2015 CPE Weeks Including Luxury CPE Destinations
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Relax
2015
CPE Weeks
Top instructors, relaxing destinations and up to 40 hours of continuing education— CalCPA Education Foundation CPE Weeks offer it all! You’ll enjoy free Wi-Fi, daily complimentary lunch, and access to discounted parking and room rates at hotels that are ideal for business travel as well as family vacations. Maximize your savings with one of our Value Priced Education (VPE) Discount Programs—VPE 80/40/24 values available to perfectly match with your CPE Week experience of choice. calcpa.org/discounts Whether you want to learn in the city you call home or explore one of California’s top vacation spots, you have five great locations to choose from now including Luxury CPE destinations.
July 2015 | San Diego Hyatt Regency Mission Bay
Luxury CPE
This July, you can enjoy 70 miles of coastline, easy access to beaches, mountains, deserts and a vibrant downtown in San Diego! You’ll have the opportunity to earn 40 hours of CPE and enjoy a resort with ocean views, waterfront dining, a poolside lounge and eco-friendly spa.
August 2015 | Monterey Embassy Suites Seaside
The world is your oyster in Monterey Bay. Earn up to 40 hours of CPE, sip hand-crafted wines, play golf on legendary links, explore the Monterey Bay Aquarium or shop at local art galleries. Monterey offers something for everyone!
October 2015 | San Luis Obispo Embassy Suites SLO
Soak up the sun and up to 40 hours of CPE at the 2015 San Luis Obispo CPE Week! It’s your destination for breathtaking hikes, award-winning wines, sandy beaches and delicious cuisine.
NEW November 2015 | Newport Beach Pelican Hill Resort
Luxury CPE
Take advantage of CalCPA Education Foundation’s newest CPE Week experience. Newport Beach CPE Week offers up to 24 hours of CPE and exclusive access to a five-star luxury resort with ocean-view golf, Conde Nast Traveler’s No. 1 spa in California, four hotel restaurants and more! Spaces are limited so be sure to register today.
December 2015 | Palm Springs Omni Rancho Las Palmas
Luxury CPE
There’s no better place to find fun, sun, relaxation and education this December! In this world-famous vacation destination, you can enjoy desert views on the tram to Mt. San Jacinto, shopping at The River and on El Paseo or golfing at one of many top-rated courses.
Special Thanks to Our Sponsor
Register today! calcpa.org/CPEweeks
Luxury CPE
SAN DIEGO July 6-10, 2015 | Hyatt Regency Mission Bay MONDAY, JULY 6 Advising Clients of Social Security Benefits Jim R. Blair Credit: CPE 8; CFP 8; MCLE 6.5; LS-EP 6.5 Event Code: 4151453A Business Valuation: A Review of the Essentials Richard S. Barnes, CPA, ABV, CFF Credit: CPE 8; AA 4 Event Code: 4151372A Cost Capitalization A–Z Kathleen K. Wright, CPA, J.D., LLM Credit: CPE 8; CTEC Fed 8; MCLE 6.5; 1139 IRS-Fed 8 Event Code: 4152778A Fraud: Essential Audit Tools and Techniques Thomas E. Noce, CPA, CFE Credit: CPE 4; FR 4; AA 4 Event Code: 4152872C The New Group Audit Standard: Understanding the Essentials Thomas E. Noce, CPA, CFE Credit: CPE 4; AA 4 Event Code: 4152889C
TUESDAY, JULY 7 Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8; AA 8 Event Code: 4151010E Effective Work Paper Techniques: Building a Better Work Paper David E. Gosselin, CPA Credit: CPE 8; AA 8 Event Code: 4151664A
