading and developing staff to increase produc�vity and protability • Accoun�ng as a complement to the sales func�on • Integrated Repor�ng Who Should A�end: CFOs, controllers, treasurers, and other nancial managers Course Level: Update Prerequisites: Management experience in accoun�ng, nance, or opera�ons Discussion Leader: AICPA ‐ Robert Bedwell Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

MANAGEM

ENT


August 20, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: DAAN Type: MA CPE Credit: 8

Analytics & Big Data for Accountants

Objec�ves: • Deal with major trends in predic�ve analy�cs, op�miza�on, correla�on of metrics, and big data • Interpret and manage new trends in analy�cs techniques affec�ng your organiza�on • Cri�cally interpret analy�c reports and advise decision makers • Iden�fy how Big Data can be misused even when there is no intent to do harm Highlights: • Evidence‐based techniques for nding or genera�ng data, selec�ng key performance indicators, isola�ng program effects • Rela�ng data to return on investment, nancial values, and execu�ve decision‐making • Data sources including surveys, interviews, customer sa�sfac�on, engagement, and opera�onal data • Visualizing and presen�ng complex results • Ethics and privacy with Big Data Who Should A�end: CFOs, controllers, treasurers, and other nancial managers Course Level: Basic Prerequisites: None Discussion Leader: AICPA ‐ Robert Bedwell Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

MAN

AGEM

ENT


October 5, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BIN3 Type: MA CPE Credit: 8

Management & Leadership Essentials (Co-Sponsor With IA Society of CPAs)

Objec�ves: • To help experienced staff develop the nontechnical skills needed to make their rm more protable by improving their ability to protably manage mul�ple engagements, communicate with staff, partners, and client personnel, and recognize and deliver value‐added services

Highlights: • Expecta�ons of the supervisor • Managing self and priori�es • Improving communica�on skills • Human mo�va�on • Supervising, evalua�ng, and coaching staff • Helping your CPA rm grow

Who Should A�end: CPA rm staff with 3 to 4+ years’ experience—experience level is only a guideline; actual experience may vary. Course Level: Intermediate to advanced Prerequisites: None Discussion Leader: AHI Associates ‐ Bruce Dunn Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.



MANAGEM

ENT


October 9, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: EDKW Type: MA CPE Credit: 8

You Don’t Know What You Don’t Know About Microsoft® Excel®

Objec�ves: • Understand the many keyboard shortcuts available to save �me and effort • Use Excel Templates, Styles, and Themes to add uniformity to Excel workbooks • Design custom number and date formats • Add security to workbooks, including encryp�on and use of sheet level, range level, and cell level security features • Understand formula building conven�ons such as order of opera�on • Troubleshoot formulas that are not working properly • Work with func�ons in the func�on library to create powerful formulas

Highlights: • Taught using hands‐on methodology. We provide prac�ce les that �e to the examples in the course materials so par�cipants can undertake all the steps in unison with the instructor for a greatly improved learning experience. • Excel topics include: Excel shortcuts and �me savers; working with templates, formats, styles, and themes; customizing and enhancing Excel; protec�ng and securing workbooks; formula building and the Excel func�on library

Who Should A�end: Accoun�ng and other business professionals who have an understanding of Excel but want to become more procient as they design and edit workbooks of all types Course Level: Basic/Intermediate Prerequisites: None Discussion Leader: Phoenix Beach ‐ Karl Egnatoff Loca�on: Nebraska Society of CPAs’ Office, Lincoln Addi�onal Notes: Parking and lunch are provided on‐site.



MAN

AGEM

ENT


May 28, 2020Course Time: 8:30 AM ‐ 4:30 PM Course ID: BESTType: TXCPE Credit: 8

The Best Estate & Financial Planning Topics of 2020

Objec�ves: • Recognize the latest issues and best techniques in estate andnancial planning for 2020

Highlights: • The uncertainty of estate and gi� tax planning • Commonmistakes made by clients in estate and nancial planning • The modern era ofdomicile‐related issues in tax, nancial, and estate planning • Issues incharitable planning • The proper use of split‐interest trusts • Sophis�catedinsurance concepts • The need for proper IRA distribu�on planning • Specialplanning issues for the older client • What is next?

Who Should A�end: CPAs, EAs, a�orneys, nance professionals, nancialplanners, insurance agents, and bankersCourse Level: IntermediatePrerequisites: A basic understanding of the underlying concepts of estateand nancial planningDiscussion Leader: Werner Rocca ‐ Art WernerLoca�on: Webcast

Early Bird Fee: $ 265 ‐ Society Member$ 315 ‐ Nonmember


October 28, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: BADA Type: MA CPE Credit: 4

Blockchain & Digital Assets: The New Infrastructure of Distributed Trust

Blockchain technology and digital assets have begun to gain signicant enterprise trac�on in various industries, ranging from nancial services to consumer/industrial products to healthcare. Although the technology has not moved into the mainstream, it has moved beyond the experimenta�on phase in most industries. Clarity around legal, regulatory, opera�onal, and technical frameworks are par�cularly important components to monitor that will either drive or decelerate further growth of this technology. While this technology presents a signicant opportunity to drive new revenue streams, efficiency and reduced costs for enterprises, and new possibili�es for consumers to control their data, value, and iden�ty, many new risks are associated with use of the technology that en��es and individuals need to be aware of. This course will provide par�cipants with an in‐depth overview of blockchain technology and digital assets, including opera�onal risks and security, accoun�ng, tax, audit, U.S. regula�ons and legisla�on, AML/KYC, industry use cases, and more.

Who Should A�end: Anyone interested in understanding more about blockchain and digital assets Course Level: Beginner to moderate Prerequisites: Suggested documents of pre‐reading Discussion Leader: RSM US LLP ‐ Benne� Moore Loca�on: Embassy Suites Hotel & Conference Center, La Vista Addi�onal Notes: Parking provided on‐site.



TAXATION


May 28, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BEST Type: TX CPE Credit: 8

The Best Estate & Financial Planning Topics of 2020

Objec�ves: • Recognize the latest issues and best techniques in estate and nancial planning for 2020

Highlights: • The uncertainty of estate and gi� tax planning • Common mistakes made by clients in estate and nancial planning • The modern era of domicile‐related issues in tax, nancial, and estate planning • Issues in charitable planning • The proper use of split‐interest trusts • Sophis�cated insurance concepts • The need for proper IRA distribu�on planning • Special planning issues for the older client • What is next?

Who Should A�end: CPAs, EAs, a�orneys, nance professionals, nancial planners, insurance agents, and bankers Course Level: Intermediate Prerequisites: A basic understanding of the underlying concepts of estate and nancial planning Discussion Leader: Werner Rocca ‐ Art Werner Loca�on: Webcast



TAXA

TION


May 29, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CSBS Type: TX CPE Credit: 8

Creative Strategies for Buying, Selling, or Gifting a Business

Objec�ves: • Compare several op�ons in the strategic area of buying, selling, and gi�ing business interests

Highlights: • Valua�on methods • Stock purchase versus asset purchase issues • Estate transfer and tax issues • Gi�ing of business interests • Transfer of business interests to split‐interest trusts and grantor‐retained trusts • S corpora�on stock transfer to trusts • Family limited partnerships • Self‐canceling installment notes • Transferring a business interest with an ESOP

Who Should A�end: CPAs, EAs, nancial planners, and a�orneys Course Level: Intermediate Prerequisites: Basic understanding of estate planning Discussion Leader: Werner Rocca ‐ Art Werner Loca�on: Webcast



TAXATION


June 9, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: MSTU Type: TX CPE Credit: 8

Multistate Tax Update

Objec�ves: • Understand changes in state statutes, regula�ons, and case law • Determine how the states will treat changes under the Tax Cuts and Jobs Act • Iden�fy areas that may require addi�onal a�en�on for state tax planning purposes • Iden�fy areas that may be costly for employers or clients • Understand the “who, what, when, and where” of nexus for income and sales tax

Highlights: • The domicile dilemma: issues for individuals with homes in mul�ple states; traveling employees; where to withhold • Emerging sales tax topics: elimina�on of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assis�ng remote sellers in determining a plan of ac�on in states that enforce economic nexus • Emerging compliance issues in the new sales tax economy • Income tax (and other forms of tax): economic nexus (taxa�on without physical presence) • Will states shi� away from income tax and increase reliance on sales tax a�er Wayfair? • Treatment of Tax Cuts and Jobs Act by the states • Income‐tax appor�onment issues • And more!

