San Luis Obispo CPE Week

San Luis Obispo CPE Week

Oct. 22–26

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 Industry Update with Summer M. Taylor, CPA
CPE 8
Top 10 Things Financial Planners Need to Know About Estate Planning with Mary Kay A. Foss, CPA
CPE 8; CFP 8
Tuesday
Statement of Cash Flows: Preparation and Analysis Workshop with Summer M. Taylor, CPA
CPE 8
Real Estate Taxation with G. Scott Haislet, CPA, Esq.
CPE 8; ET 2; MCLE 6.5; MCLE LS-TX 6.5; IRS-TX 8
Wednesday
Accounting and Auditing Update with Thomas E. Noce, CPA, CFE
CPE 8
Form 1041 Workshop with Jacqueline A. Patterson, CPA, J.D., MBT
CPE 8; CFP 8; MCLE 6.5; MCLE LS-EP 6.5; IRS-TX 8
Thursday
Audit Standards Update: Clarifying Risk Assessment with Thomas E. Noce, CPA, CFE
CPE 8; AA 8; FR 4; GT 8
Federal Tax Update: Individuals (Form 1040) with Mark Vanden Berge, CPA
CPE 8; CFP 8; MCLE 6.5; CTEC-FTL 8; IRS-FTL 8
Friday
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) with Mark Vanden Berge, CPA
CPE 8; CFP 8; MCLE 6.5; CTEC-FTL 8; IRS-FTL 8
Ethical and Legal Standards for CPAs with Dana A. Basney, CPA, MS, ABV, CFE, CIRA
CPE 8; ET 4; FR 2; RR 2