Top 10 Things Financial Planners Need to Know About Estate Planning Mary Kay A. Foss, CPA Credit: CPE 8; CFP 8 Event Code: 4151528A Choice of Entity Workshop John G McWilliams, CPA, J.D. Credit: CPE 8; EA 8; CTEC Fed 6 MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151123A
WEDNESDAY, JULY 8 Everyday Ethics: Doing Well by Doing Good Ronald J. Baker, CPA and Daniel D. Morris, CPA Credit: CPE 8; Ethics 4; RR 2; CTEC-ET 4 Event Code: 4151218A Fresh Start Fair Value and Impairment Accounting Suzan C. Dennis, CPA, MSA Credit: CPE 8; AA 8 Event Code: 4153033B The Nuts and Bolts of High End Planning David B. Gaw, Esq. and Jacqueline A. Patterson, Esq., CPA, J.D., MBT Credit: CPE 8; LS-EP 6.5; MCLE 6.5; CFP 8 Event Code: 4152323A Additional Course TBD visit calcpa.org/SanDiego
THURSDAY, JULY 9 Basis Calculations & Distributions for PassThrough Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; EA 8; CFP 8; CTEC Fed 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152281A
Forensic Technology and The Fight Against Fraud: The Use of Forensic Data Analysis and Computer Forensics Brian Lopez, CFE and Louis Anthony Bohorquez Credit: CPE 8; AA 8; FR 4 Event Code: 4151592A Form 1041 Workshop Jacqueline A. Patterson, Esq., CPA, J.D., MBT Credit: CPE 8; AA 1 LS-EP 6.5; MCLE 6.5 Event Code: 4151979A The New Compilation and Review Standards Howard Sibelman, CPA Credit: CPE 8; AA 8 Event Code: 4152878A
FRIDAY, JULY 10 Affordable Care Act - Tax Favored Health Care Plans After ACA J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; CFP 8; CTEC Fed 8; EA 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152966A Detecting Fraudulent Financial Reporting Cecil Jackson, Ph.D. Credit: CPE 8; AA 8; FR 4 Event Code: 4152669C Employee Stock Options Karen Brosi, CFP, EA Credit: CPE 4; Event Code: 4152964A Review of Significant Accounting Topics Mark E. Dauberman, CPA Credit: CPE 8; AA 8 Event Code: 4152792A Top 10 AMT Causes and Planning Strategies Karen Brosi, CFP, EA Credit: CPE 4; MCLE 3.5 EA 4; IRS-Fed 4 Event Code: 4152552A
Hyatt Regency Mission Bay
MONTEREY August 3-7, 2015 | Embassy Suites Seaside MONDAY, AUGUST 3 Affordable Care Act: Review and Update J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; CFP 8; IRS-Fed 8; EA 8 Event Code: 4153022C Disclosure: The Key to Financial Statements Howard S. Sibelman, CPA Credit: CPE 8; AA 8 Event Code: 4152522A Small Business Internal Control, Security and Fraud Prevention and Detection Thomas Stephens, Jr., CPA, CITP Credit: CPE 8; AA 8; FR 8 Event Code: 4151294C
TUESDAY, AUGUST 4 Budgeting and Forecasting Tools and Techniques Thomas Stephens, Jr., CPA, CITP Credit: CPE 8; AA 4 Event Code: 4152978C Compilation and Review Practice Guide Howard S. Sibelman, CPA Credit: CPE 8; AA 8 Event Code: 4152881B Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; MCLE 6.5; CTEC Fed 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4152531C
WEDNESDAY, AUGUST 5 GAAP Update Mark E. Dauberman, CPA Credit: CPE 8; AA 8 Event Code: 4152513E Settled & Approved: Fiduciary Accounting from Start to Finish Margaret Hand, Esq. Credit: CPE 8; AA 8; MCLE 6.5; LS-EP 6.5 Event Code: 4152186A
Register today! calcpa.org/CPEweeks (800) 9-CalCPA Embassy Suites Seaside
Statement of Cash Flows: Preparation and Analysis Workshop Summer Taylor, CPA Credit: CPE 8; AA 8 Event Code: 4152284C
