San Luis Obispo CPE Week

San Luis Obispo CPE Week

Oct. 22–26

Nestled at the base of the Santa Lucia foothills, San Luis Obispo is the Central Coast gem you never knew you needed to see. Have the opportunity to earn quality CPE while enjoying breathtaking hikes, award-winning wineries and craft breweries and a thriving downtown with quirky attractions.


Agenda

Monday
The Newest Thing in Compilation & Review: Practical Approaches to Performing Efficient and Effective Engagements with Mark Dauberman
CPE: 4 | AA: 4
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The Nuts and Bolts of High-End Planning with David Gaw
CPE: 8 | MCLE: 6.5 | LS-EP: 6.5
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Tuesday
Advanced Issues: The Art of the Estate Tax Return with Keith Schiller, Esq.
CPE: 8 | CTEC-TX: 8 | IRS-TX: 8 | CFP: 8 | MCLE: 6.5 | LS-EP: 6.5
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GAAP Update with Mark Dauberman
CPE: 8 | AA: 8
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Wednesday
Financial Performance Reporting with Ron Worsham
CPE: 8 | AA: 8
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Special Topics in Partnership and LLC Taxation with Michael Vinson
CPE: 8 | CTEC-TX: 8 | IRS-TX: 8 | MCLE: 6.5
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Thursday
Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics with Richard Ferdinand
CPE: 4 | ET: 4 | CTEC-ET: 4 | IRS-ET: 4
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Corporate Income Tax Return Fundamentals with George Shewchuk
CPE: 8 | CTEC-TX: 8 | IRS-TX: 8 | MCLE: 6.5 | LS-TX: 6.5
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Small-Business Financial Statements with Richard Ferdinand
CPE: 4 | AA: 4
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Friday
Compilations and Reviews: Risks, Procedures and Fraud with Richard Ferdinand
CPE: 8 | AA: 8 | FR: 4
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Deal Structure for Mergers and Acquisitions with George Shewchuk
CPE: 8 | CTEC-TX: 8 | IRS-TX: 8 | MCLE: 6.5
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