2015 CPE Weeks
Unwind
Relax
Learn
Including Luxury CPE Destinations
July 2015 | San DiegoHyatt Regency Mission Bay
This July, you can enjoy 70 miles of coastline, easy access to beaches, mountains, deserts and a vibrant downtown in San Diego! You’ll have the opportunity to earn 40 hours of CPE and enjoy a resort with ocean views, waterfront dining, a poolside lounge and eco-friendly spa.
August 2015 | MontereyEmbassy Suites Seaside
The world is your oyster in Monterey Bay. Earn up to 40 hours of CPE, sip hand-crafted wines, play golf on legendary links, explore the Monterey Bay Aquarium or shop at local art galleries. Monterey offers something for everyone!
October 2015 | San Luis ObispoEmbassy Suites SLO
Soak up the sun and up to 40 hours of CPE at the 2015 San Luis Obispo CPE Week! It’s your destination for breathtaking hikes, award-winning wines, sandy beaches and delicious cuisine.
NEW November 2015 | Newport BeachPelican Hill Resort
Take advantage of CalCPA Education Foundation’s newest CPE Week experience. Newport Beach CPE Week o� ers up to 24 hours of CPE and exclusive access to a � ve-star luxury resort with ocean-view golf, Conde Nast Traveler’s No. 1 spa in California, four hotel restaurants and more! Spaces are limited so be sure to register today.
December 2015 | Palm SpringsOmni Rancho Las Palmas
There’s no better place to � nd fun, sun, relaxation and education this December! In this world-famous vacation destination, you can enjoy desert views on the tram to Mt. San Jacinto, shopping at The River and on El Paseo or gol� ng at one of many top-rated courses.
Top instructors, relaxing destinations and up to 40 hours of continuing education—CalCPA Education Foundation CPE Weeks offer it all! You’ll enjoy free Wi-Fi, daily complimentary lunch, and access to discounted parking and room rates at hotels that are ideal for business travel as well as family vacations.
Maximize your savings with one of our Value Priced Education (VPE) Discount Programs—VPE 80/40/24 values available to perfectly match with your CPE Week experience of choice. calcpa.org/discountsWhether you want to learn in the city you call home or explore one of California’s top vacation spots, you have fi ve great locations to choose from now including Luxury CPE destinations.
CPE Weeks2015
Register today! calcpa.org/CPEweeks
Luxury CPE
Luxury CPE
Luxury CPE
Special Thanks to Our Sponsor
MONDAY, JULY 6Advising Clients of Social Security Benefits Jim R. Blair Credit: CPE 8; CFP 8; MCLE 6.5; LS-EP 6.5Event Code: 4151453A
Business Valuation: A Review of the Essentials Richard S. Barnes, CPA, ABV, CFFCredit: CPE 8; AA 4Event Code: 4151372A
Cost Capitalization A–Z Kathleen K. Wright, CPA, J.D., LLMCredit: CPE 8; CTEC Fed 8; MCLE 6.5; 1139 IRS-Fed 8Event Code: 4152778A
Fraud: Essential Audit Tools and Techniques
Thomas E. Noce, CPA, CFECredit: CPE 4; FR 4; AA 4Event Code: 4152872C
The New Group Audit Standard: Understanding the Essentials
Thomas E. Noce, CPA, CFECredit: CPE 4; AA 4 Event Code: 4152889C
TUESDAY, JULY 7Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8 Event Code: 4151010E
Effective Work Paper Techniques: Building a Better Work Paper David E. Gosselin, CPACredit: CPE 8; AA 8Event Code: 4151664A
Top 10 Things Financial Planners Need to Know About Estate Planning Mary Kay A. Foss, CPACredit: CPE 8; CFP 8Event Code: 4151528A
