CE WEEKS 2014
CE WEEKS ENJOY Top instructors, relaxing destinations and up to 40 hours of continuing education— CalCPA Education Foundation CE Weeks offer it all. As a CE Week attendee you will have access to discounted room rates at hotels that are ideal for business travelers as well as family vacations. Whether you want to learn in the city you call home or explore one of California’s top vacation spots, you have four great locations from which to choose. All CE Weeks include lunch and wireless Internet access for attendees.
Register today!
www.calcpa.org/CEWeeks
CE WEEKS 2014 > SAN DIEGO July 7-11 > MONTEREY August 4-6 > SAN LUIS OBISPO october 20-22 > PALM SPRINGS December 1-5 CE Weeks are a great opportunity for you to combine high quality CPE and relaxation at a luxury resort with great instructors.
San Diego July 7-11 • Hyatt Regency Mission Bay
Monday, July 7 Advanced Tax Planning Techniques Jacob Stein, Esq., J.D., LLM Credit: CPE 8, CTEC-Fed 8, EA 8, LS-EP 6.5, MCLE 6.5, LS-TX 6.5 Event: 4141054A New! Compilation and Review Practice Guide Rebecca M. Lee, CPA Credit: CPE 8, AA 8 Event: 4142881B Federal Tax Implications of Health Care Reform J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8, CFP-IT 8, CTEC-Fed 8, EA 8, MCLE 6.5 Event: 4142777A
Revenue: Past, Present and Future Bobbe Barnes, CPA, CMA, CFGM Credit: CPE 8, AA 8 Event: 4142516A
Tuesday, July 8 Estate Planning Intro: Know Your Q-tip From a QTIP Jacob Stein, Esq., J.D., LLM Credit: CPE 8, MCLE 6.5 Event: 4142314A Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8, CFP-IT 8, CTEC-Fed 8, EA 8, MCLE 6.5 Event: 4142531A
Tax Practitioner’s Guide to Accounting and Reporting Issues Rebecca Lee, CPA Credit: CPE 8, AA 8 Event: 4142500B New! The Private Company Council (PCC) In Focus: Accounting Update for Nonpublic Entities Bobbe Barnes, CPA, CMA, CFGM Credit: CPE 8, AA 8 Event: 4142874B
Wednesday, July 9 Accountancy Laws, Ethics, Taxes and Financial Reporting Review Richard A. Ferdinand, CPA Credit: CPE 8, ET 4, RR 2, CTEC-ET 4 Event: 4142174A Preparing Complex 1040s Mark J. Patrick, CPA, CVA Credit: CPE 8, CFP-IT 8, CTEC-Fed 8, EA 8, MCLE 6.5, LS-TX 6.5 Event: 4141375A Statement of Cash Flows: Preparation and Analysis Workshop Summer M. Taylor, CPA Credit: CPE 8, AA 8 Event: 4142284A Tax Planning and Compliance for Multinational Families Philip D. W. Hodgen, Esq., LLM Credit: CPE 8, EA 8, MCLE 6.5 Event: 4142147A
Thursday, July 10 Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8 Event: 4141010C Controls, Risks and Financial Reporting Richard A. Ferdinand, CPA Credit: CPE 8, AA 8, FR 4 Event: 4142293B Individual Tax Planning Topics Karen Brosi, EA, CFP Credit: CPE 8, EA 8, MCLE 6.5 Event: 4142287A Not-for-Profit Organizations: Accounting and Auditing Principles Anne Freiermuth, CPA and Adam Fotrell Jones, CPA Credit: CPE 8, AA 8 Event: 414269OC
Friday, July 11 Advanced Issues: The Art of the Estate Tax Return Keith Schiller, Esq. Credit: CPE 8, CFP-EP 8, CTEC-Fed 8, MCLE 6.5, LS-EP 6.5 Event: 4141982A
Disclosure: The Key to Financial Statements Howard S. Sibelman, CPA Credit: CPE 8, AA 8 Event: 4142522A Internal Control: Your Number-One Defense Against Errors and Fraud Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8, FR 4, GT 8 Event: 4141303A Ready, Set, Change: Today’s Real Estate Laws Karen Brosi, EA, CFP Credit: CPE 8, CTEC-Fed 8, EA 8 Event: 4142063B
Materials will be provided in PDF format unless otherwise noted. You will receive an email which contains the link to access the materials. Live event materials provided in printed format.
