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Aloha Week

Honolulu, Hawaii
December 8 – 12, 2008  |  40 Hours of CPE
A variety of courses offered, all for one LOW price: $939

 

 
Aloha Week registration for FREE!
The first 50 Aloha Week registrants will be entered into a raffle to win FREE registration for the entire event. Call today!

Seminar Location: Hilton Hawaiian Village (located in Honolulu, and the Island of Oahu)
Special Discounted Room Rate—Call 800.445.8667 or 808.949.4321 for information and mention the Gear Up hotel code BPQ. Don’t forget to register for the conference and reserve your room now, before we sell out!

Hotel space and availability may be limited. Please contact the hotel no later than 30 days prior to the start date of the conference.

Hilon Hawaiian Village Hotel

To Register
Call 800.231.1860 to select a Hawaii package based on your course choices.

You can register for the entire week of courses, with the topic options you select, or for courses individually at the prices below.

Travel Discounts
Airfare: 5% discount off published rates on American Airlines flights to Honolulu from December 6 – 14, 2008. Use code A46D8AC and call American Airlines Reservations at 800.43.1790 ($15 ticketing fee applies to phone reservations). Or, to avoid $15 fee, make reservations online at www.aa.com.

Rental Car: 5% discount on Avis car rentals from December 6 – 14, 2008 (cannot be combined with other discounts). Call 800.228.4341 and use code AWDD003737.

 Aloha Week  -- Sign Up and Save! Package
Price
Entire Week
 You Choose!
  Aloha Week in Hawaii
with Technology 2.0
 40 CPE $939  
  Aloha Week in Hawaii
with Planning for Later Years in Life
 40 CPE $939  

 Aloha Week Seminars
 (You may order seminars individually at the prices shown below.)

Seminar
Price

Mon - Tues   1040 Individual Tax 16 CPE $369  
    7:30 a.m. - 4:00 p.m.      
    Last-minute legislation in 2007, tax rebate legislation in 2008, and more expected to come. We will bring you up-to-date on all the changes and give you the essential planning tips and tools to navigate through the changes as well as provide a comprehensive review of the complexities of Form 1040. Coverage includes:
• Economic Stimulus Act of 2008
• Provisions of the Mortgage Forgiveness Debt Relief Act of 2007
• Reporting foreclosures of residences and other real estate
• Recalculating the recovery rebates for 2008
• Additional guidance on avoiding preparer penalties
• Increased Section 179 deductions and bonus depreciation
• Passive activity losses for real estate professionals
• Using the 0% capital gain rate
• Discussion on implications of expanded “Kiddie Tax”
• Anticipated AMT revisions

Pre-req: Knowledge of income tax preparation.

PLUS—New for 2008: 1040 seminar attendees receive a free CD-ROM of the manual! We’ve also improved this year’s 1040 manual, with new tabs and new content; for example, a comprehensive tax preparer survey will be added along with several new topics for assisting clients; and much more!
Wednesday   Technology 2.0 8 CPE $199  
  You Choose!   7:30 a.m. - 4:00 p.m.      
  •  Ways to solve the Vista dilemma
•  Software essentials for your practice
•  Finding hidden productivity boosters in existing software
•  Little-known ways to use the internet to increase productivity and profitability
•  The best new hardware and software
•  Great tech gadgets every accountant should have  
•  Managing information overload from email, paper, and electronic files
•  Security update—What you must know now to protect your practice
•  Tricks and techniques to get the most out of Microsoft Office and Adobe
    Planning for Later Years in Life 8 CPE $199  
  7:30 a.m. - 4:00 p.m.      
  From Social Security and Other Benefit Planning to Incapacity. Study the client’s life cycle from the years leading up to retirement through death, including issues of employment, government benefits, health care and insurance.
• Asset protection and reverse mortgages
• Estate planning for elder clients
• Planning for incapacity
• Retirement and Social Security benefit options, and when to choose early retirement
• Social Security survivor, dependent and death benefits
• Long-term care insurance and funding assisted living
• Health care directives, representative payees, trusts, wills
     
Thurs. - Fri.   Business Entities 16 CPE $369  
    7:30 a.m. - 4:00 p.m.      
    This course will provide a review of new tax laws, court cases, IRS rulings and notices, and other developments. We will explore the advantages and disadvantages of C corporations, S corporations, limited liability companies, general partnerships, and limited partnerships (including family limited partnerships).
• Important issues, planning opportunities, and techniques essential to providing service to all business clients
• LLCs and partnerships
• LLCs: “The tax chameleon”—Make it work for your clients
• Section 754 election and basis “step up”
• Debt basis for partners and LLC members
• Pricier penalties for late filing
• S corporations
• Shareholder debt—Proposed regulations bring gain recognition
• New penalties for tardy taxpayers
• Self-employed health insurance deduction rules relaxed
• C corporations
• Giving it away—New rules on inventory charitable contributions
• AMT isn’t the trap you think
• Section 351—Incorporating tax-free
• The Domestic Production Deduction—The dust has settled and the rate doubled
• Extensions and changes to depreciation breaks for small-business taxpayers
• Big tax deductions for energy-efficient commercial construction—How to qualify
• Retirement planning-the avenues available to small-business clients
• LLCs and partnerships
• Know the loss limit hurdles
• Distributions to owners—Current and liquidating
• LLC members and the quagmire of self-employment tax
• Unreimbursed partner expenses—Protect the deduction
• S corporations
• The S corporation election further simplified
• Clarified rules on basis reductions for charitable contributions
• Professional practices and the threat of built-in-gain
• AAA and shareholder basis—Knowing what matters when
• Qualified subchapter S subsidiaries—Tax “nothings” with value
• C corporations
• The IRS and ongoing reasonable compensation challenges
• Penalty taxes—AET, PHC and PSC
• Personal service corporations—Beat the 35% tax rate
• Controlled groups—All for one and one for all
• Constructive dividends—Be on the look-out, the IRS is!
• Liquidations and sales—Getting out smart and savvy
• Like-kind exchanges—Navigating the rules to earn the deferral

Aloha Week Features:

  • Many course choices—design a week of learning that’s perfect for you!
  • Raffles for valuable prizes every day of Aloha Week!
  • Enrollment includes breakfasts, lunches, refreshments.

 

Call 800.231.1860 now to register!
 

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


 

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

  Thomson Reuters