Choice of Entity Workshop John G McWilliams, CPA, J.D.Credit: CPE 8; EA 8; CTEC Fed 6 MCLE 6.5; LS-TX 6.5; IRS-Fed 8Event Code: 4151123A
WEDNESDAY, JULY 8Everyday Ethics: Doing Well by Doing Good Ronald J. Baker, CPA and Daniel D. Morris, CPACredit: CPE 8; Ethics 4; RR 2; CTEC-ET 4Event Code: 4151218A
Fresh Start Fair Value and Impairment Accounting
Suzan C. Dennis, CPA, MSACredit: CPE 8; AA 8 Event Code: 4153033B
The Nuts and Bolts of High End Planning David B. Gaw, Esq. and Jacqueline A. Patterson, Esq., CPA, J.D., MBTCredit: CPE 8; LS-EP 6.5; MCLE 6.5; CFP 8Event Code: 4152323A
Additional Course TBDvisit calcpa.org/SanDiego
THURSDAY, JULY 9Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; EA 8; CFP 8; CTEC Fed 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152281A
SAN DIEGO July 6-10, 2015 | Hyatt Regency Mission Bay
Forensic Technology and The Fight Against Fraud: The Use of Forensic
Data Analysis and Computer Forensics Brian Lopez, CFE and Louis Anthony BohorquezCredit: CPE 8; AA 8; FR 4 Event Code: 4151592A
Form 1041 Workshop Jacqueline A. Patterson, Esq., CPA, J.D., MBTCredit: CPE 8; AA 1 LS-EP 6.5; MCLE 6.5Event Code: 4151979A
The New Compilation and Review Standards Howard Sibelman, CPACredit: CPE 8; AA 8Event Code: 4152878A
FRIDAY, JULY 10Affordable Care Act - Tax Favored Health Care Plans After ACA
J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; CFP 8; CTEC Fed 8; EA 8; MCLE 6.5; IRS-Fed 8Event Code: 4152966A
Detecting Fraudulent Financial Reporting Cecil Jackson, Ph.D.Credit: CPE 8; AA 8; FR 4Event Code: 4152669C
Employee Stock Options Karen Brosi, CFP, EACredit: CPE 4;
Event Code: 4152964A
Review of Significant Accounting Topics Mark E. Dauberman, CPACredit: CPE 8; AA 8 Event Code: 4152792A
Top 10 AMT Causes and Planning Strategies
Karen Brosi, CFP, EACredit: CPE 4; MCLE 3.5 EA 4; IRS-Fed 4Event Code: 4152552A
Hyatt Regency Mission Bay
Luxury CPE
MONDAY, AUGUST 3Affordable Care Act:Review and Update
J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; CFP 8; IRS-Fed 8; EA 8 Event Code: 4153022C
Disclosure: The Key to Financial Statements Howard S. Sibelman, CPACredit: CPE 8; AA 8Event Code: 4152522A
Small Business Internal Control, Security and Fraud Prevention and Detection Thomas Stephens, Jr., CPA, CITP Credit: CPE 8; AA 8; FR 8Event Code: 4151294C
TUESDAY, AUGUST 4Budgeting and Forecasting Tools and Techniques Thomas Stephens, Jr., CPA, CITPCredit: CPE 8; AA 4Event Code: 4152978C
Compilation and Review Practice Guide Howard S. Sibelman, CPACredit: CPE 8; AA 8 Event Code: 4152881B
Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; MCLE 6.5; CTEC Fed 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4152531C
WEDNESDAY, AUGUST 5GAAP Update Mark E. Dauberman, CPACredit: CPE 8; AA 8Event Code: 4152513E
Settled & Approved: Fiduciary Accounting from Start to Finish Margaret Hand, Esq.Credit: CPE 8; AA 8; MCLE 6.5; LS-EP 6.5Event Code: 4152186A
MONTEREY August 3-7, 2015 | Embassy Suites Seaside
Statement of Cash Flows: Preparation and Analysis Workshop Summer Taylor, CPACredit: CPE 8; AA 8Event Code: 4152284C
THURSDAY, AUGUST 6Accountancy Laws, Ethics, Taxes and Financial Reporting Review Richard Ferdinand, CPACredit: CPE 8; RR 2; Ethics 4; CTEC-ET 4; IRS-Ethics 4; EA 4 Event Code: 4152174A