Who Should A�end: Accountants who want an update on current mul�state tax issues to minimize clients’ poten�al state and local tax liability Course Level: Update Prerequisites: Experience in corporate taxa�on Discussion Leader: Surgent ‐ David Peters Loca�on: Webcast



TAXA

TION


June 10, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: SSRB Type: TX CPE Credit: 8

Social Security & Medicare Planning: Planning for You & Your Clients

Objec�ves: • Iden�fy who is en�tled to re�rement benets and in what amounts • Iden�fy factors to consider in determining when to take benets • Discuss taxa�on of Social Security benets and its impact on other income tax planning • Describe the poten�al effects of re�rement and estate planning strategies and tac�cs that can enhance overall re�rement • Explain Medicare and the prescrip�on drug provision; describe the basic supplementary insurance plans available to ll in the gaps in basic Medicare coverage

Highlights: • Legisla�ve developments • Determining the best planning op�ons for maximizing joint Social Security benets • Re�rement benets: amount of benets in various circumstances • Qualica�on: How business en��es may be used for Social Security advantage • Income taxa�on of Social Security: avoidance tac�cs • Spousal benets • Disability benets • When to start Social Security benets • Coordina�ng Social Security benets and IRA distribu�ons • Pension distribu�on strategies • IRAs: conver�ng to a Roth • Medicare, Part D prescrip�on drugs

Who Should A�end: Prac��oners who have clients contempla�ng receipt of Social Security Course Level: Basic Prerequisites: None Discussion Leader: Surgent ‐ David Peters Loca�on: Webcast



CFP

July 15, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: HOT Type: TX CPE Credit: 8

Hottest Tax Topics for 2020

Objec�ves: • Iden�fy how to advise clients on recent tax law changes, tax developments, and tax issues affected by societal and economic trends • Recognize new tax planning opportuni�es as a result of the latest tax law legisla�on Highlights: • Tax reform, legisla�ve changes, and IRS guidance that impacts individuals and businesses • Sec�on 199A Qualied Business Income deduc�on • Court decision tax developments • Qualied research credit • Sec�on 179 and bonus deprecia�on • Tax‐advantaged savings accounts • Tax benets for educa�on • Tax preparer penal�es • Hot tax planning strategies for individuals and small businesses • Roth IRA, IRA, and re�rement plan op�ons • And much more! Who Should A�end: All prac��oners Course Level: Intermediate Prerequisites: Basic understanding of individual and business taxa�on Discussion Leader: AICPA ‐ Peter Towle Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXATION


July 15, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: HOT Type: TX CPE Credit: 8


Objec�ves: • Iden�fy how to advise clients on recent tax law changes, tax developments, and tax issues affected by societal and economic trends • Recognize new tax planning opportuni�es as a result of the latest tax law legisla�on

Highlights: • Tax reform, legisla�ve changes, and IRS guidance that impacts individuals and businesses • Sec�on 199A Qualied Business Income deduc�on • Court decision tax developments • Qualied research credit • Sec�on 179 and bonus deprecia�on • Tax‐advantaged savings accounts • Tax benets for educa�on • Tax preparer penal�es • Hot tax planning strategies for individuals and small businesses • Roth IRA, IRA, and re�rement plan op�ons • And much more!

Who Should A�end: All prac��oners Course Level: Intermediate Prerequisites: Basic understanding of individual and business taxa�on Discussion Leader: AICPA ‐ Peter Towle Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.

Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember

Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXA

TION


July 16, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: EO‐F990 Type: TX CPE Credit: 8

Form 990: Mastering Its Unique Characteristics

Objec�ves: • Recognize and apply unique‐to‐Form 990 deni�ons • Recognize detail sought by the IRS in repor�ng on program service accomplishments and changes in opera�ons • Appreciate unique terminology employed in the Core Form’s key “Governance” • Appreciate 990 deni�ons and tax conven�ons employed in repor�ng on all aspects of nancial statements • Recognize the importance of making accurate and expansive disclosures via Schedule O rela�ng to priority governance inquiries

Highlights: • Primacy of the Form 990 as a “one‐size‐ts‐all” repor�ng mechanism • Form 990 prepara�on sequencing and data gathering; and keys to ge�ng Form 990 prepara�on right the rst �me • Addressing presence of “related organiza�ons” • Iden�ca�on of managers and measurements of their compensa�on • 990 versus books‐and‐records nancial statement detail • Disclosures of governance inputs and boards’ employ of policies

Who Should A�end: CPAs, a�orneys, and nonprot managers Course Level: Basic Prerequisites: None Discussion Leader: AICPA ‐ Peter Towle Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.

Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember

Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXATION


July 27, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: SSRB Type: TX CPE Credit: 8

Social Security & Medicare Planning: Planning for You & Your Clients

Objec�ves: • Iden�fy who is en�tled to re�rement benets and in what amounts • Iden�fy factors to consider in determining when to take benets • Discuss taxa�on of Social Security benets and its impact on other income tax planning • Describe the poten�al effects of re�rement and estate planning strategies and tac�cs that can enhance overall re�rement • Explain Medicare and the prescrip�on drug provision; describe the basic supplementary insurance plans available to ll in the gaps in basic Medicare coverage

Highlights: • Legisla�ve developments • Determining the best planning op�ons for maximizing joint Social Security benets • Re�rement benets: amount of benets in various circumstances • Qualica�on: How business en��es may be used for Social Security advantage • Income taxa�on of Social Security: avoidance tac�cs • Spousal benets • Disability benets • When to start Social Security benets • Coordina�ng Social Security benets and IRA distribu�ons • Pension distribu�on strategies • IRAs: conver�ng to a Roth • Medicare, Part D prescrip�on drugs

Who Should A�end: FOR Prac��oners who have clients contempla�ng receipt of Social Security Course Level: Basic Prerequisites: None Discussion Leader: Surgent ‐ John Kilroy Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.



CFP

TAXA

TION


July 28, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: MSTU Type: TX CPE Credit: 8

Multistate Tax Update

Objec�ves: • Understand changes in state statutes, regula�ons, and case law • Determine how the states will treat changes under the Tax Cuts and Jobs Act • Iden�fy areas that may require addi�onal a�en�on for state tax planning purposes • Iden�fy areas that may be costly for employers or cli‐ents • Understand the “who, what, when, and where” of nexus for income and sales tax Highlights: • The domicile dilemma: issues for individuals with homes in mul‐�ple states; traveling employees; where to withhold • Emerging sales tax top‐ics: elimina�on of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assis�ng remote sellers in determining a plan of ac�on in states that enforce economic nexus • Emerg‐ing compliance issues in the new sales tax economy • Income tax (and other forms of tax): economic nexus (taxa�on without physical presence) • Will states shi� away from income tax and increase reliance on sales tax a�er Wayfair? • Treatment of Tax Cuts and Jobs Act by the states • Income‐tax appor�onment issues • And more! Who Should A�end: Accountants who want an update on current mul�‐state tax issues to minimize clients’ poten�al state and local tax liability Course Level: Update Prerequisites: Experience in corporate taxa�on Discussion Leader: Surgent ‐ John Kilroy Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXATION


July 29, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: CGPT Type: TX CPE Credit: 8

Complete Guide to Payroll Taxes & 1099 Issues

Objec�ves: • Dis�nguish an employee from an independent contractor and understand the relief available to employers who misclassify • Understand how to complete Forms W‐2, 1099‐MISC, 1099‐R, and SS‐8 • Comply with the quarterly and annual repor�ng for employment tax deposits

Highlights: • Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benets and reimbursements, nonqualied deferred compensa�on, stock op�ons, and �ps • Fringe benets issues such as health insurance, life insurance, cafeteria plan benets, accountable and non‐accountable plans, standard mileage rates, and per diem rates • Special issues: using a common paymaster; how to le W‐2s a�er a takeover, merger, or acquisi�on; and state and local tax withholding • Statutory employees, independent contractors, and possible changes to §530 relief • Penal�es: Who is a responsible person? • Moving expenses and gross‐up calcula�ons • Form 941 issues and problems such as disability benets, �p income, and deceased employees • Pension issues and payroll taxes • Electronic Federal Tax Payment System (EFTPS) • Forms I‐9, W‐9, W‐2, 1099, SS‐8, and Form 940

Who Should A�end: CPAs in public accoun�ng and industry with responsibility for payroll tax compliance Course Level: Basic Prerequisites: None Discussion Leader: Surgent ‐ John Kilroy Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.



TAXA

TION


August 11, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: ITET Type: TX CPE Credit: 8

Preparing Form 1041 - A Complete Understanding of the Issues & the Law

Objec�ves: Recognize the components of the U.S. Income Tax Return for Estates and Trusts (Form 1041)

Highlights: • How to prepare a Form 1041 • Specic issues regarding a decedent’s estate • Specic issues regarding a trust • Understanding the basics of Subchapter J of the Internal Revenue Code • How to comply with tax compliance issues • Case studies regarding reading an estate document • Understanding of distributable net income (DNI) • Understanding of income in respect of a decedent (IRD) • Line‐by‐line instruc�on

Who Should A�end: CPAs, EAs, and a�orneys Course Level: Basic Prerequisites: None Discussion Leader: Werner Rocca ‐ Art Werner Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site.



TAXATION


August 12, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: PMIC Type: TX CPE Credit: 8

Estate & Life Planning Issues for the Middle-Income Client

Objec�ves: • Provide the prac��oner with a complete understanding of the specic planning needs for the middle‐income client

Highlights: • Understand what the middle‐income client market is • Medical and health care issues • Long‐term care issues • How to determine and/or capitalize needs • Factors affec�ng the estate and nancial plan • Understanding special issues such as nontradi�onal domes�c partners • Re�rement planning issues • The changing workplace • Future issues

Who Should A�end: CPAs, EAs, a�orneys, nancial planners, insurance agents, and bankers Course Level: Basic Prerequisites: None Discussion Leader: Werner Rocca ‐ Art Werner Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site.



TAXA

TION


August 25, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: PETB Type: TX CPE Credit: 8

Partnership Essentials - Tax Basis, Capital Accounts & More

Objec�ves: • Define the tax consequences and various liabili�es for both partnerships and LLCs • Discuss the impact of the new Sec�on 199A deduc�on on partnerships • Apply planning opportuni�es and poten�al pi�alls

Highlights: • Recent tax legisla�on, rulings, and developments affec�ng partnerships and LLCs • Basis and capital account repor�ng on Form 1065 Schedule K‐1 • The impact of the new Sec�on 199A deduc�on on partnerships and LLCs • New Sec�on 163(j) interest expense deduc�on • New rules on meals and entertainment expense repor�ng • Transporta�on fringe benefits • New partnership audit rules • Opportunity zones • Tax deprecia�on update • Sec�on 754 self‐employment tax

Who Should A�end: Prac��oners with partnership clients and those seeking knowledge on thorny partnership issues Course Level: Intermediate Prerequisites: Basic working knowledge of partnerships and LLCs

Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.



