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SD 13th Annual Tax & Accounting Institute (K1151109)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

Don't miss the 13th Annual San Diego Tax & Accounting Institute, the region's premier opportunity for tax professionals to hear the recent developments in federal, state and local tax and accounting issues. Stay current with timely updates on tax legislation as well as the impact to firms and clients.

At this event sponsored by Citibank, Principal Financial Group, Thomson Reuters Tax & Accounting, Trust Administration Services and numerous other sponsors you'll get to choose from several breakout sessions focused on two tracks - tax or accounting - plus general sessions and keynote speakers for a total of 20 hours of CPE and up to 12 hours of CPE towards the California requirement for firms performing audits and reviews of financial statements.

To have a greener meeting, we will not print handout materials but will provide a program and a CD of the materials. Attendees may bring laptops to view materials during the sessions. Power strips will be available for plug in.

If you wish to mail or fax your registration, please use the printable form.

Date:Wednesday, November 18, 2009 - Friday, November 20, 2009
Time:8:00am - 5:00pm (Registration at 7:30am )
Facility:Handlery Hotel & Resort, San Diego
Area:San Diego Area
CPE Credit:12.0 Accounting & Auditing
17.5 MCLE (Min Cont Legal Educ)
20.0 CPE (Continuing Professional Education)
NASBA Subject Area:Accounting
Delivery:Group Live
Course Level:Update
Fee:$345 CalCPA Members, $445 Nonmembers

Objectives:
  • Participants will gain knowledge of recent tax and accounting developments
  • Learn about current issues associated with compilations and reviews
  • Understand about international foreign partner withholdings
  • Learn about IRS regulations on non-passive losses
  • Hear the latest on fair value accounting


Major Topics:
  • Tax and auditing changes
  • Compilation and review
  • Short sales and foreclosures
  • FTB update
  • Retirement and estate planning
  • S Corp update
  • Business valuation
  • Fair value accounting
  • Forensic accounting


  • Designed for:

    CPAs, attorneys and other tax and accounting professionals who want to learn the latest regarding tax and accounting.



    Prerequisite:
    None

    Advanced Preparation:
    None


    Note:

    Make sure to select the general sessions and concurrent sessions you want to attend when you register.

    If you require overnight accommodations, the Handlery Hotel & Resort is giving a discount to participants of the event. You must contact the hotel directly and ask for reservations. If you have an allergy or require a vegetarian option, you must contact Cindy Holcomb at 858 581-2541 at least three days prior to the event.

    Thank you to our generous sponsors:



Sessions
Wednesday, Nov. 18
San Diego's 2009-10 Economic Outlook

Key Tax Issues for Private Equity Investments in Distressed Debt

California Tax Update

What You Need to Know about Series LLCs

"What Can We Learn from 'The Match King'?"

Thursday, Nov. 19 (choose all sessions you plan to attend)
8-10am TH-Tax Track - Current Trends, Government Focus & Penalties for Informational Reporting: FBARs, IRS Forms (5471, 8865, 8858, 8806, 8854, 3520,

10:30-noon TH-Tax Track - Wealth Transfer during Turbulent Times

1-2:30pm TH-Tax Track - Financial Planning for Retirement Needs

2:45-4:45pm TH-Tax Track - Significant New Developments

8am-4:45pm TH-Accounting Track - Compilation and Review: Current Issues

Friday, Nov. 20 (choose all sessions you plan to attend)
8-9:15am FR-Tax Track - Subchapter S Corporations: Legal Update and Perspective

9:30-10:30am FR-Tax Track - Business Valuations: Current Issues

10:45-noon FR-Tax Track - Deducting Losses for Defrauded Investors

8-9:15am FR-Accounting Track - Preparing for the FASB Codification

9:30-10:30am FR-Accounting Track - IFR---Meets the World of SMEs

10:45-noon FR-Accounting Track - Cooking the Books

 
 
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