Monterey CPE Week

Monterey CPE Week

Oct. 21–25, 2019

Sample Agenda

Monday
Cash and Credit Management with David L. Osburn, MBA
CPE 8

FASB and AICPA Update: Practical Guidance with Howard S. Sibelman, CPA
CPE 8

Preparing Form 706: The Federal Estate Tax Return with Keith Schiller, Esq. (Ideal for YEPs)
CPE 8; CFP 8; MCLE 6.5; MCLE LS-EP 6.5; CTEC-TX 8; IRS-TX 8

Tuesday
SSARS 21: The Newest Thing in Compilation and Review with Mark E. Dauberman, CPA
CPE 8

Social Security Basics and Strategies For Maximizing Benefits with J. Randall (Randy) Gardner, CPA, CFP, J.D.
CPE 8; CFP 8; MCLE 6.5

Fundamentals of 1031 Exchanges with G. Scott Haislet, CPA, Esq.
CPE 8; ET 2; MCLE 6.5; MCLE LS-TX 6.5; CTEC-TX 8; IRS-TX 8

Wednesday
GAAP Update with Mark E. Dauberman, CPA
CPE 8

California Frauds, Scams and Scandals with Suzan C. Dennis, CPA, BA, BS, MSA
CPE 8; AA 8; FR 4; GT 8

Advanced Tax Planning Techniques with Jacob Stein, Esq., J.D., LL.M.
CPE 8; MCLE 6.5; MCLE LS-EP 6.5; MCLE LS-TX 6.5; CTEC-TX 8; IRS-TX 8

Thursday
Accounting and Auditing Update with Thomas E. Noce, CPA, CFE
CPE 8

Special Topics in Partnership and LLC Taxation with Michael Vinson, Esq., J.D., LL.M.
CPE 8; MCLE 6.5; CTEC-TX 8; IRS-TX 8

Settled and Approved: Fiduciary Accounting from Start to Finish with Michael C. Gerson, Esq. (Ideal for YEPs)
CPE 8; MCLE 6.5; MCLE LS-EP 6.5

Friday
Other Comprehensive Basis of Accounting Fundamentals with Thomas E. Noce, CPA, CFE
CPE 8

Ethical and Legal Standards for CPAs with Dana A. Basney, CPA, MS, ABV, CFE, CIRA
CPE 8; ET 4; FR 2; RR 2

Entity Choice—Tax Considerations with John G. McWilliams, CPA, J.D., Esq.
CPE 8; MCLE 6.5; CTEC-TX 8; IRS-TX 8