p June 27, 2013 Dear Colleagues: Warm Greetings! We are pleased to invite you to the following seminars scheduled for July, August and September, 2013 to be held at the TIARA ORIENTAL HOTEL, 7248 Malugay St. San Antonio Village, Makati City ( near the Makati Post Office rear side ). This Special Series will enable the CPA Practitioners who have either partially earned CPD Units or have not earned any CPD Units yet to complete the CPD Requirements for BOA Accreditation purposes (initial or renewal) by September 30, 2013. In-house seminars and training programs are also available for accounting firms with professional staff of 20 or more. For your specific requirements and information, please email the undersigned. Date Time Title Themat ic Area CPD Credit Units Resource Persons Semin ar Fee July 12 Friday 8:00 – 5:00 Quality Control for Small- and Medium-Sized Practices III 8 Dean Ma. Elenita B. Cabrera Former Vice-Chair, Board of Accountancy P2,00 0 July 13 Saturday 8:00 – 5:00 Values Appreciation to Energize Life and Work V 8 Mr. Marianito D. Lucero Independent Business Consultant/Advisor Former Principal, KPMG 2,000 CLA Consultancy and Training Center Inc. Comparative Learning Advantage Email: [email protected]| Telefax: (02) 807-3824
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June 27, 2013
Dear Colleagues:
Warm Greetings!
We are pleased to invite you to the following seminars scheduled for July, August and September, 2013 to be held at the TIARA ORIENTAL HOTEL, 7248 Malugay St. San Antonio Village, Makati City ( near the Makati Post Office rear side ).
This Special Series will enable the CPA Practitioners who have either partially earned CPD Units or have not earned any CPD Units yet to complete the CPD Requirements for BOA Accreditation purposes (initial or renewal) by September 30, 2013.
In-house seminars and training programs are also available for accounting firms with professional staff of 20 or more. For your specific requirements and information, please email the undersigned.
Date Time Title Thematic Area
CPD Credit Units
Resource Persons Seminar Fee
July 12
Friday
8:00 – 5:00 Quality Control for Small- and Medium-Sized Practices
III 8 Dean Ma. Elenita B. CabreraFormer Vice-Chair, Board of Accountancy
P2,000
July 13
Saturday
8:00 – 5:00 Values Appreciation to Energize Life and Work
V 8 Mr. Marianito D. Lucero Independent Business Consultant/AdvisorFormer Principal, KPMG Manabat
Sanagustin and Co.
2,000
August 02
Friday
12:00 – 6:00
PRC and BOA Updates: Accountancy Law, IRR and Resolutions Relevant to the Practice of Accountancy
I 6 Dean Ma. Elenita B. Cabrera P1,800
August 03
Saturday
8:00 – 5:00 Personal Effectiveness: A Key to A Meaningful and Productive Life
V 8 Mr. Marianito D. Lucero 2,000
CLA Consultancy and Training Center Inc. Comparative Learning Advantage
10 Code of Ethics for Professional Accountants (August 16: 1:00 – 5:00 pm)
Quality Control for Small-and Medium-Sized Practices(July 12: 8:00 – 5:00 pm)
4
8
IV – Environment of the Practice
10 Quantitative Techniques for Accounting and Finance Professionals (August 17: 8:00 – 5:00 pm)
SEC Updates (September 19: 1:00 – 5:00 pm)
8
4
V – Development of a Person as a Professional
10 Competency Requirements for Professional Accountants (August 16: 8:00 – 12:00 pm)
Values Appreciation to Energize Life and Work (July 13: 8:00 – 5:00 pm)
Personal Effectiveness: A Key to A Meaningful and Productive Life
(August 03: 8:00 – 5:00 pm)
48
8
Total 60
Seminar Fee covers the cost of seminar proper, VAT, materials, meals and certificate of attendance.
We shall appreciate it very much if you can share this information with your friends and other practitioners who may need CPD Credits. Thank you and you may use the attached form to make your reservation.