THURSDAY, AUGUST 6 Accountancy Laws, Ethics, Taxes and Financial Reporting Review Richard Ferdinand, CPA Credit: CPE 8; RR 2; Ethics 4; CTEC-ET 4; IRSEthics 4; EA 4 Event Code: 4152174A Forensic Auditing, Auditing For Fraud Risks Brian Y. Lopez, CFE, Ronald Durkin and Louis Anthony Bohorquez Credit: CPE 8; AA 8; FR 4 Event Code: 4151577A Partnership and LLC Taxation: Advanced Issues, Including Transfers of Interests and Liquidations Mark J. Patrick, CPA, CVA Credit: CPE 8; CTEC Fed 8; EA 8; MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151398A
FRIDAY, AUGUST 7 Preparing Complex 1040s Mark J. Patrick, CPA, CVA Credit: CPE 8; IRS-Fed 8; LS-TX 6.5; CTEC Fed 8; MCLE 6.5; CFP 8 Event Code: 4151375A Controls, Risks and Financial Reporting Richard Ferdinand, CPA Credit: CPE 8; AA 8; FR 4 Event Code: 4152293C Revenue: Present and Future Bobbe Barnes, CPA, CGMA, CMA, CGFM Credit: CPE 8; AA 8 Event Code: 4152516A
SAN LUIS OBISPO October 19-23, 2015 | Embassy Suites SLO MONDAY, OCTOBER 19
WEDNESDAY, OCTOBER 21
FRIDAY, OCTOBER 23
Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8; AA 8 Event Code: 4151010J
Tax Practice and Procedures for California CPAs Arthur Dellinger, CPA Credit: CPE 8 Event Code: 4153021A
Advanced Tax Planning Techniques Jacob Stein, Esq. Credit: CPE 8; LS-TX 6.5; CTEC Fed 8; IRS-Fed 8; LS-EP 6.5; MCLE 6.5 Event Code: 4151054A
Deception, Embezzlement and Fraud Suzan C. Dennis, CPA, MSA Credit: CPE 8; AA 8; FR 4 Event Code: 4153032D
Ethical and Legal Standards for CPAs Dana A. Basney, MCPA, ABV, CFF, CIRA, CVA, CFF, CFE Credit: CPE 8; AA 2; RR 2; Ethics 4; FR 2 Event Code: 4151179D
TUESDAY, OCTOBER 20
THURSDAY, OCTOBER 22
Everything You Need to Know About Trusts Kenneth Kossoff and Jacob Stein Credit: CPE 8; MCLE 6.5; 4746 LS-EP 6.5; 4746 CFP 8; LS-TX 6.5 Event Code: 4151519B
Fresh Start, Fair Value and Impairment Accounting Suzan C. Dennis, CPA, MSA Credit: CPE 8; AA 8 Event Code: 4153033C
Other Comprehensive Basis of Accounting Fundamentals Thomas E. Noce, CPA, CFE Credit: CPE 8; AA 8 Event Code: 4152308G
Federal Tax Update: Individuals (Form 1040) J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; MCLE 6.5; CFP 8; EA 8; CTEC Fed 8; IRS-Fed 8 Event Code: 4152024A
NEW NEWPORT BEACH
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) J. Patrick Garverick, CPA, CFP, MT Credit: Credit: CPE 8; CTEC Fed 8; CFP 8; MCLE 6.5; EA 8; IRS-Fed 8 Event Code: 4151988A
November 2-4, 2015 | Pelican Hill Resort
Luxury CPE
MONDAY, NOVEMBER 2
TUESDAY, NOVEMBER 3
WEDNESDAY, NOVEMBER 4
Federal and California Tax Update Kathleen K. Wright, CPA, J.D., LLM Credit: CPE 8; LS-TX 6.5; MCLE 6.5; CTEC Fed 5; CTEC Cal 3; IRS-Fed 5 Event: 4151583A
Fraud: Essential Audit Tools and Techniques Thomas E. Noce, CPA, CFE Credit: CPE 4; FR 4; AA 4 Event Code: 4152872E
Settled and Approved: Fiduciary Accounting from Start to Finish Margaret Hand, Esq. Credit: LS-EP 6.5 Event Code: 4152186C
The New Compilation and Review Standards Howard Sibelman, CPA Credit: CPE 8; AA 8 Event Code: 4152878B
Mitigating Fraud Engagement Risk for Nonaudit Practitioners Thomas E. Noce, CPA, CFE Credit: CPE 4; FR 4; AA 4 Event Code: 4152873D
Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8; AA 8 Event Code: 4151010K
Ethical and Legal Standards for CPAs Dana A. Basney, MCPA, ABV, CFF, CIRA, CVA, CFF, CFE Credit: CPE 8; AA 2; RR 2; Ethics 4; FR 2 Event Code: 4151179E