TAXATION


August 26, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: SCES Type: TX CPE Credit: 8

S-Corporation Essentials -Stock & Loan Basis & More

Objec�ves: • Apply the latest tax rules and regula�ons of S corpora�ons • Discuss the new Sec�on 199A rules and regula�ons and their significant impact on S corpora�ons • Dis�nguish and define complex S corpora�on issues

Highlights: • Recent tax legisla�on, rules, and developments impac�ng S corpora�ons • Shareholder stock and loan basis repor�ng on Form 1120S Schedule K‐1 • New Sec�on 163(j) business interest expense limita�on • Guide to applying the new Sec�on 199A deduc�on • Filing deadlines and extensions • New rules on meals and entertainment expense repor�ng • Issues in becoming an S corpora�on • Basis of stock and debt • AAA and distribu�ons • Fringe benefits • Built‐in gains tax • Sec�on 1375 passive investment income penalty tax

Who Should A�end: Experienced prac��oners with S corpora�on clients and members in industry working for an S corpora�on, or those seeking an update on thorny S corpora�on issues Course Level: Intermediate Prerequisites: Basic working knowledge of S corpora�ons Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: German American Society, Omaha Addi�onal Notes: Parking and lunch are provided on‐site.

Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member

$ 350 ‐ Nonmember

TAXA

TION


August 27, 2020 Course Time: 8:30 AM ‐ 12:00 PM Course ID: TME4 Type: TX CPE Credit: 4

New Travel, Meals & Entertainment

Expense Reporting

Objec�ves: • Gain insight on the “big picture” in this complex area • Dis�nguish the rules of determining travel and entertainment expenses • Know what to do and when to do it Highlights: • Adequate accoun�ng rules for reimbursements, including accountable plans, going paperless, reimbursement for non‐deduc�ble expenses • Repor�ng travel expenses: travel status, simplied per diem • Meals and entertainment: “directly related to” and “associated with” tests; facility vs. ac�vity expenses; TCJA elimina�on of most entertainment expenses; 9 excep�ons to Sec�on 274 • Business meals: IRS No�ce 2018‐76 • 2020 mileage and per diem rates Who Should A�end: Prac��oners, members in industry, or personnel responsible for payroll tax repor�ng or determining and reviewing travel and entertainment deduc�ons Course Level: Intermediate Prerequisites: Basic working knowledge of business expense repor�ng Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: German American Society, Omaha Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

TAXATION


August 27, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: RET4 Type: TX CPE Credit: 4

Real Estate Tax Update

Objec�ves: • Provide a review and update of recent tax legisla�on affec�ng real estate tax owners and investors Highlights: • Sec�on 179 for qualied real property • Sec�on 179 for non‐residen�al roofs, HVAC re protec�on and security systems • Sec�on 163(j) interest expense limita�on, including elec�ng out and ADS deprecia�on • Introduc�on to opportunity zones • Recent tax updates resul�ng from TCJA Who Should A�end: CPAs in public prac�ce and industry seeking an update on the latest tax developments affec�ng the real estate owners and investors Course Level: Intermediate Prerequisites: Basic working knowledge of real estate taxa�on Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: German American Society, Omaha Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

TAXA

TION


September 3, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: TCC4 Type: TX CPE Credit: 4

Critical Issues Involving Taxation of

Construction Contractors

Objec�ves: • Understand the myriad laws and regula�ons and how they impact taxa�on of construc�on contractors • Understand op�ons to reduce or defer recognizing taxable income as it relates to the construc�on industry Highlights: • Learn what property is subject to IRC Sec 460 • Understand how home builders and residen�al contractors are exempt from IRC Sec 460 • Learn how to qualify for the “small contractor exemp�on” • Learn op�ons available to the “small” contractor regarding taxa�on of long‐term contracts • Discuss how the choice of en�ty impacts taxa�on of contractors • Learn how AMT impacts the construc�on industry • Learn about IRC Sec 460 and “large” contractors • Learn how “uninstalled materials” impacts taxa�on of contractors • Learn how “look‐back” rules impact contractors • Learn how the “10% method” can allow contractors to defer recognizing taxable income • Learn cri�cal tax planning strategies for contractors Who Should A�end: CPAs who work for or represent construc�on contractors who are seeking ways to reduce taxable income Course Level: Intermediate Prerequisites: Previous experience in the construc�on industry or in providing service to construc�on clients Discussion Leader: Surgent ‐ William Eskin Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

TAXATION


September 17, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: HTOF Type: TX CPE Credit: 8

Employer’s Handbook:

Legal, Tax & Health Care Issues

Objec�ves: • Iden�fy the legal issues in hiring, evalua�ng, and ring employees • Discuss federal laws that curtail an employer from taking ac�ons involving employees and applicants • Understand requirements that fringe benets and compensa�on programs place on employers Highlights: • Hiring and ring issues – What ques�ons cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not re an employee; and more • Employment contracts – An analysis of the legal and planning issues in structuring employment contracts; when noncompe��on agreements will and will not work • Employment issues in the economy – Telecommuters and other special situa�ons • Legal liability issues – Recogni�on of age discrimina�on, sex discrimina�on, FLSA issues, minimum wage, over�me, sexual harassment, and more • Fringe benet issues – COBRA, Family and Medical Leave Act, and what is new in healthcare • Medical plans – Who is a full‐�me employee? Who Should A�end: CPAs who need an in‐depth understanding of employment issues Course Level: Basic Prerequisites: None Discussion Leader: Surgent ‐ Kenneth Greenwood Loca�on: Mahoney State Park, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXA

TION


September 25, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: TCJA Type: TX CPE Credit: 8

TCJA & Farm Taxation

Objec�ves: • Recognize key tax planning opportuni�es embedded in tax reform for agricultural producers and processors • Describe when an ac�vity rises to the level of a trade or business for the Sec�on 199A Qualied Business Income deduc�on, Excess Business Loss, and business interest expense limita�ons • Demonstrate common ownership for purposes of aggrega�on and deemed trade or business status for the QBI deduc�on • Differen�ate key points in en�ty structure planning for clients when evalua�ng the C corp alterna�ve to pass‐through taxa�on • Recall recent IRS no�ces, revenue procedures, and other IRS releases guiding taxpayers in applying TCJA Highlights: • An in‐depth discussion of the deduc�on for QBI under Sec 199A, and how producers might restructure • Review examples of gross receipts limita�ons and applica�on to related par�es for determining exemp�on from complex accoun�ng methods and limita�ons • Analyze pass‐through versus C corp en�ty planning for opera�ng enterprises • Applica�on of bonus deprecia�on in applying Sec 754 elec�ons in partnerships • Understand how FSA planning affects the en�ty selec�on process • Learn about tax reform provisions that remain unknown and will require guidance from the IRS Who Should A�end: Tax prac��oners represen�ng agricultural producers and processors who need to be aware of released and necessary IRS guidance Course Level: Intermediate Prerequisites: 2 years of experience with farm tax return prepara�on Discussion Leader: Cli�on Larson ‐ Paul Neiffer Loca�on: Divots Conference Center, Norfolk Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 280 ‐ Society Member $ 330 ‐ Nonmember Standard Fee: $ 315 ‐ Society Member $ 365 ‐ Nonmember

TAXATION


October 19, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: TUBI Type: TX CPE Credit: 8

2020 Tax Update for Business & Individuals

Objec�ves: • Implement prac�cal strategies based on recent developments • Understand changes in tax forms • Dene key compliance issues Highlights: • 2019‐2020 legisla�ve, judicial, and IRS developments impac�ng prac��oners during the upcoming ling season • Tax rates and ina�on‐adjusted gures for 2020 • Guide to Sec�on 199A ow through en��es deduc�on • Deprecia�on tax update • Review of changes in tax forms • Analyze signicant regula�ons, IRS rulings, and court cases affec�ng individuals, corpora�ons, S corpora�ons, and partnerships Who Should A�end: Prac��oners desiring an update on signicant developments affec�ng the ling season, staff members who will have signicant compliance assignments during tax season, and members in industry seeking to keep their knowledge current Course Level: Update Prerequisites: Basic working knowledge of business and individual taxa�on Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXA

TION


October 20, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: YETP Type: TX CPE Credit: 8

Year-End Tax Planning:

Thinking Outside the Box

Objec�ves: • Dene the “hot issues” facing tax prac��oners in planning for client returns • Apply key concepts to special client situa�ons • Review of recent legisla�on and developments Highlights: • Discuss the most recent tax legisla�on, rulings, and developments during 2020 • The new Sec�on 199A deduc�on • The new Sec�on 163(j) interest expense deduc�on • New 21% corporate tax rate • Medicare tax on high income wages and SE income • Tax provision and 2020 extensions • Timing income and deduc�ons • Alterna�ve minimum tax (AMT) issues • 3.8% net investment income tax • Rediscovering Sec�on 1202 QSBS • Affordable care mandate and repor�ng • Reconsidering choice of en�ty Who Should A�end: Prac��oners and members in industry seeking a general business and individual tax update or wishing to review key tax topics for planning and preparing client returns. Course Level: Intermediate Prerequisites: Basic working knowledge of tax return prepara�on Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXATION


October 21, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: KTBI Type: TX CPE Credit: 8

Key Tax Issues Facing Business & Industry

Objec�ves: • Understand the latest tax developments, rules, and regula�ons affec�ng business and industry Highlights: • 2019‐2020 update and review of key business tax changes a�er the 2017 Tax Cuts and Jobs Act • Update on the new Sec�on 199A deduc�on • New 21% corporate tax rate • New capitaliza�on, expensing, and deprecia�on rules • New travel and entertainment expense rules • Accoun�ng methods – cash vs. accrual, inventory, and Sec�on 263A issues • IRS enforcement of the Affordable Care Act employer mandate • Fringe benets • Independent contractor vs. employee • Basics of iden�fying and classifying intangible assets • Latest legisla�ve, judicial, and IRS developments Who Should A�end: Financial personnel working for closely held, for‐prot en��es Course Level: Intermediate Prerequisites: Basic working knowledge of business taxa�on. Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXA

TION


October 22, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: TPGS Type: TX CPE Credit: 8

Annual Tax-Planning Guide for

S Corporations, Partnerships & LLCs

Objec�ves: • Iden�fy most relevant current issues • Be familiar with planning techniques in dealing with the lifecycle of pass‐through en��es • Plan for the best u�liza�on of carryforwards under the Tax Cuts and Jobs Act • Dis�nguish the roles of S corps and partnerships/LLCs • Evaluate the impact of the TCJA and related regula�ons on pass‐through en��es • Examine case studies Highlights: • Update on cases, rulings, and regs • Handling liabili�es of LLCs • Determining basis and amounts at risk ‐ recourse/nonrecourse debt issues for LLCs • Planning for TCJA provisions, §199A pass‐through deduc�on • Update on carryforwards and impact on §199A deduc�on • Structuring partnership distribu�ons and transfers of interests • Op�onal basis adjustments ‐ §754 and §732(d) • Update on Small Business Health Reimbursement Arrangements • Taking advantage of §179 and TCJA bonus deprecia�on rules • Basis, distribu�on, redemp�on, and liquida�on issues of S corps • Compensa�on in S corps • Sale of a partnership • Estate planning, family income spli�ng, and compensa�on planning for family pass‐throughs Who Should A�end: CPAs in public accoun�ng and industry who want to learn planning strategies relevant to S corpora�ons, partnerships, and LLCs Course Level: Intermediate Prerequisites: A basic course in partnerships and S corpora�ons Discussion Leader: Surgent ‐ Randy Newton Loca�on: Hillcrest Country Club, Lincoln Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

EA

TAXATION


October 23, 2020 Course Time: 8:30 AM ‐ 12:00 PM Course ID: ISL4 Type: TX CPE Credit: 4

Taking Advantage of Installment Sales

& Like-Kind Exchanges

Objec�ves: • Learn when and how to u�lize the provisions of IRC §457 to defer recognizing gain on the sale of real property via installment sales • Learn when and how to use IRC §1031 to defer recognizing gain on the sale of real property via a like‐kind exchange Highlights: • Dening an installment sale under IRC §457 • When to use IRC §457 • When to use provisions of an installment sale • “Dealer” vs. “non‐dealer” issue, impact on installment sale method • Repor�ng an installment sale when related par�es are involved • Calcula�ng an installment sale • Impact of TCJA on Installment Sale Method • What is a like‐kind exchange under IRC §1031 • Using provisions of IRC §1031 • What types of real property are eligible for like‐kind exchange treatment • What is “boot,” how does it impact like‐kind exchange deferral • Calcula�ng a like‐kind exchange including any taxable por�on • Impact of TCJA on like‐kind exchanges Who Should A�end: CPAs who represent or work for en��es that own real property Course Level: Intermediate Prerequisites: A basic understanding of provisions for recognizing gain or loss on the sale of real property Discussion Leader: Surgent ‐ Randy Newton Loca�on: Hillcrest Country Club, Lincoln Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXA

TION


October 23, 2020 Course Time: 1:00 PM ‐ 4:30 PM Course ID: SEL4 Type: TX CPE Credit: 4

Buying & Selling a Business: Tax & Structuring Overview

Objec�ves: • Understand the CPA’s role in the beginning of the transac�on and throughout the process • Iden�fy tax consequences for various forms of acquired businesses • Iden�fy tax consequences to the seller of various forms of businesses, including the impact of the Net Investment Income Tax (NIIT) and the §199A pass‐through deduc�on • Appreciate §338 and §338(h)(10) elec�ons and benets of installment sales Highlights: • Preliminary tax planning • Recognizing the need for due diligence in acquisi�ons • Deemed asset sales ‐ Is §338 or §338(h)(10) appropriate? • Impact of §197 amor�zable intangibles regs on acquisi�on and disposi�on of a business • Alloca�ng purchase price for tax advantage • Avoiding double taxa�on under repeal of General U�li�es doctrine • When an S corp is the buyer or seller • Installment sale and interest issues • Avoiding tax pi�alls • Recognizing tax planning opportuni�es • Unique issues in buying and selling of LLC/partnership interests • Impact of Net Investment Income Tax (NIIT) and §199A pass‐through deduc�on when selling a pass‐through en�ty • Individually owned goodwill Who Should A�end: All prac��oners involved in the sale of a business Course Level: Intermediate Prerequisites: A basic course in partnerships/LLCs; experience with C corps Discussion Leader: Surgent ‐ Randy Newton Loca�on: Hillcrest Country Club, Lincoln Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 150 ‐ Society Member $ 200 ‐ Nonmember Standard Fee: $ 185 ‐ Society Member $ 235 ‐ Nonmember

TAXATION


November 9, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: PTU Type: TX CPE Credit: 8

AICPA’s Annual Federal Tax Update

Objec�ves: • Iden�fy planning strategies and compliance ac�ons resul�ng from the latest changes to federal tax statutes, regula�ons, cases, and rulings. Highlights: • Return prepara�on applica�ons • Strategies for tax savings • Business en�ty changes • The new reality of estate planning • Income taxa�on of estates and trusts • IRS administra�ve issues, compliance, and new forms • Court cases se�led in the last year that provide tax return guidance • Posi�on authority • IRS rulings, procedures, and no�ces for the last year • New tax return disclosures Who Should A�end: Public accoun�ng senior associates, managers, and partners; tax professionals in company nance or tax departments Course Level: Update Prerequisites: Two years of tax experience Discussion Leader: AICPA ‐ Bruce Nelson Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXA

TION


November 10, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: TSE.MST Type: TX CPE Credit: 8

Multistate Income Tax

Objec�ves: • Describe the key principles of mul�state taxa�on • Iden�fy the implica�ons of establishing nexus in various taxing jurisdic�ons • Analyze client opera�ons and devise strategies that will minimize your clients’ overall sales and/or income tax liability • Recognize the impact of recent judicial rulings in various states on client opera�ons • Determine to what extent the state taxa�on of internet‐based transac�ons may impact current and future client ac�vi�es Highlights: • Cons�tu�onal limits and P.L. 86‐272 • Nexus, UDITPA, MTC • Calcula�on of state taxable income • Filing methods for mul�state taxpayers • Appor�onment and alloca�on • Mul�state income tax planning • Audit defense strategies Who Should A�end: Experienced tax professionals and accountants; private industry accoun�ng and nance managers Course Level: Intermediate Prerequisites: Experience in corporate taxa�on Discussion Leader: AICPA ‐ Bruce Nelson Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXATION


November 12-13, 2020 Course Time: 8:00 AM ‐ 4:00 PM Course ID: H2TU Type: TX CPE Credit: 16

2020-2021 Two-Day Federal Tax Update -

Individual, Business & Corporate

Objec�ves: • To enable all tax prac��oners to iden�fy and solve client tax problems • Tax‐planning ideas and strategies are emphasized Highlights: • 2020 Individual & Business Tax • 2020 Business Tax Developments Exemp�ons • Real Estate Qualied Business • Affordable Care Act (ACA) • 1040 Form & Schedules • 20% capital gains tax plus 3.8% NII tax issues • FBAR and FATCA repor�ng • Estate and gi� planning ideas updated • Trust tax updated • Corporate AMT • 20% Qualied Business Income (QBI) • Updates on ACA and its “employer mandate” • Plus, what the IRS is planning for 2020 business return examina�ons • A complete discussion of the extenders, SECURE Act, disaster tax relief, and ACA changes included in the December 20, 2019, Appropria�ons Act Who Should A�end: Any tax professional who needs to know all the latest individual, business, partnership, corpora�on, estate, and trust tax developments Course Level: Update Prerequisites: None Discussion Leader: Vern Hoven, Hoven Tax Seminars Loca�on: The Cornhusker, Lincoln Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 490 ‐ Society Member $ 540 ‐ Nonmember Standard Fee: $ 525 ‐ Society Member $ 575 ‐ Nonmember

EA

TAXA

TION


November 16, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: HOT Type: TX CPE Credit: 8


Objec�ves: • Iden�fy how to advise clients on recent tax law changes, tax developments, and tax issues affected by societal and economic trends • Recognize new tax planning opportuni�es as a result of the latest tax law legisla�on Highlights: • Tax reform, legisla�ve changes, and IRS guidance that impacts individuals and businesses • Sec�on 199A Qualied Business Income deduc�on • Court decision tax developments • Qualied research credit • Sec�on 179 and bonus deprecia�on • Tax advantaged savings accounts • Tax benets for educa�on • Tax preparer penal�es • Hot tax planning strategies for individuals and small businesses • Roth IRA, IRA, and re�rement plan op�ons • And much more! Who Should A�end: All prac��oners Course Level: Intermediate Prerequisites: Basic understanding of individual and business taxa�on Discussion Leader: AICPA ‐ Kevin Krantz Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXATION


November 17, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: RPTR Type: TX CPE Credit: 8

Reviewing Pass-Through Tax Returns:

What Are You Missing?