Very truly yours,
Ma. Elenita B. CabreraPresident, CLA Consultancy and Training Center Inc. Former Vice Chair, Professional Regulatory Board of AccountancyFormer Dean, Lyceum University of the Philippines
PRC Accreditation No: 2012-082
RESERVATION FORM
Please fill-up this form for your reservation and send it to [email protected] or fax to (02) 807-38-24. A limited number of participants will be reserved and confirmed on a first-come, first-served basis. You may also confirm your registration by depositing the seminar fee to our bank account: (BPI 1761-0078-46 – Alabang Madrigal Branch) and send us a scanned deposit slip with your name on it.
Attendees who are not pre-registered are enjoined to come 30 minutes before the scheduled time. Please make check payable to: CLA Consultancy and Training Center Inc.
Reservation Made By:
Name in Print: __________________________________________________ Position: __________________
Name of Company / Address: __________________________________________________________________
Contact No.: (Tel. No.) ___________________ Mobile No. _____________________
Date / Time of Seminar Title of Seminar Name of Participant (s)(use additional sheets if necessary)
CPA Certificate No.
Jul. 12, 2013 (Friday)8:00 – 5:00
Quality Control for Small- and Medium-Sized Practices _____________________________ ____________
Jul. 13, 2013 (Saturday)8:00 – 5:00
Values Appreciation to Energize Life and Work _____________________________ ____________
Aug. 02, 2013 (Friday) 12:00 – 6:00
PRC and BOA Updates: Accountancy Law, IRR and Resolutions Relevant to the Practice of Accountancy _____________________________ ____________
Aug. 03, 2013 (Saturday) 8:00 – 5:00
Personal Effectiveness: A Key to A Meaningful and Productive Life _____________________________ ____________
Aug. 16, 2013 (Friday)8:00 – 12:00
1:00 – 5:00
Competency Requirements for Professional Accountants
Code of Ethics for Professional Accountants in Public Practice and in Business
: 1. Prudential and Reportorial Requirements a. Reports
i. Annual Financial Statements 1. Common Findings 2. Significant Issues 3. Accreditation of External Auditors
ii. Semestral Reports iii. General Information Sheets iv. Others
2. Common Errors and Deficiencies in Financial Reports Submitted to the SEC 3. SEC Memorandum on Corporate Financial Reporting Issued in 20134. Updates on SEC Requirements for Accreditation of Auditors
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
ATTACHMENT 7
SEMINAR ON TAX UPDATES
CPD Credits : 8 units Course Code : II-006
Topical Course Content
: Session 1 Income Taxo Personal Exemptiono Kinds of Income Tax Payerso Gross Incomeo Deduction from Gross Income
Session 2 Value Added Taxo Definition and Illustrationo Registration and Certificate of Registrationo Four Classification of Sales Subject to Taxo Format Output Tax – (from revenues) Less: Input Tax (on purchases) = VAT payableo Output Tax Composition and Deductionso Input Tax Composition and Deductionso VAT – Importationo VAT – Zero-Ratedo Transaction Exempt from VATo Payment of VAT and Schedules to be Submitted
Session 3 Estate Taxo Discussion of Transfer Taxo Kinds of Taxpayerso Situs of Taxation to Conform with the Return(s)o Gross Estate – Sec. 104; Decedent’s Interest in Property, etc.o Valuationo Division of Gross Estate – Single or Marriedo Exemption – Tax Code and Special Lawso Deduction from Gross Estateo Payment of Estate Tax
Session 4 Donors Taxo Definitionso Kinds of Donations
o Requisites of a Donationo Important Points to Consider for Donor’s Tax Purposeso Kinds of Taxpayers under under Donors Taxationo Gross Gift – Sec. 104o Valuation – like that of estate taxationo Deduction from Gross Gift – Resident Donor (5) - Non Resident Donor (4)o Exclusion from Gross Giftso Donee is a strangero Format for Donors Tax purposeso Filings and Payments of Donors Tax
Session 5 Miscellaneous Topicso Fillings of Return and Payment of Taxeso Remedies of Taxpayer as well as the Government regarding payments and collection of taxeso Invoicing Requirementso Books of Acconuts to be usedo Substituted Filling