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San Jose Area Foundation Offerings

Accountancy Laws, Ethics, Taxes and Financial Reporting Review - Ethics - Friday, October 22 - San Jose: This segment of the program fulfills the 4-hour Ethics education requirement.
Accountancy Laws, Ethics, Taxes and Financial Reporting Review - Ethics and Regulatory Review - Friday, October 22 - San Jose: Looking to get only your required hours? This year we are offering the option of attending only six hours of ethics. This program is designed to meet both the 4-hour Ethics and Regulatory Review* education requirements.
Tax Planning: Making the Best Retirement Decisions - Friday, October 29 - San Jose: There is a significant risk that clients can lose as much as 75 percent of retirement plan assets-especially during these uncertain times. Improper beneficiary choices and fault distribution calculations can result in penalties or unnecessary...
Stock Options: Accounting, Valuation and Disclosures Under FASB ASC 718 (previously SFAS 123R) - Tuesday, November 09 - San Jose: This course is a must for financial professionals and auditors working with companies that have issued or are considering issuing employee stock options. Learn how to measure and recognize the value of stock options granted by firms to their...
Searching for Fraud: Assessing Risk and Addressing Red Flags - Thursday, November 11 - San Jose: As businesses grapple with the global economic crisis and as instances of fraud rise, auditors and internal accountants may find themselves increasingly under a microscope for "failure" to detect fraud. Learn how to guard against fraud and...
Excel-Based Dashboards - Friday, November 12 -: Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data, usually in an on-demand environment, thereby...
Social Security Benefits: Advising Clients - Wednesday, November 17 -: With the economy taking a beating, Boomers are rethinking retirement and will look to you for advice on the role Social Security benefits play in their plans. Learn how to advise clients who may be eligible for benefits on the ins and outs of...
Sub-trust Funding Workshop - Tuesday, November 30 -: Examine the issues of sub-trust funding on the death of the first spouse in the context of a joint revocable trust. You'll explore the effects of different estate planning techniques on sub-trust funding. You'll learn how to create spreadsheets...
Dealing with Venture Capitalists - Wednesday, December 01 -: The more you know about and understand how venture capitalists and angel investors think, the more effective you can be as a trusted adviser to your clients or business as they explore obtaining funding for their newer companies. This program...
Preparing Complex 1040s, Calculating NOLs - Monday, December 06 -: For many clients, tax simplification is only a dream. This program is designed for the CPA who is ready to handle the most complex individual income tax preparation problems.

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