Monterey August 4-6 • Embassy Suites Seaside
Monday, August 4
Tuesday, August 5
Wednesday, August 6
Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8 Event: 4141010F
Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8, CFP-IT 8, CTEC-Fed 8, EA 8, MCLE 6.5 Event: 4142281C
Compilations and Reviews: Risks, Procedures and Fraud Gary L. Krausz, CPA, MSA, CFF Credit: CPE 8, AA 8, FR 4 Event: 4142774B
No More Secret Decoder Ring: Inside Schedules B & D Karen Brosi, EA, CFP Credit: CPE 8, EA 8 Event: 4142782D New! Utilizing Federal and California Tax Incentives and Credits Kathleen K. Wright, CPA, J.D., LLM Credit: CPE 8, EA 8, MCLE 6.5 Event: 4142869B
Everyday Ethics: Doing Well by Doing Good Ronald Baker and Daniel D. Morris, CPA Credit: CPE 8, CTEC-ET 8, ET 8, RR 2 Event: 4141218A Fraud: Essential Audit Tools and Techniques CPE: 4 hours Thomas E. Noce, CPA, CFE Credit: CPE 4, AA 4, FR 4 Event: 4142872C
Federal Tax Update: Individual and Business Current Developments J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8, CFP-IT8, CTEC-Fed 8, EA 8, MCLE 6.5, LS-TX 6.5 Event: 4142776D
LLCs and Partnerships: Review of Selected Topics Norman S. Solomon, CPA, J.D., LLM Credit: CPE 8, CTEC-Fed 6, MCLE 6.5, LS-TX 6.5 Event: 4141323B
The New Group Audit Standard: Understanding the Essentials CPE: 4 hours Thomas E. Noce, CPA, CFE Credit: CPE 4, AA 4 Event: 4142889C
San Luis Obispo Oct. 20-22 • Embassy Suites San Luis Obispo Monday, Oct. 20
Tuesday, Oct. 21
Wednesday, Oct. 22
Federal Tax Update: Individuals (Form 1040) J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8, CFP-IT 8, CTEC-Fed 8, EA 8, MCLE 6.5 Event: 4142024A
Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8 Event: 4141010J
Everyday Ethics: Doing Well by Doing Good Ronald J. Baker and Daniel D. Morris, CPA Credit: CPE 8, CTEC-ET 8, ET 8, RR 2 Event: 4141218B
Internal Control: Your Number-One Defense Against Errors and Fraud Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8, FR 4, GT 8 Event: 4141303C
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Form 1120, 1120S & 1065) J. Patrick Garverick, CPA, CFP, MT Credit: CPE 8, CFP-IT 8, CTEC-Fed 8, EA 8, MCLE 6.5 Event: 4141988A
Review of Significant Accounting Topics Mark E. Dauberman, CPA Credit: CPE 8, AA 8 Event: 4142792D
Palm Springs Dec. 1-5 • Omni Rancho Las Palmas Resort
Monday, Dec. 1
Wednesday, Dec. 3
Friday, Dec. 5
Advising Clients of Social Security Benefits James R. Blair Credit: CPE 8, CFP-RP 8, MCLE 6.5, LS-EP 6.5 Event: 4141453D
Business & Wealth Succession Planning David B. Gaw, Esq. and Jacqueline A. Patterson, CPA, J.D., MBT Credit: CPE 8, MCLE 6.5, LS-EP 6.5 Event 4142323D
Disclosure: The Key to Financial Statements Howard S. Sibelman, CPA Credit: CPE 8, AA 8 Event: 4142522D
Forensic Auditing, Auditing for Fraud Risks Ronald L. Durkin, CPA, CFE, CFF Credit: CPE (non technical) 8, AA 8, FR 8 Event: 4141577A Negotiate for Success: Psychology of Power Persuasion Scott B. Gordon, Esq. Credit: CPE 8, MCLE 6.5 Event: 4142418E
Effective Work Paper Techniques: Building a Better Work Paper David E. Gosselin, CPA Credit: CPE 8, AA 8 Event: 4141664E Leases: Past, Present and Future Bobbe Barnes, CPA, CMA, CGFM Credit: CPE 8, AA 8 Event: 4142528D
Other Comprehensive Basis of Accounting Fundamentals Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8 Event: 4142308E