Pelican Hill Resort, Newport Beach
PALM SPRINGS
Luxury CPE
December 7-11, 2015 | Omni Rancho Las Palmas
MONDAY, DECEMBER 7 Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8; AA 8 Event Code: 4151010M Stopping Fraud in Your Business Stephen Getzoff, CPA Credit: CPE 8; AA 8; FR 4; MCLE 6.5 Event Code: 4151447C Basis Calculations & Distributions for PassThrough Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; EA 8; CFP 8; CTEC Fed 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152281C Real Estate Taxation G. Scott Haislet Credit: CPE 8; EA 8; 1139 MCLE 6.5; 1139 LS-TX 6.5; 4746 CFP 8 Event Code: 4152305D
TUESDAY, DECEMBER 8 Internal Control: Your First Defense Against Errors and Fraud Thomas E. Noce, CPA, CFE Credit: CPE 8; FR 4; AA 8; GT 8 Event Code: 4151303D Revenue: Present and Future Bobbe Barnes, CPA, CGMA, CMA, CGFM Credit: CPE 8; AA 8 Event Code: 4152516D Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8; MCLE 6.5; CTEC Fed 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4152531G
Nine Tax & Financial Planning Topics That Will Make You a Hero to Your Clients Mark Allen, CFP, EA Credit: CPE 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4153002C
WEDNESDAY, DECEMBER 9 Financial Reporting: Your Guide to Reading Financial Reports Bobbe Barnes, CPA, CGMA, CMA, CGFM Credit: CPE 8; AA 8 Event Code: 4152875C Advanced Tax Planning Techniques Jacob Stein, Esq. Credit: CPE 8; LS-TX 6.5; CTEC Fed 8; IRS-Fed 8; LS-EP 6.5; MCLE 6.5 Event Code: 4151054D Everyday Ethics: Doing Well by Doing Good Ronald J. Baker, CPA and Dan Morris Credit: CPE 8; Ethics 4; RR 2; CTEC-ET 4 Event Code: 4151218B LLCs & Partnerships: Review of Selected Topics Michael L. Vinson, J.D., LLM (Taxation) (Taxation) Credit: CPE 8; LS-TX 6.5; CTEC Fed 6 MCLE 6 Event Code: 4151323D
THURSDAY, DECEMBER 10 Federal and California Tax Update for Individuals Gary McBride, Esq., CPA, LLM and Annette Nellen Credit: CPE 8; CTEC Fed 8; EA 8; MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151498C
Tax Practitioner’s Guide to Accounting and Reporting Issues Kenneth Heaslip, MS, MBA, CPA, CGMA Credit: CPE 8; AA 8 Event Code: 4152500F GAAP Update Mark Dauberman, CPA Credit: CPE 8; AA 8 Event Code: 4152513K
FRIDAY, DECEMBER 11 Federal and California Tax Update for Businesses and Estates Gary McBride, Esq., CPA, LLM and Annette Nellen Credit: CPE 8; CTEC Fed 8; IRS-Fed 8; LS-TX 6.5; MCLE 6.5; CFP 8 Event Code: 4151501C Advanced Issues: The Art of the Estate Tax Return Keith Schiller, Esq. Credit: CPE 8; LS-EP 6.5; 2099-CE-0186 CTEC Fed 8; MCLE 6.5; CFP 8 Event Code: 4151982C FASB and AICPA Update: Practical Guidance Kenneth Heaslip, MS, MBA, CPA, CGMA Credit: CPE 8; AA 8 Event Code: 4152497F Staying Current with Nonprofit Accounting and Auditing Laura Lindal, CPA Credit: CPE 8; AA 8 Event Code: 4152965E
Estate Planning: A Comprehensive Overview Jacob Stein, Esq. Credit: CPE 8; MCLE 6.5 Event Code: 4152314D
Omni Rancho Las Palmas
CONTACT
San Luis Obispo | Embassy Suites SLO
REGISTRATION POLICY
CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066
Rate: $144 single/$144 double 800-362-2779, 805-549-0800 embassysuitesslo.com Group ID: California CPA Education Foundation Room block: October 18-23 Classes: October 19-23 Cut-off date: September 18 Complimentary parking Free in-suite internet
All registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.