Objec�ves: • Iden�fy common mistakes made on partnership and S corpora�on tax returns • Determine strategies to avoid making mistakes on partnership and S corpora�on tax returns Highlights: • Understand Form 1120S • Form 1065 • Schedules K and K‐1 • Schedules M‐1 and M‐2 • Form 4562 • Form 4797 • And more! Who Should A�end: CPAs working with clients requiring up‐to‐date exper�se in partnership and S corpora�on taxa�on for the current tax season Course Level: Intermediate Prerequisites: Basic knowledge of partnership and S corpora�on income taxa�on Discussion Leader: AICPA ‐ Kevin Krantz Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society & AICPA Member $ 295 ‐ Society or AICPA Member $ 325 ‐ Society & AICPA Nonmember Standard Fee: $ 300 ‐ Society & AICPA Member $ 330 ‐ Society or AICPA Member $ 360 ‐ Society & AICPA Nonmember

TAXA

TION


November 20, 2020 Course Time: 8:00 AM ‐ 4:00 PM Course ID: TAU Type: TX CPE Credit: 8

Federal Tax Update - Individuals & Business

(Co-Sponsor with IA Society of CPAs)

Objec�ves: • Review recent changes to individual and business tax regula�ons Highlights: • Review individual and business changes in the current year • Course content will be updated for the latest modica�on from the Tax Cuts and Jobs Act and extender bills • Relevant IRS no�ces, announcements, rulings, and court cases • Detailed course highlights will be published this fall Who Should A�end: CPAs and other business professionals Course Level: Update Prerequisites: None Discussion Leader: TaxSpeaker ‐ Mark Mirsky Loca�on: Delta Hotel & Conference Center, South Sioux City Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 285 ‐ Society Member $ 335 ‐ Nonmember Standard Fee: $ 320 ‐ Society Member $ 370 ‐ Nonmember

TAXATION


December 1, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BCPE Type: TX CPE Credit: 8

The Best S Corporation, Limited Liability

& Partnership Update

Objec�ves: • Understand the major issues on which taxpayers and the IRS are in conict • Understand how tax reform affects planning for pass‐throughs • Understand what pass‐throughs can do in light of tax reform Highlights: • Impact of the Tax Cuts and Jobs Act on S corpora�ons and partnership en��es including coverage of Sec�on 199A • Partnership audits • Selected prac�ce and repor�ng issues: What’s new? • A review of the key cases, rulings, and tax law changes affec�ng S corpora�ons, partnerships, limited liability companies, and limited liability partnerships • Choice of en�ty issues: Is the C corpora�on a more viable choice a�er tax reform? Will it become preferred? • Sec�ons 163(j) and 461(l) • Debts between en�ty and the investors • Impact of the net investment income tax on the owners of pass‐through en��es • Any late‐breaking tax legisla�on • Review of the most important business tax cases, revenue rulings, PLRs, etc. Who Should A�end: All tax prac��oners—those working in public accoun�ng and in private industry—who need the latest informa�on on tax changes affec�ng their business clients or employers Course Level: Update Prerequisites: Experience with pass‐through en�ty clients Discussion Leader: Surgent ‐ Bruce Nelson Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

EA

TAXA

TION


December 2, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: BITU Type: TX CPE Credit: 8

The Best Individual Income Tax Update

Objec�ves: • Understand strategies and tac�cs to use in light of tax reform • Understand the most current guidance on re�rement planning • Understand how to nail down valuable deduc�ons and other reduc�ons to the tax base Highlights: • Sec�on 461 loss limita�on rules and the ability to offset income • Revised home mortgage interest deduc�on • Treatment of state and local taxes • Virtual currency • Opportunity Zones • Educa�on‐related provisions • Deprecia�on changes • Rules on entertainment expenses, including meals • Doubling of estate and gi� tax exemp�on for a married couple • Comprehensive coverage of the agship item of tax reform, §199A and its altera�on of pass‐through taxa�on and planning • Review of per�nent cases and rulings affec�ng taxpayers • Prac�ce aids, including all the numbers applicable for the current year ‐ ina�on‐adjusted amounts, mileage rates, re�rement contribu�ons, and more • The latest issues related to any other late‐breaking tax law changes Who Should A�end: All tax prac��oners—those working in public accoun�ng and in private industry—who need the latest informa�on on tax changes affec�ng their individual clients Course Level: Update Prerequisites: Experience in individual tax planning Discussion Leader: Surgent ‐ Bruce Nelson Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

CFP EA

TAXATION


December 7-8, 2020 Course Time: 8:00 AM ‐ 4:00 PM Course ID: H2TU Type: TX CPE Credit: 16

2020-2021 Two Day Federal Tax Update -

Individual, Business & Corporate

Objec�ves: • To enable all tax prac��oners to iden�fy and solve client tax problems • Tax‐planning ideas and strategies are emphasized Highlights: • 2020 Individual & Business Tax • 2020 Business Tax Developments Exemp�ons • Real Estate Qualied Business • Affordable Care Act (ACA) • 1040 Form & Schedules • 20% capital gains tax plus 3.8% NII tax issues • FBAR and FATCA repor�ng • Estate and gi� planning ideas updated • Trust tax updated • Corporate AMT • 20% Qualied Business Income (QBI) • Updates on ACA and its “employer mandate” • Plus, what the IRS is planning for 2020 business return examina�ons • A complete discussion of the extenders, SECURE Act, disaster tax relief, and ACA changes included in the December 20, 2019, Appropria�ons Act Who Should A�end: Any tax professional who needs to know all the latest individual, business, partnership, corpora�on, estate, and trust tax developments Course Level: Update Prerequisites: None Discussion Leader: Vern Hoven, Hoven Tax Seminars Loca�on: Embassy Suites Hotel & Conference Center, La Vista Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 490 ‐ Society Member $ 540 ‐ Nonmember Standard Fee: $ 525 ‐ Society Member $ 575 ‐ Nonmember

EA

TAXA

TION


December 16, 2020 Course Time: 8:30 AM ‐ 12:00 PM Course ID: GSTI4 Type: TX CPE Credit: 4

General Sales Tax

& Nebraska Incentive Programs

General Sales Tax Update: This course covers Nebraska sales and use tax as it applies to landscapers. You will benet from this course if you have retail sales, perform construc�on services, taxable and nontaxable services, or handle bookkeeping for landscapers. If you need to hire a contractor, this course explains what forms to complete and how the invoice should look. The presenta�on will cover licensing requirements, contractor registra�on, contractor op�ons, exemp�ons, repor�ng, and taxable services. Nebraska Advantage Economic Incen�ves Programs: Since 1987, companies, in and outside of Nebraska, have been encouraged to create jobs and invest in Nebraska through incen�ves offered by LB775 and the Nebraska Advantage Act, the state’s primary economic development tools. Under these incen�ves, businesses can qualify for a variety of tax benets, including a refund of sales tax – both state and local – paid on qualied capital purchases and credits on new investment and employee growth. Who Should A�end: Prac��oners in industry and public prac�ce who need to know the latest sales and use tax updates Course Level: Update Prerequisites: Basic knowledge of sales and use tax Discussion Leader: Steve Drzaic & Megan Ferris, NE Department of Revenue Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking provided on‐site. If registered for both courses for the day, lunch is provided. Early Bird Fee: $ 140 ‐ Society Member $ 190 ‐ Nonmember Standard Fee: $ 175 ‐ Society Member $ 225 ‐ Nonmember

TAXATION


December 21, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: FTUG Type: TX CPE Credit: 8

2020 Federal Tax Update

Objec�ves: • Implement prac�cal strategies based on recent developments • Understand changes in tax forms • Dene key compliance issues Highlights: • New tax regula�ons from late October through December • 2019‐2020 legisla�ve, judicial, and IRS developments impac�ng prac��oners during the upcoming ling season • Tax rates and ina�on‐adjusted gures for 2020 • Guide to Sec�on 199A ow‐through en��es deduc�on • Deprecia�on tax update • Review of changes in tax forms • Analyze signicant regula�ons, IRS rulings, and court cases affec�ng individuals, corpora�ons, S corpora�ons, and partnerships Who Should A�end: Prac��oners desiring an update on signicant developments affec�ng the ling season, staff members who will have signicant compliance assignments during tax season, and members in industry seeking to keep their knowledge current Course Level: Update Prerequisites: Basic working knowledge of business and individual taxa�on Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: Ramada Midtown Conference Center, Grand Island Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

TAXA

TION


December 22, 2020 Course Time: 8:30 AM ‐ 4:30 PM Course ID: FTUA Type: TX CPE Credit: 8

2020 Federal Tax Update

Objec�ves: • Implement prac�cal strategies based on recent developments • Understand changes in tax forms • Dene key compliance issues Highlights: • New tax regula�ons from late October through December • 2019‐2020 legisla�ve, judicial, and IRS developments impac�ng prac��oners during the upcoming ling season • Tax rates and ina�on‐adjusted gures for 2020 • Guide to Sec�on 199A ow‐through en��es deduc�on • Deprecia�on tax update • Review of changes in tax forms • Analyze signicant regula�ons, IRS rulings, and court cases affec�ng individuals, corpora�ons, S corpora�ons, and partnerships Who Should A�end: Prac��oners desiring an update on signicant developments affec�ng the ling season, staff members who will have signicant compliance assignments during tax season, and members in industry seeking to keep their knowledge current Course Level: Update Prerequisites: Basic working knowledge of business and individual taxa�on Discussion Leader: Van Der Aa Tax Ed, LLC ‐ Douglas Van Der Aa, CPA Loca�on: Quarry Oaks Golf Course, Ashland Addi�onal Notes: Parking and lunch are provided on‐site. Early Bird Fee: $ 265 ‐ Society Member $ 315 ‐ Nonmember Standard Fee: $ 300 ‐ Society Member $ 350 ‐ Nonmember

LEADERSHIP ACADEMY


Nebraska Society of CPAs Leadership Academy We’re here to guide you through your best year yet! The Nebraska Society of CPAs Leadership Academy is a one‐year leadership development program designed to build authen�c, emo�onally intelligent leaders who understand how to build high‐performing teams, manage conict, and inspire others to deliver results.

WHO SHOULD PARTICIPATE? Both CPAs and high‐poten�al non‐CPA professionals who work under the direc�on of a CPA are encouraged to par�cipate in the Leadership Academy.