Top 10 Things Financial Planners Need to Know About Estate Planning Mary Kay A. Foss, CPA Credit: CPE 8, CFP-EP 8 Event: 4141528C
Tuesday, Dec. 2
Thursday, Dec. 4
Accounting and Auditing Update Thomas E. Noce, CPA, CFE Credit: CPE 8, AA 8 Event: 4141010M
Business Valuation: A Review of the Essentials Richard S. Barnes, CPA, ABV, CFF Credit: CPE 8, AA 4 Event: 4141372C
Everything You Need to Know About Trusts Jacob Stein, Esq., J.D., LLM and Kenneth W. Kossoff, Esq. Credit: CPE 8, CFP-EP 8, MCLE 6.5, LS-EP 6.5, LS-TX 6.5 Event: 4141519E Key Ratio Analysis David L. Osburn, MBA Credit: CPE 8, AA 8 Event: 4141416E Partnership and LLC Taxation: Advanced Issues, Including Transfers of Interests and Liquidations Edward K. Zollars, CPA Credit: CPE 8, CTEC-Fed 8, EA 8, MCLE 6.5, LS-TX 6.5 Event: 4141398D
California Frauds, Scams and Scandals Suzan C. Dennis, CPA, MSA Credit: CPE 8, AA 8, FR 4, GT 8 Event: 4142651E Federal and California Tax Update for Individuals Gary R. McBride, CPA, Esq., J.D., LLM and Annette Nellen, CPA, Esq., J.D. Credit: CPE 8, CTEC-Fed 8, EA 8, MCLE 6.5, LS-TX 6.5 Event: 4141498B New! The New Compilation and Review Standards Howard S. Sibelman, CPA Credit: CPE 8, AA 8 Event: 4142878D
Ethical and Legal Standards for CPAs Dana A. Basney, CPA, CFE, CIRA Credit: CPE 8, AA 2, ET 4, FR 2, RR 2 Event: 4141179G Federal and California Tax Update for Businesses and Estates Gary R. McBride, CPA, Esq., J.D., LLM and Annette Nellen, CPA, Esq., J.D. Credit: CPE 8, CTEC-Fed 8, EA 8, MCLE 6.5, LS-TX 6.5 Event: 4141501B New! The Portable Exclusion, Marital Deduction and Future of Survivor’s and Bypass Trusts Planning J. Randy Gardner, CPA, J.D. Credit: CPE 8, CFP-EP 8, CFP-GP 8, MCLE 6.5, LS-EP 6.5, LS-TX 6.5 Event: 4142918B
C r e d it I n f o rm ati o n
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. C TEC-Fed Q ualifies for Federal CTEC credit.
Register today! www.calcpa.org/CEWeeks Contact
Discount Programs
Mail CalCPA Education Foundation P.O. Box 45066 San Francisco, CA 94145-0066
Save hundreds with Value-Priced Education (VPE) and Coupons.
Phone (800) 922-5272 Fax (888) 868-8558 Web calcpa.org
Event Pricing Member: CPE 4: $140 CPE 8: $275
VPE 80 $1295 CalCPA Member VPE 40 $795 CalCPA Member VPE 24 $675 CalCPA Member Coupon 10 $2495 CalCPA Member Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount R e gi str ati o n P o l ic y
Nonmember: CPE 4: $188 CPE 8: $375
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.
Accommodations
C a n c e l l ati o n P o l ic y
Hyatt Regency Mission Bay $229 Single/Double Resort Fee: $10 per day (per room) (888) 421-1442; Group ID: CalCPA
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.
Embassy Suites Seaside $240 per suite (800) EMBASSY; Group ID: California CPA Education Foundation Embassy Suites SLO $139/ Single/Double (800) 362-2779; Group ID: California CPA Education Foundation Omni Rancho Las Palmas $165 Single/Double Resort Fee: $15 per day (per room) (866) 423-1195; Group ID: California CPA Education Foundation
I f you need to cancel your registration, you must
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.
Nonprofit Organization U.S. Postage PAID California Certified Public Accountants Education Foundation
1800 Gateway Drive, Suite 200 San Mateo, CA 94404 800.922.5272 www.CalCPA.org www.calcpa.org
Register today! www.calcpa.org/CEWeeks
> SAN DIEGO July 7-11 > MONTEREY August 4-6 > SAN LUIS OBISPO october 20-22 > PALM SPRINGS December 1-5
CE WEEKS 2014