What's New in 2018-19

Quality you can trust with new tax law updates and top trends

Cut through the noise about the Tax Cut and Jobs Act, 199A, cannabis, cybersecurity and bitcoin/blockchain and other topics. CalCPA delivers the vital expert education that best serves your clients and staff.

CalCPA Education Foundation listens and continually improves upon our offerings and service with the help of members who communicate with our chapter program associates or through member-based committees. As a result, this year we will begin offering express signup, check-in and faster credit. Live attendees will experience automated check-in and badging with easy-to-access CPE certificates of credit online.

Additionally, receive information that matters to you by updating your communication preferences: calcpa.org/mypreferences

New Courses Through August

Accounting & Financial Statements

  • Digital Currency Revolutions: How Bitcoin and Cryptocurrencies are Changing Commerce with Daniel D. Morris, CPA | CPE: 4, AA: 4
    7/30 » 8:30 a.m. Webcast
  • Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact with Ronald J. Baker | CPE: 4, AA: 4
    8/1 » 8:30 a.m. Webcast
  • Optimize Enterprise Value Using Wall Street Analyst Strategies with George Haloulakos, CFA | CPE: 2, AA: 2
    8/1 » 10 a.m. Webcast
  • Accounting for Cryptocurrency Mining Companies with David K. Golbahar, CGMA, CPA | CPE: 4, AA: 4
    8/15 » 8:30 a.m. Burbank Area | Webcast
  • OCBOA Case Studies with Suzan C. Dennis, CPA, BA, BS, MSA | CPE: 8, AA: 8
    8/21 » 8:30 a.m. Webcast
  • Excel Financial Reporting and Analysis with Thomas G. Stephens, Jr., CPA, CITP, CGMA | CPE: 8, AA: 8
    8/23 » 6 a.m. Webcast | 9 a.m. Webcast
  • Internal Control Creation and Design Concepts with Karl W. Egnatoff, CPA, CITP | CPE: 2, AA: 2
    8/23 » 10 a.m. Webcast
  • Understanding the Complexities of Fraud in Order to Develop Ways to Mitigate Risk with Karl W. Egnatoff, CPA, CITP | CPE: 8, AA: 8, FR: 4
    8/29 » 6:30 a.m. Webcast | 8:30 a.m. Webcast

Auditing

  • K2's Evaluating Technology Controls with Thomas G. Stephens, Jr., CPA, CITP, CGMA | CPE: 2, AA: 2
    8/3 » 4 p.m. Webcast
  • Implementing Internal Controls in QuickBooks Environments with Thomas G. Stephens, Jr., CPA, CITP, CGMA | CPE: 4, AA: 4
    8/27 » 9 a.m. Webcast

Business and Corporate Taxation

  • S Corporation Taxation: Comprehensive (Form 1120S) with Troy K. Lewis, M.Acc., CPA, CGMA | CPE: 8, CTEC-TX: 8, IRS-TX: 8, MCLE: 6.5
    8/2 » 6:30 a.m. Webcast | 8:30 a.m. Webcast
  • Everything We Know So Far About Section 199A: The New QBI Deduction with Gary R. McBride, CPA, Esq., J.D., LL.M. | CPE: 4, MCLE: 3, MCLE LS-TX: 3
    8/21 » 12:30 p.m. Webcast
  • Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) with Troy K. Lewis, M.Acc., CPA, CGMA | CPE: 8, CTEC-FTL: 8, IRS-FTL: 8, MCLE: 6.5
    8/28 » 8:30 a.m. Webcast
  • Nexus vs. Making Money: The Green Mile of Physical Presence with Daniel L. Thompson, CPA | CPE: 4, MCLE: 3
    8/29 » 8:30 a.m. Webcast
  • Practical Tips for Controllers & CFOs with Stephen Priddle | CPE: 8
    7/27 » 8:30 a.m. Webcast

California State and Local Taxation

  • As The Board Turns: The New California Department of Tax and Fee with Daniel L. Thompson, CPA | CPE: 1
    7/20 » 11 a.m. Webcast

Computers and Technology

  • Blockchain and Digital Currency: The Next Frontier in Digital Transformation with David M. Cieslak, CPA, BA, CITP, GSEC | CPE: 1, AA: 1
    8/14 » 11 a.m. Webcast
  • The Importance of Security for Digital Information with Karl W. Egnatoff, CPA, CITP | CPE: 4
    8/16 » 8:30 a.m. Webcast
  • Getting the Most from Microsoft Outlook with Karl W. Egnatoff, CPA, CITP | CPE: 2
    8/23 » 8:30 a.m. Webcast

Fraud

  • An Overview of the COSO Internal Control Framework with Karl W. Egnatoff, CPA, CITP | CPE: 2, AA: 2, FR: 2
    8/10 » 8:30 a.m. Webcast
  • Start-up and Small Business Financial Statements: Issues and Fraud with Richard A. Ferdinand, CPA | CPE: 4, AA: 4, FR: 4
    8/30 » 8:30 a.m. Webcast

