Conferences | CalCPA Education Foundation

COVID-19 update

Learn how CalCPA is taking precautions for COVID-19 at all of our live events by visiting our Coronavirus Resources and Information page. For those who would prefer to attend virtually, all conferences are live streamed via webcast. 




Estate and Trust Planning (Encore)
Estate and Trust Planning Conference
Nov. 30–Dec. 1, 2020 // Virtual Conference // CPE: 16; MCLE: 13; CFP: 16; MCLE LS-EP: 13
Join us and hear from national experts who are dedicated to keeping CPAs, attorneys and financial planners on top of recent developments related to COVID-19, new legislation (e.g., CARES Act), stimulus packages as well as changes within estate and trust planning.


Wine Industry
Wine Industry Conference
Dec. 7–8, 2020 // Virtual Conference // CPE: Up to 12
The ever dynamic wine industry is fraught with complicated tax, labor and accounting issues. Please join us as we delve into the myriad influences that affect an industry that is so vital to California and the nation.


ADVI$OR: Personal Financial Planning
Estate and Trust Planning Conference
Jan. 22, 2021 // Virtual Conference // CPE: 8
Your clients are depending on you now more than ever to help them reduce risk and position them for financial success. We’ve lined up a stellar faculty including Dr. David Kelly from JPMorgan, Ted Sarenski from Capital One and other national experts to keep you on top of recent developments.


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