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Central Coast Area Foundation Offerings

Form 1041 Workshop - Tuesday, October 26 - San Luis Obispo: Build your fiduciary expertise. You'll dig into concepts and transactions that occur in the fiduciary entity and as they are presented on Form 1041. You'll also benefit from the analysis and discussion of case studies that focus on issues ranging...
Professional Ethics Review - Wednesday, October 27 - San Luis Obispo: Explore ethical foundations of professional codes of conduct from philosophical, psychological and sociological perspectives. Refresh your understanding of your ethical responsibilities. Ethical rules for CPAs are examined in detail including the...
Internal Control: Your Number One Defense Against Errors and Fraud - Wednesday, October 27 - San Luis Obispo: In good economic times and bad, fraud continues to be a problem that plagues all types of organizations; public and nonpublic, profit and not-for-profit, governmental and non-governmental. One needs only to read the news regularly to find...
FIN 48--Accounting for Uncertain Tax Positions - Thursday, October 28 - San Luis Obispo: Learn how to apply FIN 48, effective for reporting periods beginning after Dec. 15, 2008 for nonpublic enterprises. FIN 48 requires entities to determine if tax benefits reported on the income tax return will more-likely-than-not be sustained in...
Advanced Excel-WORKSHOP - Thursday, October 28 - San Luis Obispo: This hands-on advanced Excel for Windows workshop is a powerful way to leverage this important software tool for CPAs. A laptop is REQUIRED for this course to allow participants to work through hands-on exercises. The content and examples are...
Accounting and Auditing with Excel - Friday, October 29 - San Luis Obispo: Software tools enable us to be more productive and efficient. Learn how to leverage the powerful features of Excel for accounting and auditing. Explore the use of Excel as an audit and analysis tool, as well as selected features that help prepare...
Tax Practice Standards, Conduct and Quality Control for California CPAs - Friday, October 29 - San Luis Obispo: Recent regulatory and legislative changes have imposed significant tax practice conduct standards for CPAs (as well as attorneys and enrolled agents). Join us as we dive into the myriad rules that govern the professional conduct of CPAs in tax...
Central Coast Wine Industry Conference - Friday, November 12 -: As the wine industry continues to flourish along the Central Coast, it is important for CPAs and industry professionals to be up-to-date on regional issues. Developedand delivered by professionals who work in and with wineries from Monterey to...