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		   Add to Cart
Form 1041 Workshop with Jacqueline Patterson, CPA
CPE: 8 | AA: 1 | IRS-TX: 8 | CFP: 8 | MCLE: 6.5 | LS-EP: 6.5		   Add to Cart
Statement of Cash Flows: Preparation and Analysis Workshop with Summer Taylor, CPA
CPE: 8 | AA: 8		   Add to Cart
Tuesday
Accounting Industry Update with Summer Taylor, CPA
CPE: 8 | AA: 8		   Add to Cart
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		   Add to Cart
Real Estate Taxation with G. Scott Haislet, Esq.
CPE: 8 | ET: 2 | IRS-TX: 8 | MCLE: 6.5 | LS-TX: 6.5		   Add to Cart
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		   Add to Cart
Wednesday
Advanced Personal Financial Planning Update with J. Randall Gardner, CPA
CPE: 8 | CFP: 8 | MCLE: 6.5 | LS-EP: 6.5		   Add to Cart
Ethical and Legal Standards for CPAs with Dana Basney
CPE: 8 | AA: 2 | ET: 4 | FR: 2 | RR: 2		   Add to Cart
Key Ratio Analysis with David Osburn, CPA
CPE: 8 | AA: 8		   Add to Cart
Thursday
FASB and AICPA Update: Practical Guidance with Howard Sibelman, CPA (Ideal for YEPs)
CPE: 8 | AA: 8		   Add to Cart
Retirement Advising: Accumulation and Decumulation Strategies with J. Randall Gardner, CPA
CPE: 8 | CFP: 8 | MCLE: 6.5 | LS-TX: 6.5		   Add to Cart
S Corporation Preparation with Troy Lewis
CPE: 8		   Add to Cart
Friday
OCBOA Case Studies with Suzan Dennis, CPA
CPE: 8 | AA: 8		   Add to Cart
S Corporations: Tax Planning Ideas and Strategies with John McWilliams, CPA
CPE: 8 | CTEC-TX: 8 | IRS-TX: 8 | MCLE: 6.5		   Add to Cart
Top 10 Things Financial Planners Need to Know About Estate Planning with Mary Kay Foss, CPA
CPE: 8 | CFP: 8		   Add to Cart