CalCPA CPE Weeks 2015

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