WHAT ARE THE SESSION DATES? CLASS INTRODUCTION: Society Annual Mee�ng, October 29, 2020

November 17, 2020, 9 am ‐ 5 pm

January 5, 2021, 9 am ‐ 5 pm

May 6, 2021, 9 am ‐ 5 pm

September 22, 2021, 9 am ‐ 5 pm

GRADUATION: November 2021

CAN I EARN CPE CREDIT? NESCPA Leadership Academy graduates will earn 32 hours of CPE credit, which includes 4 hours of ethics.

WHAT IS THE COST? Tui�on is $3,100. A $500 deposit is due upon enrollment with the remainder due October 1, 2020.

RESERVE YOUR SPOT TODAY! With class size limited to 25 individuals, enrollment in the Leadership Academy is provided on a rst‐come, rst‐served basis. Email the Society at [email protected] with your name, company, and phone number to reserve your spot today! You will receive an official registra�on form at a later date.

CPACharge is an easy-to-use practice management tool trusted by more than 105,000 successful professionals, developed exclusively for CPAs to help manage payments and grow revenue in their practice.

CPACharge is a registered agent of Wells Fargo Bank N.A., Concord, CA and Citizens Bank, N.A., Providence, RI.

SIMPLE ONLINE PAYMENTS FOR CPA FIRMS

0%, $2/TRANSACTION eCHECK PROCESSING

RECURRING BILLING AND SCHEDULED PAYMENTS

SECURE, CUSTOMIZABLE PAYMENT PAGES

PCI COMPLIANCE INCLUDED ($150 VALUE)

SIMPLE REPORTING AND RECONCILIATION

UNLIMITED SUPPORT BY PHONE, LIVE CHAT, AND EMAIL

cpacharge.com/nescpa866-320-2362

DESIGNED FOR CPAs

$1,000

Exp.

Card Number CVV

**** **** **** 9998 001

Invoice Number

1005

NOV 2021

Payment DetailSubmit to Smith Johnson, CPA

Pay CPA

P O W E R E D B Y

CPACharge is proud to be endorsed by the Nebraska Society of CPAs

Special offer for NESCPA members

EVERYTHING CPE


CPACharge is an easy-to-use practice management tool trusted by more than 105,000 successful professionals, developed exclusively for CPAs to help manage payments and grow revenue in their practice.

CPACharge is a registered agent of Wells Fargo Bank N.A., Concord, CA and Citizens Bank, N.A., Providence, RI.

SIMPLE ONLINE PAYMENTS FOR CPA FIRMS

0%, $2/TRANSACTION eCHECK PROCESSING

RECURRING BILLING AND SCHEDULED PAYMENTS

SECURE, CUSTOMIZABLE PAYMENT PAGES

PCI COMPLIANCE INCLUDED ($150 VALUE)

SIMPLE REPORTING AND RECONCILIATION

UNLIMITED SUPPORT BY PHONE, LIVE CHAT, AND EMAIL

cpacharge.com/nescpa866-320-2362

DESIGNED FOR CPAs

$1,000

Exp.

Card Number CVV

**** **** **** 9998 001

Invoice Number

1005

NOV 2021

Payment DetailSubmit to Smith Johnson, CPA

Pay CPA

P O W E R E D B Y

CPACharge is proud to be endorsed by the Nebraska Society of CPAs

Special offer for NESCPA members

Everything CPEIn addi�on to live conferences and CPE courses, a variety of online CPE opportuni�es, including self‐study, webcasts, and webinars, are listed at h�ps://nescpa.org/webcasts.php.

Following is informa�on for our live Society‐sponsored CPE courses.

Please register early (at least one month prior to the event) to ensure we have the appropriate amount of materials, ample physical space, and a sufficient number of people registered to hold the course.

Three Easy Ways to Register!

Conference/Course Fees The fee for the conference or course is listed in each course. Unless otherwise noted, fees include all instruc�onal costs and materials.

The fees for non‐AICPA courses are based upon the following: Society Member – Member of the Society or a non‐CPA staff person of a rmhaving Society members.

Society Nonmember – A CPA who isn’t a Society member or a non‐CPA staff person of a rm/organiza�on not having Society members.

The fees for AICPA courses are based upon the following: Society & AICPA Member – Member of both the Society and AICPA. Society or AICPA Member – Member of either the Society or AICPA. Society & AICPA Nonmember – Nonmember of both the Society and AICPA.

Society Membership Discounts The Society offers Early Bird Pricing for individuals a�ending a Nebraska Society event. Standard Pricing goes into effect 30 days prior to the event.

Online at h�ps://nescpa.org/cperegistra�on.php — complete the online registra�on form and pay online OR download the credit card payment form and mail or fax it to the Society.

Mail a completed registra�on form with credit card informa�on or check made payable to Nebraska Society of CPAs at 7435 O Street, Suite 100, Lincoln, NE 68510.

Fax a completed registra�on form with credit card informa�on to the Society at 402‐476‐8731.

AICPA Discounts AICPA members who register for a course provided by the AICPA will receive a $30 discount for each applicable eight‐hour AICPA course as noted in the course informa�on. There are no AICPA discounts for four‐hour courses.

Registra�on Conrma�ons Registra�ons received via online, mail, or fax two days prior to the event do not guarantee a reserva�on in the course. Walk‐ins are available on a space‐available basis only; the Society cannot guarantee space, lunch, or materials.

Conrma�ons are sent by email or mail; whichever is selected on the registra�on form. The registra�on conrma�on will include the a�endee’s name, course date, site loca�on, and star�ng �me. Be sure to review it carefully. Occasionally, a star�ng �me or loca�on may differ from what is published in the CPE catalog.

If you do not receive a conrma�on within one week of registra�on, contact the Nebraska Society office immediately.

Any registrant may subs�tute another individual for his or her registra�on up to the beginning of the rst morning session of the course.

No Shows Those who register for a course and do not a�end are responsible for the course fee and will receive the course materials. If there is a balance due, the materials will be sent once the balance due has been paid in full.

Cancella�ons The Society may cancel a course due to insufficient enrollment, inclement weather, or other circumstances beyond the Society’s control. In these cases, the registrant will be given the op�on to receive a refund or transfer the amount paid to a different Society‐sponsored course.

If the course is cancelled due to insufficient enrollment, the Society office staff will contact each registrant at least ve days prior to the course.

In the case of inclement weather, the Society office staff will contact each registrant as soon as possible by email or phone. All cancella�ons will also be posted at h�ps://nescpa.org.

If a cancella�on is needed, a wri�en cancella�on no�ce must be received in the Society office by email ([email protected]), mail, or fax (402‐476‐8731).

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Everything CPEIn addi�on to live conferences and CPE courses, a variety of online CPE opportuni�es, including self‐study, webcasts, and webinars, are listed at h�ps://nescpa.org/webcasts.php.

Following is informa�on for our live Society‐sponsored CPE courses.

Please register early (at least one month prior to the event) to ensure we have the appropriate amount of materials, ample physical space, and a sufficient number of people registered to hold the course.

Three Easy Ways to Register!

Conference/Course Fees The fee for the conference or course is listed in each course. Unless otherwise noted, fees include all instruc�onal costs and materials.

The fees for non‐AICPA courses are based upon the following: Society Member – Member of the Society or a non‐CPA staff person of a rmhaving Society members.

Society Nonmember – A CPA who isn’t a Society member or a non‐CPA staff person of a rm/organiza�on not having Society members.

The fees for AICPA courses are based upon the following: Society & AICPA Member – Member of both the Society and AICPA. Society or AICPA Member – Member of either the Society or AICPA. Society & AICPA Nonmember – Nonmember of both the Society and AICPA.

Society Membership Discounts The Society offers Early Bird Pricing for individuals a�ending a Nebraska Society event. Standard Pricing goes into effect 30 days prior to the event.

Online at h�ps://nescpa.org/cperegistra�on.php — complete the online registra�on form and pay online OR download the credit card payment form and mail or fax it to the Society.

Mail a completed registra�on form with credit card informa�on or check made payable to Nebraska Society of CPAs at 7435 O Street, Suite 100, Lincoln, NE 68510.

Fax a completed registra�on form with credit card informa�on to the Society at 402‐476‐8731.

AICPA Discounts AICPA members who register for a course provided by the AICPA will receive a $30 discount for each applicable eight‐hour AICPA course as noted in the course informa�on. There are no AICPA discounts for four‐hour courses.

Registra�on Conrma�ons Registra�ons received via online, mail, or fax two days prior to the event do not guarantee a reserva�on in the course. Walk‐ins are available on a space‐available basis only; the Society cannot guarantee space, lunch, or materials.

Conrma�ons are sent by email or mail; whichever is selected on the registra�on form. The registra�on conrma�on will include the a�endee’s name, course date, site loca�on, and star�ng �me. Be sure to review it carefully. Occasionally, a star�ng �me or loca�on may differ from what is published in the CPE catalog.

If you do not receive a conrma�on within one week of registra�on, contact the Nebraska Society office immediately.

Any registrant may subs�tute another individual for his or her registra�on up to the beginning of the rst morning session of the course.

No Shows Those who register for a course and do not a�end are responsible for the course fee and will receive the course materials. If there is a balance due, the materials will be sent once the balance due has been paid in full.

Cancella�ons The Society may cancel a course due to insufficient enrollment, inclement weather, or other circumstances beyond the Society’s control. In these cases, the registrant will be given the op�on to receive a refund or transfer the amount paid to a different Society‐sponsored course.

If the course is cancelled due to insufficient enrollment, the Society office staff will contact each registrant at least ve days prior to the course.

In the case of inclement weather, the Society office staff will contact each registrant as soon as possible by email or phone. All cancella�ons will also be posted at h�ps://nescpa.org.

If a cancella�on is needed, a wri�en cancella�on no�ce must be received in the Society office by email ([email protected]), mail, or fax (402‐476‐8731).