Forensic Auditing, Auditing For Fraud Risks Brian Y. Lopez, CFE, Ronald Durkin and Louis Anthony BohorquezCredit: CPE 8; AA 8; FR 4 Event Code: 4151577A
Partnership and LLC Taxation: Advanced Issues, Including Transfers of Interests and Liquidations Mark J. Patrick, CPA, CVA Credit: CPE 8; CTEC Fed 8; EA 8; MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151398A
FRIDAY, AUGUST 7Preparing Complex 1040s Mark J. Patrick, CPA, CVACredit: CPE 8; IRS-Fed 8; LS-TX 6.5; CTEC Fed 8; MCLE 6.5; CFP 8Event Code: 4151375A
Controls, Risks and Financial Reporting Richard Ferdinand, CPACredit: CPE 8; AA 8; FR 4 Event Code: 4152293C
Revenue: Present and Future Bobbe Barnes, CPA, CGMA, CMA, CGFMCredit: CPE 8; AA 8Event Code: 4152516A
Register today! calcpa.org/CPEweeks
(800) 9-CalCPAEmbassy Suites Seaside
MONTEREY August 3-7, 2015 | Embassy Suites Seaside
MONDAY, OCTOBER 19Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8 Event Code: 4151010J
Advanced Tax Planning Techniques Jacob Stein, Esq.Credit: CPE 8; LS-TX 6.5; CTEC Fed 8; IRS-Fed 8; LS-EP 6.5; MCLE 6.5 Event Code: 4151054A
TUESDAY, OCTOBER 20Everything You Need to Know About Trusts Kenneth Kosso� and Jacob SteinCredit: CPE 8; MCLE 6.5; 4746 LS-EP 6.5; 4746 CFP 8; LS-TX 6.5 Event Code: 4151519B
Other Comprehensive Basis of Accounting Fundamentals Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8 Event Code: 4152308G
MONDAY, NOVEMBER 2Federal and California Tax Update Kathleen K. Wright, CPA, J.D., LLMCredit: CPE 8; LS-TX 6.5; MCLE 6.5; CTEC Fed 5; CTEC Cal 3; IRS-Fed 5 Event: 4151583A
The New Compilation and Review Standards Howard Sibelman, CPACredit: CPE 8; AA 8 Event Code: 4152878B
WEDNESDAY, OCTOBER 21Tax Practice and Procedures for California CPAs Arthur Dellinger, CPACredit: CPE 8Event Code: 4153021A
Deception, Embezzlement and Fraud Suzan C. Dennis, CPA, MSACredit: CPE 8; AA 8; FR 4 Event Code: 4153032D
THURSDAY, OCTOBER 22Fresh Start, Fair Value and Impairment Accounting Suzan C. Dennis, CPA, MSACredit: CPE 8; AA 8Event Code: 4153033C
Federal Tax Update: Individuals (Form 1040) J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; MCLE 6.5; CFP 8; EA 8; CTEC Fed 8; IRS-Fed 8 Event Code: 4152024A
TUESDAY, NOVEMBER 3Fraud: Essential Audit Tools and Techniques
Thomas E. Noce, CPA, CFECredit: CPE 4; FR 4; AA 4 Event Code: 4152872E
Mitigating Fraud Engagement Risk for Nonaudit Practitioners
Thomas E. Noce, CPA, CFECredit: CPE 4; FR 4; AA 4 Event Code: 4152873D
Ethical and Legal Standards for CPAs Dana A. Basney, MCPA, ABV, CFF, CIRA, CVA, CFF, CFECredit: CPE 8; AA 2; RR 2; Ethics 4; FR 2Event Code: 4151179E
FRIDAY, OCTOBER 23Ethical and Legal Standards for CPAs Dana A. Basney, MCPA, ABV, CFF, CIRA, CVA, CFF, CFECredit: CPE 8; AA 2; RR 2; Ethics 4; FR 2Event Code: 4151179D
Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) J. Patrick Garverick, CPA, CFP, MTCredit: Credit: CPE 8; CTEC Fed 8; CFP 8; MCLE 6.5; EA 8; IRS-Fed 8Event Code: 4151988A
WEDNESDAY, NOVEMBER 4Settled and Approved: Fiduciary Accounting from Start to Finish Margaret Hand, Esq.Credit: LS-EP 6.5 Event Code: 4152186C
Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8Event Code: 4151010K
SAN LUIS OBISPO October 19-23, 2015 | Embassy Suites SLO
NEW NEWPORT BEACH November 2-4, 2015 | Pelican Hill Resort
Pelican Hill Resort, Newport Beach
Luxury CPE
PALM SPRINGS December 7-11, 2015 | Omni Rancho Las Palmas
MONDAY, DECEMBER 7Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8Event Code: 4151010M
