Hotel and registration information is now available. In cooperation with the AICPA, PrimeGlobal offers a tax training class exclusively for member firms. The AICPA curriculum and trained instructors, supported by PrimeGlobal’s registration and administration, offers a cost effective opportunity to network while taking advantage of the proven course work. This Level 2 course is designed for tax professionals, with two to four years of experience, who want to take on a wider variety of firm engagements and establish a supervisory role within the firm. The 2022 training class will be held in person for a fee of USD $995 and is eligible for up to 32 CPE credit hours.
If you are a PrimeGlobal member, you must be logged in to read more about this event and to register. If you have any questions, please contact Brianna Ridgely or call +1 678-417-7730, ext. 301. If you are a visitor, please click here to find out more about our global events and contact Brianna Ridgely for more information.
Event at a Glance
July 12-15, 2022, 8:00 AM to 5:00 PM, at the AICPA Headquarters in Durham, NC
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Instructors
Bill Harden, Ph.D., CPA, ChFC
Associate Professor, Bryan School of Business and Economics
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Bill Harden, Ph.D., CPA, ChFC
Associate Professor, Bryan School of Business and Economics
Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals.
Bill has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He was the author of the AICPA’s tax update courses from 2007 through 2012 and received AICPA instructor awards in 2011, 2012 and 2013. Bill also received NCACPA outstanding instructor awards in 2009, 2010 and 2011 as well as a 2015 AICPA Outstanding Discussion Leader Award Recipient.
Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.
David R. Peters, CPA, CFP, CPCU, MST, MBA
Tax Preparer, Peters Tax Preparation & Consulting,
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David R. Peters, CPA, CFP, CPCU, MST, MBA
Tax Preparer, Peters Tax Preparation & Consulting,
David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates. He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years. He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.
He holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.
Registered Representative of and securities offered through Cetera Advisors Network, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisors Network, LLC are not affiliated.
32 CPE Credits
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32 CPE Credits
Contact our Practice Community Lead & Senior Program Manager for CPE information
Email: hbrundage@primeglobal.net
Phone: +1 678 417 7730, ext. 306
CPE Information:
Exclusive PrimeGlobal Tax Training is designed for tax professionals who desire responsibility for a wider variety of firm engagements and for more experienced tax compliance specialists focusing on understanding business strategies, analyzing clients' competitive position, and converting knowledge into tax planning and business advice. In addition, this networking opportunity is packed with 32 hours of continuing education to help fulfill members’ CPE needs. Visit https://www.primeglobal.net/na... to see the full Level 2 Tax Training curriculum.
Learning Objectives:
During the training, participants will:
- Establish a strong set of skills necessary to grow the abilities and confidence of junior and senior level staff
- Compare and contrast relevant business strategies
- Analyze client’s competitive position
- Practice converting knowledge into tax planning and business advice
- Build technical subject matter knowledge in several areas, including, but not limited to: Individual Taxation, Tax Research, Taxation of Corporations, Multi-State Taxation, Accounting Methods and Periods, Taxation of Property Transactions, Tax Accounting for Inventories, Choice of and Formation of Entity
To register for Level 2 Tax Training, click the registration button at the top of this webpage. To be awarded full credit hours for each session, attendees must be present and register arrival and departure times in the classroom.
PrimeGlobal Refund and Cancellation Policy:
Cancellation of registration must be submitted via email to Brianna Ridgely bridgely@primeglobal.net and must be received on or before Friday, June 10, 2022 by 5:00 PM ET. No telephone cancellations will be accepted. Please note refunds will not be issued for this training as the registration fee can be applied towards a future North America training opportunity. Another registrant may be substituted for no additional fee.
For more information regarding refund and program cancellation policies, please contact Brianna Ridgely at bridgely@primeglobal.net
ADDITIONAL CPE INFORMATION:
Delivery Method: Group Live
Recommended CPE: 32 Credit Hours
Fields of Study: Taxes
Prerequisites: Tax professionals with 2-4 years of experience
Program Knowledge Level: Intermediate
Advanced Preparation Required: None
Certificates: CPE certificates will be emailed to participants within weeks of the training.
PrimeGlobal is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
If you would like to learn more information about CPE, please contact Heidi Brundage.
Brianna Ridgely
Contact Brianna Ridgley for more information about Tax Training.
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