San Diego CPE Week

San Diego CPE Week

July 9–13

A city heavily influenced by American and Mexican culture stretched along 70 miles of sunny coastline, San Diego allows for easy accessibility to beaches, mountains and deserts as well as more than 100 active brewpubs and microbreweries surrounded by a delicious mix of cuisine that will make your taste buds sing! You’ll have the opportunity to earn quality CPE while enjoying a resort with ocean views, waterfront dining, a poolside lounge and eco-friendly spa.


Agenda

Monday
California Frauds, Scams and Scandals with Susan Dennis, CPA
CPE: 8 | AA: 8 | FR: 4 | GT: 8
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Form 1041 Workshop with Jacqueline Patterson, CPA
CPE: 8 | AA: 1 | IRS-TX: 8 | CFP: 8 | MCLE: 6.5 | LS-EP: 6.5
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Statement of Cash Flows: Preparation and Analysis Workshop with Summer Taylor, CPA
CPE: 8 | AA: 8
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Tuesday
Accounting Industry Update with Summer Taylor, CPA
CPE: 8 | AA: 8
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Allocating Partnership/LLC Income, Losses and Debt to Partners with Gary R. McBride, CPA, Esq., J.D., LL.M.
CPE: 4 | CTEC-TX: 4 | IRS-TX: 4 | MCLE: 3 | LS-TX: 3
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Real Estate Taxation with G. Scott Haislet, Esq.
CPE: 8 | ET: 2 | IRS-TX: 8 | MCLE: 6.5 | LS-TX: 6.5
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Section 754 Elections/Redemption of a Partner with Gary R. McBride, CPA, Esq., J.D., LL.M.
CPE: 4 | CTEC-TX: 4 | IRS-TX: 4 | MCLE: 3 | LS-TX: 3
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Wednesday
Advanced Personal Financial Planning Update with J. Randall Gardner, CPA
CPE: 8 | CFP: 8 | MCLE: 6.5 | LS-EP: 6.5
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Ethical and Legal Standards for CPAs with Dana Basney
CPE: 8 | AA: 2 | ET: 4 | FR: 2 | RR: 2
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Key Ratio Analysis with David Osburn, CPA
CPE: 8 | AA: 8
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Thursday
FASB and AICPA Update: Practical Guidance with Howard Sibelman, CPA (Ideal for YEPs)
CPE: 8 | AA: 8
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Retirement Advising: Accumulation and Decumulation Strategies with J. Randall Gardner, CPA
CPE: 8 | CFP: 8 | MCLE: 6.5 | LS-TX: 6.5
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S Corporation Preparation with Troy Lewis
CPE: 8
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Friday
OCBOA Case Studies with Suzan Dennis, CPA
CPE: 8 | AA: 8
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S Corporations: Tax Planning Ideas and Strategies with John McWilliams, CPA
CPE: 8 | CTEC-TX: 8 | IRS-TX: 8 | MCLE: 6.5
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Top 10 Things Financial Planners Need to Know About Estate Planning with Mary Kay Foss, CPA
CPE: 8 | CFP: 8
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