Monterey CPE Week

Thank you to those who attended this year.

Please consider joining us at San Luis Obispo or Palm Springs CPE Week.


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