(800) 922-5272 Fax (888) 868-8558 calcpa.org
EVENT PRICING Member: CPE 4: $140 CPE 8: $275 Nonmember: CPE 4: $188 CPE 8: $375
ACCOMMODATIONS
San Diego | Hyatt Regency Mission Bay Rate: $229 single/double Resort Fee: $10/day resort fee (per room) 888-421-1442 Group ID: CalCPA Room block: July 4-12 Classes: July 6-10 Cut-off date: June 5 Complimentary Day Parking; 25% off Overnight self-parking Complimentary guest room internet
Monterey | Embassy Suites Seaside Rate: $240 Additional Fee: $2 per night city assessment 831-393-1115, 800-EMBASSY, or www.embassymonterey.com Group ID: California CPA Education Foundation Room block: August 1-7 Classes: August 3-7 Cut-off date: July 2; 72-hour cancellation Daily Parking $5; Overnight self-parking, $10 Free in-suite internet
CANCELLATION POLICY
NEW NEWPORT BEACH | PELICAN HILL RESORT Rate: $345 bungalow (single/double) 855-857-7297 Group ID: California CPA Education Foundation Room block: November 1-5 Classes: November 2-4 Cut-off date: October 2 Complimentary valet & self-parking Free guest room internet
Palm Springs | Omni Rancho Las Palmas Rate: $170 Resort Fee: $15/day resort fee (per room) 866-423-1195, or visit: www.rancholaspalmas.com Group ID: CalCPA Education Foundation Room block: December 5-12 Classes: December 7-11 Cut-off date: October 30; 7-day cancellation Complimentary valet & self-parking Guest-room internet
DISCOUNT PROGRAMS VPE
VPE
Save up to $830*
Save up to $300*
40
Save up to $1,995* 80 hours of CPE
40 hours of CPE
24
24 hours of CPE
Want to pay using a CPE discount program? CalCPA Education Foundation member discount programs offer great value and can be used for conferences, courses, staff training, and CPE Weeks, now including exclusive Luxury CPE destinations.
CalCPA Members: $1,295
(800) 9-CalCPA, (800) 922-5272 calcpa.org/discounts
If you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows. VPE no-shows will have the number of registered CPE hours deducted from their VPE credit. Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa. org/policies. Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org CalCPA Education Foundation 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.
CREDIT INFORMATION AA
Recommended for fulfilling the 24-hour A&A CPE requirement. EA Recommended for fulfilling the Enrolled Agents CPE requirement. ET Recommended for fulfilling the Ethics CPE requirement (in California). RR Recommended for fulfilling the Regulatory Review CPE requirement (in California). FR Recommended for fulfilling the Fraud CPE requirement. GT Recommended for fulfilling the Government CPE requirement. MCLE Qualifies for MCLE credit. LS-EP Qualifies for Legal Specialization (Estate Planning, Trust and Probate Law). LS-TX Qualifies for Legal Specialization (Taxation Law). CFP-EP Qualifies for CFP—Estate Planning. CFP-GP Qualifies for CFP—General Principles of Financial Planning. CFP-IT Qualifies for CFP—Income Tax Planning. CTEC-CA Qualifies for California CTEC credit. CTEC-ET Qualifies for Ethics CTEC credit
Register today! calcpa.org/CPEweeks (800) 9-CalCPA
Non-profit Org. U.S. Postage
PAID
CalCPA Education
1800 Gateway Drive, Suite 200 San Mateo, CA 94404 800.9.CalCPA | 800.922.5272 CalCPA.org
2015
CPE Weeks San Diego: July 6-10 Hyatt Regency Mission Bay Monterey: Aug. 3-7 Embassy Suites Seaside San Luis Obispo: Oct. 19-23 Embassy Suites SLO NEW! Newport Beach: Nov. 2-4 Pelican Hill Resort Palm Springs: Dec. 7–11 Omni Rancho Las Palmas
Foundation