San Diego CPE Week

San Diego CPE Week

July 9–13

Thank you to those who attended! Bookmark this page to get updates about 2018 hotel information and schedule of courses.


Example Agenda: 2017 Course Options

Monday

  • Accounting and Auditing Update with Thomas E. Noce, CPA, CFE
    CPE 8
  • Financial Statement Analysis: Unraveling the Mystery For Management with William F. O'Brien, CPA, MBA
    CPE 8
  • Financial and Tax Planning for Divorce: A Guide to Identifying Pitfalls and Developing Practical Solutions with Jeffrey H. Rattiner, CPA, CFP, MBA
    CPE 8; CFP 8
  • S Corporation Taxation: Cutting-Edge Tax Strategies with George Koutelieris, CPA and Greg White, CPA
    CPE 8; MCLE 6.5; CTEC-TX 8; IRS-TX 8

Tuesday

  • Fraud: Essential Audit Tools and Techniques with Thomas E. Noce, CPA, CFE
    CPE 4; FR 4
  • Mitigating Fraud Engagement Risk for Nonaudit Practitioners with Thomas E. Noce, CPA, CFE
    CPE 4; FR 4
  • Not-for-Profit Organizations: Accounting and Auditing Principles and Applications with Anne Freiermuth, CPA
    CPE 8
  • The Portable Exclusion, Marital Deduction and Future of Survivor's and Bypass Trusts Planning with J. Randall (Randy) Gardner, CPA, CFP, J.D.
    CPE 8; CFP 8; MCLE 6.5; MCLE LS-EP 6.5; MCLE LS-TX 6.5
  • Partnership and LLC Taxation: Cutting-Edge Tax Strategies for Entities Taxed as Partnerships with George Koutelieris, CPA and Greg White, CPA
    CPE 8; MCLE 6.5; CTEC-TX 8; IRS-TX 8

Wednesday

  • Accounting Industry Update with Summer M. Taylor, CPA
    CPE 8
  • Advising Clients of Social Security Benefits with Jim Blair
    CPE 8; CFP 8; MCLE 6.5; MCLE LS-EP 6.5
  • Everything You Need to Know About Trusts with Kenneth W. Kossoff, Esq. and Jacob Stein, Esq., J.D., LL.M.
    CPE 8; CFP 8; MCLE 6.5; MCLE LS-EP 6.5; MCLE LS-TX 6.5
  • Everyday Ethics: Doing Well by Doing Good with Ronald J. Baker and Daniel D. Morris, CPA
    CPE 8; ET 4; RR 2

Thursday

  • Business Valuation: A Review of the Essentials with Richard S. Barnes, CPA, ABV, CFF, CGMA
    CPE 8
  • GAAP Update with Mark E. Dauberman, CPA
    CPE 8
  • Revenue: Present and Future with Bobbe Barnes, CPA, CMA, CGFM
    CPE 8
  • The Nuts and Bolts of High-End Planning with Jacqueline A. Patterson, CPA, J.D., MBT and David B. Gaw, Esq.
    CPE 8; MCLE 6.5; MCLE LS-EP 6.5

Friday

  • Leases: Present and Future with Bobbe Barnes, CPA, CMA, CGFM
    CPE 8
  • SSARS 21: The Newly Effective Preparation, Compilation and Review Standards with Howard S. Sibelman, CPA
    CPE 8
  • Common Frauds and the Internal Controls Designed to Prevent and Detect Them with Mark E. Dauberman, CPA
    CPE 8; FR 4
  • Individual Tax Planning Topics with Karen Brosi, CFP, EA
    CPE 8; MCLE 6.5; CTEC-TX 8; IRS-TX 8