Stopping Fraud in Your Business Stephen Getzo� , CPACredit: CPE 8; AA 8; FR 4; MCLE 6.5 Event Code: 4151447C
Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; EA 8; CFP 8; CTEC Fed 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152281C
Real Estate Taxation G. Scott HaisletCredit: CPE 8; EA 8; 1139 MCLE 6.5; 1139 LS-TX 6.5; 4746 CFP 8 Event Code: 4152305D
TUESDAY, DECEMBER 8Internal Control: Your First Defense Against Errors and Fraud Thomas E. Noce, CPA, CFECredit: CPE 8; FR 4; AA 8; GT 8 Event Code: 4151303D
Revenue: Present and Future Bobbe Barnes, CPA, CGMA, CMA, CGFMCredit: CPE 8; AA 8 Event Code: 4152516D
Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; MCLE 6.5; CTEC Fed 8; EA 8; CFP 8; IRS-Fed 8Event Code: 4152531G
Nine Tax & Financial Planning Topics That Will Make You a Hero to Your Clients Mark Allen, CFP, EA Credit: CPE 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4153002C
WEDNESDAY, DECEMBER 9Financial Reporting: Your Guide to Reading Financial Reports Bobbe Barnes, CPA, CGMA, CMA, CGFMCredit: CPE 8; AA 8 Event Code: 4152875C
Advanced Tax Planning Techniques Jacob Stein, Esq.Credit: CPE 8; LS-TX 6.5; CTEC Fed 8; IRS-Fed 8; LS-EP 6.5; MCLE 6.5 Event Code: 4151054D
Everyday Ethics: Doing Well by Doing Good Ronald J. Baker, CPA and Dan MorrisCredit: CPE 8; Ethics 4; RR 2; CTEC-ET 4Event Code: 4151218B
LLCs & Partnerships: Review of Selected Topics Michael L. Vinson, J.D., LLM (Taxation) (Taxation)Credit: CPE 8; LS-TX 6.5; CTEC Fed 6 MCLE 6Event Code: 4151323D
THURSDAY, DECEMBER 10Federal and California Tax Update for Individuals Gary McBride, Esq., CPA, LLM and Annette NellenCredit: CPE 8; CTEC Fed 8; EA 8; MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151498C
Estate Planning: A Comprehensive Overview Jacob Stein, Esq.Credit: CPE 8; MCLE 6.5 Event Code: 4152314D
Tax Practitioner’s Guide to Accounting and Reporting Issues Kenneth Heaslip, MS, MBA, CPA, CGMACredit: CPE 8; AA 8 Event Code: 4152500F
GAAP Update Mark Dauberman, CPACredit: CPE 8; AA 8 Event Code: 4152513K
FRIDAY, DECEMBER 11Federal and California Tax Update for Businesses and Estates Gary McBride, Esq., CPA, LLM and Annette NellenCredit: CPE 8; CTEC Fed 8; IRS-Fed 8; LS-TX 6.5; MCLE 6.5; CFP 8Event Code: 4151501C
Advanced Issues: The Art of the Estate Tax Return Keith Schiller, Esq. Credit: CPE 8; LS-EP 6.5; 2099-CE-0186 CTEC Fed 8; MCLE 6.5; CFP 8Event Code: 4151982C
FASB and AICPA Update: Practical Guidance Kenneth Heaslip, MS, MBA, CPA, CGMACredit: CPE 8; AA 8 Event Code: 4152497F
Staying Current with Nonprofit Accounting and Auditing Laura Lindal, CPACredit: CPE 8; AA 8Event Code: 4152965E
Omni Rancho Las Palmas
Luxury CPE
CONTACTCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066
(800) 922-5272Fax (888) 868-8558calcpa.org
EVENT PRICINGMember:CPE 4: $140CPE 8: $275
Nonmember:CPE 4: $188CPE 8: $375
ACCOMMODATIONSSan Diego | Hyatt Regency Mission BayRate: $229 single/double Resort Fee: $10/day resort fee (per room)888-421-1442Group ID: CalCPARoom block: July 4-12Classes: July 6-10Cut-o� date: June 5Complimentary Day Parking; 25% o� Overnight self-parkingComplimentary guest room internet
