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East Bay Area Foundation Offerings

Fraud: Essential Audit Tools and Techniques - Monday, November 01 -: Fraud is pervasive. Today, it's not only critical that CPAs familiarize themselves with current procedural, performance and documentation standards related to fraud, they also must be prepared to respond appropriately when fraud is uncovered....
The CPA's Crucial Role in the Estate Planning Process - Tuesday, November 02 -: Your role in helping your clients develop a comprehensive estate plan has never been more important. The myriad of changes that are occurring within the economy, tax legislation, property values and interest rates have created both opportunities...
Auditing: Practical Application of Current Standards - Tuesday, November 02 -: Tired of trying to learn the complicated and seemingly endless requirements of current audit standards by reading professional publications and attending classes that stop at what the standard says? This course will give you practical guidance...
S Corporations Workshop - Friday, November 19 -: Understanding the key S corp issues is an important focus for CPAs. In this course you will closely examine key code sections and regulations as well as review S election procedures; analyze adjustments to a shareholder's stock and debt basis;...
Federal and California Tax Update for Individuals - Monday, December 06 -: Looking for an in-depth analysis and understanding of the year's important changes and developments in federal and California tax law? Look no further! Gary McBride and Tom Daley team up to review and analyze new legislation, regulations, cases,...
Federal and California Tax Update for Businesses and Estates - Tuesday, December 07 -: Whether your focus is on taxation of business entities or estate planning, knowing the latest federal and California tax updates is essential to your practice. In this course, you'll not only learn about the latest changes, but also about...
Fraud: Exposures and Solutions in the Non-Audit Environment - Wednesday, December 08 -: Fraud is not just for auditors anymore. Learn how our professional standards relate to your responsibility to detect fraud in preparation of all levels of financial statements. Develop effective loss prevention strategies based on actual war...
What You Need to Know to Prepare the New Form 990 - Wednesday, December 15 -: This entire course is dedicated to an intensive review of all 11 parts of the core form of the new Form 990 and selected schedules (A, B, D, F, G, I, J, L, M, R) of the new Form 990. You'll review in detail the instructions to the new Form 990...
Public Charities - Intermediate Tax Issues - Thursday, December 16 -: This course is an excellent follow-up to What You Need to Know to Prepare the New Form 990 course which extensively focuses upon the preparation of the new Form 990. In this course, the new Form 990 will be referenced and addressed, but generally...
Tax Exempt Organizations—Advanced Tax Issues - Friday, December 17 -: Attend this course, which is a follow-up to Public Charities-Intermediate Tax Issues. You will address, in-depth, the complex and unique tax issues relevant to all types of tax exempt organizations. Among items you will cover are unrelated...