These seminars provide relevant, timely information and qualifying CPE/CLE credit hours for accountants and lawyers.
Accurate records of attendance will be maintained for verification and reporting purposes. CPE credits are awarded based on one credit for every 50 minutes of classroom attendance. CLE credits one credit for every 60 minutes of classroom attendance. The completion of this series awards 16 CPEs for accountants and 12 CLEs for lawyers.
Spring 2023
- Format: Instructor-led course on Zoom
- Dates: Tuesdays and Thursdays, May 2, 2023 through May 25, 2023
- Time: 4:30 p.m. - 6:15 p.m.
- Cost: $219 entire series, $35 per individual class
- Register: CPA Spring 2023 Series
- Individual Registration: Call 724-773-3700
Topic | Presenter | Category | Time | Day | Date |
---|---|---|---|---|---|
Ethics | Todd Fortier, MBA, CPA | Ethics | 4:30 p.m. - 6:15 p.m. | Tuesday | 5/2/2023 |
Secure Act 2.0 | Brian Bohn, CPA |
Professional |
4:30 p.m. - 6:15 p.m. | Thursday | 5/4/2023 |
State & Local Tax Update |
Chuck Potter, JD, CPA | Tax | 4:30 p.m. - 6:15 p.m. | Tuesday | 5/9/2023 |
Estate Planning & Administration | Nora Gieg Chatha, Esq. | Tax | 4:30 p.m. - 6:15 p.m. | Thursday | 5/11/2023 |
Agency & Third Party Inquires, Investigations & Subpoenas | Dianne Wainwright, J.D. | Professional Development |
4:30 p.m. - 6:15 p.m. | Tuesday | 5/16/2023 |
Employer Retention Tax Credit and Conditions | Chuck Potter, JD, CPA | Tax | 4:30 p.m. - 6:15 p.m. | Thursday | 5/18/2023 |
Preparing Your Client's Business for Sale & Assisting with the Selling Process | Todd Fortier, MBA, CPA | Accounting & Auditing | 4:30 p.m. - 6:15 p.m. | Tuesday | 5/23/2023 |
Tax and Investments | Nathan A. DeFilippi, CPA, MBA | Tax | 4:30 p.m. - 6:15 p.m. | Thursday | 5/25/2023 |
Updated March 14, 2023 |
Cancellations and refunds
Payment is due upon registration. Full refunds will be made only if a cancellation request is received at least one week prior to the first day of the course(s). If cancellation request is received less than one week before the first day of the course(s), a $25 cancellation fee will apply. No refunds will be given for withdrawal requests after the course start date. The University reserves the right to cancel course selections. If the course is cancelled, the student will be issued a full refund.
For questions, please call 724-773-3700.