Monterey | Embassy Suites Seaside Rate: $240Additional Fee: $2 per night city assessment831-393-1115, 800-EMBASSY, or www.embassymonterey.comGroup ID: California CPA Education FoundationRoom block: August 1-7Classes: August 3-7Cut-o� date: July 2; 72-hour cancellationDaily Parking $5; Overnight self-parking, $10Free in-suite internet
San Luis Obispo | Embassy Suites SLORate: $144 single/$144 double800-362-2779, 805-549-0800 embassysuitesslo.comGroup ID: California CPA Education FoundationRoom block: October 18-23Classes: October 19-23Cut-o� date: September 18Complimentary parkingFree in-suite internet
NEW NEWPORT BEACH | PELICAN HILL RESORTRate: $345 bungalow (single/double)855-857-7297Group ID: California CPA Education FoundationRoom block: November 1-5Classes: November 2-4Cut-o� date: October 2Complimentary valet & self-parkingFree guest room internet
Palm Springs | Omni Rancho Las PalmasRate: $170 Resort Fee: $15/day resort fee (per room)866-423-1195, or visit: www.rancholaspalmas.comGroup ID: CalCPA Education FoundationRoom block: December 5-12Classes: December 7-11Cut-o� date: October 30; 7-day cancellationComplimentary valet & self-parkingGuest-room internet
DISCOUNT PROGRAMS
Want to pay using a CPE discount program?CalCPA Education Foundation member discount programs offer great value and can be used for conferences, courses, staff training, and CPE Weeks, now including exclusive Luxury CPE destinations.
(800) 9-CalCPA, (800) 922-5272calcpa.org/discounts
REGISTRATION POLICYAll registrations are taken on a � rst-come, � rst-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.
CANCELLATION POLICYIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.
VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.
Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies. Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org
CalCPA Education Foundation is registered with the National Association of State
Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have � nal authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.
CREDIT INFORMATION AA Recommended for ful� lling the
24-hour A&A CPE requirement. EA Recommended for ful� lling the Enrolled Agents CPE requirement. ET Recommended for ful� lling the Ethics CPE requirement (in California). RR Recommended for ful� lling the Regulatory Review CPE requirement (in California). FR Recommended for ful� lling the Fraud CPE requirement. GT Recommended for ful� lling the Government CPE requirement. MCLE Quali� es for MCLE credit. LS-EP Quali� es for Legal Specialization (Estate Planning, Trust and Probate Law). LS-TX Quali� es for Legal Specialization (Taxation Law). CFP-EP Quali� es for CFP—Estate Planning. CFP-GP Quali� es for CFP—General Principles of Financial Planning. CFP-IT Quali� es for CFP—Income Tax Planning.CTEC-CA Quali� es for California CTEC credit. CTEC-ET Quali� es for Ethics CTEC credit
Register today! calcpa.org/CPEweeks
(800) 9-CalCPAOmni Rancho Las Palmas
CalCPA Members: $1,295
Save up to $1,995*80 hours of CPE
Save up to $830*40 hours of CPE
VPE40VPE404040404040VPE40
Save up to $300*24 hours of CPE
VPE24VPE2424242424VPE24
1800 Gateway Drive, Suite 200San Mateo, CA 94404800.9.CalCPA | 800.922.5272CalCPA.org
CPE Weeks
San Diego: July 6-10 Hyatt Regency Mission BayMonterey: Aug. 3-7 Embassy Suites SeasideSan Luis Obispo: Oct. 19-23 Embassy Suites SLONEW! Newport Beach: Nov. 2-4 Pelican Hill ResortPalm Springs: Dec. 7–11 Omni Rancho Las Palmas
2015
Non-profi t Org.U.S. Postage
PAIDCalCPA Education
Foundation