Individual Taxation

  • Tax Reform Act Update: Answering Client Questions with Kathleen K. Wright, CPA, J.D., LL.M. | CPE: 4, CTEC-FTL: 4, IRS-FTL: 4, MCLE: 3
    7/30 » 8:30 a.m. Burlingame HQ | Webcast
  • Retirement Penalties and Rollover Issues with Mary Kay A. Foss, CPA | CPE: 2, CTEC-FED: 2, IRS-TX: 2
    7/31 » 10 a.m. Webcast
  • Passive Activity Losses (PAL): Comprehensive with Troy K. Lewis, M.Acc., CPA, CGMA | CPE: 8, CFP: 8, CTEC-TX: 8, IRS-TX: 8, MCLE: 6.5
    8/6 » 6:30 a.m. Webcast | 8:30 a.m. Webcast
  • Federal and State Tax Analysis of the Tax Cuts and Jobs Act with Kathleen K. Wright, CPA, J.D., LL.M. | CPE: 8, CTEC-FTL: 8, IRS-FTL: 8, MCLE: 6.5
    8/20 » 8:30 a.m. Burlingame HQ | Webcast
  • IRAs: Tax Efficient Tools for Retirement with Brian Spilker | CPE: 8, CFP: 8, CTEC-TX: 8, IRS-TX: 8, MCLE: 6.5
    8/20 » 8:30 a.m. Webcast
  • Addressing Conflicts of Interest and Errors on Tax Returns with Arthur J. (Kip) Dellinger, CPA | CPE: 2, CTEC-Ethics: 2, ET: 22
    8/21 » 12:30 p.m. Webcast
  • Understanding CPA Communication Privileges in Tax Practice with Arthur J. (Kip) Dellinger, CPA | CPE: 2, CTEC-Ethics: 2, ET: 22
    8/21 » 2:30 p.m. Webcast
  • Critical Tax Procedural Issues for CPAs with Arthur J. (Kip) Dellinger, CPA | CPE: 2, CTEC-TX: 2, IRS-TX: 2
    8/22 » 1 p.m. Webcast
  • Due Diligence Requirements: Circular 230 and Other Professional Standards with Arthur J. (Kip) Dellinger, CPA | CPE: 2, CTEC-Ethics: 2, ET: 22
    8/22 » 8:30 a.m. Webcast
  • Providing Tax Advice: Professional Standards with Arthur J. (Kip) Dellinger, CPA | CPE: 2, CTEC-Ethics: 2, ET: 22
    8/22 » 10:30 a.m. Webcast

International Business and Corporate Taxation

  • International Tax Lunch: Foreign Corporation Information Reporting—Form 5471 and Attribution Rules with Debra Rudd, CPA | CPE: 1, MCLE: 1, MCLE LS-TX: 1
    8/10 » Noon Webcast

Management Marketing and Practice Development

  • New Required Going Concern Disclosure: Evaluating the Impact on Preparing Financial Statements, Compilations, Reviews and Audits with Jennifer Louis | CPE: 2
    7/24 » 10 a.m. Webcast
  • Controller Series: Retirement and Succession Planning with Matthew Ryan | CPE: 1
    7/25 » 11 a.m. Webcast
  • Anticipate Engagement: Motivating the Next Workforce with Karl Ahlrichs | CPE: 1
    8/1 » 9 a.m. Webcast
  • Anticipate Change: Avoiding Ulcers in the “New Abnormal World" with Karl Ahlrichs | CPE: 1
    8/7 » 10 a.m. Webcast
  • Controller Series: Leadership & the Tone at the Top with Matthew Ryan | CPE: 1
    8/9 » 1 p.m. Webcast
  • Controller Series: Inflation, Deflation & Stagflation with Matthew Ryan | CPE: 1
    8/10 » 9 a.m. Webcast
  • Get Ready for the Fast Future - The Anticipatory CPA with Bill Sheridan | CPE: 1
    8/13 » 8 a.m. Webcast
  • Anticipate Inclusion - Building a Sustainable Culture of Diversity with Karl Ahlrichs | CPE: 1
    8/15 » 9 a.m. Webcast
  • The Post-Professional Society with Ronald J. Baker | CPE: 4
    8/22 » 8:30 a.m. Webcast

Partnerships & LLCs

  • The New Partnership Audit Procedures with Arthur J. (Kip) Dellinger, CPA and Lydia Turanchik, J.D., LL.M. | CPE: 4, CTEC-TX: 4, IRS-TX: 4, MCLE: 3
    8/21 » 8:30 a.m. Webcast

Retirement, Pensions, Financial Planning & Insurance

  • CalCPA PFP Wealth Wednesdays: Top 10 Financial Planning Issues Benefiting Estate Plans with PFP Committee | CPE: 1, CFP: 1
    7/18 » 11 a.m. Webcast
  • CalCPA PFP Wealth Wednesdays: Latest Findings on Retirement Income Distribution with Michael Finke, Ph.D., CFP® | CPE: 1, CFP: 1
    8/15 » 11 a.m. Webcast

Trusts & Estate Planning

  • Trusts as Retirement Plan Beneficiaries with Mary Kay A. Foss, CPA | CPE: 1
    7/31 » 1 p.m. Webcast
  • Settled and Approved II: Handling Disputes to Fiduciary Accountings with Michael C. Gerson, Esq. and Ryan Szczepanik | CPE: 2, AA: 2, MCLE: 1.5, MCLE LS-EP: 1.5
    8/15 » 10 a.m. Webcast