EVERYTHING CPE


Cancella�ons received in the Society office ve working days prior to the course date will receive a full refund. A $50 cancella�on fee will be deducted from the full refund for those cancelling two to four working days prior to the course date. Except in special circumstances, refunds will not be granted to those a�emp�ng to cancel registra�ons less than two full working days prior to the course date.

Start & End Times Conferences Conferences generally begin at 8:00 a.m. with registra�on beginning at 7:30 a.m. Ending �mes vary depending upon the conference schedules. Pleasereview the conrma�on, conference brochures, and our website at h�ps://nescpa.org for specic �mes.

CPE Courses Arrive 10 to 30 minutes early to receive course materials. Be sure to check the conrma�on and our website for the exact course �mes. 8‐hour courses begin at 8:30 a.m. and end at 4:30 p.m. or begin at 8:00

a.m. and end at 4:00 p.m. 4‐hour courses begin at 8:30 a.m. and end at 12:00 p.m. or begin at 1:00

p.m. and end at 4:30 p.m.

Lunch Lunch is provided during a one‐hour lunch break for all full‐day courses. Please indicate on the registra�on form under “specic needs” if you have a specic dietary requirement.

Specic Needs Please indicate on the registra�on form any specic needs or no�fy the office at 402‐476‐8482 or [email protected] at least one week prior to the event, and we will do our best to accommodate.

Parking Parking is generally provided with the event fees. If the event is held at Mahoney State Park, be sure to sign the sign‐in sheet at the informa�on booth at the park entrance to obtain the daily mandatory parking pass. Review the “Addi�onal Informa�on” on your conrma�on for parking specics. For events that have “City of Lincoln Parking,” the Society will validate the a�endee’s parking �cket at registra�on if he/she parks in a city of Lincoln parking garage.

Lodging Special lodging rates are listed in this catalog on page 120 (CPE Loca�ons), online at h�ps://nescpa.org/facili�es.php, or by contac�ng Kelly at the Society office at 402‐476‐8482 or [email protected] g.

What to Wear Business casual a�re is recommended. Because mee�ng room temperatures are difficult to control, it is wise to dress in layers to ensure comfort.

Cell Phone Usage, Laptops The use of laptops is discouraged unless the course calls for it and cell phones should be on silent mode in the classroom.

A�endance Verica�on At the conclusion of each CPE event, a CPE a�endance verica�on form will be distributed for all a�endees to sign. The Nebraska Society office can only verify a�endance if the form has been signed. For all Society conferences, an a�endance form is included with the conference manual for the a�endee’s comple�on.

CPE Credit All courses listed in this catalog have been submi�ed to and approved by the Nebraska Board of Public Accountancy for recommended CPE credit. See “CPE Credit” in the course descrip�ons in this catalog for approved CPE hours.

CPE cer�cates are not prepared for each course a�ended. A summary of all Society‐sponsored courses taken, along with the corresponding number of CPE credit hours earned, will be emailed or mailed to all Society member registrants by mid‐January of the following year.

Reminder ‐ Nebraska’s CPE Rules The rules for Con�nuing Professional Educa�on for Nebraska CPAs can be located within Title 288/Chapter 8 of the State Board regula�ons, and CPE Guidelines may be viewed at h�ps://nbpa.nebraska.gov under the CPE menu. Most noted among the rules is a four‐hour ethics requirement for biennial license renewals (80 CPE hours) and reinstatements (120 CPE hours). In addi�on, 16 hours of self‐determined Personal Development courses that are related to the CPA’s current employment may be reported. The rules also clarify the number of CPE hours allowed for self‐study, faculty, and college semester credit hours, and grant the Nebraska Board of Public Accountancy the authority to request documenta�on from a permit holder for ve years from the individual’s last repor�ng period. If you have any ques�ons about the CPE rules, you should contact the State Board at (800) 564‐6111 or view the rules on the State Board’s website at h�ps://nbpa.nebraska.gov.

Record Reten�on The Society office generally retains records for three years.

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Cancella�ons received in the Society office ve working days prior to the course date will receive a full refund. A $50 cancella�on fee will be deducted from the full refund for those cancelling two to four working days prior to the course date. Except in special circumstances, refunds will not be granted to those a�emp�ng to cancel registra�ons less than two full working days prior to the course date.

Start & End Times Conferences Conferences generally begin at 8:00 a.m. with registra�on beginning at 7:30 a.m. Ending �mes vary depending upon the conference schedules. Pleasereview the conrma�on, conference brochures, and our website at h�ps://nescpa.org for specic �mes.

CPE Courses Arrive 10 to 30 minutes early to receive course materials. Be sure to check the conrma�on and our website for the exact course �mes. 8‐hour courses begin at 8:30 a.m. and end at 4:30 p.m. or begin at 8:00

a.m. and end at 4:00 p.m. 4‐hour courses begin at 8:30 a.m. and end at 12:00 p.m. or begin at 1:00

p.m. and end at 4:30 p.m.

Lunch Lunch is provided during a one‐hour lunch break for all full‐day courses. Please indicate on the registra�on form under “specic needs” if you have a specic dietary requirement.

Specic Needs Please indicate on the registra�on form any specic needs or no�fy the office at 402‐476‐8482 or [email protected] at least one week prior to the event, and we will do our best to accommodate.

Parking Parking is generally provided with the event fees. If the event is held at Mahoney State Park, be sure to sign the sign‐in sheet at the informa�on booth at the park entrance to obtain the daily mandatory parking pass. Review the “Addi�onal Informa�on” on your conrma�on for parking specics. For events that have “City of Lincoln Parking,” the Society will validate the a�endee’s parking �cket at registra�on if he/she parks in a city of Lincoln parking garage.

Lodging Special lodging rates are listed in this catalog on page 120 (CPE Loca�ons), online at h�ps://nescpa.org/facili�es.php, or by contac�ng Kelly at the Society office at 402‐476‐8482 or [email protected] g.

What to Wear Business casual a�re is recommended. Because mee�ng room temperatures are difficult to control, it is wise to dress in layers to ensure comfort.

Cell Phone Usage, Laptops The use of laptops is discouraged unless the course calls for it and cell phones should be on silent mode in the classroom.

A�endance Verica�on At the conclusion of each CPE event, a CPE a�endance verica�on form will be distributed for all a�endees to sign. The Nebraska Society office can only verify a�endance if the form has been signed. For all Society conferences, an a�endance form is included with the conference manual for the a�endee’s comple�on.

CPE Credit All courses listed in this catalog have been submi�ed to and approved by the Nebraska Board of Public Accountancy for recommended CPE credit. See “CPE Credit” in the course descrip�ons in this catalog for approved CPE hours.

CPE cer�cates are not prepared for each course a�ended. A summary of all Society‐sponsored courses taken, along with the corresponding number of CPE credit hours earned, will be emailed or mailed to all Society member registrants by mid‐January of the following year.

Reminder ‐ Nebraska’s CPE Rules The rules for Con�nuing Professional Educa�on for Nebraska CPAs can be located within Title 288/Chapter 8 of the State Board regula�ons, and CPE Guidelines may be viewed at h�ps://nbpa.nebraska.gov under the CPE menu. Most noted among the rules is a four‐hour ethics requirement for biennial license renewals (80 CPE hours) and reinstatements (120 CPE hours). In addi�on, 16 hours of self‐determined Personal Development courses that are related to the CPA’s current employment may be reported. The rules also clarify the number of CPE hours allowed for self‐study, faculty, and college semester credit hours, and grant the Nebraska Board of Public Accountancy the authority to request documenta�on from a permit holder for ve years from the individual’s last repor�ng period. If you have any ques�ons about the CPE rules, you should contact the State Board at (800) 564‐6111 or view the rules on the State Board’s website at h�ps://nbpa.nebraska.gov.

Record Reten�on The Society office generally retains records for three years.

EVERYTHING CPE


Electronic CPE Materials The Society will provide printed copies of conference and course materials 30 minutes prior to the conference’s or course’s start �me. Members wan�ng an electronic version of course materials can contact Society Vice President Kelly Ebert at (402) 476‐8482 or [email protected]. Further informa�on about CPE course material op�ons will be published in future Nebraska CPA journals and posted on the Society’s website at h�ps://nescpa.org. Sale of Course Material With the excep�on of the “Audits of Nebraska School Districts” (ASD) course, seminar materials cannot be sold separately. Evalua�on Forms Evalua�ons will be emailed to all a�endees a�er every CPE course and conference. Please take �me to complete these as the Society office and discussion leaders take your comments and concerns seriously. Comments Please rest assured that your Nebraska Society staff is doing its very best to provide you with high‐quality, cost‐effec�ve educa�on. Please email [email protected] with comments and concerns. Disclaimer The informa�on and sugges�ons presented at the seminars and conferences sponsored by the Nebraska Society of CPAs are subject to constant change and, therefore, should only serve as a founda�on for further inves�ga�on and study. Further, any forms presented at such seminars or conferences are samples only and are not necessarily authorita�ve. All informa�on, procedures, and forms contained or used in such seminars or conferences should be carefully reviewed and should serve as a guide for use in specic situa�ons. Speakers and discussion leaders are expressing their own views, or those of event authors. Such views and opinions have not been approved or endorsed by the Nebraska Society of CPAs. The Nebraska Society of CPAs reserves the right to make changes to prices, dates, loca�ons, and speakers at any �me without no�ce. Early registra�on helps avoid cancella�ons. The Nebraska Society of CPAs does not assume nancial responsibility for penal�es or expenses incurred by registrants who must cancel travel arrangements due to course cancella�on. Every effort has been made to avoid error and omissions in every phase of the work. As the publisher, the Nebraska Society of CPAs assumes no liability of any kind in connec�on with this publica�on.

