Education Schedule (as of 10/7/2020)





WEEK ONE
Tuesday, November 3 :: ELECTION DAY! No scheduled programs

Thursday, November 5 :: 2 pm – 4:45 pm EST – 3 credit hours
Federal Tax Developments – December 2019 – October 2020
presented by: David S. De Jong, LL.M, Esq, CPA


WEEK TWO
Tuesday, November 10
2 pm – 3:15 pm EST – 1.5 credit hours
Criminal Tax Update
presented by: Caroline Ciraolo, LL.M, Esq.

3:30 pm – 4:45 pm EST – 1.5 credit hours
Topic to be confirmed
presented by: Michele Friend, Esq., CPA

Wednesday, November 11
2 pm – 3:15 pm EST – 1.5 credit hours
Securities Compliance for Private Placement Offerings
Gene Trowbridge, Esq., CCIM

Thursday, November 12
2 pm – 3:40 pm EST – 2 credit hours
Family Law – Valuation

3:45 pm – 5 pm EST – 1.5 credit hours
Family Law – Divorce Taxation
both programs presented by: Eric Rollinger, Esq., CPA and Alan Zipp, Esq., CPA


WEEK THREE

Tuesday, November 17
2 pm - 3 pm EST - 1 credit hour (ethics)
AICPA Attest Independence Rules
Threats, Safeguards and Client Consent
presented by: James J. Rigos, JD, LLM, CPA
AAA-CPA Chair, Ethics and Dual Practice Committee

3:30 pm - 4:45 pm EST - 1.5 credit hours
PPP Forgiveness Process
presented by: William B. LeVay, Esq., CPA and Brian Yacker, Esq., CPA

Thursday, November 19
2 pm – 3:15 pm EST – 1.5 credit hours
Discharging Taxes in Bankruptcy
presented by: Daniel Rosefelt, Esq., CPA
AAA-CPA Chair, Education Committee and Assistant Secretary-Treasurer

3:30 pm - 5 pm EST - 1.5 credit hours
Topic to be confirmed
presentation by: Nina Olson, Executive Director, Center for Taxpayer Rights