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Courses

Compilation and Review Essentials: Rules for Local Practitioners | 4132494A - Thursday, June 20 - San Mateo
Compilation and review issues have dominated the CPA profession during the past few years as a result of updates in the compilation and review literature and the issuance of SSARS 19. This course addresses the changes and current performance...
Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis | 4132281A - Thursday, June 20 - Monterey
This comprehensive course is designed to get the accountant quickly up to speed in the area of basis calculations and distribution planning for the owners of pass-through entities (i.e.., S corporations, partnerships and limited liability...
Personal Financial Planning in Intriguing Times | 4132075A - Friday, June 21 - Monterey
Master the challenges of personal financial planning in an environment that has never been time tested. Traditional thought needs to give way to unconventional thinking. Attend this course, and you will understand the key issues and uncomfortable...
Preparing Form 706: The Federal Estate Tax Return | 4131360A - Friday, June 21 - Costa Mesa
Review the basics of how to prepare a federal estate tax return (Form 706) and how to make the portability election for the estate of the deceased spouse. Due to popular demand, this course has been revised to focus solely on beginning estate tax...
Documentation Requirements, Design and Reviewing Techniques of Workpapers | 4132785A - Friday, June 21 - Anaheim
Review current PCAOB, SAS and SSARS engagement documentation requirements and peer review requirements that affect documentation submissions. Using practical examples from case studies, discover best practices related to the current trend in...
Everyday Ethics: Doing Well by Doing Good - Ethics | 4132093A - Friday, June 21 - Los Angeles
This program is designed to fulfill the California Board of Accountancy's four-hour ethics education requirement.  
Everyday Ethics: Doing Well by Doing Good - Ethics and Regulatory Review | 4132096A - Friday, June 21 - Los Angeles
Ethics isn’t about following the rules, it is about making the correct choice when faced with decisions that are difficult, inconvenient, or you are subjected to peer pressure. This course will help CPAs move the profession forward by...
Disclosure: The Key to Financial Statements | 4132522A - Friday, June 21 - San Mateo
Over the past decade, financial statement disclosure requirements have become more complex and complicated, which in turn creates issues for those responsible for the preparation of financial statements. Learn how to explain and illustrate...
Everyday Ethics: Doing Well by Doing Good - Regulatory Review | 4132090A - Friday, June 21 - Los Angeles
This program is designed to fulfill the California Board of Accountancy's two-hour Regulatory Review education requirement.  
Federal Tax Implications of Health Care Reform | 4132777A - Friday, June 21 - Monterey
In its landmark decision, the Supreme Court upheld President Obama’s signature health care bill (i.e., Patient Protection and Affordable Care Act (PPACA)). The PPACA contains numerous income tax provisions already in effect and many more...