CPE/Conference Registration Form

Firm/Company Contact: __________________________________

Firm/Company: _________________________________________

Address: _______________________________________________

City, State & Zip: ________________________________________

Contact Phone: (_______) _________________________________

Contact Email: __________________________________________

Method of Payment: ⃝ Check Enclosed ⃝ MasterCard ⃝ Visa

Credit/Debit Card #: _____________________________________

Exp. Date: ________________ CVV Code: ___________________

Billing Address: __________________________________________

Billing City, State & Zip: ___________________________________

1. Registrant Name: ______________________________________

Email: _________________________________________________

Cell Phone: _____________________________________________

Course ID: _______________ Date: ______________ Fee: ______





⃝ NESCPA Member ⃝ AICPA Member: #_______ ⃝ Nonmember

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Electronic CPE Materials The Society will provide printed copies of conference and course materials 30 minutes prior to the conference’s or course’s start �me. Members wan�ng an electronic version of course materials can contact Society Vice President Kelly Ebert at (402) 476‐8482 or [email protected]. Further informa�on about CPE course material op�ons will be published in future Nebraska CPA journals and posted on the Society’s website at h�ps://nescpa.org. Sale of Course Material With the excep�on of the “Audits of Nebraska School Districts” (ASD) course, seminar materials cannot be sold separately. Evalua�on Forms Evalua�ons will be emailed to all a�endees a�er every CPE course and conference. Please take �me to complete these as the Society office and discussion leaders take your comments and concerns seriously. Comments Please rest assured that your Nebraska Society staff is doing its very best to provide you with high‐quality, cost‐effec�ve educa�on. Please email [email protected] with comments and concerns. Disclaimer The informa�on and sugges�ons presented at the seminars and conferences sponsored by the Nebraska Society of CPAs are subject to constant change and, therefore, should only serve as a founda�on for further inves�ga�on and study. Further, any forms presented at such seminars or conferences are samples only and are not necessarily authorita�ve. All informa�on, procedures, and forms contained or used in such seminars or conferences should be carefully reviewed and should serve as a guide for use in specic situa�ons. Speakers and discussion leaders are expressing their own views, or those of event authors. Such views and opinions have not been approved or endorsed by the Nebraska Society of CPAs. The Nebraska Society of CPAs reserves the right to make changes to prices, dates, loca�ons, and speakers at any �me without no�ce. Early registra�on helps avoid cancella�ons. The Nebraska Society of CPAs does not assume nancial responsibility for penal�es or expenses incurred by registrants who must cancel travel arrangements due to course cancella�on. Every effort has been made to avoid error and omissions in every phase of the work. As the publisher, the Nebraska Society of CPAs assumes no liability of any kind in connec�on with this publica�on.

CPE/Conference Registration Form

Firm/Company Contact: __________________________________

Firm/Company: _________________________________________

Address: _______________________________________________

City, State & Zip: ________________________________________

Contact Phone: (_______) _________________________________

Contact Email: __________________________________________

Method of Payment: ⃝ Check Enclosed ⃝ MasterCard ⃝ Visa

Credit/Debit Card #: _____________________________________

Exp. Date: ________________ CVV Code: ___________________

Billing Address: __________________________________________

Billing City, State & Zip: ___________________________________

1. Registrant Name: ______________________________________

Email: _________________________________________________

Cell Phone: _____________________________________________







EVERYTHING CPE


3. Registrant Name: ______________________________________

Email: _________________________________________________

Cell Phone: _____________________________________________







If you have medically necessary or dietary needs, please contact NESCPA at least one week prior to the program.

2. Registrant Name: ______________________________________

Email: _________________________________________________

Cell Phone: _____________________________________________







2020 courses have been scheduled at various loca�ons. The facili�es are listed below. Please refer to the Conference/CPE Calendar for the exact loca�on of each course. Lodging Arrangements: Blocks of sleeping rooms at reduced rates have been reserved for select 2020 Society‐sponsored events on a rst‐come, rst‐served basis. Contact the hotel for lodging arrangements. The rooms will generally be released by the hotels three to four weeks prior to the course date.

ASHLAND, NEBRASKA

Mahoney State Park 28500 West Park Highway (I‐80 Exit #426)

Ashland, NE 68003 Phone: (402) 944‐2523

Special Lodging Rates: Contact for lodging

Quarry Oaks Golf Club

16600 Quarry Oaks Drive (I‐80 Exit #426) Ashland, NE 68003

Phone: (402) 944‐6000

GRAND ISLAND, NEBRASKA

Ramada Midtown Conference Center 2503 South Locust Street Grand Island, NE 68801 Phone: (308) 384‐1330

Special Lodging Rates: Contact Ramada for lodging with code “NESCPA” for special rate.

Course Locations

EVER

YTHI

NG C

PE


3. Registrant Name: ______________________________________

Email: _________________________________________________

Cell Phone: _____________________________________________







If you have medically necessary or dietary needs, please contact NESCPA at least one week prior to the program.

2. Registrant Name: ______________________________________

Email: _________________________________________________

Cell Phone: _____________________________________________







2020 courses have been scheduled at various loca�ons. The facili�es are listed below. Please refer to the Conference/CPE Calendar for the exact loca�on of each course. Lodging Arrangements: Blocks of sleeping rooms at reduced rates have been reserved for select 2020 Society‐sponsored events on a rst‐come, rst‐served basis. Contact the hotel for lodging arrangements. The rooms will generally be released by the hotels three to four weeks prior to the course date.

ASHLAND, NEBRASKA

Mahoney State Park 28500 West Park Highway (I‐80 Exit #426)

Ashland, NE 68003 Phone: (402) 944‐2523

Special Lodging Rates: Contact for lodging

Quarry Oaks Golf Club

16600 Quarry Oaks Drive (I‐80 Exit #426) Ashland, NE 68003

Phone: (402) 944‐6000

GRAND ISLAND, NEBRASKA

Ramada Midtown Conference Center 2503 South Locust Street Grand Island, NE 68801 Phone: (308) 384‐1330


Course Locations

EVERYTHING CPE


LA VISTA, NEBRASKA

Embassy Suites Hotel & Conference Center 12520 Westport Parkway

La Vista, NE 68128 Phone: (402) 331‐7400

Special Lodging Rates: $129/Night – Fall CPE Conference – Group Code “CA1” (nights of Oct. 28‐29)

Reserve by September 28, 2020 $129/Night – Dec. 7‐8 Course – Group Code “CA3” (nights of Dec. 6‐8)

Reserve by November 6, 2020 Other rates available for Society‐sponsored events.

LINCOLN, NEBRASKA

The Cornhusker Marrio� Hotel 333 South 13th Street Lincoln, NE 68508

Phone: (402) 474‐7474

Special Lodging Rates: $115/Night ‐ Contact for lodging

Hillcrest Country Club

9401 O Street Lincoln, NE 68527

Phone: (402) 489‐7111

Staybridge Suites ‐ Lodging 1501 North 86th Street Lincoln, NE 68505

Phone: (402) 484‐6000


NORFOLK, NEBRASKA

Divots Conference Center 4200 West Norfolk Avenue North Pla�e, NE 68701 Phone: (402) 884‐2980


OMAHA, NEBRASKA

German‐American Society of Omaha 3717 South 120th Street

Omaha, NE 68144 Phone: (402) 333‐6615

Sco� Conference Center

6450 Pine Street Omaha, NE 68106

Phone: (402) 778‐6313

SCOTTSBLUFF, NEBRASKA

Hampton Inn 301 West Hwy 26

Sco�sbluff, NE 69361 Phone: (308) 635‐5200

Special Lodging Rates: Contact for lodging.

SOUTH SIOUX CITY, NEBRASKA

Delta Hotel & Conference Center 385 East 4th Street

South Sioux City, NE 68776 Phone: (402) 494‐4000 or (800) 798‐7980

EVER

YTHI

NG C

PE


LA VISTA, NEBRASKA

Embassy Suites Hotel & Conference Center 12520 Westport Parkway

La Vista, NE 68128 Phone: (402) 331‐7400

Special Lodging Rates: $129/Night – Fall CPE Conference – Group Code “CA1” (nights of Oct. 28‐29)

Reserve by September 28, 2020 $129/Night – Dec. 7‐8 Course – Group Code “CA3” (nights of Dec. 6‐8)

Reserve by November 6, 2020 Other rates available for Society‐sponsored events.

LINCOLN, NEBRASKA

The Cornhusker Marrio� Hotel 333 South 13th Street Lincoln, NE 68508

Phone: (402) 474‐7474


Hillcrest Country Club

9401 O Street Lincoln, NE 68527

Phone: (402) 489‐7111

Staybridge Suites ‐ Lodging 1501 North 86th Street Lincoln, NE 68505

Phone: (402) 484‐6000


NORFOLK, NEBRASKA

Divots Conference Center 4200 West Norfolk Avenue North Pla�e, NE 68701 Phone: (402) 884‐2980


OMAHA, NEBRASKA

German‐American Society of Omaha 3717 South 120th Street

Omaha, NE 68144 Phone: (402) 333‐6615

Sco� Conference Center

6450 Pine Street Omaha, NE 68106

Phone: (402) 778‐6313

SCOTTSBLUFF, NEBRASKA

Hampton Inn 301 West Hwy 26

Sco�sbluff, NE 69361 Phone: (308) 635‐5200

Special Lodging Rates: Contact for lodging.

SOUTH SIOUX CITY, NEBRASKA

Delta Hotel & Conference Center 385 East 4th Street

South Sioux City, NE 68776 Phone: (402) 494‐4000 or (800) 798‐7980

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Contact Information

7435 O Street, Suite 100 Lincoln, NE 68510

(402) 476-8482

(402) 476-8731

[email protected]

http://nescpa.org

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NEBRASKA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS …The mission of the Nebraska Society of Certified...

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